Workflow automation and integrations

Connect forms, CRM, and reporting tools so inquiries reach the right person and routine follow-ups happen on schedule.

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What the work covers

Map the manual workflow first. Automate the repeated steps, keep an owner for exceptions, and check that failed runs can be retried.

  • Workflow Automation

    n8n, Make, and Zapier pipelines that automate lead routing, reporting, onboarding, and more.

  • Custom API Integrations

    Connect CRMs, payment systems, and SaaS tools that do not talk to each other out of the box.

  • AI Agents

    LLM-powered agents that triage inboxes, qualify leads, draft content, and answer customers.

  • Data Pipelines

    Automated syncs and ETL between your apps, databases, and dashboards.

  • Internal Tools

    Lightweight apps and dashboards that give your team superpowers without enterprise overhead.

  • Reliability & Monitoring

    Error handling, alerts, and logging so automations run quietly and dependably.

What you receive

  • Automation audit and opportunity map
  • Built and documented workflows
  • Custom API integrations
  • AI agent setup and prompts
  • Monitoring and error alerting
  • Team training and runbook

How the work is done

  1. Map the Work

    Document repetitive processes and quantify the time and cost they consume.

  2. Design the System

    Architect workflows, integrations, and agents that fit how your business actually runs.

  3. Build & Connect

    Implement automations, wire up APIs, and deploy AI agents with proper safeguards.

  4. Monitor & Improve

    Add alerting, train your team, and expand automation coverage over time.

Common questions

  • What can actually be automated?

    Lead capture and routing, reporting, data entry, onboarding, invoicing, content drafting, customer triage — if it is repetitive and rule-based (or LLM-suitable), it can usually be automated.

  • Do I need to be technical?

    No. I build, document, and train your team. You get a system that runs itself plus a runbook for when you want to adjust it.

  • Are AI agents reliable enough for real work?

    With the right guardrails, human-in-the-loop checks, and monitoring, yes — I scope agents to tasks where they are dependable and keep humans in control of high-stakes decisions.

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