Stop doing manually what your software can do automatically.
Most small teams are losing hours every week to repetitive tasks — data entry, follow-up emails, status updates, approval requests. I design simple, hands-free workflows that run in the background so your team can focus on the work that actually moves the needle.
From scattered manual steps to a system that runs itself.
Every automation I build follows the same four-phase approach — so you always know where we are and what comes next.
Discover
We map out your current process — every manual step, every handoff, every place things get dropped. I look for friction, repetition, and risk.
Design
I draft a simple workflow diagram showing exactly what gets automated, what triggers it, and what your team still controls. You approve before anything gets built.
Build & Test
I build the automation using tools your team already has — Airtable, Zapier, Make, Power Automate, Google Workspace, or WordPress. Then I test it thoroughly before handing it over.
Hand Off
You get a working system, a plain-English walkthrough of how it runs, and documentation so anyone on your team can maintain it going forward.
Built on platforms your team already knows.
I don't force new software on your organization. I work with what you have — or recommend simple additions that fit your budget and skill level.
See it in action: a nonprofit client intake workflow.
This is a simplified version of a real workflow I built for a fictional nonprofit — Northshore Community Services — to replace their manual email-based intake process. Submit the form below and watch the automation sequence trigger in real time.
New Client Intake Request
Previously: staff emailed a coordinator, who manually logged it in a spreadsheet and sent a confirmation. Average response time: 2–3 days.
Automation Sequence
Submit the form to watch each step trigger
* This is a visual demonstration only. No data is stored or transmitted.
Now submit an actual record — and watch it happen live.
The demo above shows the concept. This one is real. Fill out the form below as a new Northshore client. Your submission goes directly into Airtable, Zapier fires automatically, and your record appears in the live feed within seconds — zero manual steps taken.
Client Intake Form
Submit a real record to the Northshore Clients database.
What Happens Next
Automation handles everything after the click.
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Record created in Airtable
Your submission is written directly to the Northshore Clients table. Source is stamped as Website and Status defaults to New — no manual data entry, no spreadsheet.
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Zapier fires automatically
A Zap watches for new records where Source = Website. It stamps the Intake Date and sends a notification email to the coordinator — all within seconds, no one has to remember.
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Live feed updates below
The feed polls the Clients table filtered by Source = Website. Your record will appear there automatically within a few seconds of submitting.
Live Client Feed
| Name | Phone | Status | Submitted | |
|---|---|---|---|---|
| Loading records… | ||||
Showing the 10 most recent submissions. Feed auto-refreshes for 2 minutes after you submit the form above.
Curious how this is built? See the technical breakdown →
Let's map out your highest-impact automation.
If your team is spending hours on tasks that software could handle, let's talk. A free 30-minute consult is all it takes to identify where automation can save you the most time.
Need part-time or contract operations support?
I'm available for short-term projects and part-time engagements — no full-time overhead, just immediate operational relief and follow-through from someone who's done this work for years.