← Back to Services Process Automation

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.

Talk About Your Workflow ✦ Free 30-minute consultation
How It Works

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.

01

Discover

We map out your current process — every manual step, every handoff, every place things get dropped. I look for friction, repetition, and risk.

02

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.

03

Build & Test

I build the automation using tools your team already has — Airtable, Zapier, Power Automate, Google Workspace, or WordPress. Then I test it thoroughly before handing it over.

04

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.

Tools I Use

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.

⚙️ Zapier Cross-app automation for connecting your existing tools — forms, spreadsheets, email, and databases
🗄️ Airtable Relational database with built-in automations, forms, and notification triggers
Power Automate Microsoft-native automation for teams already in the 365 ecosystem
📋 Google Workspace Forms, Sheets, and Apps Script for lightweight Google-based workflows
🌐 WordPress + Plugins Form-to-workflow connections that link your website directly to internal systems
📬 Email & Notification Tools Automated follow-up sequences, internal alerts, and client reminders
Live Example

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.

Northshore Community Services

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

📥
Form Submitted Intake request received and logged
Waiting
🗄️
Record Created in Database New row added to intake tracker with timestamp
Waiting
📧
Confirmation Sent to Client Auto-email with case number and next steps
Waiting
🔔
Staff Member Assigned & Notified Case routed based on service type and urgency
Waiting
📅
Follow-Up Reminder Scheduled Automatic check-in queued based on urgency level
Waiting

* This is a visual demonstration only. No data is stored or transmitted.

Got a Process to Fix?

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.

Hiring or Partnering?

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.