Service

Custom Workflow Automation

Complete automation workflows built for your specific tools and processes. Most clients save 10+ hours per week and see ROI within the first month.

What Gets Automated

If your team does it manually more than twice, it should run itself. Here are the most common workflows I build:

✓ Lead capture and follow-up -- form submission to CRM record to personalized email in 30 seconds
✓ Weekly reporting -- pull data from multiple sources, generate branded PDFs, email to leadership automatically
✓ Content repurposing -- one blog post becomes LinkedIn posts, email excerpts, and social content
✓ Client onboarding -- new client triggers contracts, project setup, welcome emails, and Slack notifications
✓ Data sync -- keep inventory, orders, and contacts in sync across platforms without manual exports
✓ Notifications and alerts -- get Slack or email alerts when important business events happen

Every build comes with everything you need to run and maintain your automations long-term.

1 Discovery call (20 min) -- we identify your top automation opportunity
2 Scoping and proposal -- I define exactly what gets built, timeline, and cost
3 Build (1-3 weeks) -- I build, test, and deploy your workflows
4 Walkthrough and handoff -- video demo, documentation, and team training
5 Post-launch support -- I monitor and fine-tune for the first 2 weeks

Book a free 20-minute discovery call. I'll map your top automation opportunity live on the call.