I help businesses eliminate repetitive administrative work by designing AI-powered automation systems from lead intake to CRM management to payment tracking so teams spend less time on manual tasks and more time on work that actually grows the business.
I build using Zapier (including AI by Zapier), Notion, Tally, HubSpot, Slack, Google Workspace, and ClickUp to connect tools, automate decision logic, and keep operations running without manual intervention.
Workflows I've built include:
• Lead intake, qualification, prioritization, and automated routing
• AI-assisted lead scoring and decision-based workflow paths
• Payment tracking, revenue logging, and receipt automation
• Client intake with automated task creation and team notifications
• Appointment booking and dispatch pipelines
• CRM and lead-management system integrations
My approach:
Understand → Organize → Automate → Improve
I don't automate for the sake of it. I start by understanding the actual bottleneck, then build a system that removes it and I document every workflow so the business can maintain and adapt it long after I hand it off.
Core areas: AI Automation • Workflow Automation • Business Operations • Lead Management • CRM Systems • Process Improvement
Have a process that's eating up your team's time? Let's talk! send me a message.
