Email processing
Incoming email sorted, labeled, and routed, with draft replies held for your approval.
What I do · Workflow automation
Connect the tools that don't talk to each other.
Most businesses run on copy and paste. An email becomes a spreadsheet row, which becomes an invoice, which becomes a line in QuickBooks. I map how that work actually moves through your team, then automate the steps that don't need a person.
Sound familiar?
Where the hours go
- Retyping the same information into two or three systems
- Invoices, forms, and PDFs copied into spreadsheets by hand
- Two systems that should agree and don't
- Expiration dates buried in certificates nobody rereads
- Inboxes full of email that needs sorting, forwarding, or filing
- Logging into websites and portals to download the same files every week
What you get
Less copy and paste, fewer dropped balls
Built in accounts you own, and monitored, so a failure shows up as an alert instead of a surprise.
Document and invoice extraction
The fields you need pulled out of PDFs, scans, and forms into a spreadsheet or system.
Data entry and reconciliation
Information moved between systems automatically, and two sources checked against each other with mismatches flagged.
Compliance and deadline tracking
Certificates, licenses, renewals, and critical dates tracked, with reminders before anything lapses.
Approvals and handoffs
Requests routed to the right person with reminders, so nothing sits in an inbox.
Web and portal automation
Logins, downloads, and form-filling on websites that don't offer any other way in.
How it works
Mapped first, automated second
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01
Map the workflow as it really runs
Including the workarounds and the things everyone just knows, not the version in the manual.
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02
Pick the steps worth automating
The repetitive ones with clear rules. Judgment calls stay with people.
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03
Build it in accounts you own
n8n, Zapier, or custom code, running in accounts in your name.
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04
Monitor and hand over
Alerts, documentation, and training, so it keeps running after launch.
Where it shows up
What this looks like
in your industry
Proof
Work I've shipped
Reconciliation
Spec reconciliation at 10x Genomics. An n8n workflow reconciling part specs between SolidWorks PDM and Arena BOM, catching mismatches automatically and saving 8+ hours of manual rework every week.
Extraction
Invoice and statement automation. Line-item data extracted from years of vendor invoices into a clean dataset, and a Gmail workflow that files monthly statements into Drive by year on its own.
Let's talk
Let's find what's slowing
your business down
One conversation about how your business actually runs, then a written plan: what's worth automating, what it would save, and what isn't worth doing yet. The review is free, and if nothing is worth building, I'll tell you.