Services & Solutions

Automate
Almost Anything

If it's a process, it's programmable. From simple app connections to complex AI-powered multi-step workflows — here's what I build.

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Category 01
🤖

AI & Automation

Harness the power of AI combined with automation. From ChatGPT integrations to intelligent routing and decision-making workflows.

Actionable AI — Integrate OpenAI, ChatGPT, DALL·E, Whisper into your workflows
Advanced Automations — Multi-step, multi-condition Zapier and Make.com builds
Chatbots & Bots — Automated responders and intelligent message routing
Bots & Behaviors — Rule-based automation with smart conditional logic
AI Content Workflows — Automated generation, summarization, and transformation
Automated Analytics — AI-powered data analysis and reporting triggers
Error Elimination — Proactive error detection and automated remediation
Outcome Optimization — A/B testing, routing logic, and performance flows
Category 02
🔗

Integrations & Implementations

Connect your tools, sync your data, and streamline your stack. Every app talking to every other app, exactly how you need.

App Authentication — OAuth, API key setup, and secure connection management
System Setup — Full Zapier, Make, Airtable, and n8n account configuration
Apps & APIs — Custom API requests, headers, auth, pagination handling
HTTP & Webhooks — Inbound and outbound webhook configuration and testing
Request & Response — Parse, transform, and route API data
Plug & Play — Rapid app-to-app connection for common tool pairs
Technical Troubleshooting — Debug failing Zaps, Scenarios, and API calls
Account Audit — Review and optimize existing automation setups
Expert Evaluation — Assess tools and recommend the best automation stack
Category 03
🗄️

Data & Databases

Organize, transform, validate, and route your data with precision. Purpose-built database designs that scale with your operation.

Database Design — Airtable schemas, relational tables, and field architecture
Deal with Data — Clean, deduplicate, normalize, and structure datasets
Transform & Transfer — Move and reshape data between systems automatically
Validate & Verify — Data quality checks, format validation, conditional filters
Formats & Formulas — Date formatting, number operations, text manipulation
Lookup Lists — Reference data tables, dropdown sources, and filtered views
Consume CSVs — Automated CSV parsing, import, and processing workflows
Actionable Arrays — Loop processing, line item iteration, and list operations
Category 04
📝

Forms & Lead Capture

Capture, qualify, and route leads automatically. From form builds to full funnel automation with follow-up sequences.

Forms to Fill — Build and integrate JotForm, Typeform, Fillout, Gravity Forms, and more
Submits & Surveys — Automated processing of form submissions and survey responses
Landers & Leads — Landing page integration and lead capture automation
Funnels & Follow-ups — Multi-step nurture sequences triggered by form submissions
PDFs & Prefills — Auto-populate PDFs and documents from form data
Parse & Post — Email parsing to extract lead data and route to CRM
Rules & Routing — Smart conditional logic to route leads to the right team
Round Robin — Automated lead assignment across team members
Category 05
💬

Communication & Messaging

Automated emails, texts, Slack messages, calls, and notifications — delivered to the right person at the right time.

Emails & Events — Transactional email automation with Mailchimp, SendGrid, ActiveCampaign
Talk & Text — SMS automation via Twilio, ClickSend, TextMagic
Send & Sign — DocuSign, PandaDoc, SignNow document workflows
Monitor & Message — Trigger notifications based on events or conditions
Slack Smarter — Custom Slack bots, channel notifications, and message workflows
Merge & Mail — Mail merge automation from spreadsheets and databases
Receive & Respond — Auto-reply and smart inbox management workflows
Fax & Forward — Digital fax integration and automatic forwarding
Category 06
📊

Analytics & Reporting

Automated dashboards, real-time reporting, and individualized insights — delivered automatically to stakeholders.

Real-Time Reporting — Automated report generation triggered by data events
Dynamic Dashboards — Live Airtable views, Google Sheets dashboards, and widgets
Individualized Insights — Personalized reports delivered per user or client
Automated Analytics — Scheduled data pulls, aggregation, and distribution
Sheets & Suites — Google Sheets automation, formulas, and data pipelines
Ratings & Reviews — Aggregate and route review data automatically
Category 07
🛒

E-commerce & Payments

Automate order management, payment processing, subscriptions, and customer workflows across Shopify, Stripe, and more.

Shop & Subscribe — Shopify, WooCommerce order automation and fulfillment triggers
Pay & Process — Stripe payment automation, receipt generation, CRM updates
Order Output — Automated order confirmation, routing, and status updates
Coupon Codes — Dynamic coupon generation and distribution workflows
Selling & Scaling — Full sales funnel automation from lead to payment
Content & Courses — Kajabi, Teachable, Thinkific enrollment and drip automation
Tally & Terminate — Subscription management and churn prevention workflows
Category 08
🎓

Training & Consulting

Learn to build and maintain your own automations. Strategic consulting to define, design, and scale your automation practice.

Training Time — 1:1 and team training on Zapier, Make, Airtable, and more
Strategy & Structure — Automation strategy, stack selection, and roadmapping
App Advice — Independent tool recommendations (no vendor bias)
Account Audit — Full review of existing automations with optimization recommendations
Expert Evaluation — Assessment of automation opportunities within your business
Project Portals — Client portal setup with Softr, Stacker, or custom solutions
Category 09
⚙️

Technical & Custom Code

When native tools aren't enough, I write custom code to extend, enhance, and connect anything.

Custom Code & Configs — JavaScript, Python snippets for Zapier Code and Make HTTP modules
Robust RegEx — Pattern matching for email parsing, data extraction, and validation
Script & Scrape — Web scraping and data extraction workflows
Easy Extensions — Browser extensions and lightweight automations
Archive Attachments — Automated file organization to Drive, Dropbox, Box
Files & Folders — Automated file creation, naming, and organization
Schedules & Sessions — Time-based triggers, recurring automations, and calendar sync
On & Off — Toggle automation states based on conditions or schedules
Line Items & Loops — Iterator patterns, loop processing, and sub-workflows
Ongoing Service

Automation Assurance

"Monitor & Maintenance" subscription — starting at $25/week.

Your automation accounts will be proactively managed for run errors, app connection issues, task usage limits, app version updates, and platform incidents. Think of it as insurance for your automations.

  • ✓  Run error monitoring
  • ✓  Task usage limit management
  • ✓  App connection issue resolution
  • ✓  App version updates
  • ✓  Platform incident response
$25
per week
Start Subscription

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Not Sure Where to Start?

Tell me about your process and I'll map out what can be automated — no obligation, no tech jargon.

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