Service
Workflow Automation
Booking confirmations. Invoice reminders. Monthly reports. Lead routing. Each one takes minutes. Multiplied by every week of every month, they add up to hours you'll never get back. I build the automations that handle them quietly in the background.
What this service is
You're spending hours every week on tasks a system could handle in seconds. Copy-paste between tools. The same email for the fifth time. Chasing a customer for the booking confirmation you sent yesterday. Each task feels small. The pile is huge.
I find your top three time drains, build automations that handle them quietly in the background, and hand the keys to you. The work that drains you stops draining you. The work that grows your business — the conversations, the actual operating — stays where it always was.
Powered by AI tools, refined by a human who understands how your business actually runs. Built on the tools you already use — your calendar, your email, your CRM, your accounting software. No new platforms to learn. No monthly fees to me. You own everything.
When this service makes sense
- You're doing the same manual tasks every week — booking, billing, reminders, follow-ups
- Things slip through the cracks — missed appointments, late invoices, customers who never got the welcome email
- You know automation could help, but every system you've looked at felt built for a much bigger business
- You want to run your business, not your tools
What's included
- Workflow audit — I sit down with you and find the top 3 tasks costing you the most time
- Three custom automations built and connected to your existing tools
- End-to-end testing before handoff — you don't get something half-working
- Plain-English training so you know exactly what's running and why
- Documentation you can hand to a future hire (or refer back to in six months)
What kinds of work I automate
Look at any week running your business. Inbound leads. Booking. Reminders. Billing. Accounting. Even pieces of payroll and tax prep. Every one of them has repetitive work that doesn't need you doing it by hand. I build automations that handle those pieces, so the parts that actually need a human stay yours.
Inbound leads
Form submission → notification on your phone, contact added to your CRM, optional first reply auto-sent in your voice
Booking + appointments
Calendar sync, automatic confirmation emails, reminder sequences before the appointment
Billing + payments
Invoice reminders, payment follow-ups, receipt collection and tagging
Accounting
POS or Stripe → your accounting software, expense categorization, monthly income/expense summaries
Customer onboarding
Welcome sequence, info collection forms, first-purchase prompts, follow-up after first interaction
Customer journey
Review requests after service, win-back sequences for old customers, anniversary or birthday outreach
Reporting
Auto-generated weekly or monthly summaries delivered straight to your inbox
Pieces of payroll + tax prep
Timesheet collection, expense tracking, transaction tagging for tax time. I don't replace your accountant or payroll provider — I cut down the work you do before handing off to them.
Don't see your task here? Tell me about it →
How we work together
Step one: a free 30-minute call. I ask about your week, your tools, and the tasks that come up over and over. We pick the three with the highest payoff together.
Step two: I build it. Usually 5–10 business days. Connected to the tools you already use — calendar, email, CRM, accounting software. Tested end-to-end before we go live. You get a plain-English walkthrough of every piece.
Step three: handoff. You own the automations. You own the tools they're built on. No monthly fees to me. No platform lock-in. If something needs to change a month later, I'm a phone call away.
More than three? Bigger scope? That gets scoped on the call. Every business is different — sometimes the right answer is one really powerful automation, sometimes it's six smaller ones. We figure out what fits your business and your budget before any money changes hands.
Related services
Website Chatbot
A chatbot trained on your specific business that answers customer questions 24/7 — and tells the truth when it doesn't know.
Always-On AI
Real automations running for you on my infrastructure — drafted emails, day-before reminders, receipts sorted at year-end. One predictable bill. You run the business; the AI side runs in the background.
Ready to stop doing what a system can do?
A 30-minute call. We map your week, find the top three, and quote it before you commit to anything. More than three? More complex? That gets scoped on the call — every business is different.
Automate My Workflow