Workflow Automation & No-Code Advisory
Your team wastes hours on work that machines should handle. Copying data between systems. Sending routine notifications. Generating reports nobody reads. I help you automate the tedious stuff so your people can focus on work that matters.
The Hidden Cost of Manual Work
Manual processes seem manageable—until you add up the real cost:
- Hours spent on repetitive data entry and copy-paste tasks
- Errors from manual handling that require rework and corrections
- Delays waiting for someone to complete a routine step
- Frustration from talented people doing work below their capability
- Inconsistency because different people handle the same task differently
- Bottlenecks when key people are unavailable
The tools to eliminate this work exist today—and most don’t require developers. No-code and low-code platforms have matured to the point where substantial automation is accessible to any organization.
What I Help You Automate
Workflow Triggers & Notifications
Automatically notify the right people when something happens—new form submission, status change, approaching deadline, approval needed.
Data Movement & Synchronization
Move information between systems without manual copying. Update records in multiple places from a single entry.
Document Generation
Create reports, contracts, and standard documents automatically from templates and data sources.
Approval Workflows
Route requests to the right approvers, track status, send reminders, and maintain audit trails.
Integration Between Tools
Connect systems that don’t natively talk to each other. Eliminate swivel-chair data entry between applications.
Scheduled Tasks & Reporting
Run routine processes automatically—daily reports, weekly summaries, monthly data cleanup.
What You Get
- ✓ Automation opportunity assessment with prioritized recommendations
- ✓ ROI analysis showing time and cost savings
- ✓ Tool evaluation and platform recommendations
- ✓ Solution design and technical specifications
- ✓ Implementation of prioritized automations
- ✓ Integration with existing systems and workflows
- ✓ Documentation and maintenance guides
- ✓ Training for your team to maintain and extend solutions
- ✓ Post-implementation support and optimization
Tools I Work With
I’m platform-agnostic and recommend based on your specific needs:
- Microsoft Power Automate — Best for organizations in the Microsoft ecosystem
- Zapier — Excellent for connecting SaaS applications
- Make (formerly Integromat) — Powerful for complex logic and data transformation
- Monday.com — Good for workflow automation tied to project/work management
- Airtable — Strong for data-centric workflows and automations
- Custom solutions — When off-the-shelf doesn’t fit, I can coordinate with developers
Frequently Asked Questions
Do I need technical staff to maintain automations after you leave?
No. I specifically design solutions that non-technical team members can maintain and modify. Training is part of every engagement. That said, having someone designated as the “automation owner” helps ensure ongoing success.
How do you prioritize which automations to build first?
Based on impact and feasibility. We look at time savings, error reduction, and business value—then balance against complexity and dependencies. Quick wins first, then more complex solutions.
Will automation require us to change our processes?
Sometimes. Automation works best when processes are already clear and consistent. If current processes are messy, we might clean them up first. But often we can automate existing workflows as they are.
What’s the typical ROI on automation projects?
Most clients see positive ROI within 3-6 months. A single automation saving 5 hours per week equals 250+ hours per year—often more than the entire project investment.
Can you automate processes that involve paper documents?
To some extent. Document scanning, OCR, and forms can digitize paper-based inputs. The goal is reducing paper handling, not just automating around it.
Stop Wasting Time on Manual Work
Let’s identify your best automation opportunities and calculate the potential time savings.