Business Process Automation
Redesign a broken process end-to-end, then automate it.
For ops stuck in email chains and spreadsheets — I redesign the process end-to-end, then automate what's worth automating.
Problems I solve
- Handoffs falling through the cracks
- Approvals blocking work for days
- Manual data entry across multiple tools
- No visibility into where work is stuck
What you get
- Process redesign, then automation
- Notification and escalation workflows
- Approval routing with audit trail
- Dashboards showing work-in-progress
Use cases
Employee onboarding
One form triggers accounts, docs, Slack invites, and manager checklist across 8 tools.
PO & invoice approvals
Routes based on amount, keeps audit trail, notifies finance when stuck.
Client onboarding for agencies
Contract → intake → workspace setup → kickoff email, all without a PM lifting a finger.
Customer offboarding & churn signals
Cancels access, files feedback, triggers save-play, and updates the churn dashboard.
Examples I've shipped
Agency client kickoff
Outcome — 5-day onboarding shrunk to 45 minutes of async setup.
Finance approval flow
Outcome — Approvals in <24h with full audit log.
Case study
Challenge
Every new client took 3–5 days of manual setup across HubSpot, Notion, Slack, Google Drive, and Harvest.
Approach
- Mapped current process and cut 6 redundant steps
- Single Airtable intake as source of truth
- n8n orchestrated all downstream tool setup
- Slack digest for AM with checklist status
Results
How I work
- 1
Process mapping
Document current process, identify friction, propose redesign.
- 2
Prototype
Ship a minimal automation for the highest-friction step.
- 3
Iterate
Expand coverage based on team feedback.
- 4
Handoff
Documentation, ownership, and monitoring.
Deliverables
- Redesigned process documentation
- Automated workflows in n8n
- Team runbook
- WIP dashboard
Benefits
- Faster cycle times
- Fewer dropped balls
- Team focused on customers, not admin
Frequently asked questions
Do I need to change tools?+
Usually not. I automate around the tools you already use — Slack, Notion, Airtable, Google Workspace, HubSpot, etc.