Overview
Most businesses already own the tools they need; the gap is between them. I map how work actually flows today, then build reliable automations with proper error handling, so data moves once and lands where it should.
What's included
- Lead capture, routing, and CRM record creation
- Email and SMS follow-up sequences and reminders
- Customer onboarding and internal notification flows
- Data sync between platforms via webhooks and REST APIs
- Error handling, retries, and alerting when something fails
- Documentation so your team can maintain the workflows
Why work with me on this
Process first, tooling second
Automations are designed around how the business actually operates, not around a platform feature list.
Built to be reliable
Every workflow has error handling and alerting so failures are visible, not silent.
Developer-grade integrations
When no-code connectors fall short, I write the custom API code needed to finish the job.
Tools & tech I use for this
How an engagement works
-
01
Process mapping
Document the current manual steps, tools, and hand-offs.
-
02
Workflow design
Define triggers, data mappings, and failure paths for each automation.
-
03
Build
Implement the workflows and any custom API glue code required.
-
04
Test with live data
Validate against real records and edge cases before switching over.
-
05
Launch & monitor
Go live with alerting in place, then refine as volume grows.
Frequently asked questions
It depends on volume, budget, and hosting preferences. n8n is often the best fit for cost and flexibility; Make and Zapier work well for simpler, lower-volume flows.
Each workflow includes error handling and notifications, so you know immediately and nothing gets silently lost.
Often yes, through webhooks, email parsing, or scheduled exports. We confirm feasibility during discovery.
Ready to stop doing it by hand?
Describe the repetitive process that eats your team's time and we'll map out how to automate it.