Forms & Intake
Turn form submissions, requests, applications, or client information into organized workflows instead of creating another inbox someone has to monitor.
Services
AI Integration & Automation, built around how you actually work
Every engagement starts the same way: I look at what you're doing, where the extra steps are, and whether automation actually makes sense, before I touch a single tool. Here's what that looks like in practice.
- 01
Process Audit
Before anything gets built, I map out how a task actually happens today: the clicks, the handoffs, the workarounds nobody wrote down. This is where we find out what's actually worth automating, and what isn't.
- 02
Workflow & System Design
Once we know what's slowing you down, I design the system to fix it, whether that's a form that routes itself, a report that builds itself, or an AI-assisted process that handles the first draft so you're not starting from a blank page.
- 03
Build & Integration
I build using the tools you likely already have: Google Workspace, Apps Script, Zapier, ChatGPT, and Claude. No forcing a new platform on you when what you've got can already do the job.
- 04
Ongoing Support
I stay in the loop after launch to maintain it, troubleshoot it, and adjust it as your business changes. A system that works today should keep working next year.
See the monthly plans
What could this actually look like?
Every business works differently, but these are the kinds of things I often look for when figuring out where automation can make work easier.
Reporting
Automatically collect and organize information for recurring reports so someone isn't rebuilding the same report by hand every week or month.
Document Generation
Automatically create things like reports, proposals, onboarding documents, client materials, certificates, or other repeatable documents using information already collected.
File & Asset Management
Automatically organize, rename, route, track, or connect files and assets so people spend less time managing folders and hunting for things.
AI-Assisted Workflows
Use AI where it genuinely helps with tasks such as first drafts, summaries, categorization, information extraction, or organizing unstructured information, while keeping human review where it matters.
Notifications & Follow-Up
Trigger the right email, reminder, notification, or next step when something actually happens instead of relying on someone to remember to follow up.
If you're thinking, 'Mine doesn't quite fit one of those,' that's normal. The goal isn't to fit your work into a template. It's to figure out what would make your actual process work better.
Who This Is For
Nonprofits and conservation organizations. Solopreneurs and creatives. Small business owners buried in repetitive admin work. If you're already fairly clear on what's slowing you down (even if you don't know the fix), we're probably a good fit.
Tools I Work In
- Google Workspace
- Apps Script
- Zapier
- ChatGPT
- Claude