01 / Workflows that run themselves
Remove the manual work nobody should be doing.
Integrations, workflow automation and AI-assisted systems that cut repetitive operational work, delivered white-label for your clients or built for your own agency.
What you get
02 / Before and after
Somebody is still copying and pasting.
Most agency and client processes look like the first row. The work is real, but the typing is not.
TodayFour steps, three of them manual.
Every handover depends on a person being available and remembering.
AutomatedSame process. Nobody typing it twice.
People still make the decisions. The system handles the moving of data.
03 / What I automate
The six places the hours usually hide.
Automation pays off fastest where the same steps repeat every day, for your agency or for your client.
Lead handling
Forms, routing, enrichment and follow-up that starts the moment an enquiry lands.
Client onboarding
Intake forms, account setup, welcome sequences and the tasks that always get forgotten.
Reporting
Numbers pulled from the tools where they live, into a report that updates itself.
Operations and data
Records synced between systems, with mismatches flagged instead of discovered later.
AI-assisted steps
Drafting, summarising, sorting and routing, with a person still approving what matters.
Alerts and monitoring
Someone gets told the moment something fails, rather than at the end of the month.
04 / Where AI fits
Where AI helps, and where it should stay out.
AI is useful in a narrow set of places. Being honest about the rest is what keeps these systems trustworthy.
- Drafting first versions a person then edits
- Summarising long threads, calls and documents
- Sorting, tagging and routing incoming work
- Pulling structured data out of messy documents
- Answering questions from a source you control
- Decisions with legal or financial consequences
- Anything that needs certainty rather than a best guess
- A process nobody has written down yet
- Replacing a person who already does it well
- Work where a wrong answer would go unnoticed
05 / How it runs
Small, tested steps instead of one big switch-over.
Nothing goes live until it has been run against real scenarios in an environment you control.
Map
The current process written down step by step, including the parts people do without thinking.
Design
The workflow, the tools and what happens when something fails, agreed before anything is built.
Build and test
Built in your accounts and tested against real scenarios, not only the happy path.
Launch and document
Switched on with monitoring, then handed over with documentation your team can follow.
06 / Tools and proof
Tools I build automations with.
The tool follows the process. If a simpler one does the job, that is the one you get.
07 / Partner proof
What agencies say.
We grew our agency without hiring a full-time dev team.
“We wanted to offer more development services, but hiring full-time staff didn't make sense for us yet. Working with an outside team gave us the support we needed without adding more people to our payroll. We can now offer more to our clients and keep our team focused.”
08 / FAQ
Questions agencies ask first.
Make, GoHighLevel, direct APIs and AI tools such as Claude. The tool follows the process, never the other way round.
09 / Related services
Often combined with this.
Most engagements mix one way of working with one or two things I build.