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Automation & Workflows

Stop doing manually
what a system can do.

ClickUp, Zapier, Airtable, and Notion I build the automations and workflow systems that eliminate repetitive tasks, reduce errors, and give you your hours back.

20+ Automations built
10hrs Avg. saved per week
4 Core platforms
0 Code required

What I build

One platform or all four
I'll connect what you need.

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Automation

Trigger-Based Automations

Connect your apps so they talk to each other automatically. New lead in your CRM → welcome email sent. Form submitted → task created in ClickUp → client notified. Set it once, run forever.

  • Multi-step Zap & Make scenario builds
  • CRM, email, and form integrations
  • Notification & alert automations
  • Error handling & fallback logic
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Notion

Notion Workspaces & Systems

From a simple client tracker to a full business operating system I build Notion setups that are actually usable. Clean databases, linked views, automated status changes, and templates your team will actually use.

  • Business OS & dashboard builds
  • Client & project management systems
  • Linked database architecture
  • SOP & knowledge base libraries
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Project Management

ClickUp Setup & Optimization

ClickUp is powerful but overwhelming if not set up right. I build workspace structures, automations, custom fields, and views that match how your team actually works not how a YouTube tutorial told you to.

  • Workspace & space architecture
  • Custom fields, statuses & views
  • ClickUp Automations setup
  • Team onboarding & templates
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Databases

Airtable Bases & Interfaces

Spreadsheets that think. I build Airtable bases that act as relational databases linking records across tables, automating status updates, and surfacing the right data through clean interfaces.

  • Relational base design & build
  • Airtable Automations & triggers
  • Interface Designer dashboards
  • Zapier/Make integration

Case studies

Automations that actually ran.

Zapier ClickUp Gmail ↓ 10hrs/week saved

Coaching Business Intake Automation

A business coach was manually copying new client form submissions into ClickUp, sending welcome emails, and adding them to her Google Sheet tracker every single time. Built a Zapier flow that handles all three steps automatically the moment a form is submitted.

10hrs
Saved per week
3
Apps connected
0
Manual steps left
Zap flow
📋
Trigger
Typeform new submission
Action 1
ClickUp create task
📧
Action 2
Gmail send welcome email
📊
Action 3
Google Sheets log client row
Zap complete auto every time
Notion Full business OS 5 linked databases

Freelance Agency Notion Business OS

A small creative agency was using 4 different tools with no single source of truth. Built a full Notion operating system linked client, project, task, invoice, and content databases with a dashboard that shows everything at a glance.

5
Linked databases
4→1
Tools consolidated
1wk
Build time
Project record
🎨 Brand Refresh Harvest Co.
Status In progress
Client ↗ Harvest & Co.
Due date Mar 28, 2025
Invoice Paid
Tasks 8 / 12 done
Linked tasks
Brand guidelines doc
Logo variations export
Social media kit
Airtable Zapier 3x faster follow-ups

E-commerce Brand Lead Tracking CRM

A growing e-commerce brand's sales leads were scattered across emails and sticky notes. Built an Airtable CRM with automated lead scoring, follow-up reminders triggered by Zapier, and an Interface dashboard for the sales team cutting follow-up response time by 3x.

3x
Faster follow-ups
100%
Leads tracked
Auto
Reminder triggers
Lead tracker base
Lead name
Stage
Score
Sarah M.
Proposal
92
James T.
Follow-up
74
Dana R.
New
58
Fiona K.
Closed
Zapier auto-reminder on "Follow-up"

My approach

Automation should remove friction not create it.

I've seen automation setups that are more confusing than the manual process they replaced. That's not the goal. Every system I build starts with the question: what does this person actually need to stop doing and what's the simplest way to get there?

No over-engineering. No bloated tools you won't use. Just clean, reliable systems that do exactly what they're supposed to every time.

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Audit before building
I map your current process first. You'd be surprised how often the fix is simpler than expected.
build
Built for your team, not a template
Every setup is customized. The goal is a system your team will actually adopt not abandon after a week.
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Handed off with documentation
You'll get a walkthrough video and SOP so you can maintain it yourself or I can manage it ongoing.

Process

From messy to automated in 4 steps.

01

Map

We walk through your current workflow every step, every tool, every manual task.

02

Design

I propose the automation architecture which tools, which triggers, what gets eliminated.

03

Build & Test

Build the system, run it through real test data, fix edge cases, and make sure it's bulletproof.

04

Hand Off

Walkthrough, SOP doc, and ongoing support you own it and know how to use it.

Tell me what you're doing manually.
We'll fix that.

ClickUp, Notion, Airtable, Zapier or all four. Let's map your workflow and build something that runs without you.

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