Workflow Automation

Automations that remove repetitive tasks and connect the tools you already use so work moves faster with fewer manual steps.

Workflow Automation

If your team repeats the same tasks every day — copying data, sending the same emails, updating the same spreadsheet — it’s a strong candidate for automation.

Common automations

  • Forms that route to email/text notifications

  • Lead capture and follow-up workflows

  • Syncing data between tools (Sheets, Airtable, email, etc.)

  • Reminders, status updates, and simple approvals

How I approach it

  • Start with the bottleneck

  • Keep it simple and reliable

  • Document it so it’s easy to operate

The goal isn’t flashy automation — it’s dependable automation that saves time