WORKFLOW AUTOMATION CONSULTING
AI matters. Automation matters. Almost nobody can tell them apart.
I listen, then I sort out which is which. We fix the process first, then automate the right things, not just the things you can.
THE 2 A.M. THOUGHT
Here's the thought I hear most often, usually a few minutes into the first call:
“I know automation matters. I just don't know where to start, what tools to use, or how to make it actually work.”
If that's you, you're not behind. You're being honest about a genuinely confusing moment. There's a new tool every week and a louder claim behind each one. Sorting the signal from the noise is most of the job, and it's the part I like best.
Here's what happens when you automate a broken process. You don't skip the cleanup. You move it.
You start building. Then you hit the part that was broken all along, so you build a workaround. Then another. Pretty soon you're debugging the process from inside the automation, which is the hardest place to see it and the most expensive place to fix it.
Fix the process first. Understand how the work actually moves, clean up what's broken, then find the few spots where automating actually helps. You automate less, and what you automate holds.
How I work
Process first, tool second. I start by listening to how your work actually moves, not by reaching for my favorite platform. Then I tell you where I'd start, which is sometimes a build and sometimes just fixing the step that's quietly breaking everything downstream.
I'm tool-agnostic on purpose. The failure pattern I see is cramming a business into whatever tool the consultant happens to like. I'd rather find the tool that fits the work you already do.
One more line I hold to: AI for the parts that need reason and judgment, rule-based automation for moving data and running process. Rule-based is faster, cheaper, and more reliable for a lot of what people call “AI work.” Knowing which is which saves you money and headaches.
What I help with
Five places I do most of my work. The thread through all of them is the same: get the process right, then automate the parts that earn it.
- Connect your tools and kill the manual steps.Make.com automation
- Make Workfront talk to everything around it.Adobe Workfront Fusion, for enterprise marketing and creative operations
- Put AI where judgment is needed, rules where it isn't.AI agents and AI-augmented workflows
- Stop leads from falling through the follow-up.GoHighLevel, for agencies, coaches, and service businesses
- Fix how the work actually moves.ClickUp and operations automation
ONE THAT'S REAL AND MEASURED
A growing custom-apparel operation had its entire process living in one person's head. I wired five systems into one pipeline with Make and ClickUp, got the process out of memory and into something the whole team could see, and the same small team pushed past double the order volume.