Automation · Portfolio · 2025–2026
Systems that run without you.
Workflows built in n8n and Make.com for growing businesses. Lead capture to CRM, intake to booking, follow-up sequences. Built once, documented fully, running daily.
Automation Work
What we've automated.
These four flows are a sample of what we build. No two automations are the same, each one is designed around your tools, your team, and the specific bottlenecks in your process. If you don't see your use case below, that's exactly where we start.
Lead Capture and Email Automation
Captures form submissions, validates emails, creates HubSpot contacts, sends a welcome email, waits 3 days, then fires a follow-up. Every step logged to Google Sheets and flagged to the sales team on Slack.
Client Onboarding Automation
Triggers on new client form submission: sets project variables, creates a Drive folder, opens a ClickUp task, sends the contract via Gmail, moves the HubSpot contact to Active, alerts Slack, and logs to Sheets and Notion.
Client Intake to CRM Flow
Triggers when a new client fills out an intake form: creates a HubSpot contact, sends a personalized welcome email, notifies the team via Slack, and logs the lead to Google Sheets for weekly review.
Multi-Channel Booking + AI Triage
Receives appointment requests from website, Instagram, and Google Business. Routes through Claude AI to score urgency and flag VIP clients. Syncs to Airtable, fires SMS for high-priority cases, and sends branded confirmation emails automatically.
Automation Stack