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PRACTICE / 03 OF 03

AI &
Automation

I look for repetitive work and missed handoffs, then build a practical way to handle them.

I start with the work that needs to happen, then choose the tools.

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SELECTED WORKFLOWS / 05

Five Systems.
Five Use Cases.

One production workflow and four functional prototypes, each with its own case page and abstract diagram. The prototypes are demonstrations of working flows, not launched services.

01 / LEAD OPERATIONSCOMPLETED · IN PRODUCTION

Service Lead Operations

An unnamed service business workflow connects inbound leads, AI-assisted review, contact handling, CRM follow-up, tracking and internal notifications.

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INBOUND + PREPAREAI + CONTACTCRM + TRACKINGCOMPLETED PRODUCTION WORKFLOW / ANONYMIZED · ABSTRACT DIAGRAM
02 / CONTENT SYSTEMCOMPLETED · FUNCTIONAL PROTOTYPE

ContentMachine

An editorial queue feeds research and separate first drafts for blog, Instagram and LinkedIn, then organizes records and documents.

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SOURCE + QUEUERESEARCH + WRITERSRECORDS + DOCSCOMPLETED PROTOTYPE / NOT LAUNCHED · ABSTRACT DIAGRAM
03 / PROPOSAL DISCOVERYCOMPLETED · FUNCTIONAL PROTOTYPE

Proposal Discovery Intake

A webhook inquiry moves through knowledge retrieval and AI-assisted drafting to an email review handoff.

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WEBHOOK INTAKEKNOWLEDGE + AIEMAIL HANDOFFCOMPLETED PROTOTYPE / NOT LAUNCHED · ABSTRACT DIAGRAM
04 / PROPOSAL DRAFTINGCOMPLETED · FUNCTIONAL PROTOTYPE

Proposal Writer

A Notion item starts a knowledge-assisted proposal draft in a document workspace.

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NOTION ITEMKNOWLEDGE + DRAFTDOCUMENTCOMPLETED PROTOTYPE / NOT LAUNCHED · ABSTRACT DIAGRAM
05 / PRODUCT VIDEOCOMPLETED · FUNCTIONAL PROTOTYPE

Automated Product Videos

A product brief and assets move through an AI video-generation request, status checks and a delivery notification.

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BRIEF + ASSETSGENERATION + STATUSDELIVERY NOTICECOMPLETED PROTOTYPE / NOT LAUNCHED · ABSTRACT DIAGRAM

These diagrams show generic stages. They contain no raw workflow captures, account configuration, client data or performance claims.

A GENERIC SYSTEM MAP / 001

Make the Handoffs
Make Sense.

I map the inputs, check the data, and decide where work can move automatically or needs a person. The result should reach the right place and give me a way to improve the flow over time.

WORKFLOW / ILLUSTRATIVETRIGGERS → VALIDATE → BRANCH → REVIEW → ACT
  1. 01 / TRIGGERS

    Gather Inputs.

    One flow can start in several places.

    FORMMESSAGESYSTEM EVENT
  2. 02 / VALIDATE

    Prepare the Record.

    Check required details, match duplicates, and put the data in a consistent shape.

  3. 03 / BRANCH

    Choose the Path.

    Rules route routine work. AI can add a summary or flag uncertainty.

    ROUTINE → ACTEXCEPTION → REVIEW
  4. 04 / EXCEPTIONS

    Bring in a Person.

    Someone reviews uncertain cases and owns consequential decisions.

  5. 05 / OUTPUTS

    Act and Record It.

    Send the next step and keep a trace of what happened.

    UPDATENOTIFYFOLLOW UP
MULTIPLE INPUTS / TWO PATHS / TRACKED OUTPUTSEXAMPLE ONLY / NO CLIENT DATA

WHERE I CAN HELP

From Idea
To Working Practice.

  • AI-assisted customer response
  • WhatsApp and messaging workflows
  • Lead routing and CRM automation
  • Internal tools and connected systems
  • Prototypes that validate a real workflow

CONNECTED PRACTICES

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