Request intake and routing
Every request is captured in one place, sorted by AI, assigned to an owner and tracked until it is closed.
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Operations runs on requests, handoffs and status updates, and most of them are still manual. I automate that work with n8n, AI agents, ChatGPT and Claude, and build operations dashboards for jobs, staffing and service levels.
Every project starts with your business problem, not a tool.
Each one is built in your own accounts, tested on your real data and handed over with documentation.
Every request is captured in one place, sorted by AI, assigned to an owner and tracked until it is closed.
Turn a screen recording or a rough set of notes into a clear SOP, and update it when the process changes.
Meeting notes become owners, due dates and follow-up emails without anyone retyping the action items.
A scheduled report pulls the week’s numbers and adds a plain-English summary of what slipped and why.
Your field-service, finance and HR tools load into one warehouse, so reports stop depending on copy and paste.
Tell me where your operations team loses the most time. I’ll suggest the one automation that pays back fastest.
I started in analytics and Tableau, so the automations above feed dashboards your team will actually open. The data loads on a schedule, and an AI summary explains what changed.
From a real project: An ETL pipeline for a pest-control company loads its field-service software data into BigQuery for reporting.
Stepthrough, my free training site, teaches these skills hands-on, one click at a time. Your operations team can start today and practice on real tasks.
Also useful: AI for Meetings or browse every free course.
SOPs, meeting recaps and weekly reviews done in minutes, then requests that route themselves.
We talk about the problem, what it costs you today and what “fixed” looks like.
A short written plan: the tools, the steps, the scope and the price.
I build it in your accounts and test it on real data with you.
Documentation and a walkthrough, so your team owns it.
Tell us what repeats every week. You’ll get a clear plan and a quote, or a free course if that fits better.