Featured automation projects
Selected systems and tools I have built or worked on. Each project focuses on a real business workflow: reduce repetitive work, improve visibility, and make follow-through easier.
Internal tool
Shift Task Tracker
A self-developed time/task tracking tool designed to help team members document work with clear timestamps and improve transparency.
User starts task→Timestamp saved→Daily work visible
What a walkthrough would show
Detailed view: task timing, task notes, and saved timestamps can be shown in a walkthrough once screenshots are approved for public use.
- Problem
- Task entries and hours were being documented inconsistently, making daily productivity harder to review.
- Automation
- Built a simple tool where users can start, save, and timestamp tasks independently of existing case software.
- Result
- Gave leadership a clearer view of task timing and was bookmarked for review as a stronger tracking workflow.
Time trackingTask loggingTeam operationsProductivity
Automation architecture
n8n Operations Automation
End-to-end low-code automation architecture connecting team tools and reducing repetitive cross-platform work.
Trigger event→n8n workflow→Slack/Sheets/Shopify update
What a walkthrough would show
Detailed view: workflow canvas screenshots or a short screen recording can show trigger, processing, error handling, and output steps.
- Problem
- Teams were handling repeatable updates, notifications, and data movement manually across separate tools.
- Automation
- Designed workflows integrating Airtable, Slack, Shopify, Google Workspace, APIs, retries, and error handling.
- Result
- Reduced manual work by up to 80% while improving long-term maintainability.
n8nAirtableSlackShopifyGoogle Workspace
Customer support ops
Freshdesk Ticket Workflow Automation
Support workflow improvements for ticket routing, escalations, refunds, chargebacks, and faster customer response.
Ticket arrives→Freshdesk rules route work→Agent resolves faster
What a walkthrough would show
Detailed view: connect the 37% response-time improvement to before/after ticket handling and permitted Freshdesk screenshots.
- Problem
- Support agents needed faster handling of repetitive ticket actions and escalations.
- Automation
- Implemented Freshdesk workflow automation to streamline ticket resolution processes.
- Result
- Reduced response times by 37% and supported higher customer satisfaction.
FreshdeskCustomer serviceEscalationsWorkflow rules
Knowledge system
Meeting Notes Knowledgebase
A local searchable knowledgebase that turns meeting-note emails and summaries into organized Markdown records.
Meeting notes arrive→Markdown record created→Searchable knowledgebase
What a walkthrough would show
Detailed view: show a safe sample note, folder structure, and how a prior action item can be retrieved quickly.
- Problem
- Important meeting takeaways, action items, and process decisions were scattered across notes and emails.
- Automation
- Built an ingest workflow to save meeting notes into a structured local knowledgebase with compact summaries and searchable files.
- Result
- Makes prior decisions, tasks, and discussions easier to retrieve without manually searching every email.
GmailGemini notesMarkdownKnowledgebaseSearch
Communication automation
Client Email Sender from Google Sheets
A structured email workflow that uses a Google Sheet as the control panel for client messages and send tracking.
Sheet row ready→Email template merges→Status + Sent At logged
What a walkthrough would show
Detailed view: show the Google Sheet schema and one sample message with private client data removed.
- Problem
- Sending individualized client emails manually creates risk of missed status updates and inconsistent formatting.
- Automation
- Used columns for Email, Client Name, Clio Matter Number, Subject Text, Email Body, Status, and Sent At.
- Result
- Created a repeatable sender format with status tracking and client-specific message templates.
Google SheetsGmailClioTemplatesStatus tracking
Local productivity app
YouTube Transcript Tool
A local Windows-friendly transcript workflow for downloading and working with YouTube transcripts without relying on cloud hosting.
Paste video URL→Local tool fetches transcript→Transcript reused
What a walkthrough would show
Detailed view: show the Windows launcher and transcript output after replacing any private paths.
- Problem
- Cloud-hosted transcript tools can be blocked by YouTube or fail because of cloud IP restrictions.
- Automation
- Designed a local browser/desktop shortcut approach for transcript downloading and reuse.
- Result
- Improved reliability by keeping the workflow local and easy to launch from Windows.
YouTubeLocal toolWindows .batTranscript extraction
Daily ops automation
Slack Roll-Call Automation
A scheduled workday automation for consistent login/logout messaging and operational reminders.
Schedule fires→Slack message posts→Skip/unskip controls state
What a walkthrough would show
Detailed view: show the scheduled workflow logic and safe sample Slack output.
- Problem
- Daily status posts and routine schedule actions are easy to forget when handled manually.
- Automation
- Created scheduled Slack roll-call behavior for weekday login/logout workflows with skip/unskip controls.
- Result
- Improved consistency for repetitive daily team communication.
SlackSchedulingCronStatus updates
Automation assistant
HaloPSA Agent Workspace
A specialist automation workspace for HaloPSA/API workflows, testing, and workflow Q&A.
API question/workflow→Knowledge source + tests→Reusable HaloPSA automation pattern
What a walkthrough would show
Detailed view: show test output and sanitized API workflow diagrams when ready.
- Problem
- Service management tools require repeatable API knowledge, testing, and SOP-aware workflow handling.
- Automation
- Set up a profile/workspace pattern with tests and a NotebookLM knowledge source for HaloPSA API and workflow questions.
- Result
- Creates a reusable foundation for future HaloPSA automations and troubleshooting.
HaloPSAAPI workflowsTestingKnowledge assistant