Services Provided!

Workflow/Task Solutions

Workflow automation is about making your processes run in the background so you don’t have to keep clicking, copying, and pasting. Using tools like Power Automate and Zapier, I design flows that connect your apps, trigger actions automatically, and handle repetitive steps for you.


Examples:

  • End-to-end workflows for HR onboarding, approvals, and scheduling

  • Automated reminders, alerts, and reporting

  • Custom triggers so certain tasks happen instantly without manual input

Data Management & Integration

Data automation ensures the right information gets to the right place at the right time. Instead of juggling spreadsheets, CRMs, and emails manually, I set up systems that move and sync your data automatically across platforms.


Examples:

  • Connect apps so information flows between them without errors

  • Sync spreadsheets, CRMs, and databases in real-time

  • Pull data from forms, emails, or PDFs directly into your system

  • Keep records clean, accurate, and up-to-date

Custom Chatbots & AI Agents

AI-powered chatbots and agents act like a smart assistant for your team or customers. They can answer questions, guide users through tasks, and even trigger automated workflows — all through natural conversation.


Examples:

  • Chatbots built with Microsoft Copilot Studio

  • Custom GPTs trained on your company knowledge base

  • AI agents that handle FAQs, onboarding help, and guided forms

  • Combining AI with automation for more advanced problem-solving

Robotic Process Automation (RPA)

RPA uses bots to perform repetitive tasks on your computer just like a human would — clicking, typing, and navigating through systems. It’s perfect for processes that don’t have built-in integrations.


Examples:

  • Automating invoice data entry from PDFs into ERP systems

  • Extracting data from websites or legacy applications

  • Processing large volumes of repetitive desktop tasks

  • Using Automation Anywhere or Power Automate Desktop (PAD)

Training & Support

Automation works best when your team knows how to use it confidently. I provide training, documentation, and ongoing support so you can get the most out of your solutions.


Examples:

  • Custom step-by-step guides for your workflows

  • Live training sessions for your team

  • Troubleshooting and refining existing automations

  • Adding new features as your needs grow

Book a free discovery call!