Automation and Workflow Design

Got a process eating
your time?

Tell me about it. I identify the manual work and build the automation to fix it. Fixed scope, clear deliverables, no ongoing retainer required.

Tools I use
Make Make
Anthropic Anthropic
OpenAI OpenAI
Tally Tally
Notion Notion
Fathom Fathom
Slack Slack

See the work in action

These are not mockups. Try the diagnostic below and you will get a real AI-generated result in your inbox. That is the kind of thing I build. The other two are coming soon.

Live demo, try it now

Ops Diagnostic and AI Report

Fill in the form and a Make scenario runs your answers through Claude to generate a personalised ops report, then emails it to you within minutes.

Tally Tally
Make Make
Claude Claude
Inbox
Try the diagnostic
Coming soon
Fathom Make Anthropic Notion

Meeting Database and Task Creation in Notion

Every Fathom meeting summary automatically logged in Notion, with AI-extracted tasks assigned and ready to act on. No manual note-taking or copy-paste.

Fathom Make Claude Notion
Coming soon
Slack Make OpenAI

Slack Daily Assistant

A /command agent in Make that lives in your Slack workspace. Ask it to summarise your day, surface priorities, or pull context from connected tools.

Slack Make OpenAI

Thinking first. Then building.

The brief is never the whole story. Here is what happens when you take the time to find out.

4,000+ prospect database built from scratch

Recruitment · Startup

"I need to build our prospect database for Australia."

A clear enough brief, but the structure had to come before the sourcing. What workflows would the database need to support? How did records need to be tagged to be useful in the field? What did done actually look like? That thinking determined everything. The scraping and enrichment followed from it.

Consistent 10%+ response rate on warm outreach. The database is now the core operational asset the entire business runs on.

Zero manual quote chasing across a 5-person team

Professional services · 5 staff

"How can I get my team to focus on quotes?"

Before anything was built, three questions needed answering: what does overdue actually mean for this business, who needs to know, and what are they supposed to do about it. Getting those answers took half a day. The build took two. Without the clarity it would have been rebuilt three times.

Each team member now receives a daily email showing their overdue, due-this-week, and due-next-week quotes pulled live from Monday.com. Zero manual chasing.

Five tools replaced by one founder dashboard

Recruitment · Startup

"Where do I start my day?"

The answer was not another tool. It was a single view that pulled together what already existed: pipeline, calendar, revenue. The first conversation mapped what decisions needed to be made each morning and what data each one needed. Then it was built.

One dashboard. One place to start the day. Built and deployed in two weeks.

Client portal rebuilt in two weeks

Marketing agency · Startup

"We need better portals."

The portal was not the sole problem. There was no agreed definition of what a client should experience from signed contract to first delivery. The portal would have been built on top of a broken process. The process came first.

Self-serve kickoff checklists, unified portal, and a standardised deliverables process. Live within two weeks.
Drew Smith
Automation and Workflow Design
20 years in operations Salesforce certified x4 Make advanced certified Enterprise to SMB

I have spent 20 years in operations roles at companies like Salesforce, Verizon, Criteo, and ADP. What I noticed every time was the same thing: people buried in manual work that a well-built automation could eliminate in a day. Now I do just that. You tell me what is eating your time, I figure out how to automate it, and I build it.

ADP
Director, Marketing Performance and Analytics
Led a lead management transformation that delivered 25% lead growth across Australia and New Zealand.
Criteo
Senior Manager, Marketing Operations
Managed global lead management and won a Standing Ovation Award for transforming marketing and sales alignment across the business.
Verizon
Regional Marketing Manager, Automation and Analytics
Led APAC marketing automation and built the Salesforce reporting infrastructure used by sales operations across the region.

I keep engagements tight by design. One problem, one build, one clear handover. No ongoing retainer, no ambiguity. When I am not at a keyboard I am probably training for a triathlon somewhere in the Philippines or Australia.

Got a process eating your time?
Tell me about it.

Start a conversation below, or book a short call if you would rather talk it through. No sales pitch, just a conversation about what you need built.

Book a discovery call

30 minutes on Cal.com. Tell me what is broken, I will tell you if and how I can fix it.

Send a message

Not ready for a call? Describe the problem below and I will come back to you within 24 hours.