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
Apify Apify
Anthropic Anthropic
OpenAI OpenAI
Tally Tally
Notion Notion
Fathom Fathom
Slack Slack

Try the automation now

Answer a few questions about the process eating your time and Claude turns your answers into a personalised report, sent straight to your inbox.

Live, 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.

Try the diagnostic
Tally Tally
Make Make
Claude Claude
Inbox

My process

Every engagement starts the same way, whether you run the diagnostic above or just send me a message.

1
Tell me what's slow
Run the diagnostic above, or just send a message telling me what's going on.
2
Get a scoped plan
I come back with a fixed price, a timeline, and exactly what gets automated.
3
I build it
Fixed scope, direct access to me the whole way. No project managers, no ticket queues.
4
Handed over
You own it outright when it's done. No retainer, no lock-in.

Recent builds

Two automations currently in production. Here's what they do and the numbers behind them.

SMS-triggered booking automation

Winning a first-in-first-out SMS scramble, automatically

Legal Aid sends duty lawyer offers to a pool of practitioners at the same moment. Whoever replies first gets the job. This automation replies before anyone has finished reading the message.

<3 sec
Average response time
10–15
Offers automated per month
100%
Success rate when free in calendar

The problem

Offer texts go out to multiple practitioners simultaneously, first to confirm wins the booking. Reading the message, checking the diary, and typing a reply back by hand cost seconds every time, seconds that regularly went to someone faster.

The build

An iPhone Shortcut forwards the offer SMS to a Make webhook the instant it lands. The automation pulls the job ID, date, and court location straight out of the message, checks the calendar for that date, and if it's free, books the job, blocks the day, and sends the confirmation reply, all before a person could finish reading the text. A second automation listens for Legal Aid's follow-up: confirmed offers get logged against the booking, and if another practitioner got there first, the day is released again.

The outcome

10 to 15 offers run through the system every month. Every one is processed in under 3 seconds, with a 100% win rate whenever the calendar shows the day as free.

Automated prospect pipeline

A 4,000+ record dental practice database, live in a week

An automated pipeline that scrapes dental practices off Google Maps, cleans and deduplicates the data, verifies every email, and loads qualified records straight into JobAdder. No manual entry, no manual verification.

4,000+
National dental clinics, zero to live in one week
3
Candidate placements in the first month (one state)
20
Qualified job ads in the first month (one state)

The problem

Sourcing dental practice contacts across Australia meant manually searching Google Maps region by region, copying details into a spreadsheet, checking each one wasn't already on file, and hand-verifying every email before it could be trusted for outreach.

The build

An Apify scraper pulls practice listings straight off Google Maps by region. The data is cleaned and deduplicated, every email is verified before it's accepted, and each qualified record is pushed straight into JobAdder via API, ready to work without anyone touching a spreadsheet.

The outcome

Zero to 4,000+ national dental clinics in a single week. In the first month alone, in one state, the pipeline produced 20 qualified job ads and converted to 3 candidate placements.

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.