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Project stories

A closer look at
work that runs itself.

These demonstration builds and design walkthroughs show the problems I solve and how I approach them. They describe intended behavior; they are not measured client results.

Inquiry capturedResponse & follow-up scheduledReply received → sequence paused

Demonstration build

A follow-up that knows when to stop

Scheduled messages keep going after a customer replies.

Designed outcome: The next step reads the customer record and pauses the sequence.

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Order receivedMatch & sync recordsFulfillment update → customer notified

Demonstration build

An order with a clear path to fulfillment

Staff re-enter orders and chase updates across disconnected tools.

Designed outcome: Orders move through connected systems, with exceptions held for review.

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Deal signedProject & welcome message createdTasks assigned → progress recorded

Demonstration build

A smoother start for every customer

Each new deal starts another round of manual setup and reminders.

Designed outcome: A repeatable onboarding flow creates tasks and records completed steps.

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Invoice receivedFields extracted & checkedReview exceptions → approve record

Design walkthrough

Invoices ready for review, without the retyping

Supplier invoices arrive by email and someone copies each field into a spreadsheet.

Designed outcome: Document fields are extracted into a draft, with uncertain details held for a person to check.

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Request receivedMatch customer & classifyAssign queue → notify owner

Design walkthrough

The right support request, in the right hands

Requests sit in a shared inbox while the team works out who should handle them.

Designed outcome: Clear requests reach the right queue with customer context; ambiguous ones go to triage.

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Let’s make work easier

Tell me what you’d love
to stop doing manually.

A few sentences about your process are enough. I’ll reply within one business day, and we can arrange a 30-minute call if it’s a fit.

Discuss your project No technical brief needed.