Services · Workflow automation
I design and build workflows that move information between your tools and trigger the next step when the right conditions are met. That can mean creating a task after a purchase, sending an approved update at a production milestone, or flagging a record that needs review.
Use cases
Capture enquiry details, create a contact or task, notify the right person and trigger an agreed follow-up sequence. For onboarding, connect the steps that follow a confirmed booking or purchase so the next action is clear.
Connect qualifying orders with a tracking board, map order details into the right fields and send approved messages at defined milestones. Add checks for missing information and records of completed actions.
Create tasks from forms or business events, assign responsibilities and update statuses when work reaches a milestone. Build reminders around deadlines and approvals.
Connect intake forms, guest details, task boards and episode checklists. Automate routine handoffs while keeping editorial review and final publishing approval where they belong.
These are examples of possible scope. The final design depends on your tools, access permissions and how the process needs to work.
Deliverables
Document the trigger, required information, decisions, owners and intended outcome.
Define field mappings, conditions, timing and the steps that still need a person.
Configure the connections and automation steps in the agreed tools.
Add relevant eligibility checks, duplicate checks, missing-data handling and review alerts.
Check a successful run and important failure cases, such as incomplete records or a repeated trigger.
Provide operating instructions explaining what runs automatically, what needs review and how to handle common issues.
Tools
My ecommerce order automation work connects Shopify, Trello, Zapier and Outlook, alongside an order register for tracking email status. For your project, I assess your existing tools and confirm what can be connected before recommending the build.
Questions
The response depends on the workflow. Where appropriate, I configure it to stop, record the issue or notify a person for review. A missing date or attachment should be handled deliberately rather than allowing an incomplete customer message to go out.
Yes. I can review triggers, field mappings, filters and run history, reproduce a reported issue, and test changes before the revised workflow is put into use.
No. Approvals, unusual orders and decisions requiring judgement may remain manual. I make those handoffs explicit so your team knows when to step in.
A working example
See how I connected order stages, customer updates and exception alerts for an ecommerce business.
Tell me what you want to automate and where the work gets stuck.