What types of workflows do you build?
I build tailored workflows across CRM, sales and quoting, admin operations, project/production management, and non-profit systems—based on how your team already works.
Digital Automation
Automate workflows and boost productivity
I am a Zapier consultant and Airtable Developer within Victoria, BC. Building business automation workflows for small businesses and non-profit organizations across Vancouver Island. My goal is simple: make day-to-day operations faster, clearer, and easier—without forcing you into bloated software. I design easy-to-use, scalable systems that bring the most important parts of your business to your fingertips. From lead intake to invoicing, from internal requests to team updates, I connect your tools so information moves automatically and your team always knows the next step.
I combine Airtable (for structured, shared data) with Zapier (for cross-app automation) to streamline real-world processes. Whether it’s messaging your team automatically when a deal moves stages, or auto-filing incoming emails and turning them into actionable steps across several teams, I make the busywork disappear so your team can focus on the work that matters
What's included
- Workflow Automation — Multi-step automations connecting apps and eliminating repetitive manual tasks.
- Zapier & Make Integration — No-code automation setup connecting thousands of apps without custom development.
- Custom API Development — Bespoke integrations when off-the-shelf solutions cannot meet your requirements.
- Process Optimization — Analysis and redesign of business processes before automation for maximum efficiency.
- Data Synchronization — Real-time data flow between systems ensuring consistency across your tech stack.
- Reporting Automation — Scheduled reports, alerts, and dashboards delivered automatically to stakeholders.
Process
- Discovery — I document how things work today and the outcomes you want tomorrow, then map requirements and success criteria.
- Design & Build — I design the data model, Interfaces, and automations (with a simple architecture diagram), then build, integrate, and iterate using real scenarios until everything runs smoothly.
- Launch & Support — I launch the system, deliver role-based training with SOPs and admin handover, and provide optional ongoing support for tweaks, new automations, and scaling.
Frequently asked questions
Do you build automations for non-profits?
Yes. Common non-profit workflows include donation and receipt tracking, newsletter syncing among members, and membership record updates.
What is Airtable, and why do you use it for workflows?
Airtable is a modern database that feels spreadsheet-simple, but supports relationships, permissions, and visual Interfaces. It becomes your team’s “source of truth” with role-specific views.
What is Zapier, and what does it automate?
Zapier connects your apps so hand-offs happen automatically—“when X happens here, do Y there”—consistently and instantly.
Can you give examples of automations you build?
Yes—like web form → CRM record → assign owner → notify Slack → schedule follow-up; or deal marked “Won” → draft QuickBooks invoice; or status change → send templated client update.
What deliverables will I get after a workflow build?
You’ll get documented workflows mapped to your goals, a well-structured Airtable base and Interfaces, reliable Zapier automations with logging/error handling, and training materials (guides + short videos).
Can you build sales databases for quotes, catalogs, and invoicing?
Yes. I can set up product/service catalogs, quote generation, deal stages, and “won → invoice” automations, including hand-offs to accounting tools like QuickBooks.
What CRM workflows can you set up?
Lead capture from web forms, automatic owner assignment, follow-up reminders, email logging, pipeline stages, and reporting—so nothing falls through the cracks.
Can you support project and production teams?
Absolutely. I build project templates, role-based task views, approval and proofing flows, due-date nudges, and automated status updates to Slack or email.
Do you offer ongoing support after launch?
Yes. I offer support options for tweaks, new automations, and ongoing oversight as your team grows or your processes evolve.
What are “Administrative Management Interfaces”?
They’re clean, role-based views for internal ops—like staff onboarding checklists, asset/vendor records, HR requests, approvals, and recurring task schedules.
Do you customize workflows to my current tools and processes?
Yes. I tailor each build to your existing processes and the tools you already use, so adoption is easier and you don’t have to reinvent everything.