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.
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
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 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.
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.
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.
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.
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 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.
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.