Quotes wait on spreadsheets.
Pricing logic lives across tabs, emails, exceptions, and memory.
I help operations-heavy teams turn inboxes, spreadsheets, PDFs, CRMs, APIs, and legacy systems into working AI automations. No account layer, no junior handoff, no vague AI strategy: you work directly with me from scoping to handover.
Past work, MVPs, and automation projects for teams connected to
The problem is rarely a lack of AI ideas. It is the gap between messy operations and a workflow the team can trust.
Pricing logic lives across tabs, emails, exceptions, and memory.
Customer emails need classification, summaries, drafts, and escalation rules.
Notes, tasks, owners, and next steps fall through the cracks.
Tenders, reports, specs, and statements take hours to extract and compare.
ERP, CMMS, and old APIs need careful handoff logic, retries, and review.
Experiments stay as demos because nobody designs the production workflow around them.
The reliable path is not magic. It is deterministic workflow design first, AI where useful, and human review where risk matters.
Inputs, systems, owners, exceptions, and success criteria before anything is automated.
Triggers, API calls, validation, retries, logs, and notifications come before AI.
AI drafts, extracts, classifies, or summarizes while review gates protect risky actions.
For teams with a constant backlog of manual work, broken handoffs, and AI ideas that need to become production workflows.
The Partner Plan is not vague “support.” It starts with a prioritized backlog and moves one useful automation into production at a time.
Map the manual work, tools, owners, risks, and highest-value automation opportunities.
Define the first build: inputs, API calls, AI steps, validation, review, and success criteria.
Build the workflow, connect systems, add logs, test realistic cases, and handle edge paths.
Refine the workflow, record the handover, document operation, and move to the next build.
If you are not ready for ongoing capacity, start with a roadmap, one implementation sprint, or a single AI workflow with review.
For teams that know manual work is slowing them down but do not know what to automate first.
For one defined workflow with clear inputs, systems, owners, and expected output.
For workflows that classify, extract, draft, summarize, compare, or evaluate.
Selected patterns from real automation work across service operations, logistics, accounting, content, and legacy systems.
Freight pricing depended on forms, route checks, spreadsheets, and surcharge logic.
Automated route calculation, pricing lookup, surcharge handling, and quote preparation.
Pricing logic became a visible workflow instead of a manual coordination task.
Phone requests needed transcription, classification, customer lookup, and ERP handoff.
Designed a call-to-order workflow with AI extraction, API handoff, logs, and fallbacks.
Cleaner service-ticket data with human review around risky or incomplete cases.
Accounting documents needed upload, analysis, comparison, anomaly detection, and reporting.
Built an AI analysis workspace with secure uploads, RAG context, and report generation.
Financial review moved into a controlled workspace with human validation before use.
I work with a maximum of 4 active clients so each project gets direct senior attention. No account managers, no agency layers, no slide-deck theatre.
Calls, async review, shared documents, and recorded handovers.
You work directly with the person mapping, building, testing, and handing over the system.
Documentation, test examples, and a walkthrough your team can replay.
Partner-plan work moves through the backlog sequentially so quality stays high.
The free template pack is useful for ideas. Production work still needs process mapping, credentials, error handling, testing, review, and handover.