Process design
Documented current and target processes, task ownership, scoring rules, response deadlines and exception routes.
Operations improvement portfolio
Business Operations
Process Improvement:
Automation and AI
I designed and prototyped ten builds across sales, customer service, finance, marketing and internal operations, covering rules-based automation, AI-assisted workflows and a tool-using AI agent. This portfolio presents three case studies, their implementation and testing, and the supporting dashboards.
View case studiesAbout this work
Self-directed prototypes built and tested in demonstration environments. Reporting uses synthetic data. Measured business impact is not claimed.
01 / Selected projects
Selected case studies
Each case study covers the process, business rules,
implementation, tests and remaining limitations.
01
Inbound lead management
and sales follow-up
Three workflows capture client enquiries, assess customer fit, score and prioritise leads, update CRM contacts, assign Sales owners and monitor response deadlines.
Read case study02
Customer onboarding
and AI-assisted support
Workflows that create onboarding projects and tasks, monitor deadlines, and classify support requests and prepare draft responses for review.
Read case study03
Internal operations
AI agent
A chat-based agent that reviews onboarding or meeting actions, checks existing follow-ups, obtains approval, creates approved tasks and logs results.
Read case study02 / Management information
Management dashboard
A Looker Studio report with a one-page management overview and separate Revenue, Customer, Finance and Marketing pages.
Open interactive dashboardOpens Looker Studio · Synthetic demonstration data
MANAGEMENT OVERVIEWDemonstration
Revenue & Sales
Customer Operations
Finance Operations
Marketing Operations
Report sections shown above. The linked dashboard contains the charts and scorecards.
03 / Design approach
Work completed for these projects
The case studies combine process documentation
with working prototypes and test results.
Implementation
Configured triggers, lookups, conditional paths, loops, date calculations, AI processing and agent tools across the connected applications.
Testing and reporting
Tested defined scenarios, corrected issues found during testing and documented the outcomes. Built dashboards using separate synthetic datasets.
Implementation tools
Zapier & Zapier Agents · HubSpot · Asana · Google Sheets · Google Forms · Looker Studio
04 / Supporting projects
Other automation projects
Additional examples from the ten-build portfolio. Each project includes a link to its build documentation.
Invoice tracking and reminders
On weekdays, the workflow checks for overdue, unpaid invoices. If no reminder has been sent for an invoice, it sends a reminder, records the date and notifies Finance. Invoices with a recorded reminder are skipped.
Campaign tracking and reporting
The workflow captures the campaign reference from each demo-request form submission and records it against the enquiry. Repeat enquiries keep their own campaign reference, so a later submission does not overwrite an earlier one. The campaign report compares enquiries, qualified opportunities and wins.
Employee onboarding and deadlines
The workflow creates HR, IT and hiring-manager tasks for each new starter, using the employee’s start date and a shared task-rule table to calculate deadlines. A second workflow runs on weekdays, checks progress, reminds the relevant owners about overdue tasks and notifies HR when all required tasks are complete.
Meeting decisions, actions and approvals
AI extracts draft decisions and actions from meeting notes. The Meeting Lead reviews them, and actions requiring further approval go to the designated approver. Once confirmed and approved where required, the workflow creates tasks in the project management tool.