Free Automation Review
Walk through the manual work, the systems involved and where time is going. Get a practical recommendation for a first project.
Free, with no obligation.
Book a free auditServices
Tell me what is manual. I’ll figure out what should replace it.
I work across automation, reporting, apps, websites, AI, and integrations. The point is not to force every problem into one tool — it is to build the simplest system that actually fixes the process.
01
Workflow & business automation
Approvals, forms, scheduling, recurring emails, notifications, documents, record updates, and handoffs between systems.
Explore service →02
Excel, reporting & finance ops
Spreadsheet automation, recurring reports, dashboards, budgeting, variance analysis, data cleanup, and scheduled management outputs.
Explore service →03
Invoice & AP automation
Extract invoice fields, route approvals, flag exceptions, organize source documents, and prepare accounting-ready information.
Explore service →04
Power Automate & Microsoft 365
Power Automate, Power Apps, Outlook, Forms, SharePoint, Teams, Excel, Business Central, connectors, and troubleshooting.
Explore service →05
Apps, websites & web tools
Internal apps, portals, dashboards, business websites, landing pages, custom forms, and web tools connected to your operations.
Explore service →06
AI agents & assistants
AI phone answering, lead capture, website Q&A, internal knowledge assistants, document AI, summarization, and AI inside larger workflows.
Explore service →Do not see your exact problem here? That is normal. If it is repetitive, digital, or requires people to keep moving the same information around, send it over.
Ways to get started
Start with one process worth fixing.
You can begin with a small, defined project and decide what comes next once it is working.
One Workflow Quick Win
One recurring report, approval process, document route or data handoff. A defined build, testing and a walkthrough your team can use.
Fixed quote after the review.
See what is includedAutomation Support
Troubleshoot an existing flow, adjust it as your process changes or plan the next improvement.
Scope and price agreed separately.
Discuss supportBased in Oakland County, Michigan. Remote collaboration and onsite visits are available by arrangement.
Technology I work with
The tools behind the workflows.
I start with the systems your team already uses. The tool choice follows the process, the available integrations and your licensing.
01
Workflows & internal apps
Microsoft Power Automate, Power Apps and Dataverse for requests, approvals, record updates and internal tools.
02
Excel & reporting
Excel, VBA macros and Power BI for recurring calculations, data cleanup, dashboards and management reporting.
03
Microsoft 365 & accounting
Outlook, Teams, Forms, SharePoint, OneDrive and Dynamics 365 Business Central for documents, calendars and finance workflows.
04
Websites, documents & connections
HTML, CSS, JavaScript, APIs, webhooks and OCR for connected forms, websites, document extraction and system handoffs.
AI can support document extraction, classification and summaries where it fits. I define the review steps and exceptions before connecting it to business actions.