Offerings
Workflow Discovery & Roadmap
Your team has a process that takes too much chasing, re-entering, or explaining, but it isn't clear what to fix first. We choose one core workflow and map how it works today, what it needs to achieve, and where the friction sits. I then recommend a practical next step, whether that's a process change, a Notion system, an integration, or AI and automation. You leave with a clear current-state map, prioritized opportunities, and an implementation roadmap you can use with me or on your own. If you move ahead with related implementation work, I'll credit the discovery fee toward that project.
Custom Notion System Design & Build
Work is split across spreadsheets, documents, and tools, so it's hard to see the full picture or know what happens next. I design and build a Notion workspace around how your team actually works, from the databases and views to the workflows that connect them. We shape it in clear steps, move over the information that matters, and make sure the people using it know how it works. You leave with a practical system for projects, client delivery, or team knowledge, plus documentation and a walkthrough so you can keep it current.
Workflow Automation, Integrations & AI
Manual updates, repeat admin, and disconnected tools leave your team copying information and chasing handoffs. I connect Notion with the tools you already use and automate a clearly scoped workflow, using integrations, APIs, and platforms like n8n. Where a step has many edge-cases or needs a certain level of judgement, I can bring in AI tools and custom agents. We test the workflow, keep human review where it matters, and document how to maintain it. The result is less repetitive work and clearer handoffs, with your team focused on strategic decisions and client work.Past work
Clients
