Applied AI workflows for small businesses
AI workflows that actually save your business time.
I help small businesses turn repetitive admin work, customer communication, documents, and proposals into simple AI-assisted workflows your team can actually use.
No pressure, no buzzwords. Just a clear look at where AI can help.
Messy inputs
AI workflow system
Prompts, templates & automations
Outputs
The problem
Most businesses don't need more AI hype. They need fewer repetitive tasks.
These are the everyday time-sinks that quietly eat your week.
Same emails, again and again
Your team drafts the same replies and follow-ups every single day.
Intake scattered everywhere
Customer requests land across inboxes, calls, and forms with no order.
Proposals and reports drag on
Every new client means hours of copy-paste and formatting from scratch.
Documents and notes pile up
Meeting notes and PDFs stack up faster than anyone can read them.
ChatGPT without a process
Staff paste things into AI tools with no repeatable, safe workflow.
Services
Clear options, direct impact.
Start with clarity, move to a working setup, or build something custom.
AI Workflow Audit
Best for businesses that want clarity before changing tools.
- 60-minute discovery call
- Workflow review
- 5–10 practical AI use cases
- Tool recommendations
- Prompt/template starter kit
AI Workflow Setup
Best for businesses ready to implement.
- Workflow map
- Prompt library
- Reusable templates
- One lightweight automation
- 90-minute training session
- Handoff guide
Custom AI System
Best for more complex workflows.
- Intake forms
- Internal knowledge base
- Proposal generator
- Document summarizer
- Reporting workflow
- Optional app or automation build
Every engagement starts with a free 20-minute consult. No obligation.
Example workflows
Real workflows, built for how your team already works.
Each card opens a sample case study showing exactly what gets built.
Customer Email Reply Assistant
Turn repeated customer questions into reviewed draft replies.
Best for: Busy inboxes and service teams.
View exampleProposal Generator
Turn intake notes into structured proposal drafts.
Best for: Contractors, consultants, and service providers.
View exampleMeeting Notes to Action Items
Extract decisions, owners, deadlines, and follow-ups.
Best for: Teams with lots of calls and check-ins.
View exampleContract & Document Summarizer
Pull key dates, obligations, risks, and questions from long documents.
Best for: Vendor agreements, policies, leases, and PDFs.
View exampleSales Follow-Up Workflow
Draft timely follow-ups based on lead context.
Best for: Referral-based and consultative sales.
View exampleInternal Knowledge Assistant
Let your team ask questions of approved SOPs and manuals.
Best for: Onboarding, operations, and repeat questions.
View exampleIntake Form to Quote
Turn lead forms into quote drafts and missing-detail checklists.
Best for: Service businesses and estimate-heavy workflows.
View exampleWeekly Business Report
Summarize updates, risks, numbers, and next steps.
Best for: Owners who want a weekly operating view.
View example
The process
A simple, four-step path from chaos to a working system.
- 1
Map the repetitive work
We list every recurring click, email, and document your team handles.
- 2
Pick the highest-value use cases
We choose the workflows where AI saves the most time, fastest.
- 3
Build the workflow and templates
I build the prompts, templates, and automations your team will use.
- 4
Train your team and hand off
I train your team and hand off a system they can run on their own.
Credibility
Practical experience, not AI hype.
I’m a senior software engineer with 25 years of experience, currently working on AI-powered product experiences in Microsoft PowerPoint.
I’m not here to sell futuristic dreams. I’m here to build tools that work today, grounded in a career of product and frontend engineering.
- 25 years of software development experience
- Frontend and product engineering background
- Professional experience with AI-powered product workflows
- A practical, business-first approach
- Focus on privacy, safety, and repeatable use
Building & shipping software
“The best AI workflow is the one your team still uses six months later. That’s what I build.”
Independent practice · Sonoma County · Remote
FAQ
Common questions, straight answers.
Sensitive business data should only be used in approved tools and workflows. AI outputs are reviewed by humans before use.
Want to find 5–10 hours a week hiding inside your business?
Book a short consult and we’ll identify the first workflow worth fixing.
Zero obligation. Just practical advice.