Automation Consulting using tools like Zapier, Integromat, N8N, Coupler, Supermetrics

Want to free up time for things that matter the most?

I automate tedious business processes and workflows

What can you automate in your business?

Use automation tools to make your SaaS applications talk to one another so that your business systems are always on the same page.

Send new leads to CRM

Facebook Lead Gen, Website Contact Forms, Chatbots, Typeform, etc. to Pipedrive, Hubspot, FreshSales, Salesforce, etc.

Add subscribers to marketing lists

Lead magnets, website popups, Lead Gen, Contact Forms, Chatbots, etc. to Klaviyo, Mailchimp, ActiveCampaign, MailerLite, etc.

Report email subscriber activity to CRM

Send user activity events like email opens, email clicks, website visitors, product checkouts, etc. to CRM and to salespeople.

Record event and calendar bookings

Log meetings/cancellations in a Google Sheets workbook and in a shared calendar for everyone to be on the same page.

Send conversion events to ad platforms

Notify intermediate lead conversion events back to ad platforms like FB to ads improve ads targeting and audience building.

Create order fulfillment requests

Send new order information to order management systems and fulfillment centers from Shopify, WooCommerce, etc.

Backup data from SaaS platforms periodically

Use Flatly or Coupler to periodically back up your data from SaaS platforms in destinations like Google Drive, Big Query, AWS, etc.

Set up notifications for RSS feed updates

Notify time-sensitive RSS feed updates using email or text by setting up an RSS feed in Zapier which is triggered by webhooks.

Schedule tasks at regular intervals

Set up a set of tasks to repeat every hour, every day, or every week to automate mundane tasks that have a standard operating procedure.

Capture custom events using webhooks

Use webhooks to automate tasks that aren't a part of the standard offering of the SaaS platform.

Automate spaced tasks/activities creation

Create the next task/activity in a follow-up sequence at regular intervals to set up cadence.

Save files from emails/orders

Store digital assets to a cloud storage solution like Google Drive, Dropbox, etc.

Automation tools I work with
Automation tools I work with
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