Systems & Automation

Connect and automate your existing systems

I integrate disparate tools, automate manual workflows, and build data pipelines. Make what you already have work better together.

What's Included

Operational automation services

I work with your existing stack to eliminate manual work.

API Integration

Connect CRMs, ERPs, payment processors, and third-party platforms. Custom middleware when standard integrations don't exist.

Workflow Automation

Automate repetitive tasks: data entry, approval flows, notifications, and document generation. Zapier, Make, or custom scripts.

Data Pipelines

ETL processes, data synchronization, and transformation logic. Move data between systems reliably and on schedule.

BI & Reporting

Custom dashboards, scheduled reports, and data visualization. PowerBI, Tableau, or lightweight custom solutions.

Internal Tools

Small custom utilities your team needs but vendors don't provide: importers, batch processors, admin panels.

Process Optimization

Audit your existing workflows, identify inefficiencies, and implement technical solutions to reduce manual overhead.

Platforms

Systems I frequently integrate

If you use it, I've probably connected it to something else.

CRM & Sales

  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho

Finance & Billing

  • QuickBooks
  • Xero
  • Stripe
  • PayPal

Project Management

  • Asana
  • Jira
  • Monday
  • ClickUp

Communication

  • Slack
  • Microsoft Teams
  • Twilio
  • SendGrid

Data & Analytics

  • Google Sheets
  • Airtable
  • PowerBI
  • Tableau

Automation Platforms

  • Zapier
  • Make
  • n8n
  • Custom Scripts
Process

How automation projects work

1

Workflow Audit

I map your current processes, identify manual bottlenecks, and document where data lives. This becomes the blueprint for automation.

2

Integration Design

I propose technical solutions: which systems connect to what, how data flows, and what gets automated. You approve before I build anything.

3

Implementation

I build the integrations, workflows, and scripts. Testing happens against staging environments or sandbox accounts when available.

4

Validation & Training

Your team tests the automation with real scenarios. I document how it works and train key users on monitoring and troubleshooting.

5

Handoff & Support

You get documentation, credentials, and monitoring dashboards. Optional: ongoing support retainer for maintenance and iteration.

Investment

Pricing structure

Automation projects are typically smaller in scope than full builds.

Simple Integration

$3K–$8K

Single integration between two platforms. Basic workflow automation. 1–2 weeks delivery.

  • ✓ Two-system connection
  • ✓ One-way data sync
  • ✓ Basic error handling
  • ✓ Setup documentation

Multi-System Automation

$10K–$25K

Multiple integrations, complex workflows, or data pipelines with transformation logic. 3–6 weeks delivery.

  • ✓ 3+ system integrations
  • ✓ Bi-directional sync
  • ✓ Data transformation
  • ✓ Error monitoring
  • ✓ Admin panel

Enterprise Integration

$30K+

Complex enterprise systems, legacy platform integrations, or comprehensive process automation. Custom timeline.

  • ✓ Enterprise API integration
  • ✓ Custom middleware
  • ✓ High-volume data processing
  • ✓ SLA-backed uptime
  • ✓ Ongoing support included

All pricing is project-based. Retainers available for ongoing automation work.

Request a Quote

When this service fits

Good fit:

  • • Your team spends hours on manual data entry or copy-paste work
  • • You have multiple tools that don't talk to each other
  • • You need custom reporting that your current platforms don't provide
  • • You're looking for ROI measured in hours saved per week
  • • Budget is $3K–$50K (smaller than full software builds)

Not a fit:

  • • You need entirely new software built from scratch (see Delivery & Build)
  • • Your process is fine; you just want better design or UX
  • • You're looking for IT support or managed services
  • • You need real-time, sub-second data sync (most businesses don't)

Not sure where your inefficiencies are? Start with a free audit.

Get a Free Process Audit

Let's automate your workflows

Tell me what's taking up your team's time and I'll show you how to eliminate it.

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