Practical 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.
A few of the repeatable systems I build for small businesses.
Customer email reply assistant
Turn inbox threads into polished draft replies in seconds.
Proposal generator
Generate on-brand proposals from a short intake form.
Meeting notes to action items
Convert raw notes into owners, deadlines, and next steps.
Contract & document summarizer
Get the key points and risks from long documents instantly.
Sales follow-up workflow
Smart follow-ups that remember the details from each conversation.
Internal knowledge assistant
Let your team ask questions of your own SOPs and manuals.
Intake form to quote
Turn a lead form into a scoped quote, automatically.
Weekly business report
Aggregate the week's numbers into a clear executive summary.
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.
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.