01
Understand the existing process
Map how work currently moves between people, clients and tools.
AI Automation · Workflow Systems · Product Operations
AI & workflow automation — built around real business problems.
I design and build AI agents, automations and digital products that turn fragmented business processes into clear, repeatable workflows. I start by understanding how work moves through the business, then choose the right technology.
Built across
SaaSAI AgentsClaude / ChatGPT PluginsNotion WorkersWorkflow AutomationShipped iOS Apps
02 · 60 second demo
See the workflow
in action.
Watch how I turn a fragmented client process into a structured workflow with clearer ownership, outstanding actions and approvals.
Problem → process → workflow → system → outcome
Watch the full walkthrough →
03 · Methodology
How I approach
automation.
I start with the process, not the technology.
Technology is selected after the workflow is understood — not the other way around. The goal is a system people can actually use, not automation for its own sake.
02
Identify friction
Find bottlenecks, duplicated work, missing information, unclear ownership and manual follow-up.
03
Design the workflow
Define stages, owners, required inputs, records, decision points and approval gates.
04
Build the system
Use AI agents, automation, SaaS, Notion or connected systems depending on the problem.
05
Test and improve
Test real scenarios, handoffs and edge cases before refining the workflow.
06
Support adoption
Document how the system works and make it understandable to the people who actually have to use it.
04 · Selected builds
Built to solve real
workflow problems.
A selection of AI agents, workflow systems, SaaS and apps I’ve designed and built around practical business needs.
Featured build · Workflow Automation & Client Approval SaaS
ChasePad
ChasePad gives teams one place to request client assets, see what is outstanding, send reminders, track feedback and record approvals — instead of managing the process across emails, messages and separate documents.
My role
Product strategy · Workflow design · UX · System design · Integrations · Testing · Launch
Product strategy · Workflow design · UX · System design · Integrations · Testing · Launch
SaaSWorkflow automationApprovalsClient operations
View ChasePad case study →
Claude / ChatGPT Plugin
Client Onboarding & Readiness by ChasePad
Reads briefs, proposals and kickoff information, flags what is missing — including assets, access, approvals, owners, deadlines and blockers — and turns it into a clear onboarding plan before work begins.
Capabilities
AI workflow design · Missing-information checks · Structured outputs
AI workflow design · Missing-information checks · Structured outputs
Marketplace-Approved Notion AI Agent
Client Request Architect
Turns messy client briefs, emails, meeting notes and proposals into a structured request plan, highlighting missing information, risks and next actions.
Capabilities
AI agent design · Workflow design · Structured outputs · Business process analysis
View AI agent case study →
AI agent design · Workflow design · Structured outputs · Business process analysis
Notion WorkersAutomation queue
Read structured workspace inputReady
Execute AI-assisted taskRun
Return structured outputWrite
Workspace Automation
Notion Workers
Built automated Notion Workers that read workspace information, run AI-assisted tasks and return organised results.
Capabilities
Automation · Workflow design · AI-assisted task execution
Automation · Workflow design · AI-assisted task execution
Additional builds
AI-assisted workflow
UGC Brief-to-Delivery
Turns a campaign brief into requirements, hooks, scripts, shot lists, deliverables and handoff information.
Mobile apps
iOS apps I’ve designed and shipped
Vegan Protein Planner and GLP-1 Week Coach show my experience across app functionality, integrations, subscriptions, testing and App Store deployment.
05 · Flagship case study
From fragmented client chasing to a structured workflow.
The goal was not simply to digitise a checklist. It was to make the state of the project visible.
Client-facing teams often manage requests, assets, revisions and approvals across email, messages and separate documents. That creates a simple operational problem: people can be waiting on different things while no one can immediately see what is outstanding, who owns the next action or whether the latest version has actually been approved.
The problem
Scattered information creates hidden blockers.
Requests, assets, feedback and approvals sit across different channels. Follow-up depends on memory. Ownership becomes unclear. The team cannot easily tell what must happen before the project can progress.
My approach
Map the work before choosing the tool.
I review how work moves from the initial client request through asset collection, feedback, revisions and final approval, then identify where the workflow breaks down: unclear ownership, missing information, manual follow-up and dependencies held somewhere else.
Workflow design
Define what has to be true before work can move forward.
StageWhat happens at each stage?
OwnerWho owns the next action?
InputsWhat does the client need to provide?
RecordWhat information must be captured?
ApprovalWhat requires sign-off?
GateWhat allows work to progress?
This becomes the plan for the system.
The solution
Turn the workflow into a working system.
I built a structured client workflow with workspaces, request checklists, visible outstanding items, reminders, revision tracking and recorded approvals. The system makes four things clear: what is ready, what is blocked, who owns the next action and what needs to happen next.
Client workspacesStructured requestsOutstanding statusRevision trackingApproval evidenceFollow-up support
Workflow outcomes
What the workflow improves.
Clearer ownership
Teams can identify who owns the next action.
Greater visibility
Outstanding requests and approvals are visible instead of buried in conversations.
Structured interaction
Clients have a defined place to provide information and assets.
Better accountability
Approvals and decisions can be recorded.
Repeatability
The workflow can be reused consistently across client projects.
Business processanalysis
Workflowdesign
Requirementsdefinition
Systemdesign
Implementation& integrations
Testing& refinement
Adoption& documentation
06 · Deep dive
Want to see the full workflow?
The short demo shows the process at a glance. The full walkthrough shows how the system works in more detail — requests, ownership, outstanding items, feedback, revisions and approval evidence.
07 · Business relevance
Where I can apply this.
The same approach applies across departments: understand the process, clarify the steps, ownership and handoffs, then build the right system around them.
Operations
Repetitive internal processes, requests, approvals, handoffs and coordination.
Customer service
Information retrieval, structured responses, triage and escalation workflows.
Marketing
Campaign workflows, content operations and AI-assisted content planning.
E-commerce
Product and content processes, customer workflows and operational automation.
Recruitment / People
Information collection, candidate workflows, onboarding and internal processes.
I focus on finding places where AI or automation can remove repetitive work without making the workflow harder for the people who actually have to use it.
08 · Next step
Building better workflows
with practical AI.
If you’re looking for someone who can understand the process first and then build the right AI, automation or product solution, I’d be glad to talk.