Proof of work

Case Studies

Deep dives into automations running in production: the client context, the problem, the workflow logic I built, and the quantified outcome.

Robomotion workflow diagram of the PG&E and SFWater utility bill automation bots showing login, PDF download, OCR, and database steps

RPA · Data Pipeline

RPA Bot for Invoice & Utility Bill Processing

How two unattended bots turned PDF utility bills into a clean PostgreSQL database, with OCR, cloud archival, and zero manual data entry.

Robomotion Tesseract OCR PostgreSQL Excel
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Flow diagram of the AI follow-up agent connecting GoHighLevel leads to OpenAI-generated call, SMS, and email sequences via Twilio and ElevenLabs

AI · Sales Automation

Automating Lead Follow-Up & Routing with AI

An n8n + OpenAI agent that answers every GoHighLevel lead with contextual calls, SMS, and email, around the clock.

n8n GoHighLevel OpenAI Twilio
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Flow diagram of the AI meeting pipeline: Fireflies.ai transcripts processed by Claude and OpenAI, delivered to Notion, Monday.com, Gmail, and Slack

AI · Workflow Orchestration

n8n Workflow: Meeting Transcripts → Assigned Action Items

Fireflies.ai transcripts processed by Claude and OpenAI into owner-assigned tasks on the right Monday.com board.

n8n Fireflies.ai Claude OpenAI
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Workflow diagram: a BambooHR record triggers Power Automate flows for Entra ID accounts, Microsoft 365 licenses, equipment tickets, and welcome emails

Automation · HR Onboarding

New-Hire Onboarding Automation for a Professional Services Firm

Power Automate + Graph API flows that take a new hire from BambooHR record to accounts, licenses, and a laptop on the desk, all in the same day.

Power Automate Microsoft Graph API Entra ID SharePoint
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Workflow diagram: bank statements and the Sage Intacct ledger feed a UiPath matching robot that outputs reconciliations and a reason-coded exception workbook

RPA · Finance

Daily Bank Reconciliation Automation for a Multi-Entity Hospitality Group

An unattended UiPath robot that reconciles thirty bank accounts before the finance team gets in, using three-tier matching and reason-coded exceptions.

UiPath Orchestrator Sage Intacct API SQL Server
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Workflow diagram: claims inbox documents are classified and read with OCR, validated against the policy database, then created via API or routed to human review

Intelligent Automation · Insurance

Claims Intake Automation for a Regional Insurance Provider

UiPath Document Understanding reads 30+ broker form layouts, validates against the policy database, and creates claims; humans review only the uncertain ones.

UiPath Document Understanding OCR REST APIs
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Workflow diagram: Shopify, Amazon, and wholesale orders feed Python services that validate, dedupe, create idempotent ERP orders, and sync stock and tracking back

Software Automation · E-commerce

Multi-Channel Order Processing Automation for a Retail Brand

Python services that move Shopify, Amazon, and wholesale orders into the ERP exactly once, keep stock in sync, and write tracking back in minutes.

Python Shopify Admin API Amazon SP-API PostgreSQL
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Workflow diagram: carrier APIs, Playwright-polled tracking pages, and parsed carrier emails feed a milestone normalizer that updates the TMS and triggers alerts

Enterprise Automation · Logistics

Shipment Tracking Automation for a Freight Forwarding Company

API, Playwright, and email-parsing pipelines that keep 900 active shipments current in the TMS, and tell customers about delays before they ask.

Python Playwright REST APIs PostgreSQL
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