Overhauled Airtable and built automations for invite generation, RSVP syncing, CRM tagging, and event analytics. Empowered a high-touch events team to scale without sacrificing curation or quality.

Challenge:
The team was using fragmented tools to run community events, leading to incomplete data, missed invites, and manual processes that slowed growth.

Solution:
We rebuilt their Airtable from the ground up—normalizing Contacts, Companies, and Events, migrating 11,000+ records, and deduplicating everything with smart automations. Event invites were fully automated using Luma and prefilled JotForms. We also added Chrome and Airtable extensions for bulk invite workflows, Google Calendar syncing, and integrated Gmail + Kit sequences. Finally, we powered up their reporting with Power BI dashboards and scannable QR badge short links.

Outcome:
The team reclaimed dozens of hours each month and now has end-to-end visibility into their community pipeline. Outreach is faster, RSVP tracking is more accurate, and the entire system is built to scale with growth.

Synced Circle events with Google Calendar and automated attendee list updates. Boosted attendance, reduced admin work, and made event logistics seamless.

Challenge:
Events created in Circle weren’t syncing with attendee calendars, leading to low attendance and logistical headaches as members joined or left.

Solution:
We built an automation that syncs Circle events with Google Calendar, dynamically updates attendee lists, and ensures new members receive calendar invites in real time.

Outcome:
Attendance rates improved significantly, and the event team was freed from hours of manual updates per week. The client now runs a more scalable, seamless events program.

Launched a system where AI drafts 20+ news articles daily for editor review and integrates editorial planning into Google Sheets. Cut production time dramatically while maintaining consistency and cadence.

Challenge:
The editorial team needed to produce over 20 unbiased articles per day, but the manual workflow was overwhelming and prone to delays.

Solution:
We set up a daily AI-assisted content pipeline that drafts articles each morning based on trending topics and editorial criteria. Editors review, tweak, and publish—dramatically reducing content creation time. We also delivered custom Google Sheets templates for editorial planning and deadlines.

Outcome:
The team now publishes on time, every day, without burnout. Planning is clear, and editors can focus on high-impact work rather than repetitive writing.

Developed a custom app that automated lien waivers, draw requests, and QuickBooks tagging across multiple projects. Enabled the team to scale from 2 to 10 simultaneous flips without adding admin overhead.

Challenge:
The client was bottlenecked by manual lien waivers, bank draw requests, and inconsistent financial classification across multiple properties.

Solution:
We built a custom Vercel web app connected to QuickBooks and DocuSign to manage lien waivers, collect W9s, and dynamically generate draw request PDFs. All documents were automatically tagged, categorized, and tracked per property.

Outcome:
The app enabled the team to grow from 2 to 10 simultaneous flips without increasing admin headcount. Project finances became more accurate, organized, and audit-ready.

Automated billing reminders and contract tracking via SMS and Stripe, and cleaned up legacy data with structured entry tools. Helped recover thousands in missed revenue and eliminated manual follow-ups.

Challenge:
Permits and contracts were being tracked manually in outdated Google Sheets, resulting in missed renewals, lost revenue, and billing delays.

Solution:
We implemented automated alerts for upcoming permit and contract expirations, added Stripe-powered billing flows triggered via SMS (TextMagic), and established data quality safeguards. A custom sidebar form made data entry clean and consistent, while smart formulas and checks ensured records stayed usable long-term.

Outcome:
The automation helped recover tens of thousands in overdue invoices and cut down on manual follow-ups. More importantly, the client now has a reliable system to stay ahead of renewals and billing, backed by clean and structured data.

Built an AI help desk that scanned chat logs to auto-create HubSpot tickets, plus a call simulation app that trained new reps through realistic AI-generated roleplays. The result: fewer dropped issues and faster onboarding.

Challenge:
A regional optometrist chain was losing track of unresolved support issues buried in Google Chat threads and lacked a scalable way to train new reps. This resulted in inconsistent customer follow-up and long onboarding timelines for new hires.

Solution:
We developed an AI-powered help desk system that scanned Google Chat threads, identified unresolved service requests, and retroactively created HubSpot support tickets—ensuring nothing fell through the cracks. To accelerate onboarding, we also built a custom AI call simulation app (using Bland AI) that mimicked real patient inquiries, allowing new hires to practice and receive real-time feedback before ever picking up the phone.

Outcome:
The client saw a marked improvement in follow-up consistency, customer satisfaction, and call rep confidence. New hires ramped up in a fraction of the time, and the team now has a sustainable loop for support tracking and onboarding at scale.