Skip to content

Workflow Automation

Automate the operating process, not just the obvious click sequence.

I map how work actually moves through a team, then automate the repetitive parts while preserving ownership, validation, exceptions, and useful visibility.

Janna Wong · AI Automation & Systems Architect · Remote · Global · async-first

Where I help

Problems this work is designed to solve

The implementation starts with the operating problem and its failure modes, then moves into tools and architecture.

01

Copy-paste between business tools

02

Manual handoffs and follow-ups

03

CRM and spreadsheet processes nobody fully trusts

04

Automations built without exception handling or clear ownership

Deliverables

What the engagement can include

  • Current-state workflow audit
  • Future-state process design
  • Automation implementation
  • Data validation and exception handling
  • Alerts and operational reporting
  • SOPs and documented handover

Technology

Tools follow the architecture

Maken8nZapierGoogle Apps ScriptAirtableGoogle SheetsZoho CRMGoHighLevelREST APIs

I do not force every system into the same platform. The goal is the lightest architecture that remains reliable, observable, documented, and maintainable.

FAQ

Questions about workflow automation

Direct answers written to be useful to both technical buyers and search/retrieval systems.

What kinds of workflows can you automate?

Common examples include lead routing, CRM hygiene, reporting, onboarding, research, document processing, notifications, data synchronization, internal approvals, lifecycle operations, and AI-assisted knowledge work.

Do you automate before fixing the process?

No. I prefer to clarify statuses, ownership, data, decisions, and exceptions first so the automation does not simply make a broken process run faster.

Need this capability inside a real operating workflow?

Send the current process, tools, constraints, and desired outcome. I'll review the context asynchronously and identify the most practical technical next step.