Marketing & operationalautomations

Executive assistant–caliber judgment—wired into the campaigns, handoffs, and systems you already run.

I design and ship automations across marketing and operations—agents, integrations, and workflows—using the tools that fit your stack, including OpenClaw, Claude Code, and Perplexity computer workflows where they make sense. Practical builds, real outcomes, zero jargon.

Marketing & lifecycle flows
Ops handoffs & playbooks
CRM, MAP & stack wiring
Agents, research & briefs

Works with the tools you already use

Slack
Microsoft Teams
Discord
Zoom
Google Meet
Gmail
Microsoft Outlook
SendGrid
Google Calendar
Calendly
Microsoft Outlook Calendar
Salesforce
HubSpot
Pipedrive
Zoho CRM
Asana
Trello
Monday.com
Notion
Jira
ClickUp
Linear
Stripe
QuickBooks
Xero
PayPal
Wise
Mailchimp
Klaviyo
ActiveCampaign
ConvertKit
Twitter/X
LinkedIn
Instagram
Facebook
TikTok
Pinterest
YouTube
Google Drive
Dropbox
OneDrive
Box
iCloud
Shopify
WooCommerce
BigCommerce
Google Analytics
Mixpanel
Amplitude
OpenAI
Anthropic
Groq
Figma
GitHub
GitLab
Webflow
Framer
Airtable
Typeform
Slack
Microsoft Teams
Discord
Zoom
Google Meet
Gmail
Microsoft Outlook
SendGrid
Google Calendar
Calendly
Microsoft Outlook Calendar
Salesforce
HubSpot
Pipedrive
Zoho CRM
Asana
Trello
Monday.com
Notion
Jira
ClickUp
Linear
Stripe
QuickBooks
Xero
PayPal
Wise
Mailchimp
Klaviyo
ActiveCampaign
ConvertKit
Twitter/X
LinkedIn
Instagram
Facebook
TikTok
Pinterest
YouTube
Google Drive
Dropbox
OneDrive
Box
iCloud
Shopify
WooCommerce
BigCommerce
Google Analytics
Mixpanel
Amplitude
OpenAI
Anthropic
Groq
Figma
GitHub
GitLab
Webflow
Framer
Airtable
Typeform
Slack
Microsoft Teams
Discord
Zoom
Google Meet
Gmail
Microsoft Outlook
SendGrid
Google Calendar
Calendly
Microsoft Outlook Calendar
Salesforce
HubSpot
Pipedrive
Zoho CRM
Asana
Trello
Monday.com
Notion
Jira
ClickUp
Linear
Stripe
QuickBooks
Xero
PayPal
Wise
Mailchimp
Klaviyo
ActiveCampaign
ConvertKit
Twitter/X
LinkedIn
Instagram
Facebook
TikTok
Pinterest
YouTube
Google Drive
Dropbox
OneDrive
Box
iCloud
Shopify
WooCommerce
BigCommerce
Google Analytics
Mixpanel
Amplitude
OpenAI
Anthropic
Groq
Figma
GitHub
GitLab
Webflow
Framer
Airtable
Typeform

What We Can Build

100+ Skills Your AI Assistant Can Learn

Click the skills you're interested in. We'll build a custom solution for exactly what you need.

How it works

Custom builds for your exact needs

Four clear steps from first conversation to production: discovery, a written plan and quote, scoped build, then deploy and training—with expectations spelled out at each stage.

We walk through your processes, tools, and where AI can realistically help—no pitch deck, no pressure.

  • Map what you do today (and what hurts)
  • Spot quick wins vs. bigger builds
  • You leave with clarity on what could come next
Book a free discovery call

30 minutes, no cost—just a working session to map your processes and where AI can help.

Ongoing Automation, Without The Noise

I Watch The Network. You Get The Upgrades.

Once I understand how your business actually runs, you don't need to chase every new AI tool or workflow. I quietly track what's working across my projects and the broader ecosystem.

When something is clearly worth your team's time, I bring it to you—already mapped to your SOPs, tools, and timing. You stay focused on the work; I act as your filter.

Understand your ops → Watch what's working → Bring you the right moves at the right moment.

Work With Me

Questions & answers

Discovery is free. Pricing for the plan and build is covered step-by-step in How it works. You own what we ship—no mandatory platform subscription.

Frequently Asked Questions

What does the free discovery call cover?

We review your processes, tools, and where AI can help. There’s no charge and no obligation to move forward.

What’s included in the written AI plan?

A scoped written plan plus a quote for implementation—aligned to your stack, priorities, and definition of done. Build work only starts when you approve the quote.

What does deploy & train include?

Go-live support, hands-on training, and documentation. Ongoing help with what we built is included—no separate training retainer from me.

What tools can you integrate with?

Most products with an API: Slack, Gmail, Outlook, HubSpot, Salesforce, Calendly, Stripe, QuickBooks, Notion, Airtable, Zapier, and many more.

Is my data secure?

Automations run in your environment (your cloud or local), not mine. Your data stays under your control. See the Security section for details.

Security & Privacy

You Control Your Data

AI agents run locally on your machine, giving you transparency and control over your data. However, AI features require sending data to external APIs — here's what that means for your security.

Important: AI Processing Happens Externally

AI agents run locally, but AI features (Claude, GPT) send data to external APIs for processing. These providers (Anthropic, OpenAI) have their own security and data handling policies. For sensitive data, consider using local models or reviewing provider terms.

Custom AI Setup

  • Runs on your machine
  • You own the configuration
  • Transparent data flow

SaaS AI Tools

  • Hosted on vendor servers
  • Vendor controls your data
  • Black-box processing

Virtual Assistants

  • Human access to data
  • Limited by work hours
  • Training variability

Local-First Architecture

AI agents run on your local machine, keeping your configuration and credentials on your device. However, AI processing requires sending data to external APIs (Claude, OpenAI) which have their own security practices.

  • Configuration and credentials stored locally
  • You control the deployment environment
  • Choose between local or cloud AI models
  • Full visibility into data flows

Standard Encryption

Data is encrypted in transit using industry-standard TLS. Credentials are stored securely on your local device, not on external servers.

  • TLS 1.3 for API communications
  • Local credential storage
  • No central database of client data
  • You manage your own encryption keys

Permission Controls

You decide exactly what each AI agent can access. Grant only the permissions needed for specific tasks, and revoke access anytime.

  • Granular API permissions
  • Service account isolation
  • Easy credential rotation
  • Audit trail of agent actions

Transparency First

Unlike black-box SaaS tools, you can see exactly what data flows where. This gives you control to implement compliance measures that fit your requirements.

  • Open source components
  • Visible data processing pipeline
  • No hidden data collection
  • You own your configuration

What Data Goes Where

Stays Local

  • • Your AI agent configuration
  • • API credentials and tokens
  • • Workflow definitions
  • • Local file system access

Sent to External APIs

  • • Prompts sent to Claude/OpenAI
  • • Email content for processing
  • • Document text for analysis
  • • Web content for research

External API providers typically do not train models on API data, but they do process and temporarily store it. Review their privacy policies for specifics.

Have specific security or compliance requirements? Let's discuss what setup works for you.

Schedule a Security Review