Field Automations

Work

A problem to solve. A system to help.

Here are some of the ways I turn a practical problem into a useful tool. Explore the projects to see how they work and why I built them.

Intake to assigned work

Live, personally used Intake to assigned work

See business emails sooner.

Business emails used to sit unnoticed in my inbox. Now a Discord notification brings them to my attention so I can read and respond.

Used for my own business email.

  • Working system, effectiveness unproven Prospect research, scoring, and outreach for a university program Write-up coming

Handoffs and coordination

Anonymized SMS Communications Admin Portal with sample send history.Example data

Live system Handoffs and coordination

Union updates, sent to the right members.

One message can be sent to all enrolled members or a selected group, with higher open and response rates than the previous approach.

In operational use for about six months as of October 2026.

Records and approvals

Working demo Records and approvals

Keep track of field work across sites.

Record time, spoken updates, and before-and-after photos from a phone, with a dashboard for the office to review.

Working demo for a field-based nonprofit; not yet in client use.

Demo Records and approvals

Turn receipt photos into records you can review.

Three demos use AI to read receipts, with a person checking the details before final confirmation or accounting handoff.

Demonstrations of receipt capture and review. The QuickBooks handoff uses a test company.

Exceptions and follow-through

Have a similar problem? Tell me what you're working through.