Virtual Assistance & Operations
AI Workflow Automation for Sales, HR & Finance Ops
One workflow at a time: mapped, automated, documented, and monitored.
Who this is for
- Ops teams drowning in copy-paste work
- Finance admin teams reconciling by hand
- HR teams re-typing the same onboarding steps
Problems solved
- - Same data entered in three systems
- - Reports rebuilt manually every week
- - Intake requests lost in inboxes
- - Handoffs that depend on one person remembering
What I handle
Lead and request intake routing
Automated draft generation for repetitive replies and documents
Recurring report assembly
Data sync between CRM, sheets, and project tools
Documented manual fallback for every automation
Deliverables
- ✓ Workflow diagrams
- ✓ Live automations with documentation
- ✓ Weekly report automation
- ✓ Monitoring checklist
Tools
MakeZapierAirtableNotionHubSpotGoogle Sheets
Process
- 01Map
Write the workflow down exactly as it runs today.
- 02Cut
Remove steps before automating them.
- 03Automate
Build the smallest reliable version and run it in parallel.
- 04Monitor
Weekly checks with a documented fallback path.
Example workflows
- - Weekly automation review
- - Monthly workflow re-map
- - Quarterly cleanup of unused automations
KPIs I track
Manual steps removedCycle time per requestError rateHours saved per week
Frequently asked
Do you automate everything?
No. Some steps should stay manual because the judgement matters more than the minutes. I say so explicitly in the workflow map.
What happens when a tool changes its API?
Weekly monitoring catches it, and the documented fallback keeps the process running while I rebuild.
Can you work inside our existing automations?
Yes. Most engagements start by auditing and repairing what already exists.
Related
Related services
Ready to hand this off?
Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.