Workflow Automation - C.'s Site

Task Tracker with Deadline Alerts

• Created a checklist system with automated accountability that became the new company standard. • Each line item includes an assignee and due date. System sends automatic alerts 3 days before deadline if task hasn't been checked off. • Built-in escalation: notifications continue to the assigned person until completion. • Kept tasks on track without requiring manual follow-up from managers.

Event Planning System

• Designed zero-cost alternative to project management software for coordinating multi-department events — replacing no existing process. • Built dynamic spreadsheet system including event calendar with automated views and timeline templates. • Used primarily by leadership to coordinate across departments. • Enabled multiple teams to communicate and track progress without adding software costs. • Used for successful coordination of two store grand openings.

Multi-System Document Automation

• Built an end-to-end automation that transformed a 1-2 week manual process into a single form submission. • System has generated 50+ documents to date across approximately 6 clients. Built-in error handling sends notifications if any step in the automation fails. Before the system, each document required extensive research and manual development time. Now: client completes intake form → system processes responses → document generates automatically in designated folder with client name → content populates based on prompt logic → formatting applies automatically.

Client Deliverables & Approval System

• Built a system that removed manual handoffs from the client approval process — replacing what was either a disorganized process or no system at all. • Currently serves approximately 10 active clients. •System eliminated back-and-forth emails and removed the coordinator as a bottleneck in the review cycle. Workflow: Team uploads deliverables with review links → client receives automatic notification → client toggles status column (Approved / Needs Revisions) → team receives automatic alert based on selection.