Work
Workflows I automated for real operators
Case studies from Digital Braid, my workflow-automation practice — AI where reading and routing is the job, deterministic code wherever a number matters, and business rules kept in files the operator can edit. Hobby projects live over in builds.
A GTM system for a company of one
My consulting practice needed a CRM, a project tracker, and an ops brain — so the client was me. The operator is one person and the source of truth is a folder of YAML files. So the pipeline, the engagements, and every Claude Code session on the machine render into one live dashboard. There's a fully synthetic interactive demo you can click through.
Read the case studyAutomating AIA payment requisitions for a national general contractor
A national general contractor's finance team assembles an AIA-style payment-requisition package every cycle — continuation sheets, lien waivers, retainage math across dozens of subcontractors. I built them a workflow where AI reads the messy inputs and plain Python does every calculation. The operator reviews a finished, branded package instead of assembling one by hand.
Read the case studyAutomating door hardware estimating for a national distributor
A national door hardware distributor's estimating system speaks a decades-old fixed-column file format with no public documentation. I decoded it by diffing exports, mapped its traps — 107-field rows, imports that silently roll back — and built a converter that turns architects' spec PDFs into files the system imports cleanly.
Read the case studyAutomating NDA review for a private investment firm
Every new deal starts with an NDA, and every NDA waits on legal review. The build underway: AI reads the incoming document against the firm's own playbook, sorts it into sign / negotiate / escalate, and drafts the redline in Word with tracked changes — so counsel reviews a position, not a blank page.
Read the case studyAutomating a delivery board from Dynamics 365 Business Central
A distributor's dispatch desk ran on a shared Excel board, retyped daily from Business Central. Now one double-click pulls the open orders through the D365 API, joins the jobsite details from the contract, previews every row, and writes the board — filling only the fields it can be certain of and never touching the human columns.
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