Work
Selected projects
Three examples of automation, integration and reporting work, from the problem to the result.
01 · Workflow automation
Quote requests, from brief to price
A structured brief, one shared quote record and automatic reminders, so pricing goes back to sales without anyone chasing.
A brief arrives through Slack or a conversation. Missing specifications send production back to the account manager, who has to ask the customer again.
The account manager captures specifications in a product-specific form. Production gets a shared brief, ready to send to the manufacturer.
- The challenge
- The company offered bespoke packaging, but every quote depended on Slack messages and side conversations. Specifications were often incomplete, replies could take weeks and some requests were forgotten.
- What I built
- A product-specific request form for account managers, one shared quote record for sales, account management and production, and automatic reminders for anything still waiting on a price. When a new request matches one already priced, the earlier quote goes straight back to the requester.
- The result
- Production receives a complete brief the first time, and pricing is added in one place and goes back to the sales rep automatically. Every request has an owner.
- My role
- I designed and built the workflow, tested it on real submissions, fixed issues with the teams and rolled it out company-wide.
- Later version
- After rollout, a second version added a US market option and a separate route for overseas sourcing, without changing the UK process the teams already relied on.
Tools: Typeform · Google Sheets · n8n · HubSpot · Slack
Customer conversations, turned into priorities
A daily workflow that turns customer conversations into recurring themes and priorities.
- The challenge
- Recurring issues were hard to spot when they were spread across individual customer conversations.
- What I built
- A daily workflow connecting the communication and analytics platforms, preparing anonymised themes and sentiment for analysis.
- The result
- Operations leaders could see the most common issues and use them to prioritise feature work and reduce friction between customers and teams.
Tools: Aircall · n8n · BigQuery
Stock data, turned into clear next steps
One view of replenishment risk, return reasons and ageing stock.
- The challenge
- Stock levels, returns and ageing stock were buried across separate reports, so teams relied on ad hoc checks and customer calls to know when to act.
- What I built
- A reporting system covering replenishment risk, return reasons and stock held beyond the six-month storage agreement.
- The result
- Account managers and operations get clear signals for customer follow-up, returns investigations and storage-charge reviews.
Tools: Google Sheets