I build practical AI workflows for service businesses and internal operators: lead qualification, customer intake, proposal generation, research, content workflows, competitive intelligence, document analysis, CRM hygiene, and knowledge management.

Recent work includes paid real-estate and insurance client workflows, a CPA assistant connected to QuickBooks and client intake, and a HubSpot-connected sales assistant for CRM cleanup and deal intelligence.

The approach is intentionally human-in-the-loop. AI helps gather context, draft, classify, summarize, and surface next steps; humans stay in control of decisions, client communication, and high-trust operations.

Hands-on tools include ChatGPT, Claude, Gemini, Perplexity, OpenAI API, Anthropic API, Google AI Studio / Gemini API, Cursor, Claude Code, Codex, GitHub Copilot, n8n, Zapier, Make, HubSpot, QuickBooks, Obsidian workflows, RAG patterns, and internal wiki/search assistants.

The Workflow Intelligence Kit provides the reusable foundation for these client-specific assistants: shared install patterns, workspace structure, reference skills, scheduled pulses, and integration discipline that can be adapted to each business domain.