Integration, Automation & AI

 
 

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Automation & Make Platform Partnership

Today, organizations don’t just need more software—they need their systems to work together so teams spend less time chasing updates and more time doing meaningful work. As Technology Director, I led an agency-wide initiative to integrate our key platforms and automate routine tasks, creating a smoother, more scalable way to run day-to-day operations.

I approached AI with a simple strategy: Be Effective—prioritizing use cases that are practical, safe, repeatable, and clearly improve outcomes or quality. Instead of “AI for AI’s sake,” we focused on outcomes such as reducing rework, streamlining handoffs, and improving team effectiveness with better information.

I partnered closely with leaders across creative, operations, finance, and strategy to ensure these improvements were implemented. That meant building practical automations (and AI-driven solutions) to handle common multi-step requests, and training teams with clear guidance, playbooks, and ongoing support.

Scope & Execution

  • Designed and deployed 180+ automation prototypes and 25+ active scenarios using no-code tools and API integrations—across operations, reporting, notifications, data sync, and more.

  • Built and maintained AI agents and agentic scenarios to support multi-step workflows (e.g., intake → classification → task creation → routing → status updates), combining automation logic with AI-driven decisioning.

  • Partnered with team leads to understand recurring pain points, then built custom workflows that connected platforms like Monday.com, Google Workspace, Zoom, and CRM tools.

  • Developed SOPs, onboarding materials, and role-specific enablement to scale adoption—translating technical workflows into repeatable, team-friendly processes.

  • Established data auditing practices to validate inputs/outputs across systems, improve data quality, and strengthen operational trust in automated workflows.

Impact

  • Unlocked an estimated 150,000+ hours of annual time savings, equivalent to 110 FTEs gaining back 1 hour per day.

  • Boosted automation adoption by embedding solutions into daily workflows—not siloed tech systems.

  • Reduced friction in data flow, approval cycles, and cross-team notifications—enhancing speed, accuracy, and accountability.

  • Enabled teams to move from “reactive” to “automated,” freeing time for strategic work and creative output.

Key Integration Areas

  • Make.com - click here to try it for yourself (or schedule a demo today)

  • Project Management & Resourcing (Monday.com, Advantage/Simplify)

  • Collaboration (Google Workspace, Zoom)

  • MarTech & CRM Tools (HubSpot, Salesforce)

  • AI & Workflow Intelligence (OpenAI, Google Gemini, Google AI Studio, NotebookLM, AI Agents / Agentic Scenarios)

  • Creative Automation (RunwayML, Adobe Creative Cloud, Mid-journey, Nano Banana)

  • SOPs, Training & Development (“Gem”/”GPT” SOP, enablement playbooks, onboarding guides)

  • Data Auditing & Governance (data validation, workflow QA, system-of-record alignment)

  • Reporting & Notifications

  • Onboarding & User Provisioning

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