What I build
- CRM syncs. Records from billing or forms that land in HubSpot on a schedule, with every write read back to confirm it landed.
- Offline conversion feeds. Paid deposits or closed deals sent to Google Ads against the click that brought them, deduplicated so nothing counts twice.
- Connected reporting. Your CRM, billing system, ad platforms and analytics joined into one set of numbers on a schedule, so leadership works from current figures instead of reports stitched together by hand.
- AI agents for repeat work. Site audits, report drafts and campaign staging, done by agents that have to show evidence before a task counts as finished.
A sync, end to end
For a Texas electricity retailer, billing records become HubSpot deals inside the client's own Power Automate. It runs in their accounts, so nothing depends on mine.
- Billing recordsExported from the billing system
- Scheduled flowRuns in the client's own Power Automate
- HubSpot dealCreated or updated in the client's CRM
- Read backEvery write checked to confirm it landed
How an agent finishes a task
I run my own practice on a system of 29 AI agent roles, and the agents that work on client accounts follow the same rules. An agent can't call its own work done.
- TaskOne job, written down
- WorkThe agent does it and records each step
- EvidenceA link, a record or a reading it can point to
- DoneThe evidence holds up A person reviewsIt doesn't, or the next step spends money
Systems inside a bigger program
Most of what I automate is the plumbing under a client's marketing. If you want one person to own the program and the systems it runs on, see growth marketing management.
