I will clean up your workflow, sop, or tracker and suggest practical ai automations


About this gig
Not every business needs a chatbot, a giant automation build, or another software subscription.
Sometimes the real problem is simpler: the process is messy, tasks are repeated manually, documents are scattered, or nobody knows who owns the next step.
I will review one business workflow and turn it into a clear, practical improvement plan.
Good fit workflows:
- Client intake and follow-up
- Admin handoffs
- Spreadsheet trackers
- SOPs and internal processes
- Quote or estimate prep
- Customer service replies
- Document or knowledge workflows
- Repeated tasks your team keeps doing manually
What you get:
- A simple workflow map
- Bottlenecks and friction points
- AI/automation opportunities
- Human-review checkpoints
- Privacy and risk notes
- Clear next steps
- Optional SOP-style process cleanup depending on package
What I do not promise:
- Guaranteed revenue or time savings
- Fully autonomous AI systems
- Legal, tax, HR, medical, or financial advice
- Automation of sensitive workflows without review
My approach is practical: fix the workflow first, then decide whether AI or automation actually belongs there.
Message me before ordering if your workflow involves sensitive customer, employee, financial, legal, HR, or medic
Get to know Chase
I build custom GPTs and AI automations for small businesses
- FromUnited States
- Member sinceJan 2025
- Avg. response time1 hour
Languages
English
My Portfolio
Other AI Development Services I Offer
FAQ
Will you build the automation too?
This gig covers the audit and roadmap only. If the next step is clear, we can discuss a separate implementation scope.
What do I need to provide?
A short description of the workflow current steps, tools used, pain points, and any example templates, spreadsheets, SOPs, or screenshots you can safely Share.
Is this only for AI?
No. I will recommend AI only where it makes sense. Some workflows need a better SOP, cleaner tracker, or better handoff before automation.
Can you work with sensitive data?
Do not send sensitive customer, employee, legal, financial, medical, or proprietary data without discussing it first. Redacted examples are best.
What Kind of businesses is this for?
Small businesses, solo operators, consultants, internal teams, and service businesses with messy admin or operational workflows.

