AI Workflow Systems for B2B Teams
I help founders, agencies, RevOps teams, and operators turn messy workflows into practical AI automations.
CRM notes, lead research, content briefs, documents, and internal updates become structured outputs, validated workflows, and human-approved AI systems.
Services: CRM Hygiene • Lead Research • Content Automation • AI Workflow Audits
Ex-PayPal • 5+ years in AI/data/product systems • 0→1 AI products • Founder/operator experience
AI Workflow Services
Hire me to turn messy team workflows into reviewed AI systems.
AI Workflow Audit
- Problem
- You know a workflow is slow, but the automation path is unclear.
- What I build
- A mapped workflow with inputs, validation steps, approval points, and MVP scope.
- Best for
- Founders and operators choosing the first AI workflow to automate.
CRM Hygiene Agent
- Problem
- Call notes and account updates do not reliably make it into clean CRM fields.
- What I build
- A human-approved workflow that extracts notes into CRM updates and follow-up tasks.
- Best for
- Sales, RevOps, and customer teams with inconsistent CRM hygiene.
Pre-CRM Research Agent
- Problem
- Reps spend time researching leads before they can prioritize outreach.
- What I build
- A research workflow that collects company context, contact signals, and qualification notes.
- Best for
- B2B teams that need cleaner lead research before CRM entry.
Content Workflow System
- Problem
- Useful source material gets stuck in transcripts, notes, and scattered docs.
- What I build
- A workflow that turns inputs into briefs, outlines, drafts, and review checklists.
- Best for
- Agencies and B2B teams producing expert-led long-form content.
Workflow-first proof
Why this is different
I do not start with “what AI tool should we use?” I start with the workflow: inputs, decisions, risks, approval points, and clean outputs.
Product background
Ex-PayPal AI/data/product systems
Operator background
Founder building real business workflows
Build proof
CRM, lead research, content, and insight-system prototypes
Primary CTA flow
Send me one messy workflow. I’ll map the automation opportunity.
Start with a workflow audit: where the inputs come from, what AI should extract, what needs validation, and where human approval belongs.
Featured Case Studies
CRM Hygiene Agent
Turns messy sales context, CRM notes, and deal updates into human-approved CRM-ready pipeline records.
View case study →Pre-CRM Research Agent
Researches, scores, and qualifies leads before CRM entry so sales teams avoid noisy records and weak prioritization.
View case study →Long-form Blog Content Generator
Converts source documents into human-reviewed SEO/AEO blog drafts, content briefs, visual briefs, and publishing assets.
View case study →Product Impact at PayPal
Product and engineering work across ML personalization, funnel optimization, and QA workflow automation for merchant growth.
View case study →How I Work
I turn messy B2B workflows into reviewed AI systems with one clear path:
Map the workflow → identify inputs → design extraction → add validation → keep human approval → produce clean output
That means your CRM notes, lead research, content briefs, and internal updates become structured outputs your team can trust before they reach customers, dashboards, or downstream tools.
Recent Blogs
Why I am Building Evidra.ai: The Career Evidence Problem Nobody Tracks
Why career growth should start with evidence, not generic AI content
AI Agents Are Overhyped — The Real Future Is Workflow-First Systems
Why workflow-first systems will outlast agent-first hype.
The Invisible Workflows: How AI is Becoming Your Dynamic Co-Pilot
From rigid automations to dynamic multi-agent orchestration.