Jaime Daza
Discuss a workflow

AI workflow automation for small business operations

Make one messy workflow reliable.

I help operations-heavy teams replace repetitive email, spreadsheet, intake, reporting, and reconciliation work with bounded automation that people can review, trust, and maintain.

Start with your workflow See the operations case study

Python · n8n · Email · Excel and Google Sheets · APIs · AI-assisted review

Clear starting points

A useful scope before a large promise.

Each engagement begins with a concrete operating outcome, the people and systems involved, and the exceptions that should stay human.

AI Workflow Diagnostic

$375

60–90 minutes

Map the current workflow, identify its failure points, and leave with a prioritized automation plan.

  • Discovery session
  • Workflow and exception map
  • Prioritized action plan
  • Fee credited to an implementation within 14 days

Workflow Automation Sprint

Core offer

$1,500

7–10 business days

Automate one bounded workflow with testing, documentation, and a clear human review path.

  • One defined workflow
  • Implementation and representative testing
  • Failure and exception handling
  • Documentation and handoff

AI Operations System

From $3,000

2–3 weeks

Connect two or three workflows into a practical operating system your team can understand and maintain.

  • Two or three connected workflows
  • Operational reporting output
  • Human review and escalation points
  • Documentation and handoff

Monitoring and improvement

Ongoing maintenance, reporting, and small enhancements after a system is live.

$400–$750 / month

Operating evidence

Built from the workflow up.

At Compass Coffee, I first rebuilt confidence in inventory and operating data, then added purchasing automation, cron- and email-assisted ingestion, and n8n executive reporting. At MCC Technology Services, I designed and launched an IVR and migrated a client from Service Fusion to Google Workspace.

Compass Coffee case study · MCC / Nextiva case study

25

locations supported by an operations and reporting system

~75%

reduction in café fulfillment errors after workflow redesign

~35%

reduction in stockouts using purchasing analytics

99.9%

on-time delivery maintained across operating channels

01 · Walk the workflow

Find the real constraint

Map the trigger, owners, systems, handoffs, and exceptions before choosing a tool.

02 · Build the smallest reliable version

Test output before authority

Validate representative cases and make the review and failure paths visible.

03 · Leave an operating system

Document ownership and exceptions

Your team should know what runs, what to check, and what to do when the normal path breaks.

Discovery request

What keeps getting done by hand?

Describe one workflow, the people and tools involved, and what goes wrong today. The form opens a structured email in your own email app; the site does not store your answers.

Do not include passwords, security codes, banking credentials, health information, or unredacted personal data.