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This is a Standard Operating Procedure created to demonstrate how I structure and document recurring executive support workflows. It covers daily inbox triage, response handling, meeting scheduling, conflict resolution, and post-meeting follow-up, with clear escalation rules and a roles/responsibilities breakdown. This SOP reflects how I approach every engagement: build repeatable systems so operations run smoothly whether the client checks in daily or not at all. Built as a demonstration piece to showcase process-documentation skill, not tied to a specific client engagement.
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Can you please tell me the details of the work I'm interested in typing work
What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
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I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
I have hands-on experience with GHL workflows, automations, pipelines, forms, calendars, lead routing, email/SMS sequences, and integrations. I’ve also worked with Make.com, n8n, APIs, and webhooks to build and troubleshoot automation systems.
I’m comfortable working independently, understanding existing setups, fixing issues, and building workflows based on business needs. I can also overlap with U.S. working hours.
