AI automation for industries I know

I don't automate things I don't understand. These are the industries where I have real operational knowledge, not just technical skills.

Industry map

Operational context changes the system design.

Healthcare & Dental

10 connected systems

Real Estate

11 connected systems

Financial Services

12 connected systems

Freight & Logistics

10 connected systems

See the problem, systems, and example workflow together

Healthcare & Dental

Healthcare & Dental Clinics

My background includes Medicare Advantage programs, CMS-HCC risk adjustment, and EHR implementations. I use that context to map clinical-administrative workflows before connecting systems.

Athenahealth · Dentrix · Weave · Epic (read-only) · +6 more

Example workflow

Patient intake: from form submission to verified insurance to booked appointment

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Real Estate

Real Estate Agencies

A Zillow lead that waits for hours may already be talking to another agent. I build automations that respond in minutes, qualify consistently, and book showings while the inquiry is still fresh.

Follow Up Boss · LionDesk · kvCORE · Zillow API · +7 more

Example workflow

Lead-to-showing pipeline: every step automated

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Financial Services

Financial Services & Accounting

Finance and accounting teams lose hours to document chase, system handoffs, and report assembly. I design policy-aware workload automation that moves routine work across QuickBooks, Xero, CRM, email, and portals while keeping human review gates and inspectable audit trails.

QuickBooks · Xero · Wave · Zoho Books · +8 more

Example workflow

Policy-aware onboarding and period close: documents, ledger handoffs, human review, audit trail

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Freight & Logistics

Freight Forwarding & Logistics

Once free time expires, charges can accrue while a container remains at the terminal. I build automations that consolidate release status, carrier data, and terminal availability into one queue, so your ops team moves boxes instead of checking portals.

CargoWise · Magaya · GoFreight · Descartes · +6 more

Example workflow

Container move-off: a coordinated path from discharge to gate-out

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