Workflow BuilderRoutingAutomation

No-Code Workflow Automation & Orchestration

Reduced manual handoffs by connecting intake, AI checks, approvals and notifications in repeatable workflows.

My role: Workflow Designer & Automation Builder

Project context: Enterprise sales and customer operations

Conceptual diagram showing form intake, conditional routing, AI checks and human review
01 · Situation

What needed to change.

Manual intake and fragmented handoffs made support, innovation submissions and quality reviews difficult to scale.

02 · Task

Replace repetitive coordination with structured, maintainable workflows and human review where needed.

03 · Action

What I designed and led.

  1. Built Slack-based intake forms with conditional questions and owner-based branching.
  2. Connected certification submissions to AI-assisted checks and reviewer decisions.
  3. Implemented category routing, escalation paths and operational notifications.
  4. Standardized inputs, status visibility and handoff steps across recurring processes.
04 · Result

What changed.

The certification workflow processed more than 100 submissions, with 37 certified. A modeled certification review-efficiency scenario suggests approximately 20 hours per month; that estimate belongs to the certification process and should not be added to the wider workflow suite.

100+ certification submissions processed
Selected capabilities

How it works.

Slack workflow formsConditional branchingAI skill stepsApproval handoffsNotification automationAI-assisted workflow steps