Reduce costs and boost productivity
AI Workflow Automation for Real Operations
I design and implement workflow automation that connects systems, reduces manual work and gives teams a clearer, more reliable way to operate.
Frazer Lewis
Salesforce and AI Automation Consultant
What is AI Workflow Automation?
AI Workflow Automation
AI workflow automation is not about adding AI for the sake of it. It is about improving how work moves through your organisation.
That can mean routing information automatically, syncing data between systems, generating documents, summarising activity, triggering follow-up actions, or helping teams make decisions faster with the right information at the right time.
The technology matters, but the outcome matters more. The aim is to create workflows that are more efficient, more consistent and easier to trust.
My Tech Stack
- Salesforce for core process management, structured data and automation
- APIs for connecting systems and moving information reliably
- N8N or Make for workflow orchestration
- Knowledge of Boomi for Enterprise grade work
- ChatGPT, Claude and Perplexity for summarisation, classification, content generation and decision support
- Titan DXP for portals, Docgen and eSign
- Third-party apps where they simplify delivery and improve results
Example Use Cases
Cross-system Workflow Automation
Connect Salesforce and other business systems so information flows automatically instead of being copied manually.
Reporting and Analytics
Reduce the time spent assembling updates and dashboards by automating data collection, transformation and delivery.
Approvals and Handoffs
Create clearer processes for reviews, approvals and next steps, with less chasing and less ambiguity.
Document Automation
Generate documents, emails or notifications automatically based on data and process events.
Operational Notifications
Surface relevant updates, send automated communications and summarise activity to support faster decision-making.
Process Consistency at Scale
Build workflows that reduce reliance on memory, workarounds and inconsistent manual handling.
Improvements Delivered
Responsive Customer Service
Fewer Errors
Better Data Quality
Quicker Order to Cash
Clearer Ownership and Handoffs
Better Visibility for Managers and Teams
My Salesforce Certifications
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