01
Professional systems
Things I built for work that are in use day to day.
Featured Project: CODEX
Internal SOP capture platform · in active beta
Browser capture→
redact / edit→
.md export · CODEX KB
A Chrome extension that records what you do in the browser (clicks, screenshots, keystrokes) and turns it into a documented SOP. You can redact, blur, and highlight before you export it as Markdown or send it to CODEX, the company knowledge base it feeds into. Access is restricted to our org with OAuth.
What it does
It captures the process while you do it, so writing it up isn’t a separate job afterward, and redaction and blurring are built in. It can spit out a Markdown file or push a live entry straight into the knowledge base.
Result
~$50/month
saved in tools with the same functionality
~40 hrs/week
hours saved building documentation
Currently in active beta within our team. Several team members have already documented complex processes, allowing for continuity in the event of an absence or turnover.
Stack
JavaScriptChrome Extension (MV3)
ExpressPostgreSQL
RailwayGoogle / GitHub OAuth
Executive Financial Dashboards
Full-stack reporting infrastructure
QuickBooks Online→
Coupler.io (JSON)→
Power BI
I pull financial data from QuickBooks Online through Coupler.io into Power BI as JSON, then build dashboards for leadership: budget vs. actuals, current spend, and overall company numbers. (Note: all real financial data has been redacted in this screenshot.)
What it does
Leadership can pull the numbers themselves, by team or company-wide, instead of waiting on me to build a report by hand.
Result
~65%
less time spent on ad hoc reporting requests
Leadership can see current numbers whenever they want, and I’m not stuck building a report by hand every time.
Stack
Power BICoupler.io
QuickBooks OnlineCloudflare / Google Sites
Parallels (Power BI Desktop on Mac)
Finance & operations knowledge base
Self-serve internal intranet
YAML / Markdown→
Decap CMS→
Cloudflare Pages
A Finance, HR, and operations knowledge base so people can answer their own questions instead of pinging me, and it doubles as documentation for when someone’s out.
What it does
Everything’s in one searchable place, and a CMS layer keeps it current without anyone having to touch code.
Result
~50%
reduction in repetitive questions
Comprehensive documentation built, allowing for fewer asks from a one-person finance team — resulting in an approximate 50% reduction in repetitive questions.
Stack
HTML / CSSMarkdown
Decap CMSCloudflare Pages
GoDaddy (DNS)
01.b
Automation frameworks
No-code and low-code workflows that cut out the manual steps and double-entry, with human approval steps left in where it matters.
New-hire onboarding automation
HRIS → provisioning, human-in-the-loop
Paycom→
Zapier + manual creation→
accounts
Created a workflow where, upon hiring, Paycom sends an email with a specific payload to an inbox, and then accounts are either automatically created via API, or the proper team member is pinged to create their account, with a human-in-the-loop approval for each manual account that has to be created. The final result is a welcome-to-the-team email and a printable PDF that can be distributed upon onboarding.
Result
90%
fewer missed system grants
The workflow ensures consistent and complete account provisioning for all new hires.
Branded invoice delivery
On-brand client communications
QuickBooks Online→
Zapier→
branded HTML invoice
It takes the invoice and customer info from QuickBooks and drops it into an HTML template, so clients get something that looks like us instead of the default QuickBooks invoicing email.
Result
More brand consistency, resulting in clients feeling more confident in our services.
Stack
QuickBooks OnlineZapierHTML
Day-rate submission & approval
Auditable payroll intake
Google Form→
approval · Sheet→
CSV → Paycom
Staff submit their on-site day rates (bonuses) through a Google Form. It routes to their leader for approval, then lands in a sheet that exports as a CSV for the payroll upload.
Result
~65%
decrease in time chasing approvals
Not only is this way cleaner, but it also increases the accuracy of the rates recorded, as it routes directly into payroll via CSV upload.
Stack
Google FormsGoogle SheetsZapierPaycom