Workflows

Systems I have built and written down

Longer write-ups of automations and decision processes — the full reasoning, not just the result. Most are behind sign-in.

8 pieces

11 min readworkflowmembers

Churn Signal Detection

A structured workflow for identifying at-risk customers before they leave - combining usage data, support signals, payment behaviour, and engagement patterns into a repeatable detection and response system.

crmautomationretentionaioperationscustomer-success

Scope Creep Kill Switch

A workflow for detecting, naming, and stopping scope expansion before it kills delivery. I just put this together - time to test it out.

6 min readworkflow

How the CV Chatbot Works

A look at the matching engine behind the Ask widget on the CV page - how it normalises input, scores intents, and decides what to say.

5 min readworkflowmembers

Decision Support Workflow (R&D Style)

A structured decision-making process that forces choices through progressive layers of thinking - clarifying the problem, defining success, exploring options, comparing trade-offs, stress-testing assumptions, and producing a decision with a clear execution path.

9 min readworkflow

Building an Automation from Scratch

The full decision process - identifying what to automate, choosing the right tool, mapping the logic, testing it, and handing it off so it doesn't break the moment you stop watching.

7 min readworkflowmembers

Information Flow by Design: The Full Organisational Playbook

A comprehensive workflow for building top-down, bottom-up, and cross-departmental communication that actually works - maximising transparency, protecting employee voice, and making it structurally difficult for leadership to ignore the people doing the work.

9 min readworkflow

Managing AI Agents: The Full Lifecycle

A complex, production-grade workflow for designing, deploying, monitoring, and deprecating AI agents - covering decision gates, dependency resolution, orchestration, and feedback loops.

5 min readworkflowmembers

Writing Technical Briefs for Non-Technical Stakeholders

A repeatable workflow for translating complex R&D work into clear, decision-ready documents that anyone can act on.

4 min readworkflow