// case studies

Automation Case Studies

Some of my problem-solving doesn't produce a screenshot. These are automations I've built — the problem behind each one, what I built, and what changed.

HubSpot → Drive → Trello → Slack onboarding

Zapier Automation
ZapierHubSpotTrelloSlack

Replaced a five-step manual onboarding handoff with a single automation that fires the moment a deal closes.

Problem

When a deal closed in HubSpot, onboarding meant someone manually pulling contact details, creating a shared Drive folder, setting up a Trello board, and notifying the team in Slack — a handoff that was easy to delay or do inconsistently.

Solution

Built a Zapier workflow that automated client onboarding between HubSpot, Google Drive, Trello, and Slack.

Result

Onboarding kickoff now happens automatically, the same way, every time — no dropped handoffs, no manual data entry between tools.