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Annlidya Nyaboke

Category 14

Workflow Automation

Process maps, integration trackers and automated workflows that remove manual handoffs and protect the executive's time.

Automation

  • New Client Onboarding: Automated Flow

    Triggers automatically from contract signature · 10 days → 48 hours

    Live

    1. Trigger

      1. Contract signed in DocuSign

    2. Then

      1. Create folder structure in Drive
      2. Add client record in HubSpot
      3. Generate kickoff invoice

    3. Notify

      1. Slack: account team channel
      2. Welcome email to client
      3. Calendly link for kickoff

    4. Track

      1. Onboarding card created in pipeline tracker
      2. 30-day check-in scheduled
    Onboarding automation map

  • Integration Tracker

    WorkflowToolsStatus
    Client onboardingDocuSign → HubSpot → DriveLive
    Invoice handoffStripe → QuickBooksLive
    Meeting notesCalendar → Notes DocLive
    Expense captureBrex → Sheet → FolderLive
    Weekly digestMulti-source → EmailIn Test
    Travel bookingEmail → Itinerary docPlanned
    Integration & workflow tracker

  • Process Audit: Q3

    Manual time recovered through automation

    Top time savers

    • Expense capture & reconciliation5.5 hrs/wk
    • Meeting note distribution3.2 hrs/wk
    • Invoice → bookkeeping handoff2.8 hrs/wk
    • Client onboarding cycle4.0 hrs/wk
    • Weekly status digest2.0 hrs/wk

    Total recovered

    17.5 hrs / week

    Reinvested in

    Strategic research, stakeholder relationships and forward planning: the work only the EA can do.

    Process audit & time recovery

  • Expense Capture Flow

    1. TriggerCard swipe on Brex
    2. Categorise by vendor & rule
    3. Log to QuickBooks & sheet
    4. Receipt requested via email
    5. Filed in receipts folder by month
    Expense capture flow