Battle-Tested Systems

Corporate Operations Systems

Comprehensive corporate operations systems covering knowledge management, data security, executive intelligence, and administrative automation. Built to streamline workflows from SOPs and backups to budget tracking and meeting coordination.

Explore Corporate Systems

Why Automate Corporate Operations?

Time Savings

Dramatic reduction in administrative tasks and reporting overhead

Data Protection

Complete automated backup compliance and security

Faster Discovery

Enhanced information retrieval and knowledge access

SOP Efficiency

Streamlined documentation and procedure creation

Corporate Operations Systems Suite

Workflow Documentation Generator

AI documentation

Advanced AI-powered workflow documentation system with automated Make.com scenario analysis, intelligent documentation generation, and comprehensive automation portfolio management for complete operational transparency.

Scenario Analysis: Automated Make.com workflow scanning with component identification and flow mapping

AI Documentation: AI-powered documentation generation with technical specifications and business impact analysis

Portfolio Management: Comprehensive automation inventory with searchable documentation database

SOP Creation System

Automated SOP Creation

Creates standard operating procedures automatically when triggered by Google Sheets entries. Generates SOP content using OpenAI and populates Google Docs templates with ClickUp task assignments.

Sheet Monitoring: Monitors Google Sheets for new SOP requests and triggers automated creation workflow

SOP Generation: Creates detailed procedures with step-by-step instructions using OpenAI and standard formatting

Document Creation: Populates Google Docs templates with generated content and creates ClickUp tasks for review

Complete Backup & Disaster Recovery System

Business continuity

Comprehensive cross-platform data protection system that backs up Google Drive content to OneDrive with automatic folder structure recreation, intelligent indexing, and calendar synchronization. Eliminates data loss risk through systematic backup management across multiple platforms.

Platform Sync & Protection: Automatically syncs files from Google Drive to OneDrive and local file systems with format compatibility and intelligent indexing

File Conversion & Structure: Converts Google Docs, Sheets, and Slides to Microsoft Office formats while recreating folder hierarchy and maintaining organization

Calendar Sync & Conflict Resolution: Maintains calendar synchronization across platforms with automated conflict resolution and version control

Comprehensive Scorecard System

Enterprise analytics

Enterprise-wide performance tracking system that monitors 30+ key metrics across all departments. Delivers comprehensive analytics through weekly and monthly scorecards at company, departmental, and individual levels for complete operational visibility.

Company-Wide KPI Tracking: Monitors 30+ metrics including sales, marketing, operations, HR, and financial KPIs with automated data collection from multiple sources

Multi-Level Scorecards: Generates weekly and monthly scorecards at company-wide, departmental (order management, marketing, sales, HR), and individual contributor levels

Automated Reporting: Scheduled distribution of performance reports to stakeholders with trend analysis, comparative metrics, and actionable insights

Real-Time Dashboards: Interactive dashboards with drill-down capabilities, department comparisons, and predictive analytics for strategic decision-making

AI Knowledge Base System

Data intelligence

Monitors Google Drive for new documents and creates searchable summaries using OpenAI. Indexes content by topic and creates a knowledge base for quick information retrieval across operations and executive documents.

Document Monitoring: Watches Google Drive folders for new documents and processes them automatically

Content Analysis: Uses OpenAI to create summaries and extract key topics from documents

Knowledge Base: Creates searchable database of document summaries with topic categorization and cross-references

Executive Email Digest

Email intelligence

Processes Gmail daily to create summary reports using OpenAI. Analyzes email patterns weekly to identify trends, stakeholder activity, and action items for executive review.

Daily Processing: Scans Gmail daily and uses OpenAI to create summaries with priority classification

Weekly Analysis: Identifies email trends, maps stakeholder communication patterns, and tracks engagement levels

Executive Reports: Generates summary reports with action items and key insights for strategic decision making

Task Management Intelligence System

Operational oversight

ClickUp task management system that handles tag updates via comment commands, tracks due date changes, flags stalled projects, and scans for incomplete documentation.

Smart Tagging: Real-time tag application and custom field updates via comment commands

Timeline Tracking: Due date change monitoring with Google Sheets audit logging

Health Monitoring: Overdue task flagging and communication gap detection

Comprehensive Meeting & Calendar Management System

Complete calendar automation

Complete calendar and meeting lifecycle management system that handles event creation, synchronization, rescheduling, and data integration. Monitors ClickUp tags to create meetings, maintains calendar-spreadsheet sync, and provides comprehensive project timeline visibility.

Meeting Creation & Management: Monitors ClickUp tags to create Google Calendar events with predefined attendee lists and handles rescheduling

Calendar-Data Synchronization: Real-time calendar monitoring with automated spreadsheet updates and project timeline integration

Event Modification Handling: Automatic processing of event changes, deletions, and rescheduling with audit trail maintenance

Task & Notification Automation: Attendee notifications, post-meeting cleanup, and operational visibility for strategic planning

Budget Tracking System

Financial oversight

Automated expense tracking with ClickUp integration, Google Sheets budget management, real-time financial visibility, and automated compliance tracking for audits.

Expense Automation: ClickUp integration with automated expense tracking, categorization, and approval workflows

Real-Time Visibility: Google Sheets budget management with live dashboard updates and variance analysis

Compliance Tracking: Automated audit trail generation with regulatory compliance monitoring and reporting

Policy Writing Chatbot

Policy automation

AI-powered chatbot that creates comprehensive company policies, SOPs, and documentation. Trained to work iteratively with human input to refine and revise drafts until reaching an agreed-upon final result. Integrates with existing corporate standards and maintains consistency across all policy documents.

Intelligent Policy Creation: Generates comprehensive policies based on industry standards and company requirements

Brand Consistency: Maintains company voice and legal compliance across all documentation

Template Integration: Works with existing corporate templates and approval workflows

Implementation Approach

Process Analysis

Map corporate workflows and data flows

Security First

Implement secure backup and access controls

Knowledge Integration

Deploy AI-powered search and documentation

Optimization

Monitor performance and enhance workflows

Ready to Transform Your Corporate Operations?

Join companies that have revolutionized their corporate infrastructure with intelligent automation.

Schedule Free Strategy Session View Success Stories