Palmetto Business Automation Automation • Reporting • AI Solutions Book a Discovery Call

Services

Hands-on automation help for small businesses.

I keep the work practical, fast, and easy to maintain. The goal is not a complicated system. The goal is a cleaner way to get the work done.

Reporting & Data Automation

Reporting systems

Clean up recurring reports, standardize outputs, and turn scattered data into something reliable and easier to review.

reportingautomationdata cleanup

Business Dashboards

Clear decision views

Build dashboard views that help owners and managers see what matters without digging through spreadsheets.

dashboardsKPIsvisibility

Custom Web Apps & Portals

Simple client-facing tools

Create secure portals, intake forms, and workflow pages that replace email chains and ad hoc spreadsheets.

portalsintakeclient tools

Microsoft Power Automate

Workflow automation

Route approvals, move files, trigger notifications, and automate repeat steps across Microsoft 365.

Power AutomateMicrosoft 365workflow

Python Scripting

Custom automation logic

Use Python behind the scenes to clean data, connect systems, and support repeatable operational workflows.

Pythonautomationintegration

AI Prompt Engineering

Useful AI assistance

Create reusable prompts and AI workflows that help with drafting, summarizing, organizing, and everyday business support.

AI promptsCopilotworkflows

ETL & Data Integration

Connected systems

Move data between tools, normalize formats, and create a dependable path from source systems to reports and dashboards.

ETLintegrationdata flow

Need help choosing the right first step?

I can look at the current process, identify the easiest improvement, and keep the solution small enough to maintain.