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

Automation • Reporting • AI Solutions

Palmetto Business Automation

Helping small businesses reduce repetitive work and operate more efficiently through automation, reporting, dashboards, and AI solutions.

Or text 843-900-0124 directly if your app does not open.

Practical support built for real business results.

  • Service-area business
  • Available for in-person or virtual meetings
  • Practical, outcome-driven support

How I help

Practical Automation
for Real Business Results

I help organizations reduce repetitive work, streamline reporting, and build better workflows.

1
Improve reporting

Dashboards, summaries, cleanup

2
Automate repeat work

Power Automate, Python, AI

3
Build usable systems

Portals, intake forms, workflow tools

Result

Fewer manual steps, clearer numbers, and a simpler way to run work across your team.

Who I Help

I help organizations that spend too much time manually moving data, updating spreadsheets, managing repetitive processes, or working across disconnected systems.

Services

Practical automation work that helps teams move faster.

Small businesses do not need a giant software build to make a real improvement. They usually need cleaner reporting, fewer manual steps, and a few dependable tools that fit the way the business already works.

Reporting & Data Automation

Cleaner reporting

Turn scattered data and recurring reports into reliable, easy-to-review output.

Business Dashboards

Simple reporting views

Give owners and managers a clear view of the numbers that matter.

Custom Web Apps & Portals

Client-friendly tools

Replace email chains and ad hoc spreadsheets with clean portals and workflow pages.

Microsoft Power Automate

Workflow automation

Automate approvals, reminders, file moves, and repeat tasks across Microsoft 365.

Python Scripting

Custom automation logic

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

AI Prompt Engineering

Practical AI support

Create reusable prompts and AI workflows that help with drafting, summarizing, and organizing work.

ETL & Data Integration

Connected systems

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

What I Build

Real Solutions I’m Building

Examples include church directory apps, business dashboards, reporting tools, workflow automations, client portals, and booking or intake systems.

Church directory apps Business dashboards Reporting tools Workflow automations Client portals Booking and intake systems

Built with modern cloud technologies including Microsoft 365, Power Automate, Python, Supabase, and AI-assisted workflows.

Need a small system to feel a lot simpler?

I can help you clean up the spreadsheet mess, automate the repeat steps, and build a better view of what is going on.