Geri Colman

AI-Powered Process Automation Consultant

firm-it • Freelance

Mar 2026 - Mar 2026 • 0 mos

Operations consulting firms often preach efficiency to clients while running their own back-office on spreadsheets and email threads. I was hired to change that using AI-powered desktop automation. My focus was on building claude cowork-adjacent systems using the tools available at the time, then migrating the most mature workflows to Claude once it became available. I audited the firm's internal processes across proposal writing, client onboarding, and weekly reporting. Each process was mapped, scored by automation potential, and prioritized by time savings. I then built automation layers that reduced the manual steps required without disrupting the firm's existing client-facing standards. Claude AI task automation for teams was introduced into the proposal workflow first, where it generated structured first drafts from a short intake form. The partners were skeptical initially but came around quickly after seeing the first batch of outputs. I also built a knowledge base the automations could reference so outputs stayed consistent with the firm's voice and methodology. Full documentation and a quarterly review process were included in the handoff.

Claude AI Workflow Designer

Contenthouse • Freelance

Feb 2026 - Mar 2026 • 1 mo

Content studios live and die by throughput, and this one was producing high volumes of blog content, social assets, and client reports every week. I designed a claude cowork system that handled first drafts, content briefs, and editorial summaries using Claude as the primary AI layer. The studio's team had heard of AI-powered desktop automation but hadn't found a setup that fit their editorial standards. My approach was to treat Claude as a skilled junior collaborator rather than a replacement, which made adoption much smoother. I built structured prompt templates for each content type, connected them to the studio's existing file management system, and created a review queue so editors could approve or redirect Claude's output efficiently. Claude AI task automation for teams cut the time spent on first drafts and research summaries noticeably across all active client accounts. I also ran a half-day workshop on prompt refinement so the editorial team could adapt templates as client briefs evolved. The studio continued using the claude cowork system after the engagement ended and reached out for two follow-up sessions to expand it.

AI-Powered Task Automation Specialist

Solis Movement • Freelance

Feb 2026 - Mar 2026 • 1 mo

Slack sits at the center of most team communication, and it's also where a surprising amount of manual, repetitive work hides. I specialized in building claude cowork-style automations that connected Slack triggers to Claude-powered responses, summaries, and task routing. The goal was AI-powered desktop automation that felt invisible to end users while dramatically reducing the coordination overhead on ops and project management teams. I worked with remote-first companies ranging from five to forty people who needed Claude AI task automation for teams but didn't want to hire a developer. My process started with a workflow audit, identifying the ten to fifteen Slack interactions happening daily that Claude could handle faster and more consistently than a human. I then built, tested, and deployed each automation in phases, starting with the highest-impact items. Clients consistently reported that their Slack felt less chaotic within the first two weeks. I also built escalation logic so Claude would flag anything outside its confidence threshold for human review rather than guessing. Every automation came with a plain-English runbook so the team could troubleshoot independently.