Directory/Orchid Automation

AI Architecture and Implementation for Ops at funded software companies & VCs: productize rules‑based, non‑GTM workflows for 3–5x capacity. DFY builds + workshops so your team owns it in 4–6 weeks.

I build Gumloop systems for Operations teams at software companies and VC firms to eliminate bottlenecks, scale repeatable work, and hand ownership to your team.

Outcomes:

• 3–5x workflow capacity without adding headcount

• Days → hours cycle times; 10–15 hrs/week back per ops engineer

• Reliability: monitored, retryable runs (<15 min) your team can maintain

DFY Services: (Examples)

• Ops @ Software: recruiting ops, employee onboarding/offboarding, ticket triage/routing, document/intake processing, approvals, compliance evidence capture

• VC Ops: DD intake → parsing → CRM (Attio/Airtable), portfolio KPI collection → normalize → warehouse (Snowflake/BigQuery) → Slack alerts, LP update prep (Docs/Slides), research ops with audit trails

Workshops & Enablement

• AI adoption: prompting, patterns, and what’s possible

• Gumloop enablement: build patterns, modules, and safeguards

• Handoff: SOPs, runbooks, monitoring/alerts; your team is autonomous by Month 3

Stack Requirements (pass/fail)

• Active use of ≥3 supported integrations with admin/API access (e.g., Slack; Airtable or Google Sheets; Google Drive/Docs; Salesforce or Attio; Zendesk or Jira; Snowflake or BigQuery)

Not a Fit

• Sales/marketing automations (GTM), monolithic 60‑min runs, brittle scraping without providers, undefined “figure it out” asks, no API access

Timeline & Budget

• Min project $20k, 3–6 weeks. Includes DFY build, SOPs, and training

Proof (selected outcomes)

• Recruiting ops: 10–15 hrs/week saved per recruiter; 3× application throughput; 98% extraction accuracy; <5‑minute SLA per run

• VC ops: DD → CRM + portfolio KPI pipelines; 8–12 hrs/week saved per associate; automated LP update prep with audit trail

• Enterprise ops: cycle time 3 days → 3 hours; error rate 85% → 98%; full handoff by Month 3 (team‑owned)

• Clients include VaynerFund , Liquid IV, Series C software companies and Modern Recruitment firms.

Availability

• I take 1–2 new clients per quarter. If you meet the stack and scope gates above, we can move fast and ship outcomes.

Gumloop and Orchid Automation

What You Actually Get (Ops DFY + VC DFY + Enablement)

Most consultants build an automation and vanish. I design for scale (short, retryable runs), deliver DFY builds, and level up your team so you own it.

Transformation for Ops at Software Companies

• Capacity: 3–5x throughput on core workflows

• Speed: days → hours with SLA’d, <15‑minute runs

• Ownership: live workshops + SOPs; new hires productive Week 1

Transformation for VC Ops

• Intake → parsing → normalization → system of record

• Portfolio data consistency and automated KPI hygiene

• LP updates generated from trusted sources with auditability

Representative Use Cases (good fit)

• Recruiting Ops: application intake → parse/score → dedupe → ATS update (Greenhouse/Lever) → Slack notify

• Employee Lifecycle: pre‑hire provisioning, onboarding checklists, offboarding access revocation + evidence log (Drive/Docs/Confluence)

• Ticket Triage/Routing: Zendesk/Typeform intake → rules engine → assign (Linear/Jira) → SLA timers → escalations in Slack

• Document/Intake: invoice or form → validate → normalize → write to Sheets/Airtable/Snowflake → Slack approvals + audit trail

• VC DD & Portfolio Ops: Attio/Airtable sync, KPI collection pipelines, LP deck prep in Docs/Slides

Non‑Goals (auto‑decline)

• GTM/sales/marketing workflows; one‑hour monolith runs; undefined scope; legacy/no‑API stack; <$20k POC

How We Ship in 4-6 Weeks

1) Diagnose & Prioritize: define inputs → rules → outputs; quantify ROI; pick the smallest unit of value

2) Build for Reliability: ≤3 systems per flow; idempotency, retries, logs/alerts, dead‑letter/replay

3) Enable & Handoff: workshops, SOPs, credentials and monitoring plan; your team maintains going forward

Success Metrics

• Capacity increase, cycle‑time reduction, error‑rate reduction, adoption/ownership KPIs

Security & Compliance

• Credential management, PII handling and retention agreed up front; audit trails baked into flows

If you need unstuck operations—and want your team to keep the gains—this is for you.

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