Automation AI Agent Compliance

Canadian Financial Regulatory Agent

Scrapes Canadian financial regulatory bodies on a schedule, classifies updates by relevance, and surfaces them in Slack.

Python Slack API AI Classification BeautifulSoup
What a human can do now

A compliance officer at a Canadian fintech can monitor OSFI, FINTRAC, and CSA simultaneously and receive a structured, reasoned briefing within minutes of a regulatory update being published. Previously this required an analyst to manually read each source, cross-reference updates against internal processes, assess materiality, and write up a recommended action -- a process that requires increasing headcount to maintain as product lines scale. The automated system scales without headcount.

Live example

During development, the system processed a live FINTRAC update on extortion-related money laundering, correctly identified AML Transaction Monitoring as the primary affected workflow, flagged KYC Onboarding as a secondary impact, and caught a non-obvious connection to Data Retention and Privacy through an information-sharing obligation the primary mapping missed.

Read the full case study
Claims Management System
Airtable RCM Healthtech

Claims Management System

19-table Airtable system built for insurance claim operations. Full automation, client-facing interface, and revenue cycle metrics.

Airtable Automations Interfaces
The problem

Claims management breaks in a predictable way. The system that worked at 50 claims a month fails at 500 -- not because the team got worse, but because spreadsheets weren't built to track a full claims lifecycle across providers, members, payers, plans, and coverage tiers simultaneously. The result is revenue leaking through gaps nobody owns: denied claims that never get appealed, member balances that age without follow-up, and financial reporting that nobody trusts.

What changed

Denial rate held at 7% against a 12% industry average. Days in AR reduced from 60+ to 43. Approximately $400K in denied or stuck claims recovered over 18 months.

Automation Slack Python

YouTube Digest Bot

Monitors YouTube channels, summarizes new content with AI, and delivers scheduled digests to Slack. Fully deployed and running.

Python YouTube API Slack API Claude API
The problem

Staying current on a set of YouTube channels is time-consuming. You either watch everything or miss things entirely.

What I built

A Python bot that checks a configured list of YouTube channels on a schedule, detects new uploads, generates AI summaries of each video, and posts a digest to a Slack channel. Built with full API integration and deployed as a persistent local background worker.

Automation Python Client Delivery

Industrial Property Survey Builder

Reads a folder of real estate PDF brochures, extracts structured data and images using AI, and generates a complete interactive survey website automatically.

Python Claude API Leaflet.js pdfplumber watchdog
What a human can do now

A real estate broker can drop PDF brochures into a folder from any device and have a client-ready interactive survey website rebuilt automatically within minutes -- without touching a line of code, opening a design tool, or manually entering property data. Previously, building a comparable survey required manually extracting specs from each brochure, formatting a comparison table, and assembling a document by hand.

What it produces

A single HTML file with property cards, a filterable comparison table, a clickable map, per-property feedback and comment tools, and a print layout that produces one formatted page per property. A watcher script monitors a OneDrive folder and rebuilds the site automatically when brochures are added or removed -- no manual trigger required.

Stork Club — Fertility Benefits Platform

Implementation Infrastructure for Revenue & Customer Operations

Built standardized playbooks, Airtable tracking, and Tableau dashboards as Head of Revenue & Customer Operations. 100% client retention, 92 NPS.

QLiving — Scaling Retail Company

ERP Implementation

First employee hired to scale business from $1M to $10M ARR.