Reporting & workflow automation
COL Weekly Digest
Keeping up with federal legislation meant searching the same sources again and again.
Built for the Center for Ocean LeadershipSelected work
Different problems, the same approach: understand the work, bring information together, and build a useful next step.
Reporting & workflow automation
Keeping up with federal legislation meant searching the same sources again and again.
Built for the Center for Ocean LeadershipSearchable information & custom tools
Property research means connecting maps, local rules, and records scattered across different places.
Independent property-research applicationAI-assisted research & evidence review
A useful public claim needs a clear trail back to the study and finding that support it.
COL practicum prototype · PausedDocument extraction & tailored workflows
Moving information from a written conservation plan into a structured project takes repeated manual work.
Coursework tool · In developmentBehind the examples
Reporting & workflow automation
Built for the Center for Ocean Leadership
Let automation prepare the short list. Let people make the call.
Keeping up with federal legislation meant searching the same sources again and again.
A weekly workflow pulls items from Congress.gov and the Federal Register, ranks their relevance, and prepares a briefing email and spreadsheet for staff review.
The final judgment stays with staff. The project note describes the delivered workflow; current scheduled operation has not been rechecked.
Searchable information & custom tools
Independent property-research application
Make scattered information useful at the moment someone needs it.
Property research means connecting maps, local rules, and records scattered across different places.
Search an East Hampton property to bring parcel facts, mapped conditions, and preliminary dimensional limits into a printable snapshot.

A research aid, not an official zoning determination. Free-form AI answers are disabled in the reviewed interface; historical zoning-board updates have known gaps.
AI-assisted research & evidence review
COL practicum prototype · Paused
Keep the source, the AI suggestion, and the approved claim distinct.
A useful public claim needs a clear trail back to the study and finding that support it.
A source-review workspace separates documents, findings, measurements, and approved statements so staff can examine what the evidence supports.

The library is currently offline. Automatic briefing regeneration was not completed; this is evidence of a developed review workflow, not a finished automated reporting service.
Document extraction & tailored workflows
Coursework tool · In development
Fit a tool to the team’s actual task, and check what AI puts into it.
Moving information from a written conservation plan into a structured project takes repeated manual work.
A tailored worksheet and AI extraction workflow help organize plan information for conservation planning in Miradi.

AI extraction was verified live in the project notes. The later auto-apply behavior was checked with mocked responses and still needs a real-document live test. The current direction is to create new MiradiShare projects; check-out/check-in is no longer pursued.
You don’t need a technical brief or a tool in mind. Just tell me what’s taking too much time, getting in the way, or ready to improve.
Book a free 30-minute consultation 30 minutes · No charge · No obligation