Business Automation and Ops
Workflow automation, internal tooling, billing, finance, and the operations stack behind every modern SaaS.
30 posts · page 1 of 2
- Business Automation and Ops
Tax Compliance for International SaaS: The Real Engineering Lift
International tax compliance for SaaS is an engineering problem disguised as an accounting one. Here is what it actually takes to build it correctly.
7 min read
- Business Automation and Ops
Stripe Connect: When You Are Actually a Marketplace
Stripe Connect is the right choice when money flows through your platform to other parties. Here is what it takes to implement it correctly.
7 min read
- Business Automation and Ops
Slack Bots That Earn Their Keep
Most Slack bots get built, used for a week, and forgotten. Here is what makes the ones that stick work.
7 min read
- Business Automation and Ops
Renewals and Expansion Revenue Automation
Renewal and expansion revenue from existing customers is more efficient than new customer acquisition. Automating the workflows that drive renewals and upsells turns this principle into predictable revenue.
6 min read
- Business Automation and Ops
Refund Automation Without Customer Friction
Manual refund processes create support tickets, slow resolution, and unhappy customers. Automated refund systems handle the common cases instantly while routing exceptions to human review. Here is how to build one.
6 min read
- Business Automation and Ops
Lead Pipeline Automation: From Form to CRM Without Touching It
A lead that sits in a form submission for three hours before someone manually enters it into a CRM is a lead that has gone cold. Here is how to automate the entire path from form to qualified contact without manual intervention.
6 min read
- Business Automation and Ops
Invoicing Automation: Stripe Invoicing, Chargebee, Custom
Invoicing is one of the last things SaaS teams automate and one of the highest-leverage operations improvements available. Here is when to use Stripe Invoicing, when Chargebee earns its cost, and when to build your own.
6 min read
- Business Automation and Ops
Customer Health Scoring: A Founder Engineer's Build
A health score that the customer success team trusts is built from signals the engineer can measure. Not from sentiment. Not from feel. Here is the build I use with clients to ship a real score in weeks.
12 min read
- Business Automation and Ops
Churn Prediction Automation for SaaS
Churn prediction does not require a data science team. A small set of leading indicators, automated alerts, and a save play workflow recovers more revenue than most models ever will.
12 min read
- Business Automation and Ops
Calendar Automation for Founders Without Burning Out
A founder's calendar is the artifact of every yes they have ever said. Automation alone does not fix it. The combination of automation and discipline does. Here is the system that has worked for me and my clients.
12 min read
- Business Automation and Ops
Building an Operations Stack Without an Operations Team
Most early SaaS does not have an operations team. They still have operations work. The right stack lets a small founding team run the business without losing nights to manual work.
12 min read
- Business Automation and Ops
The Reporting Engine Every Founder Needs
Working notes on the reporting engine every founder needs. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
12 min read
- Business Automation and Ops
The Marketing Automation Stack That Engineers Like
The marketing automation tools that work with code, not against it: event-based triggers, API-first design, and no drag-and-drop required.
12 min read
- Business Automation and Ops
The Outbound Sales Automation Stack
Working notes on the outbound sales automation stack. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
12 min read
- Business Automation and Ops
The Sales Demo Booking Engine
Working notes on the sales demo booking engine. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
11 min read
- Business Automation and Ops
The Founder Inbox Triage System
A practical inbox triage system for founders that reduces decision fatigue, prevents important messages from getting lost, and reclaims focus time.
12 min read
- Business Automation and Ops
The Internal Notification System for Founders
How to design the internal alerts that keep a founder informed without creating constant interruptions -- signal over noise from day one.
12 min read
- Business Automation and Ops
The Receipt and Invoice System Most SaaS Companies Underbuild
Working notes on the receipt and invoice system most saas companies underbuild. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
11 min read
- Business Automation and Ops
The Customer Support Ticket Routing Engine
How to build a support ticket routing system that gets tickets to the right person in under 60 seconds without a full-time support operations team.
12 min read
- Business Automation and Ops
The Dunning Process Done Right
How to recover failed payments automatically, when to involve humans, and how to communicate with customers who owe money without destroying the relationship.
12 min read
- Business Automation and Ops
The Payout Engine: Marketplace Engineering at Scale
Working notes on the payout engine: marketplace engineering at scale. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
13 min read
- Business Automation and Ops
The Subscription Billing Stack in 2026
Working notes on the subscription billing stack in 2026. Written for founders, engineers, and operators who want a clear read on business automation and ops from someone who has shipped the work.
13 min read
- Business Automation and Ops
The Internal CRM Build: When It Pays Off
The specific business conditions where building a custom CRM beats buying Salesforce, HubSpot, or Pipedrive -- and the conditions where it does not.
12 min read
- Business Automation and Ops
The Finance Stack for a SaaS Business
The tools and integrations a SaaS business needs to manage revenue recognition, subscriptions, taxes, and reporting without building a finance team too early.
12 min read