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Designing the tools behind the design team

An internal software request flow and a set of AI automations that took recurring work off the team's plate.

Role
Design operations consultant
Focus
Internal tools and automation
Stack
Claude Cowork, MCP, Coda, Slack, Linear
Delivered
A request flow and AI automations
Walkthrough of the software request flow on a laptop

Software requests

Steering people to the right seat

People often picked the most expensive package when a free viewer seat would do. I designed a request flow that makes the right choice the easy one.

Role costs up front

Every role shows its cost, from free to paid.

Inline guidance

Clear notes on who qualifies for a paid seat.

Context for IT

Use case, team and a pre-filled job title help IT approve the right level.

Temporary or permanent

Access can be time boxed, so short needs don't become standing costs.

AI automations

Recurring ops work that now runs itself

Claude Cowork connects to the team's tools through MCP, and each automation runs on its own schedule.

AutomationScheduleReads fromResult
Seat auditsScheduledFigma, LoomUnused paid seats flagged to reclaim
Knowledge baseScheduledLinearTicket status and completion rates tracked in the Coda knowledge base
Handoff doc syncWeeklyCodaHandoff doc updated and a Slack DM sent
This Week in DesignBi-weeklyCoda, SlackContributors prompted for deck updates