// CRM Cleanup + Workflow Automation

Clean up messy data.
Kill repetitive work.
Keep your team moving.

Otto Labs helps teams automate CRM cleanup, reporting, and copy-paste workflows with custom Python tools. If your people are stuck updating records, merging spreadsheets, or doing manual QA, I build the fix.

Book a free automation audit
pipeline.py

        

// What We Fix

The boring work
that keeps piling up.

Best fit: teams buried in CRM cleanup, spreadsheet wrangling, reporting prep, and internal workflows that should have been automated a year ago.

01

CRM Cleanup

Categorize messy accounts, fill missing fields, deduplicate records, and clean up bad data before it poisons your reporting or sales process.

02

Spreadsheet-to-System Work

Pull data from spreadsheets, APIs, or CSV dumps and push it where it belongs. No more export, clean, paste, repeat nonsense.

03

Reporting Prep Automation

Automate the prep work behind dashboards and weekly reports so your team stops wasting hours formatting, merging, and checking the same files.

04

Internal Workflow Tools

When your current platform is too slow, too clunky, or missing key actions, I build lightweight internal tools that remove friction instead of adding more tabs.

// Start Here

Free automation audit.
Fast answer, no fluff.

You show me one workflow that keeps wasting time. I tell you what should be automated, what it would save, and whether it’s worth building.

STEP 01

Send the ugly workflow

Email the process your team hates: CRM cleanup, spreadsheet updates, reporting prep, QA checks, or data handoffs between tools.

1 workflow to review
that’s enough to start
STEP 02

Get a blunt assessment

I’ll tell you what can be automated, what should stay manual, and where the real time savings are. No consultant fog machine.

48h target turnaround
for an initial response
STEP 03

Decide if it’s worth building

If the payoff is real, I build the automation. If it isn’t, I’ll say so. The goal is ROI, not selling you random code.

ROI first, build second
how it should be

// Proof of Work

Real results,
real workflows.

Actual automation work. Clear operational pain. Real time savings.

CASE 01

Keyword Research Pipeline

Built an end-to-end Python + Streamlit pipeline for a product team. Reads product files, hits an external API, applies a custom weighted scoring algorithm, and persists classified results to Azure SQL. Adopted by the team — runs independently in production.

87% reduction in processing time
8 hrs reduced to 1 hr per cycle
CASE 02

CRM Classification Engine

Wrote OpenAI-powered Python scripts to automatically categorize thousands of uncategorized CRM accounts. Includes a QA layer for human review before final sign-off. Drove structural hierarchy changes at enterprise scale.

1000s of CRM records categorized
automatically at enterprise scale
CASE 03

Internal Platform Replacement

Reverse-engineered an internal API using traffic inspection and Postman validation. Built a React + Electron desktop app that surfaced only the product data the team needed — because the original platform was too slow to be usable.

0→1 built from scratch to solve
a real internal bottleneck

// Free Automation Audit

If your team hates doing it,
send it to me.

Reply with the workflow, the tools involved, and roughly how often it happens. I’ll tell you if it’s worth automating and what the fix should look like.

Get the free audit Send the workflow. Get a yes/no answer fast.