Proof Portfolio for Applied AI Workflow Systems

Tomas L. Baca

Applied AI Workflow Systems & Operational Automation

Operations-grounded systems builder who creates AI-assisted workflow tools, Google Workspace automations, Excel/VBA transformations, field-data workflows, and reporting systems for operational environments.

Proof includes working code, annotated screenshots, API-connected Google Workspace automations, Excel/VBA builds, Fulcrum field-app support, TerraGo workflow documentation, and AI workflow evaluation artifacts.

Role focus
Applied AI workflow systems
Proof base
Apps Script, APIs, Excel/VBA, field data
Operational foundation
10+ years, $10M revenue scope

Role alignment

Evidence-backed fit across applied AI workflow, automation, and operational systems roles.

Primary fit

Applied AI Workflow Systems & Operational Automation

Operations leadership foundation applied to workflow systems, automation tools, and AI-assisted evaluation methods that make operational work more structured, visible, repeatable, and easier to verify.

01

Business / Operations Systems

Relevant when the role needs process mapping, stakeholder translation, field-operations context, asset visibility, workflow documentation, and systems handoff clarity.

02

Automation / Internal Tools

Directly supported by Apps Script workflows, Google Workspace APIs, Excel/VBA transformations, report automation, approval routing, and practical internal tools.

03

Applied AI Workflow & Reliability

Relevant when the role values human-in-the-loop AI workflows, prompt-system evaluation, validation gates, source-confidence checks, and controlled implementation support.

Strongest role matches
  • Applied AI Workflow Systems Builder
  • AI Automation & Internal Tools Builder
  • Operational Systems Automation Specialist
  • AI Workflow Reliability / Prompt Evaluation Analyst
  • Business Systems Analyst - Automation-Focused
Review separately
  • Standalone operations management roles
  • Prompt-writing-only roles
  • Excel/VBA-only automation roles
  • Traditional business analyst roles without automation ownership
  • Broad AI generalist roles

Project evidence

Proof projects for screening, role alignment, and interview follow-up.

Review path

Filter by role signal, then open the build record, code proof, or visual evidence for deeper review.

01 Artifact-backed claims

Each project card connects claims to specific build artifacts, screenshots, code captures, or documented workflow evidence.

02 Inspectable build evidence

Screenshots, code captures, execution logs, workflow maps, and demo video.

03 Evidence scope

Each project states what the evidence supports and where role-fit interpretation should stay grounded.

Applied AI

Excel Governance Engineering Assistant

Built a chat-style AI workflow application for Excel automation planning, VBA guidance, formula design, recurring cleanup, and structured spreadsheet troubleshooting.

OpenAI API Apps Script Validation gates
Build, tools, and result
Situation
Spreadsheet work was fragile, repetitive, and difficult to guide consistently with unstructured AI output.
System built
Chat-style AI workflow app with structured intake, skill calibration, staged guidance, validation checks, protected prompt loading, and documented workflow controls.
Tools
Google Apps Script, HTML/CSS, JavaScript fundamentals, OpenAI API, protected prompt loading, cached session context, and rate limiting.
Result
Created a governed Excel engineering tool for non-technical users with real operational spreadsheet needs, combining solution generation, testing guidance, validation checks, and teaching logic for advanced Excel, VBA, formula, and recurring-report workflows.
Visual evidence and scope
First draft and completed UI comparison for the Excel Governance Engineering Assistant
First draft to completed UI
Recurring report transformation
Application demo

Evidence scope: public-safe AI workflow application proof, strongest for applied workflow design rather than commercial SaaS or production-scale enterprise AI ownership.

Google Workspace Automation

Automated Absence Management System

Built a Google Workspace automation system for PTO request intake, manager approvals, conflict warnings, calendar event creation, employee notifications, and sick-time threshold alerts.

SpreadsheetApp MailApp CalendarApp HtmlService
Build, tools, and result
Situation
Manual absence handling created approval friction, staffing visibility gaps, and repeated communication work.
System built
Forms-to-Sheets workflow with web-app approval links, conflict detection, manager routing, calendar updates, status writes, employee notifications, sick-time threshold alerts, and duplicate-alert prevention.
Tools
SpreadsheetApp, MailApp, CalendarApp, HtmlService, Google Forms trigger, Google Sheets, Gmail, and Google Calendar.
Result
Processed 162 employee time-off requests and generated approximately 486 automated workflow emails over 5.5 months while improving approval routing, staffing visibility, calendar accuracy, and manager/employee communication.
Visual evidence and scope
Annotated Apps Script implementation for absence workflow conflict detection
Conflict and approval logic
Annotated Apps Script implementation for absence workflow calendar and dashboard updates
Calendar and alert logic
Absence management system proof collage showing custom approval emails, risk logic, calendar sync, and manager dashboard
System proof overview

Evidence scope: Google Workspace absence workflow for approvals, notifications, calendar coordination, and manager visibility rather than HRIS or compliance-grade leave-platform ownership.

Report Ingestion Automation

Gmail-to-Drive Report Ingestion

Built a Gmail-to-Drive automation that finds unread target report emails, extracts secure CSV download links, retrieves files with UrlFetchApp, saves them to structured Drive folders, marks threads processed, and logs execution results.

GmailApp UrlFetchApp DriveApp
Build, tools, and result
Situation
Recurring operational reports required manual email search, CSV download, file renaming, Drive filing, and duplicate-handling discipline.
System built
GmailApp search-and-retrieval workflow that locates unread target reports, extracts secure CSV links, downloads files through UrlFetchApp, saves outputs through DriveApp, marks threads read, and logs results.
Tools
GmailApp, UrlFetchApp, DriveApp, Utilities, Logger, date-based file naming, structured Drive folders, and processed-thread handling.
Result
Created a repeatable report-ingestion workflow with execution proof showing successful CSV retrieval, Drive folder routing, processed-thread handling, and resolution of Gmail search-syntax constraints that initially blocked reliable matching.
Visual evidence and scope
Annotated Gmail to Drive automation code screenshot
Code evidence
API detail proof explaining GmailApp, UrlFetchApp, and DriveApp usage in the report ingestion workflow
API detail proof

Evidence scope: report-ingestion automation using Gmail, UrlFetch, and Drive services rather than enterprise ETL, cloud data engineering, or AWS pipeline ownership.

Workflow Design

TerraGo Asset Workflow Mapping

Translated field, dispatch, warehouse, material, and contract-management work into structured workflow documentation for a map-based asset management pilot.

Visio Workflow maps Requirements translation
Build, tools, and result
Situation
Field and dispatch work needed clearer workflow logic across roles, approvals, rework, materials, reporting, and system handoffs.
System built
Role-based Visio workflow maps covering pilot car drivers, dispatchers, technicians, admin users, warehouse users, material requests, approval paths, and contract-management workflows.
Tools
Visio, process mapping, map-based asset workflow analysis, requirements translation, role-based workflow requirements, and operational handoff design.
Result
Converted previously undocumented operational work into structured workflow logic that stakeholders can review, challenge, refine, and use for software implementation planning.
Visual evidence and scope
TerraGo G3 billable questionnaire workflow map showing branching field prompts, technician responses, and material follow-up paths
G3 questionnaire workflow
TerraGo patrol created incident workflow
Incident workflow
TerraGo pole knockdown response workflow
Response workflow

Evidence scope: requirements translation and workflow mapping for TerraGo implementation planning rather than TerraGo software development.

Field Data

Fulcrum Field App Builder Gem

Created a domain-specific Gemini Gem and Markdown operating manual to support Fulcrum field-app design, troubleshooting, and continuity after specialized platform knowledge became limited.

Gemini Gem Fulcrum support Mobile usability
Build, tools, and result
Situation
Specialized Fulcrum field-app work required clearer knowledge capture, app-build guidance, and troubleshooting support after internal platform expertise became limited.
System built
Gemini Gem plus Markdown operating manual to guide app structure, troubleshooting, source-confidence labeling, validation checks, field-user usability, and mobile review.
Tools
Gemini Gems, Markdown documentation, Fulcrum concepts, record links, Classification Sets, choice lists, visibility rules, repeatable sections, and mobile testing.
Result
Supported a G3 Incident Report prototype and created a reusable knowledge-continuity aid for Fulcrum app-building decisions, field-data structure, troubleshooting, and mobile usability review.
Visual evidence and scope
Fulcrum G3 mobile app scrolling screenshot showing job information, photos, material fields, return visit logic, and dispatch notes
G3 mobile app workflow
Fulcrum mobile asset map view for City of Belen Streetlight Maintenance with mapped asset pins
Mobile asset map view
Fulcrum Field App Builder Gem proof showing custom Gemini assistant configuration and first assisted build response
AI assistant proof

Evidence scope: knowledge assistant and field-app support, strongest for app-build guidance and continuity rather than senior Fulcrum administration or platform ownership.

Excel/VBA

Controlled Excel/VBA Workflow Builds

Built and evaluated Excel/VBA workflows for report cleanup, billing outputs, raw-data preservation, validation checks, source/output separation, and failure-mode analysis.

Excel 365 VBA macros Failure analysis
Build, tools, and result
Situation
Recurring spreadsheet work needed cleaner transformations, preserved source data, repeatable outputs, and visible checks before relying on AI-assisted automation.
System built
Controlled Excel/VBA builds for report cleanup, billing outputs, source-data preservation, row integrity, validation checks, source/output separation, and failure analysis.
Tools
Excel 365, VBA macros, header-based mapping, conditional formatting, source/output separation, validation review, and SDET-style analysis.
Result
Produced working Excel/VBA transformation artifacts while documenting validation gaps, unresolved limitations, and failure risks instead of overstating build completeness.
Visual evidence and scope
Recurring Excel data transformation proof showing raw export noise, controlled working output, raw data preservation, and one-click execution
Recurring data transformation
Transformation walkthrough

Evidence scope: controlled builds and review artifacts, strongest for spreadsheet workflow reliability rather than fully hardened production systems or formal SDET employment.

Role assessment

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Value to the team

Built for teams that need operational work turned into reliable systems.

I bring operations leadership, automation build experience, and applied AI workflow design into environments where manual processes, spreadsheets, reporting gaps, field-data workflows, and approval handoffs create operational risk.

The value is knowing how operational work breaks, how users actually interact with systems, and how to turn fragile workflows into something structured, visible, repeatable, and easier to validate.

01

What I can help build

  • AI-assisted workflow tools for operational users
  • Google Workspace automations for approvals, reporting, notifications, and calendar coordination
  • Excel/VBA and spreadsheet transformation workflows with source-data preservation and validation checks
  • Field-data and asset-workflow documentation for implementation planning
  • Internal tools that reduce manual follow-up, improve visibility, and create clearer handoffs
02

Where I create leverage

  • Translating messy operational requirements into buildable workflow logic
  • Creating practical tools with existing platforms before overbuilding enterprise systems
  • Adding validation, source-confidence checks, and review gates to AI-assisted work
  • Connecting operations, systems, data, and user adoption instead of treating them as separate problems
  • Producing proof artifacts that hiring teams, managers, and technical reviewers can inspect
03

How I work

I build from operational reality first: what users need, where the workflow fails, what information must be preserved, what decisions need visibility, and what proof is required before an output should be trusted.

This portfolio shows that pattern across AI workflow systems, Google Workspace automation, Excel/VBA transformations, field-data workflows, and reliability-focused review methods.

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Tomas L. Baca
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Tomas L. Baca
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