Automate the manual work slowing your business down.

I build simple internal tools that turn spreadsheets, reports, and messy workflows into cleaner automated systems.

About Me

Tanner Ulrey

I build systems that eliminate repetitive manual work—especially reporting and data workflows that teams deal with every week.

Whether it's reports built by hand every week, intake forms that feed into a spreadsheet, or data that needs to be cleaned before anyone can use it — I turn those workflows into something simpler.

I've worked on real dashboards and internal platforms, which gives me a clear sense for building tools that are practical and actually get used.

Projects stay straightforward: understand the workflow, build the right tool, and hand it off ready to run—no technical setup required on your end.

What I Build

Custom tools for teams that are tired of doing the same manual work every week.

Automation & Internal Tools

Automated Reporting Systems

Pull data from a spreadsheet or database, structure it, and generate a clean report automatically. No manual formatting, no copy-pasting.

  • On-demand or scheduled generation
  • Formatted, downloadable output
  • Source data validation built in

Workflow Automation Tools

Replace repetitive manual steps with a simple automated system. If your team does the same thing every week, it can likely be simplified.

  • Built to your exact workflow
  • Triggered by form, schedule, or file
  • No technical skills needed to use

Lead & Intake Systems

Capture leads, intake forms, or client info and route it automatically — no more copying from emails into spreadsheets.

  • Web form or shareable link
  • Automatic routing and notifications
  • Data saved in a structured format

Simple Internal Dashboards

Give your team a single place to see the numbers that matter — without digging through files or waiting on a manually built report.

  • Connected to your existing data
  • Clean, easy to read at a glance
  • No ongoing manual updates needed

Supporting Services

Website Design & Development

Simple, fast websites when you need a clean online presence. Built to be clear, load fast, and represent your business well. Not the main focus — but available when you need it.

  • Mobile-friendly, modern design
  • Contact forms and basic SEO
  • Handed off ready to launch

Most of the systems I build are designed around tools you already use—like spreadsheets and forms—so nothing needs to be replaced.

Work

Reporting

Quarterly Report Generator

Automated reporting tool

A team was building recurring reports manually from spreadsheet data. Built a custom tool to pull the data, structure it, generate a written summary, and produce a downloadable report — reducing the whole process to a single action.

Dashboard

DemoDash

Internal analytics dashboard

An executive dashboard with KPI tracking, revenue forecasting, and market analytics. Built to surface key business insights at a glance instead of waiting for a manually built report.

Web

Business Websites

Supporting service — clean, fast web presence

Simple, well-structured websites for contractors, service businesses, and bars. Built to load fast, represent the business clearly, and get out of the way.

From Manual Spreadsheet Reports to 1-Click Reporting

Problem

A team was manually building recurring reports from spreadsheet data — cleaning it up, organizing the information, and writing summaries by hand every time.

Solution

An automated pipeline was built to pull data from cloud storage on a schedule, structure it, generate a written summary via an AI-assisted workflow, and make the finished file available to download. The pipeline includes field validation and error handling so reports generate reliably without manual oversight.

Result

Reduced a 6-hour quarterly process to under 5 minutes, removing the need for manual data cleanup and report writing.

Quarterly Report Generator

Internal Reporting Tool · Finance Operations

Sample Data

Current Period

Q4 Report Ready

Data through Dec 31, 2025 · Last generated Jan 14, 2026

Generation Status

  1. 1Pulling spreadsheet data
  2. 2Validating fields
  3. 3Generating report summary
  4. 4Report ready for download

Recent Reports

  • Q4 2025 Quarterly Report

    Ready

  • Q3 2025 Quarterly Report

    Ready

  • Q2 2025 Quarterly Report

    Archived

Demo interface based on an actual workflow. Client data and project details have been replaced with sample content.

Have a manual process like this?

If your team is still building reports or organizing spreadsheets by hand, I can turn that into a simple system.

Frequently Asked Questions

Get in Touch

How It Works

1. Talk Through Your Workflow

A quick 15-minute call to find the manual, repetitive work your team is doing — and where automation will actually pay off.

2. I Build the Tool

I design and build a custom tool tailored to your workflow — clean, simple, and built to actually get used.

3. You Run It

Handed off ready to use, with no technical setup on your end. Designed to save hours of repetitive work every week.

Contact

Based in Medford, OR

Available to work with teams anywhere

(541) 601-5397

ulreytanner77@gmail.com

Every project starts with a short conversation to make sure automation is the right fit for your team.