Toby Peterson

Engineered a fully automated California labor law compliance pipeline eliminating all manual DCF processing for a construction industry client. Two interconnected Rewst workflows handle real-time email intake, HTML parsing, SharePoint document filing, compliance alerting, and scheduled weekly management reporting — with zero manual intervention from submission to archived report.

• Webhook-triggered real-time processing — parses inbound HTML emails into structured JSON, routes submissions into department-organized SharePoint folders via Graph API
• Email-to-roster matching against a live Excel employee directory stored in SharePoint, with duplicate detection and automatic suffix handling
• Real-time compliance alerting for California labor law violations — denied rest breaks, missed meal periods, injury disclosures, and future-dated submissions
• Supabase as the persistent data layer — Workflow 1 writes every submission in real time; Workflow 2 reads from Supabase to power weekly reporting
• Cron-scheduled weekly digest built entirely in Jinja — cross-references full employee roster against submissions, surfaces missing days and alert summaries, distributes via email and archives to SharePoint

Built a sophisticated financial data transformation and reconciliation engine that automates the conversion of Pax8 vendor invoices into Bill.com-ready import files across 60+ managed client organizations. What was a painstaking, error-prone manual spreadsheet process is now a single form submission — pulling raw invoice data from HaloPSA, normalizing and matching every line item, and delivering fully formatted, import-ready CSV files back to the ticket without a human ever touching a spreadsheet.

• Dual-layer client name normalization engine — 60+ Pax8-to-canonical name mappings and 70+ keyword-based description reassignments declared as structured JSON lookup tables, resolving abbreviations, legal suffixes, legacy tenant names, and shorthand codes before any matching occurs
• Fuzzy GL code matching algorithm written entirely in Jinja2 — strips Unicode artifacts, normalizes descriptions, truncates to a 16-character search key, and regex-matches against a Bill.com template to pull Account Number, Line Item Account Name, and Department; unmatched records are flagged with placeholder values for finance review
• Full comparison debug log generated per run — captures original description, normalized search key, and match result for every line item, giving complete visibility into matching logic
• Automatic Bill.com batching — sorts output alphabetically, reindexes line item order, and splits into 100-line chunks with sequential invoice suffixes to comply with Bill.com import limits
• Output delivery back to HaloPSA ticket — full archival CSV, per-batch import-ready CSV files, and an HTML notification email summarizing all unmatched line items, all without leaving the PSA

Designed and built a centralized vendor management platform that replaced a fragmented spreadsheet-based process across the entire vendor portfolio. The system provides a live, searchable registry of all supplier relationships — surfacing contract renewal deadlines, compliance document status, billing cadences, and escalation contacts in one place — and deploys automatically to production on every commit via a GitHub Actions pipeline that syncs updates through Rewst into the company's internal tooling.

• Live vendor registry backed by Supabase — 24-field schema capturing supplier identity, contract terms, billing structure, compliance documents, account contacts, and internal ownership across the full vendor portfolio
• Proactive contract renewal monitoring — surfaces upcoming renewal dates with 90-day advance warnings so no renewal window is ever missed
• Compliance document tracking — W9 and Certificate of Insurance status visible at a glance for every vendor, with clear indicators for gaps before onboarding or renewals
• Full CRUD interface with real-time search and multi-axis filtering — filter by vendor status, provider type, and compliance state without a page reload
• Automated deployment pipeline — push to main triggers GitHub Actions, which runs a Python sync script that delivers the updated application to the company's internal platform via Rewst webhook, eliminating any manual publishing step
• Python CSV import engine for bulk vendor onboarding — normalizes status fields, coerces boolean flags, filters empty rows, and upserts directly into Supabase via REST API