Hire the Best Process Integration Professionals

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

🚀 Manual work shouldn’t slow your business down. I help founders and growing teams streamline operations by building reliable automation systems, optimizing CRMs, and improving business processes. The result? Less manual work, fewer operational bottlenecks, and systems your team can rely on every day. Most businesses already have the right tools—they just aren’t connected, optimized, or documented properly. Processes become scattered, automations become unreliable, and teams waste hours on repetitive work. That’s where I come in. I don’t just automate tasks. I build systems that help your business run better. ━━━━━━━━━━━━━━━━━━━ ⚙️ Automation & Business Systems I design, build, and maintain automation systems that eliminate repetitive work and connect the tools your business already uses. Whether you’re starting from scratch or improving existing workflows, I focus on automation that is reliable, scalable, and easy to maintain. Services include: • n8n workflow development • API integrations • Webhooks • AI-powered workflows • Business process automation • Data synchronization • Cross-platform integrations • Workflow optimization • Error handling and monitoring ━━━━━━━━━━━━━━━━━━━ 📊 CRM Optimization Your CRM should support your business—not create more work. I optimize CRM systems so your sales, marketing, and operations stay organized and automated. Platforms • HubSpot • GoHighLevel • Salesforce • Pipedrive Services • Pipeline optimization • Lead management • Contact cleanup • Tags and segmentation • Automated follow-ups • Reporting dashboards • Customer lifecycle automation ━━━━━━━━━━━━━━━━━━━ 🧩 Operations & Executive Support Automation works best alongside strong operations. I provide dependable operational and executive support that keeps projects organized, documentation current, and priorities moving forward. This includes: • Project coordination • Task management • Documentation • SOP creation • Team follow-ups • Calendar workflows • Process improvement • Cross-functional coordination ━━━━━━━━━━━━━━━━━━━ 📚 SOPs & Process Documentation If a process only exists in someone’s head, it’s a business risk. I create clear documentation that helps teams work consistently and reduces dependency on individuals. Including: • Standard Operating Procedures (SOPs) • Process mapping • Internal documentation • Team onboarding guides • Workflow documentation • Video walkthroughs ━━━━━━━━━━━━━━━━━━━ 🛠 Tools & Technologies Automation n8n • Make • Zapier • ManyChat Development REST APIs • Webhooks • JavaScript • Python • Supabase CRM HubSpot • GoHighLevel • Salesforce • Pipedrive Project Management ClickUp • Asana • Monday • Trello • Notion Business Tools Google Workspace • Slack • Airtable • Loom ━━━━━━━━━━━━━━━━━━━ 💡 Why Clients Work With Me ✔ Systems-first approach that solves root problems, not just symptoms ✔ Reliable automation built for long-term use ✔ Strong ownership with minimal supervision ✔ Clear communication and proactive problem-solving ✔ Well-documented workflows that your team can maintain ✔ Continuous process improvement—not just task completion ━━━━━━━━━━━━━━━━━━━ 🤝 Who I Work Best With • Founders looking to scale operations • Growing startups • Agencies • SaaS companies • Service-based businesses • Teams looking for long-term operational support and automation expertise ━━━━━━━━━━━━━━━━━━━ If your business is spending too much time on repetitive work, disconnected systems, or manual processes, let’s build a better way of working. I help businesses automate operations, optimize workflows, and create dependable systems that continue delivering value as they grow.

Tired of broken processes and spreadsheets nobody actually uses? My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don't. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis — Excel & Access dashboards, trackers, and databases — SWOT analysis and operational recommendations — Cross-functional coordination and client-facing reporting Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used. I'm based in Maine but work across time zones — US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" — and that's exactly how I work on every project. If that's what you need — let's talk.

Your business doesn't need more software. It needs systems that work together. Most growing businesses don't struggle because they lack tools, they struggle because their tools don't communicate. Leads are manually entered into CRMs, customer data lives across multiple platforms, reports require hours of manual work, and repetitive tasks consume valuable time every day. I help businesses eliminate manual work by designing and building AI-powered workflow automation systems that connect applications, automate operations, and allow teams to focus on high-value work instead of repetitive processes. I specialize in building production-ready AI Workflow Automation, AI Agents, Business Process Automation, CRM Automation, and API Integrations using modern no-code, low-code, and custom development technologies. Whether you're building your first automation or replacing dozens of disconnected workflows, I create reliable systems that scale with your business. What I Build ✔ AI Workflow Automation ✔ AI Agent Development ✔ Business Process Automation ✔ CRM Automation ✔ Workflow Automation ✔ Marketing Automation ✔ Sales Automation ✔ Lead Management Automation ✔ Customer Support Automation ✔ AI Chatbots ✔ AI Voice Agents ✔ Internal Business Automation ✔ Document Processing Automation ✔ Data Synchronization ✔ API Integration ✔ REST API Integration ✔ Webhook Development ✔ Database Automation ✔ Operations Automation ✔ AI Integration ✔ System Integration AI Automation Services I build intelligent automation systems that combine Large Language Models with business workflows to automate complex processes. • AI Agents • AI Chatbots • AI Voice Agents • OpenAI API Integration • Claude AI Integration • GPT Automation • AI Knowledge Bases • RAG Applications • AI Customer Support • AI Lead Qualification • AI Email Automation • AI Document Processing • AI Workflow Design • AI Business Automation • AI CRM Automation Workflow Automation Platforms I design scalable automation workflows using: • n8n • Make • Zapier • HubSpot Workflows • Airtable Automation • HighLevel (GoHighLevel) • Pipedrive • Salesforce • Zoho CRM • Monday • ClickUp • Notion • Google Workspace • Google Sheets Automation • Slack • Discord • Gmail • Outlook • Calendly • Stripe • Shopify • WooCommerce • QuickBooks • Xero • Twilio • WhatsApp • Telegram • ManyChat CRM Automation I help businesses automate their entire customer journey. • Lead Capture • Lead Routing • Lead Scoring • Contact Synchronization • Sales Pipeline Automation • Deal Automation • Client Onboarding • Customer Follow-up • Appointment Booking • Email Sequences • SMS Automation • CRM Cleanup • CRM Migration • CRM Integration • CRM Development API Integration & Backend Automation Many businesses use powerful software that simply doesn't communicate. I build secure API integrations that allow platforms to exchange information automatically. Services include: • REST API Integration • GraphQL Integration • Webhooks • JSON Processing • OAuth Authentication • Data Mapping • ETL Workflows • Database Synchronization • Error Handling • Retry Logic • Monitoring • Logging • Automation Auditing Automation Solutions I Build ✓ AI Lead Generation Systems ✓ AI Sales Automation ✓ AI Customer Support Agents ✓ AI Receptionists ✓ CRM Automation Systems ✓ Airtable Automation ✓ Shopify Automation ✓ HubSpot Automation ✓ Make Scenarios ✓ n8n Workflow Development ✓ Zapier Automation ✓ Email Automation ✓ Document Automation ✓ Invoice Automation ✓ Internal Operations Automation ✓ HR Automation ✓ Finance Automation ✓ Reporting Dashboards ✓ Business Intelligence Workflows ✓ Inventory Automation ✓ Order Processing Automation ✓ Customer Onboarding Systems ✓ Proposal Automation ✓ Content Automation ✓ Knowledge Management Automation My Development Process Every automation begins with understanding your business. ✓ Discovery I map your existing workflow, identify repetitive tasks, bottlenecks, and opportunities for automation. ✓ Architecture I design automation logic with triggers, filters, routers, conditions, AI decision-making, fallback paths, notifications, and monitoring. ✓ Development I build secure, scalable workflows using modern automation platforms and APIs. ✓ Testing Every workflow is validated with real-world scenarios, edge cases, retry logic, and comprehensive error handling. ✓ Deployment Your automation is fully documented, monitored, and designed to continue running reliably long after delivery. If your business still relies on manual processes, disconnected software, spreadsheets, repetitive data entry, or fragile automations that constantly fail, I can help you design a reliable AI-powered system that saves time, improves accuracy, and scales with your business. Let's build automation that works, even when you're offline

I build reliable, documented integrations that connect the systems a business already runs on, including payments, orders, CRMs, accounting, and scheduling, so your data moves correctly and nobody is copying it by hand. Most clients save 15 to 30+ hours a month and stop worrying about silent failures. I'm Josh. I started as a frontend engineer and spent 6+ years building production systems for companies including Meta, Oracle, and VMware, and I scaled my own ecommerce business past $1M in sales. Today I focus on integration and automation, with real code for the moments visual builders cannot reach. Where I go deep: HubSpot platform work: workflows, custom coded actions, data model and associations, reporting, and data quality Payment and accounting syncs: Stripe and other processors into QuickBooks Online, with correct fee handling and no duplicate records Order and customer data flowing cleanly across Shopify, WooCommerce, and similar platforms Custom API integrations for the systems native connectors do not cover AI inside the workflow: classification, enrichment, and summarization built to production standards, with output validation and a defined fallback for when the model returns something wrong Every build includes the safeguards most freelancers skip: error handling with alerts, idempotency checks, audit logging, and a handoff document so your team always knows exactly what is running and can own it after I leave. I scope clearly upfront and build for maintainability rather than speed alone. Whether you need one focused sync or a broader connected system, I will be straight with you about what is realistic. I'm Top Rated with a 100% Job Success score, US based, and I respond fast. Certifications: Make Advanced (all four Make certifications), HubSpot Inbound, Intuit QuickBooks ProAdvisor. Tell me what you are trying to connect or automate and I will let you know how I can help and what it would take.

AI and workflow automation for businesses that have outgrown manual work. I build multi-platform systems across n8n, Make, and Zapier that move data, route decisions, and handle work your team shouldn't be doing by hand. Clean architecture. Honest scoping. Production-ready. What I build: → AI agent pipelines with real logic, routing, and feedback loops → Custom workflows across n8n, Make, and Zapier → API integrations and webhook-driven data pipelines → Slack bots, approval systems, and notification infrastructure → CRM automation and lead routing → Content pipelines and social media automation → Google Workspace and Airtable automation Platforms and APIs I build against: n8n, Make, Zapier, Airtable, Slack, HighLevel, Missive, OpenAI, Anthropic, Google Workspace (Sheets, Gmail, Drive, Calendar), Asana, Notion, webhooks, REST APIs, JWT authentication. I'm certified in AI Automation through Tripleten, with the curriculum covering workflow orchestration across n8n, Make, and Zapier, API integration with JWT auth and pagination, prompt engineering for structured AI output, and multi-channel delivery systems. Working style: I write tight scopes, stay in them, document everything so your team isn't dependent on me after the build, and tell you when automation isn't the right answer for the problem. Send me a short write-up of what you're trying to automate. I'll tell you if it's a fit, what it would take, and if there's a simpler way.