Hire the Best Workflow Professionals

Hi, I’m Roseal 👋 I’m an Operations + Project Management professional and Notion Systems Specialist with 3+ years supporting digital businesses and agencies. I help founders and teams run smoother by turning messy workflows into clean, trackable systems—so projects ship, handoffs are clear, and nothing slips. Most of my work sits at the intersection of delivery + systems: building Notion workspaces (dashboards, CRMs, SOP hubs), coordinating cross-functional teams (designers, editors, VAs), and reducing manual work through automations (Zapier/Make/n8n, GoHighLevel). What I do best: - Project & Ops coordination: timelines, task ownership, follow-ups, status reporting - Notion builds: scalable databases, dashboards, SOP systems, client portals - Workflow automation: simple triggers that reduce busywork and improve accountability Proof points: - Built an agency operations workspace that reduced manual admin by ~70% - Coordinated a video production team and improved turnaround time by ~30% - Trained freelancers/creatives on Notion (databases, relations, rollups, formulas) Tools: Notion (advanced), ClickUp, Asana, Airtable, Trello, Google Workspace, Slack, Zapier, Make, n8n, GoHighLevel, Systeme If you want a calm operator who can own delivery and build the system behind it, let’s talk!

With an extensive Upwork client history profile and having been Expert-vetted by Upwork as being in the top 1% of freelancers, I look forward to working with you soon! I am an integrations expert and am able to use tools such as Zapier, Microsoft Power Automate (formerly called Flow), and Make (formerly called Integromat), to create API integrations between many different applications. I have a keen understanding of backend data and how to easily get relevant information from one system to another. Integrating systems on the backend helps business workflow to be simplistic, efficient, and fast. I have been working on integrations since 2016, and have linked together numerous CRMs, accounting systems, marketing systems, spreadsheets, etc in a variety of ways, some simple and some extremely complex. Given API documentation, I am able to build custom connections, triggers, and actions in Zapier for many cloud based applications that do not yet have Zapier integration. Some of my other skills include Javascript, Airtable, Google Sheets, Google Forms, Fillable PDFs, Softr, JotForm, Typeform, Fillout Forms, X2CRM, Excel, Canvas, Planning Center, TeamUnify, Amateur Radio Operator, French language. As the owner of Glaive Consulting, I understand the needs of the small business owner to automate as much of the business as possible to allow focus on client work. Task tracking, time tracking and invoicing and customer followup are among some workflows that I have optimized for my business. Let me help you do the same!

👋 About Me I automate operations using AI, API integrations, and n8n, eliminating repetitive tasks and allowing teams to focus on what creates the most value. I’m Caetano, a 5th-semester Information Systems student at PUCPR and a builder of automations and AI agents applied to real business problems. I build systems capable of: • processing hundreds of leads automatically • collecting thousands of documents at scale • running simultaneous automations • integrating CRMs, APIs, messaging platforms, and AI I share projects on YouTube at CGP Automação com IA and on Instagram at @cgpautomacaoia. ⸻ 🚀 Projects 24/7 AI SDR (WhatsApp + Pipefy + n8n + OpenAI) A system that engages leads automatically, qualifies contacts, and keeps the sales pipeline updated in Pipefy. Estimated impact: 5–10 minutes saved per lead 300 leads/month → 25–50 hours saved ⸻ Invoice Collection Automation at Scale — Alexandria During my time at Alexandria, I worked on optimizing the billing department’s invoice collection process by developing an automated system capable of collecting and organizing client documents at scale. The solution was built with n8n, ran across 3 simultaneous instances, and was based on a multi-bot architecture with JavaScript decision logic, allowing automated agents to interact with service systems to request and retrieve documents. After a few days of execution, the system had collected 1700 invoices, automatically organizing the PDFs. Result: an automated, scalable, and efficient process for the department. ⸻ 8-AI-Agent Team Automation of: • emails • contacts • calendar • research Estimated impact: 30–60 minutes saved per person per day (≈10–20 hours/month) ⸻ AI Sales Automation (Pipedrive + Gmail + Sheets + Calendar) Automatic lead classification and automated follow-ups. ⸻ Automatic Document Analysis — Tintas Farben A system that reads and summarizes PDF, Excel, and Word files, saving 15–30 minutes per document. ⸻ 🛠 Tech Stack Automation / Infrastructure n8n (queue mode) • Docker • Redis • PostgreSQL • Hetzner VPS Development Python • JavaScript • Node.js • Flask • Django Integrations Google APIs • Pipefy • Pipedrive • WhatsApp / Evolution API • LLM APIs • TTS APIs Infrastructure & Versioning Webhooks • Git • GitHub ⸻ 🗣 Languages Portuguese — Native English — Advanced ⸻ 💡 What Drives Me Turning operational processes into automated and scalable systems, using automation and AI to generate real efficiency in business operations. My focus is automation applied to real problems and measurable operational gains.

𝐈 𝐡𝐞𝐥𝐩 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐬𝐞𝐭 𝐮𝐩 𝐬𝐦𝐚𝐫𝐭𝐞𝐫 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 𝐚𝐧𝐝 𝐍𝐨𝐭𝐢𝐨𝐧 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 𝐬𝐨 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐬𝐭𝐚𝐲 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐞𝐝, 𝐬𝐚𝐯𝐞 𝐭𝐢𝐦𝐞 𝐰𝐢𝐭𝐡 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐠𝐞𝐭 𝐦𝐨𝐫𝐞 𝐝𝐨𝐧𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐬𝐬. Custom ClickUp workflows and Notion dashboards built to manage your projects, automate tasks, and keep your business running smoothly, only solutions tailored for you. I’m a ClickUp & Notion Expert with 2+ years of experience and have built 100+ custom Notion templates, dashboards, and workspace setups as well as ClickUp workflows, automations, and project management systems for entrepreneurs, startups, and teams worldwide. My mission is simple to help you streamline your work, centralize your operations, and build productivity systems in Notion & ClickUp that actually work the way you do. Both Notion and ClickUp are powerful, all-in-one platforms. With the right setup, they can replace scattered tools. But here’s the challenge they’re so flexible that without the right structure, they can quickly become cluttered, confusing, and overwhelming. I design smart, scalable, and easy-to-use systems that save you time, reduce stress, and help you stay focused on what matters most. . 🔹 𝙒𝙝𝙖𝙩 𝙄 𝘾𝙖𝙣 𝘿𝙤 𝙛𝙤𝙧 𝙔𝙤𝙪: 𝐂𝐮𝐬𝐭𝐨𝐦 𝐍𝐨𝐭𝐢𝐨𝐧 𝐓𝐞𝐦𝐩𝐥𝐚𝐭𝐞𝐬 Personal productivity systems & planners Goal-setting & habit trackers Finance & budget trackers Student planners & academic dashboards Business systems (CRM, HR, team hubs, etc.) 𝐍𝐨𝐭𝐢𝐨𝐧 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 Project management dashboards Content calendars & social media planners IT team dashboards & knowledge bases Sales pipelines & client management systems Startup founder dashboards 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐒𝐞𝐭𝐮𝐩 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 Full ClickUp workspace setup (from scratch or redesign) Hierarchy structuring (Spaces, Folders, Lists, Tasks) Custom fields, statuses & views Knowledge base & documentation setup Team training & onboarding 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 Automations to save time & reduce manual tasks Integration with tools like Slack, Google Drive, Zapier, make.com or n8n Advanced reporting & dashboards Task dependencies & recurring workflows 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 (𝐍𝐨𝐭𝐢𝐨𝐧 + 𝐂𝐥𝐢𝐜𝐤𝐔𝐩) Connect with Google Calendar, Slack, and other tools Automate repetitive workflows Build seamless processes across platforms 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 & 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 1:1 onboarding sessions for teams Step-by-step documentation & tutorials Ongoing support for scaling your system 𝗜'𝘃𝗲 𝗜 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵: 𝐄𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 & 𝐒𝐨𝐥𝐨𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬: Custom productivity systems that grow with your business 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 & 𝐓𝐞𝐚𝐦𝐬: Project management, reporting, and central hubs in ClickUp & Notion 𝐀𝐠𝐞𝐧𝐜𝐢𝐞𝐬: Client portals, task management, and automated workflows 𝐒𝐭𝐮𝐝𝐞𝐧𝐭𝐬 & 𝐄𝐝𝐮𝐜𝐚𝐭𝐨𝐫𝐬: Organized academic dashboards, assignments, and schedules 𝐂𝐨𝐧𝐭𝐞𝐧𝐭 𝐂𝐫𝐞𝐚𝐭𝐨𝐫𝐬: Editorial calendars, campaign planners, and publishing systems 𝐈𝐓 & 𝐓𝐞𝐜𝐡 𝐓𝐞𝐚𝐦𝐬: Knowledge bases, ticket tracking, and internal documentation 📌 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 & 𝗦𝗮𝗺𝗽𝗹𝗲 𝗪𝗼𝗿𝗸 Over the past 2 years, I’ve delivered: A ClickUp project management system for a SaaS startup A Notion CRM & client portal for a digital marketing agency A student academic planner used by 500+ students worldwide A finance tracker for freelancers & small business owners A team knowledge hub in ClickUp for IT project management If you’d like to see samples, I’ll be happy to share portfolio links during our discussion. 𝐋𝐞𝐭'𝐬 𝐜𝐡𝐚𝐭

⭐️⭐️⭐️⭐️⭐️ 5.0 I help businesses build clean, scalable CRM and workflow systems using Monday com, ClickUp, Make com, and automation tools. If your operations feel disorganized, tasks are slipping, or your team is wasting time manually managing work, I can help streamline everything into one efficient system. I specialize in: • Monday com CRM setup & optimization • ClickUp workflow systems • Automation with Make com & Zapier • Dashboards, pipelines 🎯 FREE SYSTEM REVIEW Not sure what’s wrong with your workflow or CRM? I will take a quick look at your setup and show you: ✔ Where you’re losing time ✔ What can be automated ✔ How to improve your system No pressure just clarity. 𝗪𝗵𝘆 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 I don’t just create projects or templates, I build intelligent, scalable project management ecosystems designed to: Remove bottlenecks and eliminate task leakage Build clean, intuitive workspace structures your team can actually use Replace repetitive work with automation via Make com, ClickUp Automations, and Asana Rules Provide real-time reporting dashboards for confident decision-making Create systems that increase efficiency, reduce stress, and support sustainable scaling My goal is simple: turn your operational tools into a predictable growth engine. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗔𝗰𝗿𝗼𝘀𝘀 𝗧𝗵𝗲 𝗕𝗲𝘀𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 With deep hands-on experience in Asana, ClickUp, Notion, Monday, and Make com, I build systems that transform chaos into clarity for agencies, startups, e-commerce brands, real estate teams, and enterprise operations. 𝗖𝗼𝗿𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 1. Workflow Architecture & Workspace Design Full workspace redesign aligned with your business operations Project frameworks, databases, and process mapping Custom dashboards and KPI tracking SOPs and documentation for consistent execution 2. Automation & Systems Integration ClickUp Automations, Asana Rules, Notion workflow automation Make com and Zapier integrations Syncing across Slack, HubSpot, Airtable, Gmail, Google Sheets, and more 3. Scalable Templates & Operational System CRM pipelines, project templates, content systems, resource planning Templates built for growth, delegation, and speed 4. Team Training & Enablement Step-by-step training videos and documentation Live team onboarding and adoption support 5. Ongoing Optimization & Support Monthly audits Continuous improvements as your business evolves 𝗠𝘆 𝟲-𝗦𝘁𝗲𝗽 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸. 1. Audit – Identify gaps slowing down your team 2. Map – Build a scalable workflow strategy 3. Design – Structure clean, intuitive workspaces 4. Document – Create SOPs and knowledge bases 5. Optimize – Keep improving for long-term efficiency 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗧𝗿𝘂𝘀𝘁 𝗠𝗲 Proven success across multiple project management platforms Systems designed for clarity, speed, and real-world scale Close attention to detail and reliable communication Support that feels like an extension of your internal operations team Monday com workspace setup, Monday com CRM setup, Monday com dashboard builder, Monday com workflow setup, Monday com board customization, Monday com automation expert, Monday com consultant, Monday com implementation specialist, Monday com project tracking Monday com task management, Monday com client management, Monday com sales pipeline setup, Monday com lead tracking, Monday com project dashboard, Monday com operations management, Monday com business workflow, Monday com custom Notion Expert Needed for Document Migration and Page Creation Monday com and Gohighlevel integration expert needed Notion Workspace Setup for CRM Accounting, Consulting & ESG Notion Expert Needed Workflow Build Notion automation expert Notion Expert Needed to Build Custom Dashboard for Research, Book Writing, and Content Planning Notion Expert Needed for Consultancy Setup and Avaza Integration Notion Expert Needed to Build Simple Operating System for Startup / Franchise Project ClickUp Process Automation, ClickUp Business Process Improvement, ClickUp Custom Fields, ClickUp Custom Views, ClickUp Custom Status, ClickUp Forms, ClickUp Goals, ClickUp Docs ClickUp Whiteboards, ClickUp Mind Maps, ClickUp Reporting, ClickUp KPI Dashboard, ClickUp Time Tracking, ClickUp Resource Management, ClickUp Gantt Chart, ClickUp Calendar Setup ClickUp Kanban Board, ClickUp Agile Management, ClickUp Scrum Management, ClickUp Sprint Planning, ClickUp Project Planning, ClickUp Client Portal, ClickUp Client Management, ClickUp Client Onboarding, ClickUp Employee Onboarding, ClickUp HR Management, ClickUp Recruitment Workflow ClickUp Hiring Process, ClickUp Marketing Workflow, ClickUp Sales CRM, ClickUp Sales Pipeline, ClickUp Lead Management, ClickUp Lead Tracking, ClickUp Customer Support, ClickUp Help Desk, ClickUp Ticketing System, ClickUp Issue Tracking, ClickUp Bug Tracking, ClickUp Risk Management, ClickUp Compliance Management

“Get Your Time Back! Thrive with Notion & AI automated system” I build custom Notion workspaces for founders and small teams: SOP documentation, CRM and lead tracking, project management dashboards, client portals, SOPs, company wikis and workflow automations (Notion AI, Make, Zapier). I've delivered Notion builds that replaced scattered tools like Trello, Asana, and Google Docs with one organized system." “I know what I want to build… but I feel like I’m constantly trying to hold everything together.” ⭐⭐𝙏𝙝𝙤𝙨𝙚 𝙬𝙚𝙧𝙚 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙬𝙤𝙧𝙙𝙨 𝙤𝙛 𝙢𝙮 𝙘𝙡𝙞𝙚𝙣𝙩⭐⭐ She struggled tirelessly explaining the same processes to her team every single week. Relied on random sticky notes, voice notes, spreadsheets, and scattered messages just to keep things running Her team kept asking the same questions. 𝗧𝗵at 𝗹𝗲𝘃𝗲𝗹 𝗼𝗳 𝗳𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗿𝗶𝗴𝗵𝘁! Important processes lived only in her head and every day felt like she was just trying to keep things from falling apart. This is exactly what happens in many businesses without proper systems in place. Leads come in… but there’s no structured way to track or follow up. Tasks get done… but there’s no clear process to repeat them. Important steps are skipped… because nothing is documented. Notion workspace helps you build systems that organize your business, track everything, and make your workflow easier. In fact, if your Notion workspace needs a tutorial every time someone logs in… it’s already broken. or you have not standardize vital roles or processes in your business using SOPs. 𝐓̶𝐡̶𝐚̶𝐭̶ ̶𝐧̶𝐞̶𝐞̶𝐝̶𝐬̶ ̶𝐭̶𝐨̶ ̶𝐒̶𝐓̶𝐎̶𝐏̶!̶ Imagine a single Notion dashboard (CRM, project tracker, content hub) that automatically updates itself via n8n or Zapier so nothing slips through the cracks. Also I would analyze your existing processes, then design and build integrated automations (using Notion AI, Zapier, Claude) that capture important data or every lead, sync data across platforms, and trigger notifications & follow ups 𝐌𝐲 𝐊𝐞𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: ◉ Notion Workspace Design: custom dashboards, CRM and content management systems, client portals, Template design & SOP libraries ◉ Two-way task sync {Notion- Jiro} Migration from an already existing setup {Evernote to Notion} Combines properties from separate databases ◉ Client onboarding and portal systems: a professional, repeatable experience for every new client ◉ Dashboards & Reporting: Consulting tracking (meeting notes, follow ups, next step {Notion, Google Sheets) to make data driven decisions ◉Convert existing Notion Template to Website using Super.so ◉ System Audit & Optimization: Apply Formulas and rollups with the filters from instructions to suit individuals in team ◉ Create Step by Step SOP in Notion from Training Video (ERP Portal Process) ◉ AI Agents: autonomous agents using zapier, Make and OpenAI/Claude APIs that execute tasks and respond to triggers ◉ Notion Workspace Design & Systems Architecture: custom Notion operating systems for project management, CRM, SOPs, content pipelines, dashboards, and Wikipedia ◉ CRM Automation & Lead Management: HubSpot, GoHighLevel GHL, and Airtable pipelines that capture, qualify, nurture, and convert leads automatically ◉ AI Integration & LLM Workflows: GPT 4o, Claude ai, and Gemini integrations that power smart email responses, content generation, data extraction, and decision-routing inside your existing tools ◉ Business Process Automation: end-to-end workflow optimization that eliminates bottlenecks, reduces human error, and gives you back hours every single week ◉ Asana setup and consultation 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞: • No More Chaos: Turn scattered tools and manual tasks into one seamless, automated system • Scalable Systems: My workflows are built to grow with your business, handling higher volume • Automation First: Reduce busywork and human error by automating key processes freeing your time for what matters • Claude code Integrate AI • Ongoing Support 𝐖𝐡𝐨 𝐈 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐛𝐞𝐬𝐭: 1. Consulting Firms 2. Fractional marketing agency 3. Sports & consumer health company 4. Coaches tired of manually managing bookings, follow ups, and client communications. 5. Real estate Agencies looking to scale operations without scaling headcount. 6. Content creators like podcasters looking to have a centralized project management and content hub created in Notion 7. DTC brands- Ecommerce brands 8. Media & Entertainment teams 9. Digital marketing Agencies 10. Jewerly brands 11. B2B business If your Notion workspace is a mess, I'll restructure it into a clean, intuitive, and productivity driven system Let's create something that runs itself keeping you focused