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!

I know exactly what needs to get done… but I feel like I'm spending all my time just trying to keep everything from falling apart.” That's what one of my clients told me before we built her Notion system. She was running her business on sticky notes, scattered spreadsheets, and voice notes. Her team kept asking the same questions. Important processes lived only in her head. Every day felt like damage control. Leads came in - but there was no CRM to track or follow up. Tasks got done - but there was no workflow to repeat them. Steps were skipped - because nothing was documented. That's the problem I solve. I'm a Notion CRM & Workflow Automation Specialist who builds tailored business systems for founders, coaches, consultants, agencies, and small teams. I turn scattered information and manual processes into one organized Notion workspace where your clients, leads, projects, tasks, SOPs, and business operations work together. I've built 10+ custom Notion systems across client projects and helped business owners free up 8+ hours per week. One coach went from tracking 12 clients across multiple spreadsheets to managing clients, projects, deadlines, and workflows inside one Notion CRM giving her full visibility into the business for the first time. ━━━━━━━━━━━━━━━━━━━━ WHAT I BUILD ━━━━━━━━━━━━━━━━━━━━ ◉ Notion CRM - lead tracking, client management, sales pipelines, onboarding, follow-ups ◉ Notion Workflow Automation - Make, Zapier, forms, integrations, automated processes ◉ Notion Business Operating Systems - clients, projects, tasks, SOPs, goals, and operations in one workspace ◉ Notion Project Management - task tracking, deadlines, project views, team collaboration ◉ Notion Dashboards - KPI tracking, business visibility, performance monitoring ◉ Notion SOP Systems - process documentation, team onboarding, repeatable workflows ◉ Notion Client Portals - organized client-facing workspaces and resources ◉ Notion Knowledge Bases - company wikis, documentation, and internal information ◉ Notion Templates & Custom Systems - built around how your business actually works ◉ Notion Migration & Workspace Cleanup - consolidating scattered tools and restructuring messy workspaces ━━━━━━━━━━━━━━━━━━━━ WHO I WORK WITH ━━━━━━━━━━━━━━━━━━━━ -Coaches & Consultants who need a reliable CRM and client management system -Agencies managing projects, deliverables, clients, and team workflows -Founders & Small Businesses replacing scattered spreadsheets with a centralized business operating system -Startups building organized operations and documentation as they grow ━━━━━━━━━━━━━━━━━━━━ HOW I WORK ━━━━━━━━━━━━━━━━━━━━ I don't hand you a generic Notion template and disappear. I first understand how your business actually operates, what is slowing you down, and where information or tasks are falling through the cracks. Then I: 1. Audit your existing workflow, tools, and requirements 2. Structure your databases, properties, relations, and processes 3. Build the Notion CRM, workspace, dashboards, and workflows 4. Automate repetitive processes where appropriate 5. Test the system and refine the user experience 6. Document & train you so your team can confidently use it Every system is built around your actual workflow not forced into a template that doesn't fit. ━━━━━━━━━━━━━━━━━━━━ WHAT YOU GET ━━━━━━━━━━━━━━━━━━━━ ✓ One organized Notion workspace for your business ✓ A Notion CRM that keeps leads and clients from slipping through the cracks ✓ Connected projects, tasks, deadlines, and team workflows ✓ Workflow automation that reduces repetitive manual work ✓ SOPs and documentation your team can actually follow ✓ Dashboards that give you visibility without searching through multiple tools ✓ Full documentation and walkthrough after delivery ━━━━━━━━━━━━━━━━━━━━ WHY WORK WITH ME? ━━━━━━━━━━━━━━━━━━━━ I currently have a 100% Job Success Score and 5.0 client rating, with completed Upwork projects and real experience building Notion systems for business owners. I focus on building systems that are: Simple enough to use. Structured enough to scale. Practical enough to become part of your daily operations. I don't build complicated workspaces that look impressive but become difficult to use. Your system should be simple enough to use, structured enough to scale, and practical enough to become part of your daily operations. If your workspace needs a tutorial every time someone logs in, it's probably too complicated. ━━━━━━━━━━━━━━━━━━━━ TOOLS & INTEGRATIONS ━━━━━━━━━━━━━━━━━━━━ Notion • Notion AI • Make • Zapier • Airtable • Google Workspace • Google Sheets • Slack • Calendly • Typeform • Claude AI ━━━━━━━━━━━━━━━━━━━━ LET'S BUILD YOUR SYSTEM ━━━━━━━━━━━━━━━━━━━━ Scattered workflows? Messy spreadsheets? Too many tools? Send me a message and tell me what you're trying to organize. I'll help you turn it into a simple Notion system that works.

👋 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

Top Rated Plus | 12+ years experience | 22,000+ Upwork Hours | 100% Job Success Trusted by founders, executives, and small business owners since 2014 to provide reliable operations support, executive assistance, project management, and business coordination. Running a successful business requires more than expertise and vision. It requires consistent execution, organized systems, clear communication, and dependable support behind the scenes. That's where I come in. I'm an Operations Manager and Executive Support Professional who helps entrepreneurs, CEOs, agency owners, and growing businesses stay organized, improve efficiency, and free up valuable time to focus on growth. Over the past decade, I have supported U.S.-based businesses across a wide range of industries, serving as a trusted right-hand for executives who need someone capable of managing both the details and the bigger picture. Whether it's coordinating projects, managing operations, improving processes, supporting clients, or handling administrative responsibilities, I focus on creating structure and keeping things moving forward. My approach is simple: I don't just complete tasks. I help build reliable systems that reduce bottlenecks, improve accountability, and create operational clarity. Areas of Expertise: OPERATIONS & BUSINESS SUPPORT • Operations management • Process improvement and workflow optimization • SOP development and documentation • Project and task management • Team coordination and accountability tracking • CRM implementation and maintenance • Vendor management and research • Reporting and operational oversight EXECUTIVE ASSISTANCE • Calendar and inbox management • Executive scheduling and travel coordination • Meeting preparation and follow-up • Client communication management • Research and information gathering • Confidential and sensitive administrative support PROJECT MANAGEMENT • Project planning and coordination • Task delegation and follow-up • Cross-functional team communication • Timeline management • Implementation support • Progress tracking and reporting CLIENT EXPERIENCE & ADMINISTRATION • Client onboarding and offboarding • Customer support coordination • Appointment scheduling • Billing, invoicing, and administrative support • Documentation and record management MARKETING & DIGITAL SUPPORT • Website content updates • Blog publishing and formatting • Email marketing support • Basic SEO support • Google Business Profile management • Performance reporting and analytics Tools & Platforms: ClickUp • Asana • Monday • Trello • Google Workspace • Microsoft Office • WordPress • Showit • Duda • GA4 • Google Search Console • CRM Platforms What Clients Appreciate: • Professional and client-focused communication • Strong business judgment • High attention to detail • Proactive problem-solving • Ability to work independently • Reliable follow-through • Quick adaptability to new systems and processes • Calm and organized under pressure If you're looking for a dependable operations partner who can help bring order to the day-to-day, improve efficiency, and support the growth of your business, I'd be happy to discuss how I can help.