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$10/hr
89%
Job Success
$1K+ earned
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Most teams track work across spreadsheets, email threads, and sticky notes until things start falling through the cracks. I build the system that replaces all of that inside Monday com and Notion and then automate the parts your team should never have to do manually.
I design and build CRM and operations systems for real estate teams, marketing agencies, healthcare practices, and construction businesses that have outgrown spreadsheets and disconnected tools. They need a backend that captures leads, tracks pipelines, manages projects, triggers automations, and connects to the tools their business already runs on — without breaking when things get busy.
The result is a structured, automated backend that captures every lead, tracks every project, and removes the manual work that costs you revenue.
My primary platforms are Monday and Notion — chosen based on what your workflow actually requires, not what is easiest to sell. Monday handles your CRM pipelines, project operations, and cross-team visibility. Notion handles your documentation, SOPs, client portals, and knowledge infrastructure. Where your stack needs connecting, I use Make com and Zapier to integrate GoHighLevel, QuickBooks, DocuSign, Stripe, Slack, Gmail, Shopify, and other tools your business already runs on.
Outcomes clients have seen:
1. Leads flowing automatically from Zillow and Realtor into a structured Monday com pipeline — agents managing follow-ups the same day.
2. A construction business moving from manual billing to automated progress invoicing connected to QuickBooks and DocuSign via Make.
3. A marketing agency replacing scattered task management with a Notion system covering client onboarding, campaign tracking, and team SOPs — connected to Monday for live project visibility.
4. A healthcare operation running patient intake, contract management, and billing automation across Stripe, QuickBooks, and DocuSign — all triggered from Monday.
WHAT I BUILD
Monday — CRM pipelines, project management systems, intake workflows, dashboards, automations, and full-stack integrations.
Notion — workspace architecture, SOPs, knowledge bases, client portals, content calendars, and team hubs.
Automation — multi-step Make com and Zapier workflows connecting your platforms, with error handling, filters, and logic built for reliability.
Typical delivery is 3 to 7 days. Every build includes documentation and a walkthrough so your team is never dependent on me to keep it running.
If your CRM or Project Management setup feels messy, your automations keep breaking, or your team is stuck doing manual work — let’s fix it properly.
📌 Message me for a 15-minute discovery call.
📌 SEND ME A MESSAGE describing what is breaking or what you are trying to build. I will review it and come back with a clear recommendation before anything starts.
Monday | Monday CRM | Monday com | Monday com | Monday com CRM | Monday Service | Monday Dev | Monday Work management | Monday com Board | Monday Automation | Monday Workflow | Monday Workflow Automation | Monday com Integration | Monday to Quickbooks | Monday to Xero | Monday to Pandadoc | Monday to Docusign | Monday to Make com | Monday to Zapier Integration | Monday com to N8N | Google Sheet to Monday com | Monday Vibe | Monday Dashboard | Monday Project Management
Notion Dashboard | Notion | Notion Database | Notion Automation | Notion Workflow | Notion Template | Notion CRM | Notion SOP | Notion ATS | Notion Integration | Notion
Michael A.
has worked
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$15/hr
100%
Job Success
$100 earned
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Most business owners know automation can save hours and scale operations, but setting it up the right way often feels overwhelming. Tools don’t connect properly, data gets messy, and workflows break at the worst times. The result? Wasted time, missed leads, and endless manual work.
This is where I step in.
I’m a Makecom (formerly Integromat) Expert who helps small businesses and agencies simplify, automate, and scale their tasks and business without the tech headaches.
From smart lead capture to client onboarding, data syncing, and reporting dashboards I design automation systems that actually work and keep your business running 24/7.
✅ WhatsApp + Make automation setup
✅MAKE Google Sheets data logging and management
✅MAKE CRM integration
✅ Email automation + follow-up Make workflows
✅ MAKE Social media and ad automation (Facebook, Instagram, LinkedIn)
✅MAKE API connections and custom webhook setup
✅MAKE Error handling and scenario optimization
✅ MAKE Automation troubleshooting and performance audit
✅MAKE Data mapping and reporting dashboards
✅MAKE Full workflow documentation and support
Whether you’re managing clients, marketing, or operations. I’ll help you turn repetitive tasks into seamless, hands-free processes using Makecom
💡 With my support, you can expect:
✅ Reliable Make automations that never miss a step
✅ Clean data across all platforms
✅ Time saved every single day
✅ Clear workflow design and reporting
✅ Expert support that grows with your business
I also work with other integration tools such as Zapier, n8n, and Pabbly Connect so you get flexibility no matter your stack or system.
Let’s make your business run smoother, smarter, and faster with MAKE automations that work as hard as you do.
Message me and let’s get started today 🚀
𝐊𝐄𝐘 𝐒𝐊𝐈𝐋𝐋𝐒
Makecom automation setup, Makeworkflow optimization, automation consulting, API integration, Google Sheets automation, WhatsApp automation, CRM integration, HubSpot automation, Make Airtable automation, Make webhook setup, Make scenario design, Make troubleshooting, Make Zapier integration, n8n workflow creation, automation strategy, Make digital workflow optimization,Make marketing automation, Make automation scalability planning, Makecom expert services Makecom automation setup, Make workflow optimization, Make automation consulting, Make API integration, Make Google Sheets automation, Make WhatsApp automation, Make CRM integration, Make data synchronization, Make webhook setup, Make scenario design, Make troubleshooting, Make automation maintenance, Make digital workflow optimization, make data transformation, make clio sync, make crm sync, make ai agent, make modules, Make scenerios
PROFILE KEYWORDS:
#MakeExpert #MakeIntegromatSpecialist #MakeAutomation #MakeAutomationConsultant #MakeWorkflowAutomation #MakeBusinessAutomation #MakeSmallBusinessAutomation #MakeScenarioBuilder #MakeDataIntegration #MakeCRMIntegration #MakeGoogleSheetsAutomation #MakeWebhook #MakeScenarioOptimization #MarketingAutomation #ZapierAlternative #IntegromatAutomation #MakeAPIAutomation #BusinessWorkflow #AutomationAudit #AutomationSetup #AutomationExpert #MakeConsultant #MakeImplementation #AutomationSystemDesign #MakeIntegration #MakeDeveloper #WorkflowDesign #AutomationStrategy #AutomationSupport #n8nAutomation #PabblyAutomation #MakeErrorHandling #MakeAdvancedAutomation #AutomationSolutions #DigitalProcessAutomation #MakeOperationsAutomation #AutomationEfficiency #BusinessProcessOptimization #MakeWorkflowExpert #MakeExpert #IntegromatSpecialist #MakeAutomation #MakeAutomationConsultant #WorkflowAutomation #BusinessAutomation #SmallBusinessAutomation #AgencyAutomation #MakeScenarioBuilder #DataIntegration #CRMIntegration #GoogleSheetsAutomation #MakeWebhook #MakeScenarioOptimization #MakeMarketingAutomation #MakeZapierAlternative #IntegromatAutomation #MakeAPIAutomation #MakeBusinessWorkflow #MakeAutomationAudit #MakeAutomationSetup #MakeAutomationExpert #MakeConsultant #MakeImplementation #MakeAutomationSystemDesign #MakeIntegration #MakeDeveloper #MakeWorkflowDesign #MakeAutomationStrategy #MakeAutomationSupport #n8nAutomation #PabblyAutomation #integromat #Zapier #MakeScenario
Adeola A.
has worked
.
$45/hr
94%
Job Success
$100K+ earned
Available now
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Hello there,
I am a certified no code/automations/web developer with extensive Experience in Make, Python, Zapier, Integromat, ChatGPT, OpenAI and API.
I have vast experience in Zapier, Integromat(Make) Platform, automation, data flows through scenarios, Functions, Scheduling, Triggers, Iterators/Aggregators, HTTP/SOAP/XML/JSON modules to connect Apps. I've extensively worked with automation solutions like Zapier, Integromat and have integrated them to a range of CRMs. I have done Automations in Emails, Hubspot, Twilio, Google Sheets, Airtable, Salesforce, Excels, Pipedrive, Notion, Monday.com, Surveymonkey, JotForms, Asana/Trello, Slack and Many Others. I am highly Skilled in MEAN and Mern Stack, PHP, Python, REST API, Webhooks, MySQL, and GIT. I have extensive experience on CMS like Wordpress, Shopify and more.
For hubspot
I have worked on Hubspot Landing Page
Hubspot CRM
Hubspot Leads
Hubspot Email Marketing
Hubspot API and Much More.
+ Databases: MySQL, MS SQL, SQLite, Postgresql, NoSQL, MongoDB, Core data
+ Ruby on Rails, Grunt/Gems/Spree/HAML/Capistrano/Rspec/Bundler/Rake, Python/Django/Flask/
+ Strong QA and Application Design skills.
+ Web Scraping, Web Development/Customization, Speed Optimization of Websites.
I am a skilled developer in developing Chrome extensions using JavaScript Frameworks for personal and commercial use.
My advantages are:
— every day reports about progress;
— well commented enterprise-ready source code
— ultra-fast response time;
— all tasks are recorded to the Issue Tracking system.
Client satisfaction is my main Objective. So whatever will be the requirements according to my skills, I always complete the tasks within the specified Time interval and on reliable cost.
please get in touch.
Regards,
Manas.
Manas B.
has worked
.
$40/hr
100%
Job Success
$10K+ earned
Available now
Offers consultations
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Looking for an AI Automation Expert who can build more than just workflows?
I'm an AI Consultant and Automation Engineer specializing in AI Automation, AI Agents, Workflow Automation, Business Process Automation, CRM Automation, API Integrations, and custom AI systems that help businesses scale operations without increasing headcount.
Over the past few years, I've designed and implemented AI automation systems for companies in legal services, finance, SaaS, e-commerce, logistics, lead generation, digital marketing, and enterprise organizations.
Projects I've built include:
- AI Agents powered by OpenAI
- AI document generation systems
- Business valuation automation for law firms
- Automated lead generation and cold outreach systems
- CRM automation using HubSpot, Zoho, Pipedrive, and custom workflows
- Executive dashboards and business intelligence platforms
- Knowledge management systems
- API integrations between multiple business applications
- Google Workspace automation
- Airtable, Slack, Notion, and Google Sheets automation
- Internal AI assistants trained on company knowledge
- Sales and marketing automation
My typical tech stack includes OpenAI, ChatGPT, Claude, Gemini, n8n, Make, Zapier, Google Apps Script, JavaScript, Python, APIs, Webhooks, Airtable, Notion, Slack, Google Workspace, HubSpot, Salesforce, Zoho CRM, Shopify, Supabase, and other modern business tools.
When working together, you can expect:
- AI solutions designed around your business instead of generic templates
- Clean and scalable automation architecture
- Reliable API integrations
- Clear communication throughout the project
- Documentation and walkthrough videos
- Long-term support when needed
Although my Upwork profile is still growing, every public review I've received is 5 stars, and I've included video testimonials from clients in my Portfolio section so you can hear directly about their experience working with me.
Whether you need an AI Agent, n8n workflow, Make automation, CRM automation, API integration, lead generation system, ChatGPT integration, OpenAI implementation, or a complete AI-powered operational workflow, I'd be happy to discuss your project.
Yassir A.
has worked
.
Associated with
Systemify Automation
$4K+
earned
$30/hr
91%
Job Success
$20K+ earned
Available now
Offers consultations
Start of list.
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𝐘𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬𝐧'𝐭 𝐛𝐫𝐨𝐤𝐞𝐧. 𝐘𝐨𝐮𝐫 𝐬𝐲𝐬𝐭𝐞𝐦 𝐢𝐬.
I build Notion-powered Business Operating Systems, custom-architected workspaces where AI Agents handle the research, CRM pipelines manage your leads, and your team finally has one source of truth instead of five.
With Notion 3.4, I now build autonomous AI Agents natively inside your workspace: agents that run market research sprints, enrich your database records, draft communications, and audit your data without needing a third-party AI tool bolted on the side.
I'm a Certified Notion Consultant and Systems Builder I’ve engineered 50+ workspaces for founders, agencies, and high-growth startups, consultants, and service-based businesses . I don’t just deliver templates; I build scalable infrastructure that reclaims 10–20 hours of your team’s week. create scalable workspaces that improve visibility, automate workflows, and centralize operations.
My focus is not simply building templates. I design business systems that help teams save time, improve accountability, and operate more efficiently.
𝐖𝐇𝐀𝐓 𝐈 𝐁𝐔𝐈𝐋𝐃
———————
✦ Notion AI Agents & Automations (Notion 3.4 native, Zapier, Make, n8n)
✦ Custom CRM Systems — lead tracking, pipelines, follow-up automation
✦ Business Operating Systems (BOS) — full workspace architecture
✦ Client Portals — secure, branded, shared workspaces
✦ Second Brain & Knowledge Management systems
✦ Project Management Systems — task tracking, KPI dashboards, team views
✦ Database Architecture — relations, rollups, complex formulas, filtered views
✦ SOP Libraries & Team Wikis
✦ Notion API + Webhook Automations
✦ Migrations — Airtable, ClickUp, Asana, Trello → Notion
My process starts with understanding how your business operates. From there, I design the underlying database structure, workflows, relationships, automations, and reporting systems before creating a clean, intuitive user experience your team will actually adopt.
Clients typically work with me when they need to:
• Eliminate repetitive manual work
• Improve team collaboration
• Centralize business information
• Create visibility across projects and operations
• Build a scalable CRM system
• Reduce tool overload and software costs
• Improve onboarding and documentation
𝐌𝐘 𝐏𝐑𝐎𝐂𝐄𝐒𝐒
————————
1. Audit — I review your current tools, workflows, and pain points
2. Design — I map your custom Notion architecture before building anything
3. Build — Full workspace with databases, views, automations, and dashboards
4. Handoff — Loom walkthrough + live call so your team can run it independently
5. Support — I don't disappear. I stick around to make sure everything works.
🔗 𝐀𝐔𝐓𝐎𝐌𝐀𝐓𝐈𝐎𝐍 &𝐈𝐍𝐓𝐄𝐆𝐑𝐀𝐓𝐈𝐎𝐍
———————————————
I go beyond Notion by connecting your tools into one seamless system:
✦ Notion + Zapier + Make + n8n automation
✦ Google Sheets, Excel & API integrations
✦ CRM systems (ClickUp, Airtable, Monday, GoHighLevel)
✦ Automated workflows for leads, onboarding, and operations
𝐓𝐎𝐎𝐋𝐒 & 𝐈𝐍𝐓𝐄𝐆𝐑𝐀𝐓𝐈𝐎𝐍𝐒
———————————
Notion · Zapier · Make · n8n · Notion API · Google Workspace · Slack · Calendly · Typeform · Airtable · ClickUp · Asana · HubSpot
𝐖𝐇𝐎 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇
—————————
Founders, agencies, coaches, consultants, and operations teams who are done managing their business across five disconnected tools. If it's a mess, I'll fix it — and build something that actually gets used.
𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐆𝐄𝐓: 𝐒𝐎𝐋𝐔𝐓𝐈𝐎𝐍𝐒 𝐓𝐇𝐀𝐓 𝐃𝐑𝐈𝐕𝐄 𝐑𝐎𝐈
————————————————————
✅ Engineering-First Builds: I architect the logic (Relations, Formulas, Workers API) first, then layer on a clean UX your team will actually love.
✅ Automated CRM & Lead Tracking: Integrated with Make com, Zapier, or n8n to trigger follow-ups automatically.
✅ Secure Client Portals: Branded, professional hubs for onboarding and file sharing.
✅ Expert Migrations: Flawless data transfer from Airtable, ClickUp, or Trello without losing history.
✅ Advanced Dashboards: Real-time Number Charts and KPI tracking for financial clarity.
𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐒𝐓𝐎𝐏 𝐓𝐇𝐄 𝐎𝐕𝐄𝐑𝐖𝐇𝐄𝐋𝐌?
————————————————
Whether you need a complete Notion operating system, a custom CRM, workflow automation, or a workspace audit, I can help you build a system that supports growth instead of slowing it down.
A 15-minute Discovery Strategy Call is the only thing standing between your current chaos and a calm, high-performing workspace.
Click "Message" and let’s turn your Notion into your most valuable employee.
Notion expert, Notion consultant, Notion architect,
Patricia A.
has worked
.
$15/hr
100%
Job Success
Available now
Offers consultations
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AI Automation Engineer | Make com • n8n • AI Agents • API Integration
Businesses don't need more software, they need systems that make their existing tools work together intelligently. As an AI Automation Engineer, I architect automation ecosystems using Make com, n8n, AI Agents, and custom API integrations that eliminate repetitive work, streamline operations, and give teams more time to focus on growth.
My work focuses on Make com automation, n8n automation, Zapier workflows, OpenAI API, ChatGPT, Claude, Claude Code, Airtable, Google Sheets, Webhooks, REST APIs, Python, JavaScript, and custom API integrations.
Upwork’s profile insight highlights my strength in building and improving automation systems for lead management, business process automation, workflow optimization, webhook integrations, and operational efficiency. This means I don’t just connect apps together, I build systems that reduce manual work, improve accuracy, and help businesses run faster.
WHAT I CAN HELP YOU BUILD
• Build AI Agents with Make com, n8n, and OpenAI to qualify leads, automate support, and book appointments 24/7.
• Automate lead capture, CRM automation, and follow-up workflows using Make com, n8n, API Integration, and Webhooks.
• Connect Airtable, Google Sheets, HubSpot, HighLevel, Shopify, and other business tools through seamless API Integration.
• Build AI Automation systems that streamline onboarding, payments, reporting, email automation, and business operations.
• Design scalable Workflow Automation and Business Process Automation systems tailored to your unique business needs.
• Debug, optimize, and rebuild Make com, n8n, Zapier, and API-driven workflows for maximum reliab
SYSTEMS I BUILD
✔ Lead capture → AI processing → CRM update → follow-up automation
✔ Make com and n8n workflows with routing, filtering, and error handling
✔ AI Agent systems powered by ChatGPT, OpenAI API, Claude, and other AI platforms
✔ API Integration between tools that do not connect natively
✔ Airtable and Google Sheets backend systems for structured data workflows
✔ CRM automation for HighLevel, HubSpot, Airtable, and Google Sheets
✔ Email automation and lead follow-up systems
✔ Business process automation systems that reduce manual work and improve speed
✔ AI-powered workflow systems for sales, marketing, operations, and admin tasks
CORE EXPERTISE
AI Automation & AI Agents
I build AI-powered workflows and AI agents that can classify data, extract information, route leads, trigger actions, respond to users, and support decision-based business processes.
Make com & n8n Automation
I create clean, scalable workflow automation using Make com and n8n. This includes multi-step automations, advanced logic, filters, routers, webhooks, error handling, and full system optimization.
API Integration & Webhooks
I connect your tools using API Integration, REST APIs, Webhooks, and custom endpoints. If two platforms do not connect naturally, I can build the automation bridge between them.
Automation Debugging & Optimization
If your Make com, n8n, or Zapier workflow is broken, slow, messy, or unreliable, I can fix it, rebuild it, and optimize it into a clean system that is easier to manage.
TOOLS I WORK WITH
Make com, n8n, Zapier, Airtable, Google Sheets, HighLevel, HubSpot, OpenAI API, ChatGPT, Claude, Claude Code, Webhooks, REST APIs, Python, JavaScript, Gmail, Slack, Trello, Notion, Typeform, Jotform, Calendly, and other business tools.
COMMON PROBLEMS I SOLVE
• Manual tasks taking too much time
• Leads not entering the CRM correctly
• Slow lead response and missed follow-ups
• Disconnected tools and broken workflows
• Messy Airtable or Google Sheets systems
• Broken Make com, n8n, or Zapier automations
• AI workflows that need better structure and reliability
• Repetitive operations that should be automated
• Business processes that need cleaner automation logic
RESULTS YOU CAN EXPECT
• Save hours every week through automation
• Faster lead response and better follow-up systems
• Cleaner CRM and data workflows
• Reduced manual errors
• Connected tools through API Integration
• Scalable AI Automation systems built around your business process
• Reliable workflows that are clean, structured, and easy to maintain
BEST FIT CLIENTS
I work best with founders, agencies, coaches, SaaS businesses, real estate teams, marketing teams, and service businesses that want to replace manual work with reliable automation systems.
Send me your workflow, tools, or automation problem, and I’ll help you turn it into a reliable system using AI Automation, Make com, n8n, API Integration, and AI Agents.
🔧 EXPERTISE:
AI Automation | Make com | n8n | Zapier | API Integration | AI Agents | ChatGPT Integration | OpenAI API | Claude | Claude Code | Workflow Automation | Webhooks | CRM Automation | Lead Management Automation | Airtable | Google Sheets | No-Code Development | LLM Implementation | Database Design | Digital Workers | Business Process Automation
Joseph A.
has worked
.
$48.5/hr
100%
Job Success
$10K+ earned
Available now
Offers consultations
Start of list.
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Hey, I'm Louie 👋 I build automation systems that capture lost revenue and eliminate manual work for businesses.
→ 100+ inbound calls/month handled by an AI voice receptionist
→ Hours saved weekly with AI-powered OCR reading for a dental clinic
→ B2B email outreach fully automated into Pipedrive CRM
The longer version...
→ Built an intelligent voicemail system for a real estate agency that answers every call 24/7, qualifies the caller, and forwards sales-ready leads — capturing 100+ calls per month that used to go to voicemail.
→ Building AI voice agents for a 350-person AI event — outbound confirmation calls, live demo on stage, and post-event follow-up sequences all running automatically.
→ Automated lead intake for a therapy clinic — every web form and email enquiry now logged and organised instantly, replacing hours of manual data entry each week.
→ Built a social media lead detection system that scrapes X and LinkedIn for buying signals, enriches the leads, and delivers qualified prospects straight to the sales team.
→ Created an AI-powered content pipeline that takes podcast transcripts and automatically generates blogs, LinkedIn posts, newsletters, and tweets — fully hands-off.
Here's my approach:
I don't just connect tools and call it a day. I build systems that think — whether that's qualifying leads with AI voice, detecting buying signals on social media, turning raw content into ready-to-publish posts or even just basic data entry.
The goal is always the same: automate the boring stuff so you can focus on what actually grows your business.
I work primarily with n8n and Make for automation and Retell for voice AI, but I'm tool-agnostic, whatever gets you the result is what I'll use.
What makes working with me different:
I don't overcomplicate things. There's a lot of hype in AI & automation right now, and most of it doesn't actually save you time or money. I focus on boring, practical automations that work not shiny tools that sound impressive but don't deliver.
Communication. I've seen too many automation projects fall apart because of miscommunication or unrealistic expectations. I keep you in the loop, explain things in plain English, and make sure we're aligned every step of the way. You'll never wonder where your project stands.
I also don't stop until it works. If I don't meet the deliverables we agree on, you get a full refund simple as that.
If you're a small business owner drowning in repetitive work, missing leads, or spending hours on tasks that could run themselves, let's talk.
Louie E.
has worked
.
$40/hr
100%
Job Success
$20K+ earned
Available now
Offers consultations
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Give me your messiest manual process — I'll turn it into a system that runs 24/7 without you lifting a finger. That's my guarantee.
I'm Vishal. With 17+ years in IT and the last 6 years dedicated entirely to AI automation, I build systems that actually stick — not just demos that look good and break in week two.
100% Job Success Score | $20K+ Earned | Every project delivered on time.
If your team is buried in spreadsheets, drowning in repetitive tasks, or losing hours to work that a machine should handle — I'll fix that. No massive dev team needed.
What I've delivered:
✅ Saved a SaaS client 40+ hours/week by building an AI-powered data review pipeline — human error dropped to zero
✅ Deployed an AI chatbot agent that qualified 300+ leads/month automatically for a B2B business — sales team now only talks to ready buyers
✅ Automated an entire real estate CRM end-to-end with n8n — every lead, update & follow-up now syncs with zero manual input
What I build:
⚙️ n8n Workflows that replace entire manual processes
🤖 AI Agents that think, decide & act autonomously
💬 AI Chatbots for sales, support & lead generation
🔗 CRM & API Integrations — everything synced, nothing missed
📊 End-to-End Automation Systems for agencies & startups
My systems pay for themselves — fast.
I don't just connect apps. I map your actual business logic first — where time bleeds, where errors creep in, where humans are doing a machine's job. Then I build around that.
🔧 Tech Stack:
n8n · Make · Zapier · OpenAI API · LangChain · Python · Pinecone · REST APIs · Google Cloud · CRM Integrations
Send me an invite and I'll personally review your workflow and show you exactly where automation can save you the most time.
Vishal R.
has worked
.
Associated with
Ariedge Private Limited
$10K+
earned
$185/hr
100%
Job Success
$300K+ earned
Start of list.
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Hi,
Please allow me to share this comment that my FinTech client Pristine kindly left me, about "understanding our business and mastering the tools...".
Renaud, former President of Pristine Finance, wrote:
"Louis has the rare quality of both understanding our business and mastering the IT tools we are using such as make.com, salesforce and google workspace. In addition to his excellent communication skills. It is a pleasure working with him !"
I have been analyzing and automating business processes for years.
Now I focus on this area that some clients repeatedly asked for: automatically analyzing hundreds or thousands incoming invoices that arrive at their company, with AI.
For those clients, the usual OCR solutions and standard AI prompting where not reliable enough.
We worked together, and thanks to specific project steps and AI training, we achieved an accuracy rate of
99.5% invoices successfully analyzed, plus error management mechanisms.
Here are examples where I implemented such a system, that showed its efficiency with complex invoice formats:
a. Electricity:
Invoices from multiple electricity suppliers / specific "Delivery Point" fields.
b. Construction:
Real estate 6- or 7-figure project invoices / specific "Cumulative Work" fields.
c. Canadian taxes:
Canadian medical equipment invoices / 3 specific non-systematic tax fields.
d. … And many more formats were successfully tested, including table data and unstructured data.
And now, what can we do together?
I support you in implementing "Invoice Analysis with AI" in 3 simple steps:
1. Light proof of concept:
. Manually feeding some of Your sample invoices into my standard AI analysis tool, and verify feasibility / quality results via light AI tuning (Google AI or OpenAI)
2. Integration and AI learning
. Interfacing the AI with your tools inputs and outputs (Xero or Zoho Books etc., Google Sheets, APIs and Webhooks, Emailing, etc.)
. Testing and ensuring AI learning using Your real invoice samples.
3. Full production Deployment:
. Connecting the tool to production data flows, setting up operational procedures and quality monitoring.
. Optionally, helping you to have your teams transition to this new processes.
My job is to listen to you, to understand your processes, and to build the best "Invoice Analysis with AI" system for your environment.
In terms of automation tools,
I'm a MAKE.COM OFFICIAL PARTNER, benefiting from their highest Support level.
My activity is promoted by Make.com: check url make.com/en/partners-directory/bourgarel-conseil.
With that tried-and-tested "Invoice Analysis with AI" project, say goodbye to manual data entry and let your team focus on high-value tasks!
And you, what is your project, and what is your business ambition?
Louis
Keywords:
Complex invoices, Xero, Zoho Books, QuickBooks, FreshBooks, Sage, Odoo, NetSuite, MS Dynamics, Google Sheets, Google Drive, Airtable, API, Webhooks, Emailing, OpenAI GPT-4o, Google Vertex Gemini, Claude, Prompt & prompting, migration, SaaS
_ Don't settle for anything less than the highest standards, and fuel your company with the power of AI & Automations! _
Louis B.
has worked
.
$43.98/hr
100%
Job Success
$200+ earned
Offers consultations
Start of list.
End of list.
I've saved clients $500K+ through automation — including $400K/yr for a sportswear manufacturer and $20K/month for a trucking company.
I'm Jacob. I help companies get more business and stop bleeding money on the backend — through workflow automation, CRM builds, and cold email lead generation systems. I've worked with sportswear manufacturers, trucking companies, gyms, e-commerce brands, cybersecurity firms, sports marketing agencies, and timber suppliers across Australia and beyond.
"Jacob built us an Airtable operations system that the entire team uses... saving over $400K in air freight surcharges in that financial year."
— Sportswear Manufacturing Client
"Jacob has saved me a huge amount of time and stress... now I can focus on growing the business instead of being stuck working in it."
— Gym & Fitness Client
"We were impressed with Jacob from the start. He clearly explained the process, which gave us confidence and reassurance early on."
— Sports Marketing Agency
We're likely a great fit if you're thinking:
- "We've grown, but our systems haven't kept up"
- "We're losing opportunities to chaos and it's hurting our reputation"
- "I know what needs doing — I just don't have time to build it"
- "We need qualified leads, not just more manual outreach"
Here's what I build:
- Cold email lead generation — automated outreach that sources, qualifies, and books meetings. A sports marketing agency added $35K of pipeline in their first month.
- CRM builds & optimisation — custom workflows in Airtable, ClickUp, and Monday that eliminate manual data entry and give you real visibility over your ops.
- Workflow automation — connecting your apps, automating approvals, and cutting the admin that's quietly costing you a full-time hire.
- AI-enhanced systems — lead scoring, onboarding automation, and smart pipelines using Make, N8N, and AI tools your team will actually use.
What puts me apart:
- I translate your business problem into the right technical solution — not just whatever you asked for
- Every system ships with walkthrough documentation so your team can actually use it
- I only take on projects I'm confident I can deliver ROI on
- Fast responses, regular updates, no going dark
Next steps:
1. Check my portfolio and reviews below
2. Send me a quick message about your project
3. We'll have a no-pressure chat to make sure I can genuinely move the needle for you
Look forward to meeting you!
Jacob A.
has worked
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