I lead a team of senior Airtable architects and integration specialists. We work with Zapier, Make, Stacker, Twilio, Calendly, Typeform, the eBay API, and a lot more in between. Between the team, we hold certifications in Excel, SharePoint, MS SQL, Airtable, Notion, Make, ClickUp, and Softr. But certifications aside — what actually drives our work is figuring out what a client really needs, not just what they're asking for. My background is in Business and Marketing. That combination with hands-on technical experience means I spend a lot of time asking the right questions before touching a single tool. Our stack: DB: Airtable · Notion · Monday · ClickUp Automation: Make · Zapier · n8n App builders: Softr · Stacker · Bubble · Retool · Lovable · Replit AI: ChatGPT · Flowise · Gemini · Perplexity · SynthFlow · Newo CRMs: GHL · HubSpot · Zoho · Clay · Apollo Other: QuickBooks · Twilio · OpenPhone · Typeform · and anything with an API A few things worth mentioning: Built a proprietary business process automation solution using Airtable as the engine Deep experience with e-commerce integrations and omnichannel sync Done plenty of CRM integrations — including for our own internal systems Built custom Zapier and Make apps, not just standard workflows Created DataStudio dashboards for sales and marketing analysis Extensive background in messaging automation We're based in Palo Alto with team members distributed globally, so time zones aren't a blocker. The goal is simple: become a reliable partner, build what actually works, and leave you with a solid foundation to grow on.

I specialize in building custom applications and relational databases that actually map to how your business runs. With over nine years of experience spanning technical development and project operations, my focus is on replacing manual bottlenecks with clean, automated infrastructure. Instead of just managing projects, I build the systems that allow them to run efficiently. 💡Core capabilities: ✅Advanced Airtable Development: Designing complex databases, writing custom JavaScript for data parsing, and building dynamic interfaces tailored to specific workflows. ✅Workflow Automation: Seamlessly connecting Airtable with external tools like Zapier, Make, HubSpot, Slack, and native APIs to eliminate manual data entry. ✅AI Integration: Wiring AI models (GPT, Claude, Gemini) directly into your databases and crafting precise, systematic prompts for automated data analysis and content generation. ✅Technical Project Management: Applying Agile methodologies and deep business analysis to keep deployments on track, mitigate risks, and coordinate cross-functional teams. I prioritize scalable, bulletproof systems over quick fixes. If you have a workflow that feels too manual or a database that isn't pulling its weight, send me a message. I'd be happy to take a look under the hood of your current setup and discuss how we can optimize it.

If your team is running on scattered spreadsheets or a half-built Notion or Airtable setup that nobody fully understands - I can fix that. I build clean, practical systems for small businesses and early-stage teams. And I specialize in making them work on free or low-cost plans. No "you'll need to upgrade for this" - I use formulas, buttons, and logic to get you as close to fully automated as possible without forcing you into a subscription you don't need. Not sure exactly what you need? That's fine. If you have a problem that's making work annoying or slow, I can define the problem and the solution for you - not just build what you describe. What I typically deliver: 1. Airtable or Notion systems for operations, project tracking, CRM, or hiring 2. Workflow automation using your existing tools 3. Clean documentation so your team isn't dependent on me after handover 4. Honest scoping - I'll tell you what you actually need, not what costs more I work across Notion, Airtable, and similar platforms - the logic transfers and I adapt to whatever you're already using. I've worked as a client SPOC managing up to 10 clients simultaneously and as a team lead, so I understand how to communicate, deliver, and handle pressure.

☎️ Responsive | ⭐ Reliable & Quality Work | 🧠 Critical Problem Solving Airtable expert and AI Implementation architect. I combine technical skills with consultative problem-solving: asking the right questions, uncovering opportunities, and learning your business as if it were my own, to build better solutions. I design Airtable as the foundation, then layer on Make and n8n to connect your tools, and AI to do the actual work. Across the Claude stack — Claude, Claude Code, Cowork, Hermes, and OpenClaw — I build systems that go beyond chat: production scripts and custom interfaces, autonomous desktop agents, and always-on assistants that run workflows, monitor inboxes, and act across your apps 24/7. The result: operations that save time, reduce errors, and scale with your business. WHAT YOU CAN EXPECT WORKING WITH ME: • Quick, clear communication (I’m highly responsive) • A consultant’s mindset with a developer’s skillset • Systems built not just to “work,” but to truly improve how your business runs Looking forward to working with you! Joe

Welcome to my profile, and thank you for stopping by! I specialize in no-code and low-code automation that helps businesses streamline workflows, eliminate repetitive tasks, and boost efficiency. Whether you're a startup, solo entrepreneur, or established company, I can help you connect your favorite tools and automate your business processes using platforms like: 🔧 Tools I work with: • Zapier – Build robust workflows to connect your apps • Make (Integromat) – Cplex lomogic and advanced automation • n8n – Self-hosted, open-source workflows • Airtable – Smart databases and backends for apps and automation • Google Sheets, Slack, Gmail, Webhooks, Trello, Notion, and many more 💡 What I can do for you: • Automate lead capture and follow-ups • Connect and sync data between apps (CRM, marketing, email, forms, etc.) • Build dashboards and backends using Airtable and interfaces • Create scalable automation systems with error handling and logging • Optimize and troubleshoot existing automations ✅ Why hire me? • Fast, scalable solutions tailored to your business • Clear communication and end-to-end support • Affordable pricing and top-quality delivery • Always focused on saving you time, money, and manual effort If you're looking for a professional who can bridge the gap between tools and tasks without writing heavy code, you're in the right place! Let’s automate your workflow and take your productivity to the next level. Feel free to reach out with your ideas or questions. I’m here to help! Looking forward to working together :)

I design workflow automation systems that reclaim 15–25 hours weekly for businesses while boosting revenue through streamlined processes, unified tools, and organized data. Your business doesn’t need another software subscription. You need systems that connect what you already have. I focus on CRM automation, workflow optimization, and operations management using Airtable, ClickUp, Notion, Monday, and integration platforms like Make, Zapier, and n8n. From sales pipeline automation to project workflows and full business process automation, I turn scattered operations into cohesive, automated systems your team can rely on daily. Services I've Delivered: Marketing Agency Client Onboarding: The Agency was juggling client onboarding across emails, Google Sheets, and Slack. Over 20 hours weekly lost chasing information and following up on incomplete steps. The Solution: Created integrated Airtable + Zapier workflow automation connecting forms, CRM, Gmail, and Slack with intelligent task routing and progress tracking. The Impact: Recovered 20+ hours per week, zero manual reminders needed, 100% completion rate on all onboarding sequences. Real Estate Lead Operations: The Real Estate team had 200+ property listings managed in fragmented spreadsheets. Average 4-hour lead response time with constant data entry mistakes causing client frustration. The Solution: Built centralized Airtable CRM featuring automated lead distribution, Gmail sync, and instant Slack alerts for team coordination. The Impact: Slashed data entry by 90%, brought response time down to 45 minutes (88% improvement), strengthened client relationships by 50%. SaaS Sales Pipeline Acceleration: The business had High-value leads getting lost between form submission and sales outreach due to disconnected handoff processes. The Solution: Engineered automated capture flow (Typeform → Airtable → HubSpot) with API integration and real-time sales team notifications. The Impact: Sales response speed increased 60%, qualified lead conversion jumped 35%. Coaching Business Admin Overhaul: Business coach buried under 15+ weekly hours of administrative support: intake processes, scheduling coordination, client communications, file management. The Solution: Deployed comprehensive business process automation (Tally → Airtable → Gmail → Slack → Google Drive) handling the complete client journey. The Impact: Admin workload cut by 80%, 12+ hours returned weekly, clients receiving instant confirmations and better experience. Healthcare Patient Processing: Medical clinic overwhelmed by paper forms, duplicate data entry, and scheduling mishaps creating patient delays and staff burnout. The Solution: Implemented digital intake workflow automation with validation logic, smart scheduling, and centralized data management. The Impact: Paperwork reduced 40%, scheduling conflicts eliminated entirely, patient processing accelerated 55%. What I Build: CRM & Revenue Systems Pipeline architecture, Lead distribution, Performance dashboards, Deal tracking, Revenue forecasting, Analytics dashboards, CRM automation, Performance scorecards. Customer databases. Operations & Project Delivery: Request intake, Task automation, Workflow logic, Document management, Progress tracking, Team scheduling, ClickUp environments, Monday frameworks. Integration & Automation Infrastructure: Make builders, Zapier connections, n8n workflows, API integrations, webhook handling, form automation, cross-platform data syncing. Business Intelligence & Dashboards: Leadership KPIs, team metrics, real-time reporting, filtered views, revenue insights, permission-controlled dashboards. Database Development & Transitions: System architecture, data cleanup, platform migrations, validation rules, exception handling, documentation, staff enablement. Virtual Assistance Automation: Inbox management, Calendar coordination, Task delegation, File organization, Communication routing, Scheduling automation, Team coordination workflows Technology Stack: Airtable, ClickUp, Monday, Notion, Make (Integromat), Zapier, n8n, HubSpot, Slack, Google Sheets, Microsoft Excel, Gmail, Google Drive, Tally, Typeform, Asana, Trello, Jotform, Google Forms, APIs, Webhooks,Outlook. Measurable Results Achieved: ✓ 20+ hours reclaimed weekly by eliminating manual onboarding ✓ 90% reduction in data entry across large databases ✓ 88% faster lead response times ✓ 80% drop in administrative workload ✓ 60% increase in sales velocity ✓ Zero dropped steps through fully automated workflows My Engagement Approach: Understanding Phase: Deep dive into your processes to identify friction points and high-impact automation opportunities. Structured Rollout: Clear system architecture, phased deployment, transparent updates. Knowledge Transfer: Documentation, video walkthroughs, and team training so you stay in control. Click "Invite to Job", or message me with your operational challenge, Airtable Expert, Airtable Consultant, Airtable Specialist

I architect Make, Airtable, and Monday systems for agencies, clinics, and ops-heavy teams — 110+ shipped, Top Rated on Upwork, Make Advanced certified. The kind of automation that runs in production for years, not the demo that breaks in week three. What I build: - Operations workflows — onboarding, task routing, SOPs turned into automations, internal dashboards - Lead & sales systems — CRM setup, lead capture, pipeline automation, follow-up sequences that don't drop the ball - Accounting & finance flows — invoicing automation, recurring reports, clean data sync between your CRM and books - AI integrations — AI agents inside your CRM, automated email triage, document processing, custom GPT/Claude workflows that handle real work My core stack: Make, Airtable, and Monday — three tools I've shipped 50+ projects on. I'm also fluent in Zapier, HubSpot, GoHighLevel, Asana, ClickUp, Notion, Pipedrive, and most modern CRMs and PM tools. When a client's needs outgrow no-code, I build custom AI apps, lightweight SaaS, and websites to round out the system. Industries I've automated for: - Creative & Marketing Agencies - Healthcare & Clinics - Transportation and Logistics - Nonprofit Donor Management - Rental Property Management - E-commerce Order Management - Accounting & Bookkeeping - Real Estate Contract & Escrow - Email Campaign Operations If you're losing hours to manual work, leaking leads between tools, or running your business out of 14 spreadsheets that don't talk to each other — let's talk. I'll map your current workflow and show you exactly where automation pays back fastest. Make · Airtable · Monday · Zapier · HubSpot · GoHighLevel · ClickUp · CRM Automation · Workflow Automation · Business Process Automation · AI Integration · API Integration · Automation · Task Automation · Marketing Automation

Hello, I’m Alex, a digital marketing automation expert with 18 years of experience transforming businesses through cutting-edge automation strategies and data-driven insights. What I can do for you: - Design relational Airtable bases and dashboards that give you real KPI visibility - Automate workflows across your whole stack with Make and n8n - Integrate your tools end-to-end: CRM, forms, e-signing, billing, AI - Map your processes into clear Entity Relationship Diagrams before building, so the system fits how you actually work - Ship MVPs fast when you need to move Core tools: Airtable, Make, n8n, HubSpot, Pipedrive, Salesforce, Zapier, OpenAI & Claude APIs, Stripe, QuickBooks, Xero, DocuSign, Twilio, Bubble, Retool, and most of the no-code/API stack. Industries: legal, logistics/fleet, insurance, real estate, construction, education, and e-commerce. If you've got a process that's eating your team's time, send me the details and I'll tell you exactly how I'd automate it. Additional Expertise Project management with precision Advanced SEO for optimized online visibility Comprehensive web development skills Best regards, Alex

The short version: I'm a no-code developer, AI expert and growth consultant/process engineer. 𝗜𝗻 𝟮𝟬𝟮𝟱 𝗮𝗹𝗼𝗻𝗲, 𝗜 𝗺𝗮𝗱𝗲 𝗨𝗽𝘄𝗼𝗿𝗸 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗼𝘃𝗲𝗿 $𝟭.𝟭𝗠 by setting up lead generation systems, implementing AI & building internal automations. Reach out if you want your biz to run more cost-effectively and to grow through adding tech, not new hires. I've worked with 7-figure agencies, property management firms, national D2C home service businesses, and 𝗕𝗼𝗼𝗸𝗶𝗻𝗴.𝗰𝗼𝗺 hosts. I'm an English native speaker & a clear communicator. Definitely not your everyday freelancer! Ultra business-savvy, process-oriented, and ROI-focused (please check my reviews if you don't trust me on these claims😊) —————————— 👉 𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝗶𝗱 𝗮𝗳𝘁𝗲𝗿 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲: ● "Roger was worth every cent we paid him. In the past months he has literally turned our business operations around (...) he’s taken us places I didn’t even think possible." – Frederik L. (Vivesti), after a $36K project ● "Roger went well beyond what we initially asked for (...) we were able to increase our margins by 30-40%." – Daniel V. (from the video in my portfolio) ● "His work ethic is impeccable, and his ClickUp automation skills are beyond impressive. He really took my operations to the next level." 💁‍♂️ 𝗪𝗵𝗮𝘁 𝗜 𝗹𝗼𝗼𝗸 𝗳𝗼𝗿 𝗶𝗻 𝗮 𝗻𝗲𝘄 𝗰𝗹𝗶𝗲𝗻𝘁: ★ wants best, not cheapest ★ long-term mindset ★ open mind, relaxed attitude ★ values integrity & relationships ★ likes being challenged on how things could be improved 🤝 𝗪𝗲'𝗿𝗲 𝗹𝗶𝗸𝗲𝗹𝘆 𝗮 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝗺𝗮𝘁𝗰𝗵 𝗶𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗮𝘁 $𝟮𝟱𝗞-$𝟱𝟬𝟬𝗞/𝗺𝗼, 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴: ● “We’ve grown, and our systems need to catch up!” ● “We are loosing opportunities to chaos" ● “Our ops are a mess and this is hurting our reputation" ● “It feels I’m too deep in my business to spot inefficiencies” ...or... ● “I kind of know what needs to be done but I’m NOT a tech expert, and I don’t have time to tinker with tools!” ✨ 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝗮 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝗜 𝗱𝗼 𝗶𝗻 𝗹𝗶𝗳𝗲 𝗮𝗻𝗱 𝗮𝗺 (𝘀𝗵𝗮𝗺𝗲𝗹𝗲𝘀𝘀𝗹𝘆) 𝘃𝗲𝗿𝘆 𝗴𝗼𝗼𝗱 𝗮𝘁 ● solving lead gen problems for B2B agencies ● giving founders visibility into processes (think: real-time dashboards, portals) ● enabling scaling through standardizing operations ● cutting down costs through using AI and automation ● training non-technical staff on using AI, to make their work more efficient (and reduce churn) ⭐ 𝗪𝗵𝗮𝘁 𝗽𝘂𝘁𝘀 𝗺𝗲 𝗮𝗽𝗮𝗿𝘁: ● Hands-on business experience from nearly 15 yrs of running my own company & consulting with dozens more ● I focus on building automations that move the needle ($), not just look pretty ● 100% committed to serving Upwork clients (regular updates, fast response time, no going dark for days/weeks) ● I'm proactive, own the outcomes and bring a long-term, growth partner mindset, approaching your biz as if it were my own ● I only take on projects I am certain I can knock out of the park ● All my systems come with walk-through videos 𝗦𝗼𝘂𝗻𝗱𝘀 𝗹𝗶𝗸𝗲 𝗮 𝗳𝗶𝘁? 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽𝘀: 🖥️ Check out my testimonials, portfolio and previous projects on Upwork 🟢 Send me a message with a brief description of your project and why you'd like to work together (or select ‘Invite to Job’) 👨 Let's have a pure-value, no-strings-attached chat about the details (you get to know me and I get to make sure I can deliver ROI before we move forward, no selling on my part) —————————————— 👉 𝗠𝗬 𝗣𝗛𝗜𝗟𝗢𝗦𝗢𝗣𝗛𝗬 & 𝗔𝗣𝗣𝗥𝗢𝗔𝗖𝗛 For me, technology is the great modern-day leveler, and nothing brings me more satisfaction than seeing how my systems empower small teams to do HUGE things, which they deemed impossible – or accessible only past the $10M threshold (side note: the capabilities of Al today are far beyond what most people believe, expect or know how to use!). A common 𝗳𝗮𝗶𝗹𝘂𝗿𝗲 𝗽𝗮𝘁𝘁𝗲𝗿𝗻 I see on Upwork is a combination of (a) clients having Chat GPT scope their projects and then (b) freelancers being only too quick to agree to whatever the job asks for (for fear of loosing the deal), which results in them building something that is inherently NOT what the client would benefit from the most, given their situation. 𝗜 𝘀𝗼𝗹𝘃𝗲 𝗯𝗼𝘁𝗵 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗯𝗲𝗳𝗼𝗿𝗲 𝘄𝗲 𝗲𝘃𝗲𝗻 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 by making sure to understand what you need, not focusing on technical specs. When working with me you can sit back knowing you're getting a person who will take the time to understand what you mean, put it into the wider context of your business, and ensure what we build makes a meaningful impact not only today, but also a year down the road. ——— ℹ️Technology and software I use/build most commonly (not an exhaustive list, by any means): Make, n8n, Zapier, Airtable, ClickUp, Softr, Fillout, Typeform, Stripe, Apify, API integrations, Excel, Lovable, Google Workspace, Monday, Claude Code, CRM Systems, ERP Systems

I am an automation expert who focuses on improving client's business processes. I work on automating manual tasks, integrating and better organizing data sources, and creating dashboards that enable businesses to take complete control of their data . My areas of expertise include Airtable, Google Suite (Google Sheets/Google Forms/Google Docs), automation platforms like Zapier, and programming languages like Apps Script, Python, Javascript, and SQL. My focus is on combining business acumen and tech expertise while ensuring that my products are highly user-friendly and functional.