You will get Workflow Audit + monday com/Zapier/Make Setup (Save 20+ Hours/Week)


Project details
Overwhelmed by repetitive tasks that keep your team from focusing on more important work? I help businesses simplify their operations through workflow audits, CRM automation, and business process automation setups designed to reduce busywork, improve efficiency, and support better project management.
As a Monday Ambassador, I create custom workflow automation and task automation systems using Monday, Zapier, and Make to help teams save time on data entry, approvals, reminders, CRM updates, email communication, and other administrative support tasks. I also build tailored boards and dashboards that align with your specific bottlenecks, so your project workflows feel more organized, easier to manage, and better connected to your customer relationship management process.
This service includes a full process audit, a custom Monday setup, automation implementation, a results report, a training session, and support to make sure everything runs smoothly after launch. The goal is to help you reclaim valuable time, improve task coordination, strengthen customer relationship management, and get better results from your project management software and business operations.
As a Monday Ambassador, I create custom workflow automation and task automation systems using Monday, Zapier, and Make to help teams save time on data entry, approvals, reminders, CRM updates, email communication, and other administrative support tasks. I also build tailored boards and dashboards that align with your specific bottlenecks, so your project workflows feel more organized, easier to manage, and better connected to your customer relationship management process.
This service includes a full process audit, a custom Monday setup, automation implementation, a results report, a training session, and support to make sure everything runs smoothly after launch. The goal is to help you reclaim valuable time, improve task coordination, strengthen customer relationship management, and get better results from your project management software and business operations.
Purpose
BusinessIndustry
Arts & Design, Ecommerce, Financial Services, Lifestyle, Marketing & Advertising, Medical & Pharmaceutical, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$97
|
Standard
$247
|
Advanced
$497
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Optional add-ons
You can add these on the next page.
Extra Integration
(+ 2 Days)
+$97Frequently asked questions
18 reviews
(16)
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This project doesn't have any reviews.
ZA
Zabeth A.
Dec 4, 2025
Monday.com and Google Sheets Integration Specialist
Great job. Would recommend!
MA
Mary A.
Dec 2, 2025
Monday.com CRM Board Setup for Small Business
Awesome experience. Super fast, and thorough — I’ll definitely be working with Perpetua again!
VT
Vikas T.
May 5, 2025
Need someone urgent to map the pandadoc fields in monday.com
Okay, so found a SCAMMER here on this platform. I haven't thought that I would write this for someone someday, but if there is a negative rating option here, I will give that. Pepertua is a very ill-mannered freelancer, I don't know who gave her this tag of freelancer. She behaved very badly with me and asked personal questions about my business. She used very bad and arrogant words in our conversation, still I haven't said anything to her because my work is my priority. She is very disrespectful. Beware of her. Don't waste your time with her because I don't know what Ego she had; she didn't have skills as well as manners. She even asked you to beg in front of her if you needed any urgent work to be done. I request that Upwork take care of such scenarios and report these kinds of freelancers. She doesn't even deserve to be here. Such a bad experience for me, I hope I don't face any such situations in the future.
VE
Vivian E.
Mar 22, 2025
Quick Monday.com Task
Pepertua has excellent Monday.com skills and communicated clearly throughout the project. She delivered exactly what I needed in a timely manner. Great job
ZK
Zalmy K.
Dec 10, 2024
Monday.com Revamp
Great experience and Pepertua was fast!
About Pepertua
Workflow Automation and CRM specialist
100%
Job Success
Lagos Island, Nigeria - 11:08 am local time
I help founders, executives, and growing teams run smoother operations and cleaner CRMs as your Project Manager, CRM Automation Specialist, and Workflow Automation Expert. 100% Job Success Score.
You need someone who can organize your CRM, your project workflows, and your day-to-day operations without constant oversight. You need clear processes, automations that actually work, and someone who spots gaps before they slow you down. That’s the work I do every day.
What I’ve delivered for clients:
Built and optimized Monday CRM and Monday setups for sales and operations teams — cleaner pipelines, clearer reporting, and fewer manual updates
Designed CRM automation and workflow management systems using Zapier and Make — automating lead capture, follow-ups, and task creation
Provided ongoing project management and operations management software support — tracking deliverables, managing timelines, and keeping teams aligned
Cleaned up messy CRM software (including HubSpot and Salesforce CRM) — deduplication, field fixes, and better data hygiene so reports can be trusted
What I bring to the table:
CRM & Automation:
CRM setup, CRM optimization, and CRM development
CRM automation, marketing automation, and lead generation support
Workflow design, project workflows, and task automation
Project & Operations:
Project management, project tracking, and project workflows
Operations management software setup and cleanup
API integration and software integration for smoother daily operations
Tools I use daily:
Monday, Monday CRM, Zapier, Make, HubSpot, Salesforce CRM, Airtable, ClickUp, Asana, Trello, Notion, Google Workspace, and more.
You’ll get the most out of working with me if you want a proactive partner who communicates actively to understand your business processes, then designs and implements solutions that match your vision — while still being able to think on their feet and adapt as we go.
Message me and let’s talk about what you need handled.
Virtual Assistant | Executive Assistant | Project Manager | CRM Automation Specialist | Workflow Automation Expert | CRM Software | CRM Development | CRM Setup | CRM Optimization | Monday | Monday CRM | Zapier | Make | Automation | Workflow Management | Project Workflows | Operations Management Software | API Integration | Software Integration | HubSpot | Salesforce CRM | Airtable | ClickUp | Asana | Trello | Notion | Google Workspace | Lead Generation | Marketing Automation | Project Management | Project Tracking | Task Automation | Data Hygiene | Process Improvement | SOP Creation | Team Coordination
Steps for completing your project
After purchasing the project, send requirements so Pepertua can start the project.
Delivery time starts when Pepertua receives requirements from you.
Pepertua works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff
Requirements review + audit starts
Audit Complete
Full report + recommendations