Description

Ready‑to‑deploy automations for no‑code/low‑code platforms that eliminate repetitive work across sales, delivery, and finance.
Included workflows: Lead capture→CRM, client onboarding, invoicing & reminders, weekly ops digest, SLA/incident alerts, data hygiene.
Platforms: Zapier, Make, n8n with JSON/Blueprint files. Connectors for Google Workspace, Slack, Trello/Asana/ClickUp, Airtable/Sheets, HubSpot/Pipedrive, Stripe/QuickBooks.
Implementation: Import blueprint → connect accounts → map fields with provided data dictionary → run tests with retry logic.
KPIs: Hours saved/month, error rate reduction, lead‑to‑kickoff time, DSO improvement.
Security: API key vault guidelines, least‑privilege checklist, logging & rollback instructions.