Pipedrive and MailerLite Sales Automation
A Pipedrive-triggered automation system that updates email campaign membership when sales opportunities change stage.
Portfolio
Proof of systems that scale.
Real projects that show how structured operations and automation drive clarity, control, and growth.
Tidylodge Booking-to-Quote Zapier Workflow
A booking and quotation workflow connecting appointment/order activity with Odoo quotation creation, WhatsApp handoff, and timed follow-up.
Tidylodge Multi-Path Payment Invoice System
A payment automation set for deposits, final balances, and instalment invoice paths across QuickBooks and Zapier.
Tidylodge Insurance Invoice Orchestration
An insurance-focused QuickBooks invoice automation with a dedicated branch for program-specific workflow logic.
Tidylodge Payment Reminder and WhatsApp Flow
Reminder and communication workflows for due dates, overdue invoices, and WhatsApp deposit confirmations.
Make.com Call Logging and Summary Automation
A two-phase Make.com automation system for call recording intake, call logging, summary processing, Google Sheets updates, and Slack notifications.
Airtable Design and Airtable Automation
Designed and implemented a custom Airtable workspace tailored to streamline business operations, centralize data management, and automate repetitive processes. The solution included custom databases, linked records, views, dashboards, and workflow automations that improved team collaboration, reduced manual work, and enhanced reporting accuracy. Integrations were configured to ensure seamless data flow between Airtable and connected business tools.