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Fiverr Pro
English
$
USD
I will automate client follow ups with ai and CRM workflows
Alex B.
About this gig
Are client follow-ups, lead notes, or CRM tasks slipping through the cracks?
I build practical CRM follow-up automations that can draft reminders, client updates, task handoffs, and lead notes with AI — while keeping human approval before anything sensitive is sent.
This can help you:
- capture new leads and route them to the right place
- draft follow-up emails or client updates
- create CRM tasks/reminders automatically
- summarize requests or CRM notes
- connect tools like HubSpot, Airtable, Notion, Sheets, Gmail, Slack, n8n, Zapier, Make, and APIs
You get a working workflow, setup notes, and a clear walkthrough so you can actually use the system after delivery.
Message me before ordering with your current tools and the workflow you want to fix. If you are not sure what to automate first, describe the repetitive task and I will help scope the smallest useful version.
Get to know Alex B.
Alex B.
AI Assistants and Workflow Automation
- FromFrance
- Member sinceJul 2024
- Avg. response time1 hour
- Last delivery4 months
Languages
French, English, Spanish, Indonesian, Korean
I build practical AI assistants and automation systems for founders, consultants, agencies, and small teams.
My work focuses on daily business operations: briefs, task triage, draft replies, project updates, CRM/Sheets handoffs, n8n/webhook/API automations, and human approval before sensitive actions.
I work with OpenAI, Claude, Gemini, Python, JavaScript/TypeScript, n8n, APIs, webhooks, Google Sheets, Airtable, Notion, Slack, Telegram, Discord, and CRM tools.
You get a working system, clear setup notes, and a walkthrough so you can actually use it after delivery.
My Portfolio
FAQ
Do I need to know n8n, Zapier, Make, or APIs?
No. You only need to explain what currently happens manually and what result you want. I can recommend the simplest technical setup for your workflow.
Will the AI send messages automatically?
Only if you explicitly want that. For most business workflows, I recommend a safer setup: AI drafts and prepares, then you approve before anything client-facing is sent.
Can you work with my CRM?
Usually yes if your CRM has an API, Zapier/Make/n8n support, webhook support, or a reliable import/export workflow. Message me with the tool name before ordering.
Can you fix an existing broken automation?
Yes, if you can explain the current setup and what is failing. Sometimes rebuilding a clean version is safer than patching a fragile workflow.
What tools can you connect?
Depending on your setup, I can work with tools like HubSpot, Airtable, Notion, Google Sheets, Gmail, Slack, Telegram, Discord, n8n, Zapier, Make, webhooks, and APIs.
What do you need from me?
Your tools, the trigger, the desired result, and one redacted example of the workflow/data. Please do not send passwords or sensitive customer data in Fiverr messages.
What is not included?
Large enterprise systems, unsafe scraping, spam automation, bypassing platform rules, unmanaged autonomous actions, or work that requires storing sensitive credentials insecurely.
Should I message you before ordering?
Yes. A short message helps confirm scope, tools, and the safest package before you place the order.
