I will set up your monday CRM and project management workflow with automation
Business Automation Specialist AI Agents CRM Workflows
About this Gig
STOP LOSING LEADS AND START CLOSING ON AUTOPILOT.
Is your Monday.com setup just a glorified spreadsheet? Most businesses use 10% of the platform; I build the 90% that drives revenue.
THE PROBLEM
Manual entry and forgotten follow-ups cost you money. Whether in Real Estate, E-commerce, or SaaS, you don't need "more boards," you need a Business Operating System.
WHAT I BUILD FOR YOU:
- Sales Ecosystem: Custom Lead, Deal, & Contact management.
- Workflow Automation: Auto-assignment, SMS/Email triggers, & Lead Scoring.
- The "Invisible Bridge": Integration via n8n, Make, or Zapier to connect Monday with Gmail, Shopify, Slack, or custom APIs.
- Document Automation: (Premium) Auto-generate invoices/contracts with E-sign.
- Executive Dashboards: Real-time ROI, team capacity, and revenue tracking.
WHY CHOOSE ME?
By combining my developer-level skills in GenAI & n8n, I understand the logic and APIs behind the software. I ensure your system is robust, secure, and scalable.
THE PROCESS:
- Discovery: We map your process & bottlenecks.
- Architecture: I build boards & automation logic.
- Refinement: Testing with your real data.
- Launch: Recorded walkthrough for your team
Software:
Monday
Other Software Management Services I Offer
FAQ
Can you migrate my data from Excel/HubSpot?
Yes, I ensure a clean migration without losing any lead history.
Do I need a specific Monday plan?
For most automations, the Pro plan is recommended.
Is it custom to my industry?
I tailor the stages to your specific sales cycle.
Why should I use n8n instead of Zapier?
Zapier charges per "task," which can cost you hundreds of dollars a month as you scale. I specialize in n8n, a more powerful automation tool that allows for complex logic and significantly lower recurring costs. I build systems that pay for themselves by saving you on subscription "taxes."
Will I need to stay in touch during the build?
Yes. Great systems require clear logic. I typically provide a brief initial discovery form. For Standard/Premium tiers, I also provide a custom-recorded video walkthrough at delivery so you and your team know exactly how to manage the system.
Is my data secure during the process?
Security is my priority. I use official API keys and secure webhook protocols. I never store your customer data on my own servers; I simply build the "pipes" that move it safely between your authorized platforms.
Do you offer support if something breaks later?
I don’t just "build and bolt." My Standard package includes 7 days of support, and my Premium package includes 14 days of priority technical support. If an automation I built has a glitch, I’ll fix it. For long-term peace of mind, we can also discuss a monthly maintenance retainer.
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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S steveharvey28

Australia
Working with Hasaif was a great experience. They clearly know what they’re doing with Monday.com and built a clean, well-organized system that fits my requirements perfectly. Communication was smooth throughout the project, and I appreciated the regular updates. They also handled everything professionally...
$100-$200
Price
7 days
Duration
H 
Seller's Response
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
S steveharvey28

Australia
Working with Hasaif was a great experience. They clearly know what they’re doing with Monday.com and built a clean, well-organized system that fits my requirements perfectly. Communication was smooth throughout the project, and I appreciated the regular updates. They also handled everything professionally...
$100-$200
Price
7 days
Duration
H 
Seller's Response
Helpful?
