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I will setup and automate workflow project management monday sales crm ai workflow
sharon J
About this gig
Is your business losing time to messy workflows, scattered data, and manual follow-ups? I will set up, automate, and optimize your Monday.com CRM, sales pipeline, and project management system powered by AI workflows, Make.com, and Zapier.
What I set up for you:
- Monday.com CRM & sales pipeline setup
- Lead tracking, deal stages & contact management
- Custom boards, dashboards & reporting views
- Workflow automation (Monday, Make.com, Zapier)
- AI-powered workflow design & process optimization
- App integrations forms, email, Slack, HubSpot & more
- Project management boards with timeline & kanban views
- Full documentation & team training
My 4-stage process:
1️ Assess understand your business & goals
2️ Build design boards, pipelines & automations
3️ Test quality check every workflow
4️ Train handover with full documentation
Why work with me:
- Specialized in Monday.com CRM & AI workflow automation
- Clean structure, logical flow & long-term scalability
- Systems built to save time, reduce errors & boost visibility
Message me before ordering let's design the right solution for your business.
Let's automate your Monday.com today.
Get to know sharon J
sharon J
AI AUTOMATION IS THE BEST
- FromUnited States
- Member sinceJan 2026
- Avg. response time3 days
Languages
English, Dutch
I'm a Python & AI Automation expert helping businesses save time and scale faster. I build smart workflows, AI agents, web scraping tools, and API integrations using Python, n8n, Make, and Zapier. From automating repetitive tasks to building intelligent systems, I deliver reliable, clean, and scalable solutions focused on real results. Let’s automate your business and boost productivity.
FAQ
What tools do you work with?
I specialize in Monday CRM, Monday.com, Notion, ClickUp, Dubsado, and Make (formerly Integromat). I can also integrate other tools if needed.
Do you offer custom automation workflows?
Yes. Every automation is built specifically for your business process. No templates or one-size-fits-all setups.
Can you fix or optimize an existing automation?
Absolutely. I can audit, improve, or repair broken workflows and make them faster, cleaner, and more reliable.
Do I need a paid plan to get started?
Some automations require paid plans depending on the tool and complexity. I’ll advise you clearly before we start.
Can you connect multiple tools together?
Yes. I can connect your CRM, task manager, forms, email tools, and other apps into one seamless workflow.
Will you explain how everything works after delivery?
Yes. I provide clear documentation or a walkthrough so you can easily manage your system.
is my data secure?
Yes. I follow best practices and only access what’s necessary to complete your automation.
How long does delivery take?
Delivery time depends on complexity, but most projects are completed quickly and efficiently.
Do you provide support after delivery?
Yes. I offer post-delivery support to ensure everything runs smoothly.
Should I contact you before placing an order?
Yes. Messaging me first ensures I fully understand your workflow and deliver the best results.
