Winnie S

Airtable Automation Specialist -Project Management Dashboard

OptimEyes AI • Freelance

Jan 2026 - Jan 2026 • 0 mos

I designed a custom project management system using Airtable to help a client track tasks, manage deadlines, and improve team coordination. The system was built to centralize project data and automate routine tracking processes: • Created a structured Airtable base to manage tasks, deadlines, team assignments, and project status. • Implemented automation for task updates and reminders to ensure deadlines are consistently met. • Built notification workflows to keep team members informed of task progress and changes. • Developed a reporting dashboard to provide clear visibility into project performance and overall progress. This solution improved organization, enhanced team accountability, and reduced the need for manual project tracking.

Lead Qualification & CRM Workflow

SaleCore • Freelance

Nov 2025 - Dec 2025 • 1 mo

I built an AI lead qualification and CRM automation system to help a client streamline their acquisition and followup process. The workflow was designed to capture, analyze, and route leads efficiently without manual intervention: • Integrated a Perspective funnel with Zapier to automatically capture incoming lead data and responses to qualifying questions. • Used AI by Zapier to analyze and structure key information such as goals, financial position, and primary concerns. • Connected the processed data to LeadConnector (GoHighLevel), ensuring each lead is accurately recorded and organized within the CRM. • Implemented automated workflow triggers to place leads into the appropriate follow-up and nurturing sequences based on their qualification level. This system improved lead quality, reduced manual review time, and enabled a more structured, data-driven approach to client acquisition.

ClickUp and Airtable Workflow Systems

Automat-IT • Freelance

Aug 2025 - Aug 2025 • 0 mos

I designed and implemented a multi-platform automation system to streamline task tracking, file organization, and team communication. The workflow was built to connect project management and data systems into one synchronized process: • Integrated ClickUp with Airtable to automatically track and update task data across both platforms in real time. • Developed automation to create structured folders in Google Drive based on task activity, improving file organization and accessibility. • Set up email notifications to keep team members informed of task updates and progress without manual followups. • Built the entire system using Make.com, ensuring smooth data flow and reliable execution across all connected tools. This solution reduced administrative workload, improved project visibility, and enabled the client’s team to stay aligned with minimal manual effort.