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HR Automation & Integration Specialist

PeopleCore HR • Freelance

Nov 2025 - Nov 2025 • 0 mos

Worked closely with an HR team to improve and streamline their hiring and employee onboarding operations by connecting the key platforms they relied on for recruitment, record management, payroll preparation, and internal communication. Their existing process involved a lot of manual data transfer between tools like Greenhouse, BambooHR, Gusto, Google Drive, and Slack, which often led to delays, duplicated entries, and gaps in communication between teams. I started by reviewing their full hiring and onboarding workflow to understand how candidate information moved from application to employee setup. From there, I identified inefficiencies such as repeated manual input, lack of real-time updates, and disconnected systems that slowed down onboarding and increased the risk of errors. Using Zapier, I designed and implemented a structured automation system that connected Greenhouse with BambooHR, ensuring that once a candidate was marked as hired, their information was automatically transferred and organized within the HR system. I also built workflows to trigger follow-up actions, including document creation and storage in Google Drive, internal notifications via Slack, and preparation steps for payroll processing in Gusto. In addition, I organized the onboarding flow to ensure each stage was clearly defined and automated where possible, reducing the need for manual intervention while maintaining accuracy and control. The setup was designed to be practical, scalable, and easy for the HR team to manage independently. As a result, the company experienced a faster, more reliable onboarding process, improved team coordination, and a significant reduction in administrative workload. This allowed the HR team to focus more on employee experience and strategic tasks rather than repetitive operational work.

Project Management Automation Consultant

TaskFlow Studio • Freelance

Sep 2025 - Sep 2025 • 0 mos

Supported a fast-growing team in optimizing how tasks, requests, and internal updates were managed across their day-to-day operations. The team was relying on multiple tools including ClickUp, Airtable, Gmail, and Slack, but most of their workflow depended heavily on manual coordination, which led to delays, missed updates, and inconsistent task tracking. I began by auditing their existing process to fully understand how information moved between team members and systems. This allowed me to identify key bottlenecks such as delayed task creation, lack of real-time notifications, and repeated manual data entry. Based on these insights, I designed and implemented a structured automation system using Zapier to seamlessly connect their core tools and eliminate unnecessary manual steps. I built automated workflows that ensured every new request triggered the right actions instantly. This included automatic task creation in ClickUp, structured data updates in Airtable, real-time Slack notifications for team visibility, and Gmail-triggered workflows for incoming requests. I also configured smart workflow rules for task assignment, status progression, and deadline reminders, ensuring that projects moved consistently without requiring constant manual follow-up. In addition, I focused on making the system easy to manage and scalable as the business grows, organizing the automation logic in a way that the team could easily understand and maintain. The result was a more efficient, reliable, and transparent workflow that significantly reduced repetitive admin work, improved response time, and allowed the team to focus more on high-value tasks instead of routine coordination. This transformation gave the business a streamlined project management system with better organization, improved accountability, and a smoother overall operational flow.

Zapier Automation Specialist

ClearBridge Finance • Freelance

Jul 2025 - Jul 2025 • 0 mos

Worked with a finance team to improve how payment records, expenses, and reporting data moved across their business tools. My responsibility was to connect their existing systems and remove repetitive manual work that was slowing down operations. I mapped out the workflow between Stripe, QuickBooks, Expensify, and Google Sheets, then built Zapier automations to handle transaction updates, expense routing, and internal record synchronization. I also structured the automation logic to reduce entry errors, improve reporting consistency, and make financial data easier for the team to track. The result was a smoother accounting workflow with faster processing and better visibility across day-to-day finance activities.