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Elaisa L. — Mid-Level Workflow Automation Specialist from Philippines

Elaisa L.

Mid-Level Workflow Automation Specialist

Philippines No experience yet 1500 - 10000 USD per month
Actively lookingNew to Platform
Languages
EnglishTagalog
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About

AI Automation Specialist | Workflow & CRM Systems Builder

I help businesses eliminate repetitive manual work by building automated systems for lead management, CRM, appointment booking, and payment processing. Using Zapier (including AI by Zapier), Claude, Notion, Tally, HubSpot, and Google Workspace, I design workflows that route leads automatically, keep CRM records accurate, and connect your tools so nothing falls through the cracks.

I don't just follow instructions on what to automate, I look at the manual process first, find where time is actually being lost, and build a system that fixes it. Every workflow I build is documented, so it keeps running smoothly even without me hovering over it.

What I can build for you:

✅ Lead intake, qualification, and automated routing

✅ CRM automation and data sync

✅ Appointment booking and dispatch workflows

✅ Payment tracking and receipt automation

✅ AI-assisted workflow design using Claude

Based in Cebu, Philippines. Available full-time, remote. Let's talk about the process that's eating up your team's time.

Why hire me

I don't just implement automation tools I diagnose the actual bottleneck first, then build the system that removes it. In my work, that's meant designing lead-routing workflows that eliminate manual review, CRM automations that keep records accurate without anyone re-entering data, and booking/dispatch pipelines that keep a whole team in sync during high-volume periods. Every system I build is documented, so it doesn't break or become a mystery the moment I hand it off. I also treat AI tools as part of the build process, not just a chatbot on the side I use Claude to map out workflow logic, node by node, before I ever touch the automation platform, which means fewer broken workflows and faster iteration. What I bring isn't just "I know Zapier" it's the habit of looking at a messy manual process and seeing the repeatable system underneath it, then building that system so it keeps running without me babysitting it.

Experience

  • Workflow Automation & Business Systems Specialist

    Independent Projects · 2026 — Present
    Created practical workflow automation systems for lead management and customer intake, focusing on CRM processes, payment tracking, and administrative tasks. Developed multi-step Zapier workflows to integrate forms, CRM platforms, Google Workspace, Slack, email, and project management tools. Established lead-prioritization and routing logic based on customer information. Designed CRM workflows for new and existing customers. Automated payment tracking and receipt organization to minimize administrative workload. Built customer intake workflows that convert submitted data into structured CRM records and follow-up communications. Verified automation reliability through testing, identifying limitations, and revising processes as necessary. Documented workflow logic and produced Loom walkthroughs for improved project understanding.
  • Senior Frontline Support as Outbound Caller

    Xtendops · 2023 — 2023
    • Managed outbound customer interactions focused on customer retention, subscription renewals, and account engagement. • Communicated renewal offers, promotional options, and relevant solutions based on customer needs. • Handled customer concerns and provided clear, timely support throughout customer interactions. • Maintained accurate customer information and followed structured processes to manage outreach and follow-up. • Developed practical experience in customer communication, lead engagement, follow-up processes, and understanding customer needs.
  • Customer Service / Technical Support Representative

    TTEC — Verizon · 2021 — 2022
    • Assisted customers and store representatives with technical concerns, account issues, and billing-related inquiries. • Troubleshot customer issues by identifying problems, gathering relevant information, and providing appropriate solutions. • Managed customer concerns through clear, professional communication while following established processes and procedures. • Handled multiple customer requests efficiently while maintaining accurate information and attention to detail. • Developed practical experience in problem-solving, process adherence, customer communication, and handling operational workflows.
  • Customer Service / Technical Support Representative

    Concentrix — Google Account · 2018 — 2021
    • Assisted customers with account concerns, billing-related questions, and service inquiries. • Troubleshot customer issues and provided appropriate solutions based on their needs. • Handled customer interactions professionally while following established processes and procedures. • Maintained accurate customer information and managed multiple requests efficiently. • Developed practical experience in customer communication, problem-solving, process adherence, and customer support operations.

Skills & Expertise

Education

  • Bachelor of Science in Criminology
    University of Cebu – Main Campus · — — 2024

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