Automated Task-to-Folder Workflow (Asana + Zapier + Google Drive)
This automation organizes task management by automatically organizing files and breaking work into actionable steps.
When a task is updated in Asana, Zapier checks specific conditions using a smart filter. Once the criteria are met, a dedicated Google Drive folder is automatically created for that task, ensuring documents stay organized and easy to access. Finally, a subtask is created in Asana, keeping the workflow structured and ensuring nothing is missed.
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This project focused on building a fully automated sales workflow by integrating Zapier with Pipedrive to streamline lead handling, deal tracking, and follow-ups. I designed automations that captured leads from multiple sources such as forms, ads, and external apps, then instantly pushed them into Pipedrive with the correct deal stages, owners, and custom fields.
Using Zapier logic and filters, leads were automatically tagged, prioritized, and routed based on deal value, source, or sales region. I also automated activity creation, follow-up reminders, and pipeline stage updates to ensure no opportunity was missed.
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This project involved designing and implementing a scalable automation system using GoHighLevel integrated with Zapier to streamline lead management, follow-ups, and internal operations. I connected multiple lead sources (forms, funnels, external apps) into GHL pipelines, ensuring every new lead was automatically tagged, assigned, and enrolled into the correct email and SMS follow-up sequences.
I also automated pipeline stage updates, appointment notifications, task creation, and internal alerts, giving the client real-time visibility across their sales process.
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For this engagement, I completed a full data migration and structuring project, helping a small business consolidate and import their critical data into Airtable from multiple sources — including CSV files, Excel spreadsheets, CRM data from Keap, and financial data from QuickBooks.
I also designed supporting automations that would automatically flag inconsistencies and send alerts when new data is added from external sheets or future imports. Once all records were successfully migrated, I provided intuitive views and filters in Airtable making it easy for the team to sort contacts, view financial entries, and track service history plus documentation so they can maintain accuracy moving forward.