Ahmad Rasheed
Business Systems Architect — Operations, Automation & AI
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Designed and deployed a company-wide ClickUp workspace for a 50+ person team covering client onboarding, software development cycles, and cross-team operations. Implemented Scrum methodology into the development workflow and built a multi-layer dashboard architecture providing role-scoped visibility at CEO, Director, Manager, and contributor levels alongside a company-wide strategic roadmap.
Integrated APIs across Email, Cognito Forms, Zoho, ClickUp, and Google Sheets to centralize operational data. Delivered 500+ ClickUp automations and 50+ Zapier automations across 800+ hours of implementation work.
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Optimized existing HubSpot workflows, pipelines, and automations to improve sales efficiency, lead routing, and response times across the organization.
Conducted a full CRM data audit, removing duplicates, standardizing fields, and restoring data quality for reliable automation. Enhanced branded communication templates across WhatsApp, SMS, and email and integrated them into lead follow-up workflows. Set up Twilio for five WhatsApp marketing campaigns with automated nurturing, reminder, and engagement sequences. Improved AI-powered lead scoring and SLA response automation with escalation alerts for overdue leads. Refined KPI dashboards, funnel visualizations, and SLA trackers with automated daily and weekly performance reports. Delivered SOPs, training materials, and live practice sessions ensuring smooth adoption across the sales team
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Designed and implemented a multi-phase digital transformation for a coaching and consulting business, migrating manual workflows into a fully automated ClickUp ecosystem integrated with Make, Xero, Acuity, and Mailchimp.
Built complex Xero invoicing logic with split billing for long-term programs and auto-generated coach purchase orders on client booking. Engineered a scalable Organisation and Cohort hierarchy in ClickUp for bulk participant intake via Google Sheets and automated Google Drive folder creation. Connected website leads, Facebook Lead Ads, and Acuity Scheduling to auto-populate the Sales CRM with Mailchimp follow-up sequences. Developed real-time dashboards tracking Sales, Finance, Delivery, and Assessment metrics across the business. Produced a full SOP and Loom training library that drove 100% team adoption post-go-live.
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Built an end-to-end automation pipeline to extract and structure data from 30,000+ resumes across multiple file formats including PDF, HTML, PNG, JPG, and DOCX.
Used n8n parsing modules for standard files and integrated LlamaIndex for resumes that could not be parsed directly. Applied an OpenAI node to identify and structure key candidate details — first name, last name, phone, email, state, and years of experience — and automated the migration of enriched data into Monday boards for seamless tracking and management.
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