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Asana CRM Automation for Task Routing and Follow-Up
I built a workflow automation that uses Asana as a CRM-style operations hub for managing service requests, tasks, and follow-up stages.
Problem
Manual task creation and service routing can lead to missed steps, slow follow-up, and messy handoffs.
Solution
I created an automation flow that organizes requests, creates tasks and subtasks, routes work by service type, and updates the team based on status.
What it does
Creates and organizes tasks from incoming requests
Routes work into the correct service stage
Builds subtasks for repeatable steps
Sends follow-up actions based on status
Helps the team see what needs attention next
Tools used
Asana, Zapier, CRM automation, task routing, workflow automation, email and task triggers.
Outcome
This workflow can save admin time, reduce missed steps, and improve follow-up speed for service teams.
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Social Media Lead to CRM Automation
Core Requirement
This Zapier workflow was designed to automate lead capture, follow-ups, and CRM management for businesses generating leads through social media campaigns.
Automation Sequence
The process begins when a prospect submits information through Facebook Lead Ads. Lead details are automatically added to Pipedrive, where a contact and sales deal are created. A welcome email is sent to the lead, while the sales team receives a Slack notification for quick follow-up. The workflow also records lead data in Google Sheets for tracking and reporting. After a three-day delay, a nurture email is delivered to re-engage the prospect. If the lead interacts with the email, the deal stage is automatically updated in Pipedrive to reflect increased interest.
Integration Obstacles
Key challenges included synchronizing lead information across platforms, tracking engagement activity, and maintaining accurate sales records.
Measurable Benefits
The final workflow reduces manual data entry, improves response times, and helps sales teams manage and convert leads more efficiently through automated communication and tracking.
Closing the loop from social click to CRM entry automatically is where most lead funnels break down. Good to see Make and N8N in the stack alongside Zapier. What does the handoff look like when a lead qualifies?
Proud to share my submission for the #configMakeathon 🦋
Design has one job — make people feel something before they think something.
For the #ConfigMakeathon, I built a complete digital campaign experience for Butterfly Conservation's "Britain's Favourite Butterfly" — taking a public vote and transforming it into something people actually want to be part of.
The challenge wasn't technical. It was human. How do you make someone genuinely care about a species they've never noticed? How do you turn conservation data into something personal? How do you design an experience that moves people from passive viewers to active participants?
The answer was architecture — three distinct experiences working as one:
🗳️ Results Explorer — A fully filterable species discovery system built around personality vibes, wing colours, and rarity. Not a leaderboard. A world worth exploring.
🧬 Personality Quiz — A matching experience that gives every user a butterfly identity rooted in real behavioural traits. Flashy. Feisty. Adventurous. Rare. When someone sees themselves in a species, the relationship changes entirely.
🌿 Conservation Narrative — A story-first approach to ecological data that earns its urgency rather than demanding it. The stakes land harder when you already have a favourite.
This is the kind of work I find most meaningful — where design isn't decoration, it's the strategy itself.
🔗 Prototype:Prototype
Built with Figma · Figma Make · MCP
#ConfigMakeathon #Figma #UXDesign #ProductDesign #DesignForGood #ButterflyConservation @Figma @Contra @Contra HQ
Pretty Good!
I present Doodle Fonts, my entry for Config Makeathon.
Making a custom typeface can be very complex and time consuming. Nearly every designer who wants a weird little display font for one project ends up licensing something generic, begging a type designer for a favor, learning a new complex pipeline or quietly giving up. Custom type is gatekept — not by talent, but by tooling. The most personal element of a brand is the one most people aren't allowed to touch.
Doodle Fonts fixes that. It's a font foundry that fits inside a canvas. You draw each glyph — freehand pencil, shapes, a dot grid, whatever feels right — across a full 96-character set covering upper, lower, numbers and punctuation. The whole alphabet renders live as you go, every font is saved to a library with an "X / 96 drawn" progress count, and when you're done you export a real, working, installable OTF font file.
It's built with Figma Make so it runs where designers already live, with Supabase handling auth and storage so your fonts follow you across sessions.
Display and brand type doesn't need PhD-level kerning — it needs personality. Doodle Fonts collapses "learn pro software + lose a weekend" into "doodle for twenty minutes," turning type design from a specialist skill into something anyone on a team can do.
Links to Doodle Fonts:
Everyone keeps telling designers to "just make a custom font." Now they actually can.
Can't wait to see how many fonts get created!
Wow I love this! I've always wanted to moonlight as a type designer...@Carlos Fernandez what's your fav typeface?
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