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Automation
Automation Systems
CRM email campaigns, automated invoicing, and workflow automations replacing repetitive manual work.
Role
Operations Executive and automation developer
Timeline
Apr 2026 – Aug 2026
Context
Patterns LLC, two US-based client accounts
Status
Delivered.
Make.comZapierHousecall ProGoHighLevelGemini
Overview
CRM email campaigns, automated invoicing, and workflow automations replacing repetitive manual work.
Problem
Repetitive manual operations: client communication, invoicing, and account management.
What I built
- Automated promotional and notification emails through CRMs to 100+ clients at a time.
- Automated invoicing and supporting workflow automations.
- A landing site.
Architecture
Trigger → Make.com/Zapier scenarios → CRM and email actions.
Key technical decisions
Challenges and how I solved them
Outcome
Bulk campaigns to 100+ clients at once; invoicing no longer manual.