Dave

Business Process Automation Developer

Dec 2024 - Present • 1 yr 10 mos

I focus on identifying repetitive business processes and translating them into structured automation workflows. Using Make.com and compatible applications, I work toward simplifying routine operations such as form processing, lead management, internal notifications, data updates, and email-related tasks. My approach begins with understanding the existing process, the applications involved, and the result the business wants to achieve. I then break the process into steps, identify possible triggers and actions, and determine where filters or conditional logic may be useful. This helps ensure that the automation follows the intended sequence rather than simply moving information without considering business rules. I pay attention to workflow structure, field mapping, error handling, and testing. Where suitable, I review the execution history to understand how a scenario behaves and identify areas that may need adjustment. I also aim to keep the workflow understandable so that future changes can be made more easily. The objective is to reduce unnecessary manual work, improve the consistency of routine tasks, and help businesses use their existing tools more effectively. I prioritize practical solutions that match the project's scope and can be verified through appropriate testing before delivery.

API and App Integration Specialist

Sep 2024 - Present • 2 yrs 1 mo

I focus on connecting applications and services through Make.com integrations, supported APIs, and webhooks. My work involves understanding what information needs to move between systems, identifying the available connection method, and configuring the workflow to send or receive data correctly. Depending on the service and access available, integration tasks may involve configuring application connections, mapping request fields, handling responses, transferring structured data, and using supported authentication methods. I also work with webhooks when an application needs to send information to a workflow in response to an event. When troubleshooting an integration, I examine module settings, data structures, response messages, and execution histories to help identify the cause of a failure. I consider common issues such as missing required fields, incorrect mappings, permission problems, and unexpected response formats. I understand that each application has its own capabilities and access requirements, so I confirm technical feasibility before promising a particular integration. I also test the data flow and verify the expected result wherever access permits. My objective is to help compatible applications communicate reliably and reduce the need for repetitive manual data transfers.

CRM Automation Specialist

Sep 2023 - Present • 3 yrs 1 mo

I focus on automating customer relationship management processes so businesses can organize leads, maintain customer records, and respond to incoming enquiries more efficiently. Using Make.com and compatible applications, I design workflows that transfer information between lead forms, spreadsheets, email platforms, and supported CRM systems. My automation work can include capturing new leads, mapping contact details into the correct fields, updating existing records, sending internal notifications, and triggering follow-up tasks when specific conditions are met. I also use filters and conditional logic where appropriate to route different types of enquiries to the correct destination. Data accuracy is an important part of CRM automation. I check that information is mapped correctly, required fields are handled appropriately, and repeated submissions or incomplete records are considered during workflow design. Where possible, I test scenarios using sample records before relying on the automation for routine operations. My aim is to reduce manual data entry, make lead information easier to manage, and help businesses establish more consistent customer follow-up processes. I prioritize workflows that are clear, practical, and suited to the client's existing tools and requirements.