Contractor - Automation Specialist / Workflow Engineer (No-Code + SaaS Integrations)

3 days ago

India HYYV Remote Work Freelance Full time

We are looking for a highly skilled Automation Specialist to design, build, and deploy an end-to-end automation system that streamlines our back-office operations. The role focuses on integrating tools like Slack, Pipedrive, DocuSign, Google Workspace, PropertyMe/MRI, BGL Simple Fund 360, and ClickFunnels/GoHighLevel into a seamless workflow.

The goal is simple: replace manual admin processes with reliable automations that "just work" — while meeting compliance standards.

Key Responsibilities:

  • Design and implement document automations (receipts, contracts, audit packs, authority forms).
  • Build Slack command workflows (/receipt, /contract, /auditpack, etc.) for one-click actions.
  • Configure and optimize Pipedrive CRM (fields, automations, deal stages).
  • Automate document generation (Google Docs → PDF → email → Drive storage).
  • Integrate DocuSign for seamless e-signature workflows.
  • Automate onboarding workflows for Property Management tools (PropertyMe/MRI).
  • Route leads from funnels (ClickFunnels/GoHighLevel) and classify them via AI.
  • Build compliance workflows (intake checklists, missing-doc reminders, SLA trackers).
  • Develop dashboards & reporting for KPIs, marketing attribution, and pipeline tracking.
  • Ensure all workflows follow security, compliance, and reliability standards (AU privacy, SMSF).
  • Provide documentation, diagrams, and runbooks, plus training for internal users.

Requirements:

  • Proven experience with no-code automation platforms (Make.com/Integromat, Zapier, n8n, etc.).
  • Strong knowledge of Slack integrations and app workflows.
  • Experience with CRM automation (Pipedrive preferred).
  • Familiarity with Google Workspace automation (Docs, Drive, Sheets).
  • Knowledge of DocuSign API/integration.
  • Ability to integrate with Property Management tools (PropertyMe/MRI) & BGL Simple Fund 360.
  • Understanding of compliance-sensitive workflows (finance, property, or legal).
  • Ops/Systems mindset: able to map messy business processes into structured workflows.
  • Strong communication skills, excellent documentation habits.

Nice to Have:

  • Experience with AI-driven automations (lead classification, knowledge bots).
  • Familiarity with Australian property or SMSF compliance.
  • Prior experience building error handling + monitoring dashboards.

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