Automated Workflow Engineer

2 days ago


Kanpur, Uttar Pradesh, India beBeeAutomation Remote Work Freelance Full time ₹ 90,00,000 - ₹ 1,20,00,000
Automation Specialist Job Description

We are seeking a 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.

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


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