Felipe H.

I design and deploy end-to-end automated business systems that connect CRM, operations, and financial reporting, eliminating manual bottlenecks and giving founders real-time visibility over their margins. I build robust, scalable architectures integrating Make (Integromat), Airtable, Notion, and AI APIs (Gemini, Claude, GPT) to streamline operations and cut overhead. Core Systems I Build & Optimize: - AI Lead Triage & Qualification Engines: Instant capture via Tally/Typeform → programmatic AI lead scoring and financial evaluation → auto-drafted contextual outreach → high-priority team alerts. - Automated Client Onboarding & Fulfillment Pipelines: Instant transition from CRM "Closed-Won" → dynamic contract generation (Google Docs) → centralized client file repositories (Google Drive) → synced project workspaces (Notion/ClickUp). - Real-Time Financial Reconciliation & Margin Tracking: Automated transaction routing → dynamic gateway fee and operational cost calculations → real-time net margin tracking and executive KPI alerts. Technical Stack & Toolkit: - Automation & Integration: Make (Integromat), Webhooks, REST APIs, JSON/XML parsing. - Databases & Workspaces: Airtable (Relational design & formulas), Notion, Google Sheets, MS Excel (VBA/Macros). - AI & Logic: Gemini API, OpenAI API, Anthropic API, Prompt Engineering. - Ecosystem Tools: Google Workspace, Tally.so, Slack, Stripe/Payment Webhooks. Why Work With Me: 1. Rigorous Analytical Foundation: Undergraduate background in Financial Engineering; I build systems with data integrity, unit economics, and business margins at the core. 2. C1 Advanced English: Clear, direct asynchronous communication and detailed technical documentation. 3. Speed & System Reliability: Fast execution with built-in error handling and zero unnecessary software bloat. Whether you need a custom onboarding workflow, an automated pipeline connecting your tools, or a full operational audit, let’s discuss your current bottlenecks and build a scalable system.