What’s still being done manually that shouldn’t be? and how much time is your team spending chasing updates, managing follow-ups, and moving data between systems?
I’m Paulyne, a CRM and AI Automation Specialist. I help sales, customer success, and operations teams connect their tools, automate repetitive work, and make sure leads, follow-ups, and customer requests are handled on time.
I build workflow automation and business process automation for lead management, sales pipelines, reporting, dashboards, document processing, and day-to-day operations.
The goal is simple: less manual work, cleaner data, better visibility, and systems your team can actually rely on.
*Automated document processing
Compliance team was manually entering 20+ fields from credit dispute PDFs into its CRM. I built a SharePoint and OCR workflow that extracts and validates the data, creates the case, attaches the original PDF, links it to the correct customer account, and checks for duplicates.
New-case notifications are automatically sent to the distribution list for human review.
Result: $2,000 saved in onboarding costs and $4,000 monthly software subscription for API
*AI-powered lead generation
A sales representative was spending a full day each week researching prospects. I automated targeted searches, website data collection, AI lead scoring, Apollo enrichment, and weekly reporting.
Result: 200 qualified leads with decision-maker contact details prepared each week.
*Lead and sales pipeline automation
12+ connected CRM workflows for lead outreach, opportunity follow-ups, proposals, contracts, no-show recovery, dormant lead re-engagement, reply detection, meeting reminders, and automatic CRM updates.
The workflows stop or adjust when a lead replies, books a meeting, or changes status. Business-hour controls also prevent automated emails from being sent outside working hours, on weekends, or during holidays.
Result: 30% Booked meetings weekly, consistent follow-up, and fewer opportunities missed due to delayed or poorly timed outreach.
*Dashboards and operational reporting
A team was spending two hours manually preparing reports and tracking onboarding. I built dashboards and reporting workflows covering pipeline health, overdue actions, at-risk accounts, renewals, customer engagement, and onboarding milestones.
Result: Reporting time reduced from 1.5 hours to 15 minutes.
My Tech Stack:
-CRM: Salesforce Sales Cloud (SOQL, REST API, Flow, Cases, ContentVersion), GoHighLevel, HubSpot, Airtable, ClickUp, Notion
-Microsoft 365: SharePoint, Outlook, Graph API, Teams, OneDrive, Power Automate, Calendar
-Google Workspace: Gmail, Google Sheets, Google Docs, Drive, Calendar, Apps Script, Looker Studio
-AI & LLMs: OpenAI, Anthropic Claude, prompt engineering, AI reply classification, lead scoring Document Processing: OCR, custom field parsers, Jina web scraper, Brave Search API
-Lead & Enrichment: -----------, LinkedIn Sales Navigator, Calendly
-Communication: Outlook, Slack, SMS, Teams
-Languages: JavaScript, JSON, SOQL, Python
Practices: idempotency, error handling, dedup guards, webhook design, process documentation
Before I build anything, I learn how your business works, your tools, processes, pain points, and where work slows down.
The more I understand your operations, the better I can build a system that fits your team.
If you’re ready to spend less time chasing updates, managing repetitive work, and fixing disconnected systems, let’s connect. I’ll build the workflows that keep your operations running so you can focus on growing the business.
