Hi! I’m
My recent roles include:
- Managing automated reporting dashboards for appliance repair and inspection teams
- Building booking workflows and customer notifications via Apps Script
- Integrating data across CRMs like GoHighLevel, Service Fusion, and Airtable
- Coordinating inspection schedules for 50+ inspectors and dispatching logistics drivers across the US
I’m passionate about making operations run smoother, smarter, and more scalable.
Experience: 1 - 2 years
I’ve used Airtable to build and manage structured databases for tracking memberships, job submissions, and workflows. I’ve integrated it with Google Sheets, GoHighLevel, Stripe, and custom scripts using webhooks to automate syncing, reporting, and updates. While I often handle more advanced logic with Google Apps Script, Airtable serves as a central hub for organizing data and powering low-code systems across teams.
I’ve used Zapier to automate workflows between platforms like Google Sheets, Gmail, GoHighLevel, and Airtable. I've set up Zaps for syncing CRM data, sending automated notifications, and updating records based on form submissions or webhook triggers. While I primarily use Google Apps Script for deeper logic, I leverage Zapier for quick, no-code integrations that streamline repetitive tasks.
Experience: 5 - 10 years
I use Google Drive daily to organize and manage operations documents, SOPs, automation scripts, and shared folders across teams. I’ve handled structured folder creation via automation (using Apps Script), maintained shared access for dispatch logs, inspector reports, and financial summaries, and integrated Drive with Gmail, Sheets, and third-party platforms like Dropbox and OneDrive. I also built a system to automatically rename and store files based on naming conventions and project timelines.
Experience: Less than 6 months
I’ve used Google Sheets extensively across all my projects—from data tracking and reporting to building automated systems. I’m highly proficient with advanced formulas, pivot tables, conditional formatting, and data validation. I also use Google Apps Script to extend Sheets’ capabilities, such as syncing with external CRMs, processing API data, auto-generating reports, and creating dashboards that support real-time business decisions.
Experience: 1 - 2 years
I’ve used ChatGPT to automate QA scoring for call transcripts, summarize customer data, and assist with generating dynamic email or task responses. I’ve also integrated it with Google Sheets and GoHighLevel via webhook and Apps Script to support reporting and evaluation workflows. This has helped streamline tasks like customer communication, call evaluations, and SOP drafting.
Experience: 1 - 2 years
I’ve used GoHighLevel mainly for setting up webhooks, automating workflows, and syncing contact and membership data with Google Sheets and Airtable. I’ve worked on API-based custom objects, triggered workflows from external tools, and used it in combination with OpenAI for automating QA scoring from call transcripts. While I’m not an expert in GHL’s funnel builder or design tools, I’m confident handling backend automation and integrations within the platform.
Experience: 10+ years
I’ve handled operations across various industries, including logistics, home inspections, and repair services. My role typically involves streamlining workflows, managing schedules, automating reports, setting up SOPs, and integrating tools like Google Sheets, Airtable, and CRMs. I focus on continuous improvement by identifying inefficiencies and implementing systems that save time and reduce errors.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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