Systems & Automation Specialist (No-Code Workflows)

**Part-time. Remote. Clay, Notion, reporting, and automations.**

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## The short version

I run a small agency. There's a lot going on behind the client work. Lead lists, outreach, reporting, internal tools, automations. I build most of it myself right now. I've got to the point where I need someone to own it.

This is not an admin or VA role. I need someone who thinks in systems. You look at a process and work it out. When this happens here, that should happen there. And it stays clean while it does.

Do you like taking a messy workflow and making it simple? Then this is a good fit.

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## What the role is

Most of the work is "if this, then that" logic across tools. You also keep the data behind it clean.

A lot of it looks like this. We take raw data. We run it through a chain of checks and steps. We clean it as it goes. Then we send each record to the right place on its own. That's one system. There are more like it. There's the Notion side too, which keeps the work in order. And the reporting side, which keeps the numbers honest.

Here's the key part. This is a build role, not a run role. I've got people who run the day to day. The reports, the outreach, the uploads. What I'm missing is someone who owns the systems under all of that. You design them. You automate them. You fix them when they break. You make them simpler so the team moves faster. You build the machine. You don't turn the handle on it each day.

You don't need to know every tool I use. You need to be the type who can open a new one and work out the logic. That counts more than any tool on your CV.

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## What you'd be doing

The work splits into a few areas. You won't own all of it on day one. But this is the shape of it.

**The outreach system**
- Own the setup in Clay. That's the logic that finds the right people. It adds company data, writes custom lines, then routes each record to the right place.
- Build the checks that keep the data clean. No repeats. No wasted credits.
- Set up the exports. Records should flow into our outreach tools on their own.
- Build the systems behind our shared inbox.

**Notion**
- Build and look after the databases. Clients, briefs, creative, creators, payments.
- Set up the automations, views, and templates. The team then works from one clean system.
- Move data in cleanly. Keep the naming the same throughout.

**Reporting and data**
- Build the pipelines so the numbers pull in clean. Spend, revenue, MER, aMER, and margin. They come fro ---------- ta, Google, and Shopify.
- Look after the Looker Studio dashboards. And the connectors that feed them, like Windsor.ai or Supermetrics.
- Automate the manual steps. No one should redo them by hand each week. The weekly Slack digest is one.

**Automation across tools**
- Build the "if this, then that" logic across Clay, Notion, Sheets, Slack, and the outreach tools. Use Zapier or Make.
- Link the tools so data moves clean. And nothing gets typed in twice.

**Keep it simple and clear**
- Write short guides so each process can be re-done. It shouldn't live in one head.
- Test things well before they go live.
- Spot when a system is too big. Then make it smaller.

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## The kind of person I want

- You think in systems, not tasks.
- You're at ease in tools you've never used.
- You like the logic problem, not just the clicks.
- You spot repeats, gaps, and mess that others miss.
- You'd rather make a thing simpler than bigger.
- You can explain how a system works in plain words.
- You test before you trust.

Read the example up top. Did you think "what's the key, where's the dedupe, how many tables is this"? Then you're the right type.

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## Tools you'd work in

You don't need all of these on day one. But this is the world you'd work in.

- Clay, for lead data and routing
- Notion, for databases and guides
- Zapier or Make, for automation
- Google Sheets and Looker Studio, for reporting. Plus a connector like Windsor.ai or Supermetrics.
- Shopify, Meta, and Google Ads, to pull data. Not to buy media.

Strong logic and the will to learn beat deep skill in one tool.

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## The details

- **Hours:** Starts part-time. Around 10 to 20 hours a week. There's more here than that, so there's real room to grow.
- **Where:** Remote. I work with people across time zones. Where you are isn't the issue. Being reliable and clear is.
- **Pay:** $5 an hour, based on skill. Or we agree a fixed price to build the core systems first.

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## How to apply

Don't send a long cover letter. Send me this.

1. A short note on a system you built or fixed. And what made it work.
2. One tool you'd never used, picked up, and got good with.
3. Your answer to this. The same company shows up as five rows in my list. How would you stop that?

Keep it plain and simple. If you can think clear on that last one, we should talk.