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Operations Systems

Monday.com, ClickUp, Airtable and Xero systems that run onboarding, projects and invoicing from one place, with automated handoffs, approvals and live dashboards.

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⭐ Featured·Operations Systems

Full Operations Automation for UK Property Consultancy

End-to-end operations system for a UK property consultancy — Monday.com as the central hub, Xero for accounting, and Make.com as the automation engine. One status change creates a fully formatted Xero quote or invoice instantly.

Monday.comXeroMake.comXero API+2
★ 5.0/5.0⏱ 8 weeks
Full Operations Automation for UK Property Consultancy
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Xero Setup & API Integration for UK Property Consultancy
Operations Systems

Xero Setup & API Integration for UK Property Consultancy

Full Xero implementation for a UK property consultancy — account configuration, custom branding theme, bank reconciliation rules, API-driven invoice and quote creation, contact sync, and payroll setup.

4 weeks 5.0/5.0
XeroXero Accounting APIMake.com+2
Healthcare Operations System in Monday.com
Operations Systems

Healthcare Operations System in Monday.com

End-to-end operations system for a healthcare company in Monday.com — 5 phase physician onboarding boards, automated stage progression, executive sign-off gates, and live leadership dashboard.

4 weeks 5.0/5.0
Monday.comMonday AutomationsDashboard+1
ClickUp Agency Workspace & Automated Client Onboarding
Operations Systems

ClickUp Agency Workspace & Automated Client Onboarding

ClickUp workspace and automated client onboarding for a B2B marketing agency — 4 role-separated spaces, form-triggered onboarding, and reusable templates that set up a new client in under a minute.

2 weeks 5.0/5.0
ClickUpClickUp AutomationsForm Triggers+1
⭐ Featured·Operations Systems

Client Portal with Softr & Airtable

Custom client portal built on Softr and Airtable — clients log in to view project status, access documents, and track deliverables in real time, synced automatically via Zapier.

SoftrAirtableZapierAPI Integration
★ 4.8/5.0
Client Portal with Softr & Airtable
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I take on a limited number of projects each month. If you have something to automate, let's talk.

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