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Operational automation
CRM automation and scoring
An operating system connecting intake, CRM, scoring, matching, review, email, appointments, and document requests.
- Responsibility
- Automation architecture, implementation, and operating documentation
- Period
- 2026
- Client
- Valora Asesores
The problem
The commercial process was distributed across tools, states, and human decisions. The client needed one controlled, auditable route the team could understand and operate.
The solution
I designed the operating architecture, n8n workflows, scoring and matching rules, HubSpot and Airtable synchronization, email templates, security controls, and daily operating documentation.
Outcome
The working dashboard consolidated a normalized base of 35 financial institutions and 89 products, preparing the process for controlled testing, human review, and operational continuity.
What I owned
- Process map and control rules
- n8n workflows and CRM synchronization
- Scoring, matching, and human review
- Intake landing page and safe submission
- Runbooks, backups, and closeout checklist
Deliverables
- Versioned workflows
- Operating dashboard
- Intake landing page
- Email templates
- Delivery and autonomous testing manuals
Technology
n8nHubSpotAirtableREST APIsHTML emailScoring