Virtual Assistant & Automation Portfolio
Denis
About This Portfolio
This document showcases selected examples of my work as a Virtual Assistant and Workflow Automation Specialist. Each section highlights a specific project or task completed using tools like Zapier, Google Sheets, Airtable, and CRM platforms.
1. Zapier Workflow Automation – Lead Capture & Follow-up
Client: BrightWorks Media
Tools: Typeform, Gmail, Google Sheets, Zapier
Year: 2022
Description:
Created an automated workflow where new Typeform submissions triggered email responses via Gmail and simultaneously logged lead data into a Google Sheet. This eliminated manual entry and reduced response time by 80%.
Sample Workflow Steps:
- Trigger: New Typeform submission
- Action 1: Send confirmation email via Gmail
- Action 2: Append submission data to a Google Sheet
2. CRM Cleanup & Structuring – HubSpot
Client: GreenTech Solutions
Tools: HubSpot CRM, Google Sheets
Year: 2023
Description:
Cleaned and organized over 1,000 contact records in HubSpot. Implemented custom properties, tags, and automated email workflows to streamline sales follow-ups. Exported and structured data in Google Sheets for reporting.
3. Google Sheets Dashboard – Project Tracker
Client: Freelance (Coaches & Consultants)
Tools: Google Sheets
Year: 2023
Description:
Designed a real-time project tracker with task status updates, color-coded progress bars, and automated summary reports using formulas. Shared with clients via Google Drive for collaboration.