James Bardi

I help businesses streamline workflows using tools like Airtable, Zapier, Make.com (Integromat), Monday.com, Trello, and Google Workspace.

With certifications in:

• ✅ Airtable Builder & Admin
• ✅ Monday.com Dashboards
• ✅ Workflow Automation Best Practices

I design custom workflows that:

• Save time
• Reduce human error
• Scale business processes

Whether you're managing CRM, lead tracking, internal approvals, or project workflows, I’ve got you covered.

📌 Airtable Expert — Design Custom Databases For:

• Project & task tracking
• CRM & lead management
• Inventory & asset management

📌 Workflow Automations — Using Zapier & Make.com To Integrate Tools Like:

• Gmail, Google Sheets, Slack, HubSpot
• Airtable, Trello, Notion, Calendly, Typeform

📌 Monday.com Setup & Optimization:

• Team collaboration workflows
• Process automation
• Marketing & content pipelines

📌 HubSpot CRM Setup & Automation:

• Lead generation & nurturing
• Automated sales pipelines
• Contact segmentation & task reminders

📌 Dashboard Design:

• Visual dashboards and performance reports
• KPI tracking for clear, data-driven decisions
• Airtable (Base design, linked records, formulas, automations)
• Zapier & Make.com (No-code integrations & automations)
• Monday.com (Board setup, workflow design, automation rules)
• HubSpot (CRM configuration, workflows, pipeline automation)
• Google Workspace (Sheets, Docs, Gmail automations)
• Slack (Team alerts, workflow triggers)
• Notion (Docs, wikis, project planning)
• Trello (Kanban boards for project management)

1️⃣ Clean, scalable systems that eliminate manual work

2️⃣ Seamless, no-code integrations between business tools

3️⃣ Clear communication, fast delivery, and ongoing support

4️⃣ Step-by-step workflow planning that brings clarity to chaos

Whether you need a one-time setup, long-term support, or a team training partner, I’m ready to bring clarity, automation, and efficiency to your business.