Get your Monday.com, Asana, ClickUp, or Trello workspace fully automated with Zapier, Make.com, or n8n — streamlined, integrated, and built to save you hours every week.
I Will Set Up and Automate Your Project Management Workflows
A focused 1-hour strategy session to review your workspace, map workflows, and define your automation roadmap.
- 1-hour live consultation session
- Review of current PM workspace (Monday.com, Asana, ClickUp, or Trello)
- Discussion of workflows, bottlenecks, and automation goals
- Automation platform recommendation (Zapier, Make.com, or n8n)
- Training session included
- Clear action plan to take forward
Full build of one automated workflow inside your chosen PM tool — no external integrations required.
- Everything in the Consultation tier
- Creation or refinement of 1 complete workflow in your chosen PM tool
- Automated task assignment and responsibility routing
- Status-triggered notifications and alerts
- Auto-creation of subtasks based on status changes or custom fields
- Handover with guidance so you can maintain the setup
End-to-end multi-step workflow connecting your PM tool to your wider app stack via Zapier, Make.com, or n8n.
- Everything in the Basic Setup tier
- 1 multi-step cross-app workflow via Zapier, Make.com, or n8n
- Integrations with CRM, G Suite, invoicing, and/or e-signature tools (e.g. DocuSign, PandaDoc)
- Trigger actions across apps: update spreadsheets, send emails, route form data
- Full end-to-end testing and iteration before delivery
- Training session so your team can manage and extend the automations
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Value Position
Platforms Covered
Automation Stack
Structured 4-Step Process
Pre-Purchase Consultation Advised
What You'll Receive
Full Description
Stop wrestling with disconnected tools and repetitive manual tasks. Whether you are managing client projects, onboarding new hires, or tracking sales pipelines, the right automation setup transforms your project management platform into a powerhouse that runs itself — so your team can focus on the work that actually matters.
As an AI-certified business automation consultant based in London, I design, build, and optimise workflows across Monday.com, Asana, ClickUp, and Trello, connecting them to the wider app ecosystem you already use — Zapier, Make.com, n8n, G Suite, CRM tools, invoicing platforms, and e-signature solutions such as DocuSign and PandaDoc.
**What the engagement covers:**
Every engagement begins with a structured consultation to map your current workspace, surface bottlenecks, and define clear automation goals. From there I design and build the structures, automations, and integrations your business actually needs — not a generic template. Everything is tested, iterated, and finalised before handover, and I include training so you can confidently maintain and extend your new system without depending on me indefinitely.
**Entry tier — 1-Hour Consultation:**
A focused strategy session in which we review your existing workspace, discuss workflows and pain points, and chart a clear path forward across your chosen PM tool and automation platforms.
**Standard tier — Basic Workflow Setup:**
Creation or refinement of one complete workflow inside your chosen platform (Monday.com, Asana, ClickUp, or Trello), including automated task assignment, responsibility routing, and notification rules — all without requiring external integrations.
**Full tier — Pro Integration Build:**
End-to-end setup of a multi-step workflow connecting your PM tool to external platforms via Zapier, Make.com, or n8n. Trigger actions across apps: move form responses into your CRM, fire off emails, update spreadsheets, generate documents, collect e-signatures, and more — all automatically.
**Who this is for:**
Small to mid-size businesses, operations managers, agency owners, consultants, and startup founders who know their manual processes are costing them time and money but are not sure how to fix it properly.
**Why work with me:**
I bring a structured four-step methodology — Assess, Design & Build, Test & Finalise, Train — that has been refined across a wide range of industries and tool stacks. I work across all major no-code automation platforms and hold AI business consultant certification. I am also comfortable guiding you through setting up free or trial accounts on Zapier, Make.com, or n8n if you are starting from scratch.
Not sure which tier is right for you? It is strongly recommended to reach out via the order chat before purchasing so we can confirm scope and ensure the best outcome for your specific situation.
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Compare Packages
| Feature | Consultation | Basic Setup | Pro Integration |
|---|---|---|---|
| Delivery Time | 5 days | 6 days | 7 days |
| Revisions | 0 | 1 | 2 |
| 1-hour live consultation session | ✓ | ✕ | ✕ |
| Review of current PM workspace (Monday.com, Asana, ClickUp, or Trello) | ✓ | ✕ | ✕ |
| Discussion of workflows, bottlenecks, and automation goals | ✓ | ✕ | ✕ |
| Automation platform recommendation (Zapier, Make.com, or n8n) | ✓ | ✕ | ✕ |
| Training session included | ✓ | ✕ | ✕ |
| Clear action plan to take forward | ✓ | ✕ | ✕ |
| Everything in the Consultation tier | ✕ | ✓ | ✕ |
| Creation or refinement of 1 complete workflow in your chosen PM tool | ✕ | ✓ | ✕ |
| Automated task assignment and responsibility routing | ✕ | ✓ | ✕ |
| Status-triggered notifications and alerts | ✕ | ✓ | ✕ |
| Auto-creation of subtasks based on status changes or custom fields | ✕ | ✓ | ✕ |
| Handover with guidance so you can maintain the setup | ✕ | ✓ | ✕ |
| Everything in the Basic Setup tier | ✕ | ✕ | ✓ |
| 1 multi-step cross-app workflow via Zapier, Make.com, or n8n | ✕ | ✕ | ✓ |
| Integrations with CRM, G Suite, invoicing, and/or e-signature tools (e.g. DocuSign, PandaDoc) | ✕ | ✕ | ✓ |
| Trigger actions across apps: update spreadsheets, send emails, route form data | ✕ | ✕ | ✓ |
| Full end-to-end testing and iteration before delivery | ✕ | ✕ | ✓ |
| Training session so your team can manage and extend the automations | ✕ | ✕ | ✓ |
Portfolio
Examples of the seller's work related to this Zinn.
Set Up and Automate Your Project Management Workflows
Set Up and Automate Your Project Management Workflows
Extra Information
My Process
Tools I Use
Perfect For
Frequently Asked Questions
Yes — it is strongly recommended. Every business has a unique setup, and a quick conversation before you purchase ensures we agree on scope, confirm the right tier, and avoid any surprises. Use the order chat to reach out first.
I work across Monday.com, Asana, ClickUp, and Trello as the primary project management tools, and connect them to external platforms using Zapier, Make.com, or n8n. I also integrate G Suite, CRM tools, invoicing software, and e-signature platforms such as DocuSign and PandaDoc.
No problem at all. I will guide you through setting up a free or trial account on Zapier, Make.com, or n8n, and help you choose the platform that best fits your workflow complexity and budget.
Yes. I can integrate e-sign tools such as DocuSign or PandaDoc into your automations — triggering document creation, routing for signature, and uploading completed contracts back to your project tracking board automatically.
Absolutely. For example, when a task moves to a specific status — such as 'New Applicant' or 'Interview Scheduled' — I can set up rules to auto-create subtasks like 'Send Questionnaire' or 'Schedule Call', keeping your process consistent every time.
Once your order is confirmed and you have submitted the required details, we will arrange a 1-hour session (via video call or screen share) to review your current workspace, discuss your goals, and map out your automation opportunities. You will leave with a clear, actionable plan.
Please provide details about the platform you use, the workflows you want to automate, and any tools you currently connect (or want to connect). The more context you share upfront, the more focused and productive our session will be. I will ask follow-up questions via the order chat if needed.
Yes — that is a core part of my process. Every engagement includes a handover and training element so that you and your team understand the system, can maintain it day-to-day, and can extend it as your business grows.
Customer Reviews
See what our customers say about this Zinn
I’ve had the pleasure of working with Neil on multiple projects, and I can confidently say he is one of the best professionals I’ve worked with on Zinn Hub. Every single time, he goes above and beyond expectations and delivers exceptional results. His attention to detail is outstanding — nothing is overlooked, and every workflow, automation, and integration is thoughtfully designed and thoroughly tested. He has a deep understanding of both Monday.com and Twilio, and he knows exactly how to connect them in a way that is efficient, scalable, and easy to maintain. What really sets him apart is his ability in data interpretation and presentation. He doesn’t just make things “work”; he ensures the data is structured clearly, presented logically, and actually useful for decision-making. Dashboards, automations, and reports are always clean, accurate, and easy to understand. Delivery time is consistently fast without ever sacrificing quality. He meets (and often beats) deadlines, even on complex projects, and keeps everything moving smoothly from start to finish. On top of that, his responsiveness is excellent. He replies quickly, communicates clearly, and is always proactive in suggesting improvements or better solutions. Working with him feels like collaborating with a true partner rather than just hiring a freelancer. If you’re looking for someone who truly understands Monday.com and Twilio, delivers high-quality work, and is reliable, responsive, and detail-oriented, I cannot recommend him highly enough. I will absolutely continue working with him on future projects.
Another great job. Thanks again Neil.
I was searching for someone to discuss my ideas and thoughts with. For this, I was looking for a critical thinker and someone who could challenge me. Mission accomplished. We will continue to work together.
We have worked with Neil on multiple occasions to set up our Monday.com platform for our company and workflow. He's very knowledgeable and easy to schedule with.
Neil is great to work with!
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