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Fiverr Pro
English
$
USD
I will build an ai CRM agent for follow ups, tasks, and client updates
Alex B.
About this gig
Are leads, follow-ups, tasks, or client updates slipping through the cracks?
I build practical AI CRM agents and workflow automations that connect your CRM, email, forms, sheets, tasks, or internal tools so your team can follow up faster and stay organized.
Your system can:
- draft follow-up replies or CRM notes
- create tasks and reminders
- summarize leads or client updates
- route information between tools
- use AI to classify, draft, or structure messy inputs
- ask for human approval before sensitive actions
This is not a vague chatbot. The goal is a small, useful business system: clear workflow, controlled AI behavior, documented setup, and practical handoff.
Good fit for founders, consultants, agencies, and small teams using tools like HubSpot, Airtable, Google Sheets, Notion, Gmail, Slack, n8n, Zapier, Make, APIs, or webhooks.
Before ordering, message me with your workflow, tools, and what should happen automatically vs. what should require approval.
Get to know Alex B.
Alex B.
AI Assistants and Workflow Automation
- FromFrance
- Member sinceJul 2024
- Avg. response time1 hour
- Last delivery2 months
Languages
French, English, Spanish, Indonesian, Korean
I build practical AI assistants and automation systems for founders, consultants, agencies, and small teams.
My work focuses on daily business operations: briefs, task triage, draft replies, project updates, CRM/Sheets handoffs, n8n/webhook/API automations, and human approval before sensitive actions.
I work with OpenAI, Claude, Gemini, Python, JavaScript/TypeScript, n8n, APIs, webhooks, Google Sheets, Airtable, Notion, Slack, Telegram, Discord, and CRM tools.
You get a working system, clear setup notes, and a walkthrough so you can actually use it after delivery.
My Portfolio
FAQ
Do I need to know n8n, Zapier, Make, or APIs?
No. You only need to explain what currently happens manually and what result you want. I can recommend the simplest technical setup for your workflow.
Will the AI send messages automatically?
Only if you explicitly want that. For most business workflows, I recommend a safer setup: AI drafts and prepares, then you approve before anything client-facing is sent.
Can you work with my CRM?
Usually yes if your CRM has an API, Zapier/Make/n8n support, webhook support, or a reliable import/export workflow. Message me with the tool name before ordering.
Can you fix an existing broken automation?
Yes, if you can explain the current setup and what is failing. Sometimes rebuilding a clean version is safer than patching a fragile workflow.
What tools can you connect?
Depending on your setup, I can work with tools like HubSpot, Airtable, Notion, Google Sheets, Gmail, Slack, Telegram, Discord, n8n, Zapier, Make, webhooks, and APIs.
What do you need from me?
Your tools, the trigger, the desired result, and one redacted example of the workflow/data. Please do not send passwords or sensitive customer data in Fiverr messages.
What is not included?
Large enterprise systems, unsafe scraping, spam automation, bypassing platform rules, unmanaged autonomous actions, or work that requires storing sensitive credentials insecurely.
Should I message you before ordering?
Yes. A short message helps confirm scope, tools, and the safest package before you place the order.
