Automation Specialist & AI Workflow Architect for Scalable Business Systems
I help businesses streamline operations through business process automation, CRM automation, and AI integrations using Zapier, Make, n8n, and GoHighLevel — eliminating manual work and building scalable backend systems.
About Me
Who I Am
I'm Roxli Cahayag — an Automation Specialist and AI Workflow Architect helping growing businesses streamline operations and scale smarter.
With a background in accounting, I understand how businesses operate at a structural level — from financial systems to backend workflows. Today, I design high-performance automation systems using Zapier, Make, n8n, and GoHighLevel to eliminate repetitive work, optimize CRM processes, and integrate AI into daily operations.
I don't just connect apps.
I build scalable systems that reduce errors, increase efficiency, and create real operational leverage.
If you're ready to replace manual processes with intelligent automation, I'm here to architect the system that supports your next level of growth.
What I Do
Services
I design systems that align with financial logic, operational efficiency, and scalable growth — bridging the gap between business operations and AI-driven automation.
Workflow Automation
End-to-end automation systems using Zapier, Make, and n8n to streamline your operations and eliminate repetitive tasks.
AI-Powered Solutions
Integrating OpenAI and AI APIs into your workflows to create intelligent automations that learn and adapt.
API Integrations
Connecting your tools seamlessly with custom webhooks and REST API integrations for a unified ecosystem.
CRM Automation
GoHighLevel and CRM automation for lead nurturing, sales pipelines, appointment booking, and follow-up sequences.
Process Optimization
Analyzing and redesigning business processes to reduce manual workload by up to 60% through strategic automation.
Financial Automation
Leveraging accounting expertise to automate financial reporting, invoicing, and bookkeeping for small businesses.
Process
How I Work
A transparent process that ensures you understand and own your automation.
Discovery Call
We discuss your current processes and pain points to understand what needs automating.
Process Mapping
I analyze your workflow to find the cleanest, most efficient automation approach.
Automation Build
Building your automation with proper logic, error handling, and documentation.
Testing & QA
Thorough testing to ensure everything works reliably before going live.
Deployment & Support
Launch your automation with documentation and ongoing support to keep things running.
Background
Experience
Automation Specialist & AI Workflow Architect
Freelance / Independent Consultant
- Design and implement end-to-end automation systems for service-based businesses and digital entrepreneurs.
- Build AI-enhanced workflows for lead generation, CRM management, email marketing, and client onboarding.
- Develop multi-step automations integrating Zapier, Make, and n8n with external APIs.
- Automate accounting and financial reporting processes for small businesses.
- Create GHL automation systems for sales pipelines, appointment booking, and follow-up sequences.
- Reduce manual workload for clients by up to 60% through process optimization and automation redesign.
Tech Stack
Tools & Platforms
The automation platforms, AI tools, and integrations I work with daily to build powerful workflow systems.
Portfolio
Previous Work
Real automation workflows I have built across different platforms. Click any project to view the full case study.
Automated Financial Reporting Integration
Automated pipeline that syncs Xero financial data with Asana tasks, routes through iterators and Google Sheets for reconciliation and report generation.
Asana to Xero Sync
Bi-directional sync workflow between Asana task management and Xero accounting, with intelligent routing and text aggregation for consolidated financial reports.
Gmail Attachments Sorter
AI-powered email attachment processor that uses Google Gemini AI to classify and extract structured data from Gmail attachments, then organizes them in Drive and Sheets.
ASMR Video Creator
Automated video content pipeline using Google Gemini for prompt generation, JWT-authenticated video API for generation, with error filtering and YouTube upload.
Marketing Sales Funnel Automation
Complete lead nurturing funnel with automated email sequences, follow-up reminders, priority-based agent assignment, and CRM integration via Google Sheets.
AI Agent Workflow
Intelligent email classifier using GPT-4.1-mini that routes messages to specialized AI agents (Customer Support with Claude 3.7, Priority handler) for automated responses and drafts.
AI Voice Receptionist
Full AI receptionist system with sub-workflows for client lookup, booking, rescheduling, cancellation, availability checking, and call log summaries.
AI Customer Support Workflow
AI-driven customer support using text classification, Google Gemini Flash 2.0 with RAG knowledge base and OpenAI embeddings for intelligent email responses.
Appointment Confirmation
Streamlined appointment workflow that automatically processes booking status changes, manages tags, sends confirmation emails, and updates opportunity records.
Lead Capture, Assign Task, Notify User
Intelligent lead routing system that classifies form submissions by urgency (Hot, Warm, Cold), assigns to users, formats currency data, creates tasks, and sends notifications.
Complete Lead Action Automation
Comprehensive lead lifecycle manager triggered by Asana task updates, with path-based routing for different deal stages and automated email communication at each step.
AI Content Repurposing
AI-powered content pipeline that transcribes files from Google Drive, generates blog posts using Zapier AI, then loops and publishes to Facebook Pages and LinkedIn.
Automated Leads Enrichment
Lead enrichment pipeline using Apollo for data enrichment with priority-based routing, Google Sheets logging, Slack notifications, and AI-generated personalized emails.
Get In Touch
Let's Build Something Together
Have a project in mind or want to automate your business processes? I'd love to hear from you. Let's discuss how I can help streamline your operations.