Daniel Bédi

Integration & automation engineer

Turning slow, manual processes into reliable systems that free up time and drive revenue.

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About

I'm an integration and automation engineer with over eight years of experience fixing the things that slow companies down and building systems that help them grow.

Some of the most useful experience I've picked up came from working in startups, sitting close enough to sales, marketing, and operations to understand how the whole machine runs. That experience changed how I approach technical work. I stopped seeing problems as purely technical and started seeing them as business problems first. It's a small shift in perspective that makes a significant difference in whether a solution actually sticks.

My current toolkit covers no-code/low-code platforms, coding, and both AI and agentic workflows. I'm comfortable moving between them depending on what the problem calls for.

Experience

  • Symmetric company logo

    Integration & Automation Engineer

    - · Symmetric

    Built the core revenue operations stack from the ground up, including CRM setup, database management, and integrations between sales, marketing, and operations. Handled data cleaning and structuring on an ongoing basis to keep business decisions grounded in accurate information. Rolled out standardised processes across multiple teams, including a 40-person sales department, replacing manual workflows with systems people actually used.

  • Make company logo

    Solutions Engineer

    - · Make

    Created product demos for enterprise sales teams, giving them the materials they needed to walk potential customers through real automation scenarios. Built internal workflow automations to reduce repetitive work across the team. Produced templates, use cases, and blog content that helped prospects see how Make could solve their specific business problems.

  • Symmetric company logo

    Marketing Specialist

    - · Symmetric

    Designed and ran LinkedIn lead generation campaigns using automation tools to keep the process efficient and scalable. Expanded into Google Ads, managing search and remarketing campaigns. Built out and handed over the entire lead generation operation to a remote team in Kenya, including training, documentation, and ongoing oversight to make sure standards were maintained.

  • IBM company logo

    Accounting Analyst

    - · IBM

    Analysed and reconciled general ledger accounts for travel processes, ensuring monthly movements were accurately identified and explained. Collaborated with finance, HR, treasury, and payroll teams across multiple countries to resolve open items and keep accounting entries aligned. Supported external and internal audit requests, preparing reports and analysis as needed.

Projects

  • Integrated Customer Operations System

    Consolidation of core business operations linking finance, fulfillment, and customer success.

    • Make
    • n8n
    • Airtable
    • WooCommerce
    • Shopify
    • Payload
    • iDoklad
    • QuickBooks
    • Microsoft 365
    • Zoom
    • HubSpot
    • OpenAI
    • Enabled processing of order volume without additional headcount (approximately 30 hours saved weekly)

    • Eliminated manual data entry errors for 400+ monthly items, ensuring invoice integrity and reducing billing-related support inquiries

    • Increased on-time payment rate through scheduled reminders

    • Implemented automated feedback collection with real-time dashboard for customer satisfaction tracking

    • Converted operational data into a strategic asset to bridge gaps between management, sales, and marketing

    Key features
    • Product management
    • Invoice generation, delivery, and time-triggered payment reminders
    • Email creation and distribution
    • AI-powered data extraction from unstructured documents (PDFs, PowerPoint)
    • Client portal folder and document creation
    • NPS survey automation and dashboard
    • Zoom webinar scheduling and calendar management
    • CRM integration, data validation and updates
    View workflow architecture
  • Scalable Outreach Infrastructure & Middleware

    Development of a custom HubSpot extension and infrastructure integration for distributed sender management.

    • n8n
    • HubSpot
    • Airtable
    • Softr
    • Zapmail
    • Warmy
    • Smartlead
    • Saved approximately 40 hours daily across the sales team by orchestrating sequence enrollment and infrastructure maintenance

    • Enabled management of multiple email accounts per user for sequence sending

    • Supported simultaneous enrollment in multiple sequences while maintaining sending limits

    • Scaled outreach capacity linearly with the number of sender accounts

    • Eliminated account suspensions from bulk sending and improved email deliverability through intelligent sender rotation and rate limiting

    • Prevented duplicate outreach through system-wide lead status synchronization

    Key features
    • Enrollment algorithm - automated logic to extract HubSpot segments, assign sender profiles, and schedule enrollments
    • User interface for email address management, daily and hourly send limits, per-address limits, sequence overview, and email volume tracking
    • Email infrastructure management - creation and maintenance of email database, email warmup deployment, bulk configuration changes, and API-based data synchronization
    • CRM optimization and data sync with external sales and infrastructure tools
    View workflow architecture
  • Revenue Operations & Marketing Systems

    Engineering custom tools and autonomous pipelines for lead generation and campaign execution.

    • Airtable
    • HubSpot
    • OpenAI
    • n8n
    • Make
    • LinkedIn
    • Botdog
    • Reduced campaign launch time by consolidating multi-step processes into automated workflows

    • Replaced approximately 20 hours of weekly manual tasks within the marketing team

    • Optimized campaign targeting through identification of high-potential market segments

    • Aligned sales and marketing teams to work from shared contact data and campaign insights

    • Eliminated lead leakage and synchronized lead-to-deal tracking

    Key features
    • CRM and web form integration with custom-built email sequencing logic and AI-powered reply classification and handling
    • Tool development for identifying optimal ad targeting locations based on service time constraints
    • Programmatic generation of go-to-market timelines, scheduling deliverables based on launch date
    • Templated creation of marketing assets for new product entries
    • LinkedIn campaign lead identification, campaign enrollment, and CRM message logging
    • CRM lead injection, deal initiation, and sales assignment based on internal logic
    • Workflow that segments HubSpot audiences for A/B testing
    • Sales and marketing integration with automated sales notifications for marketing email sends
    View workflow architecture
  • Loyalty Program

    Implementing a full-lifecycle system for discount management and member engagement.

    • Make
    • n8n
    • Airtable
    • HubSpot
    • WooCommerce
    • Shopify
    • Softr
    • Generated €44,000 in additional revenue from loyalty member purchases

    • Reduced coupon management overhead by approximately 2 hours per product

    • Cut email and follow-up time by approximately 30 minutes per loyalty program member during their discount period

    Key features
    • Unique discount coupon creation in e-commerce platform
    • CRM integration and segment assignment
    • Workflows for automated marketing emails and reminder sequences
    • Internal management tool with coupon and contact overview for marketing and sales team
    • Coupon deletion and updating CRM records upon expiration
    View workflow architecture
  • End-to-End Sales Data Pipeline

    Architecture and implementation of a prospecting system.

    • n8n
    • Make
    • Airtable
    • Microsoft 365
    • HubSpot
    • Softr
    • LinkedIn
    • Sales Navigator
    • Phantombuster
    • Anymailfinder
    • Clearout
    • Validated a new autonomous sales channel, directly attributing €239,000 in revenue within the first 12 months

    • Increased outreach capacity 5.4x without increasing headcount

    • Eliminated manual data entry, redirecting sales focus to high-value conversations rather than administrative tasks

    • Reduced cost per lead by 82% compared to manual prospecting

    Key features
    • Automated lead sourcing & enrichment with validation
    • Cross-platform data orchestration including CRM import, sequence creation, and contact enrollment
    • CRM architecture and optimization to accommodate high-volume data flows
    • Custom interface for team interaction and logging
    • Centralized sales reporting and performance analytics
    View workflow architecture

Writing

Contact

Tell me what you need built or fixed. I'm available for full-time roles and project-based work. Send me an email or fill out the form below.