I build practical CRM systems, workflow automations, and operational processes that keep businesses moving forward.
Operations.
Systems.
People.
AI Automation & Operations Specialist
01 / The beginning People before platforms
My interest in systems starts with the people doing the work.
I’m Angelo, based in Bohol, Philippines. My background spans healthcare support, office administration, and government operations. Claims, appointments, records, and follow-ups were part of the day-to-day.
That experience shapes what I build now: workflows that stay clear, useful, and easy to manage, without losing the human attention that great service needs.
02 Work experience
Healthcare, administration,
and public service.
Ibex Global Solutions (Philippines) Inc. — Bohol
Coordinated doctor appointments, created and managed appeals for denied claims, processed prior authorizations for treatments and medications, and provided prescription quotes and medication access support.
Ibex Global Solutions (Philippines) Inc. — Bohol
Delivered support to patients and providers on insurance, claims, and billing concerns. Verified member eligibility and benefits, tracked claims, and explained billing statements in a patient-friendly manner.
Dextel Trading — Tagbilaran City, Bohol
Assisted as an assistant pharmacist, verified prescriptions, managed stock levels and inventory control, and organized administrative documents with strong attention to detail.
Provincial Government of Bohol — Tagbilaran City
Encoded and updated data in the PGBH budget tracking system, prepared municipal budget allocations, reviewed Purchase Requests, and coordinated document routing with the Accounting Department.
03 My approach
Understand the work.
Then connect the steps.
Healthcare work made attention to detail and careful handling of information part of my approach. A clearer process still needs someone who understands the person at the other end.
Today, I bring that thinking to GoHighLevel, CRM systems, workflow design, and AI-assisted automation. I connect the repetitive steps, document how they work, and keep people involved where judgment matters.
See what I build04 Skills & tools
The practical work behind reliable service.
Build around a process that makes sense.
Careful information. Clear expectations.
Chosen around the work.
05 Certifications & courses
Business, technology, and the judgment to use both well.
Applied AI concepts for modern business workflows.
View CertificateSharpened analytical and decision-making skills in an AI-driven world.
View CertificateAgile methodologies for efficient project delivery.
View CertificateFoundational digital skills for the modern workplace.
View CertificateEnhancing client satisfaction and service excellence.
View CertificateData-driven insights to inform smarter business decisions.
View CertificateUnderstanding and analyzing financial statements.
View CertificateFrameworks and practices for strategy development in AI-enabled organizations.
View Certificate06 Working principles
You will always know what is in progress, what is complete, and where I need your input. Clear documentation and proactive updates are part of the work.
Automation is only useful when it is dependable. I test workflows, document key decisions, and keep human review points wherever judgment or sensitive information is involved.
I treat your processes and information with care. I am NDA-friendly, follow access controls, and work within your approved systems and data-handling requirements.
07 What I bring
A clearer process, a connected CRM, or dependable support for the work that keeps coming back.
Workflow Audit / Automation Build / Ongoing Support
Before we begin
Send a short project brief through the contact form. I’ll review the workflow and reply within one business day with focused questions or a recommended next step.
I work remotely and can align with your time zone. Standard availability is Monday to Friday, but flexible packages include weekend and emergency support.
I'm happy to sign a Non-Disclosure Agreement (NDA). I follow strict data-handling practices and use secure, password-protected tools to keep your information safe.
Yes. I can audit and improve an existing process, clean up a current CRM setup, or document what already works before recommending changes.
No. I automate stable, repetitive steps and keep human checkpoints wherever judgment, sensitive data, or an important client interaction is involved.
Less busywork. More forward motion.
Tell me what is slowing your team down.
We can work out a practical next step.