
Max Richter
Turning Manual Work Into Smart Automation
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Automation Specialist – Property Management Company
Verani Realty • Freelance
Feb 2023 - Sep 2025 • 2 yrs 7 mos
Designed and implemented automation workflows to streamline property management operations, reduce repetitive administrative tasks, and improve team coordination. I automated processes involving lead management, client follow-ups, task assignments, property inquiries, notifications, and data organization using tools such as Make, Zapier, Airtable, Monday.com, and CRM platforms. Key Achievements 1. Automated repetitive property management tasks, reducing manual data entry and administrative workload. 2. Built workflows that automatically captured and organized property leads and inquiries. Connected CRM, forms, spreadsheets, and communication tools to create a smoother flow of information. 3. Automated follow-up notifications and task assignments to help ensure leads and client requests were handled promptly. 4. Created centralized workflows that improved visibility across property-related projects and activities. 5. Helped reduce missed follow-ups and duplicated work through automated processes. Documented workflows so the team could easily understand, manage, and maintain the automation systems. 6. Improved operational efficiency by turning manual, time-consuming processes into reliable automated workflows.