Paul Charles

Monday Make com Expert

Apr 2026 - Present • 1 mo

Brought on as a Make.com and Monday.com expert to overhaul a fragmented, spreadsheet-dependent operation for Nick35 — a fast-scaling US-based business struggling with task visibility and cross-team handoffs. I designed and deployed a full Monday.com workspace from the ground up, including custom Monday boards for project tracking, a Monday CRM with structured deal stages, and automated notification rules that cut manual follow-up by over 60%. The real heavy lifting came from building Make.com integration scenarios that connected Monday.com to the client's CRM, email platform, and internal databases — eliminating repetitive data entry across three departments. Every workflow automation scenario was built with scalability in mind. I used no-code automation techniques throughout, keeping the system maintainable without developer dependency. The Make.com integration layer handled over 2,000 automated actions per week by the end of the engagement. I also configured API integration bridges between Monday.com and third-party tools the team was already using, reducing tool-switching by an estimated 70%. The result was a leaner, faster operation — and a client who I'd confidently call a convert to business process automation. When a system genuinely clicks, you don't need to sell it; the team just stops complaining about Monday mornings.

Monday Dashboard Expert

Apr 2026 - May 2026 • 1 mo

NICK35 brought me back for a second engagement — this time to solve a different problem. The monday.com workspace I'd helped build was running smoothly, but leadership had no clean way to see what was actually happening across the business. Their data lived inside monday boards but never surfaced as something an executive could act on. That's where I came in as their monday.com dashboard expert. I designed and built a full monday.com dashboard suite covering sales pipeline, project delivery timelines, team workload, and revenue forecasting — all pulling live from their existing monday boards with zero duplication of data entry. Each monday dashboard was purpose-built for a specific audience: a high-level executive view with KPI widgets, a monday crm pipeline dashboard for the sales team, and an operational monday workflow board for team leads tracking task completion rates in real time. The monday integration layer connected their existing automations into the new reporting structure so that every data point feeding into the dashboards was always current. I also trained their team on monday automation rules that kept the boards clean and the data reliable — because a dashboard is only as good as the data behind it. By the time I handed it over, NICK35's leadership team had gone from running their weekly reviews in spreadsheets to walking into meetings with live monday.com dashboards already open. That's the kind of shift that sticks.