- Ask discovery questions and identify requirements, dependencies, edge cases, and failure points before building.
- Map business processes into triggers, conditions, branches, actions, waits, exit criteria, data requirements, and integrations.
- Create technical specifications and build plans that teammates can understand, test, and maintain.
- Build workflows and manage client sub-accounts in HighLevel.
- Read API documentation and build integrations using APIs, webhooks, and connected platforms.
- Design integrations to prevent duplicate records, including storing external IDs and upserting records.
- Use Zapier, Make, scripts, or small services to automate processes and transform data.
- Plan and perform testing, error handling, monitoring, and handoff.
- Document integrations and automations, including specifications, SOPs, diagrams, and handoff notes.
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