Automation Manager

I’m Eduardo Silva. I lead automation delivery and build the integrations behind it: n8n workflows, CRM and API connections, messaging and payment events.

Working remotely with agencies and businesses, on calls and in writing, in English and Portuguese.

Clients and teams

Agencies, schools, clinics and creator brands I’ve built and managed systems for.

Case files

Four systems in full, each recorded the same way: context, bottleneck, system built, result and stack.

Escola Instructiva

Coordinating automation across a growing operation.

CASE.01 Delivered Digital education Oct 2024 – Jun 2026
Context
A digital education business running product launches and sales funnels, with marketing, sales, creative and automation contributors working in parallel.
Bottleneck
Campaign delivery, lead handling, customer communication and technical implementation had to stay aligned across teams while the operation grew.
System built
As Automation Manager and Marketing Operations Lead, I translated campaign needs into technical priorities and coordinated the people and dependencies behind each delivery.
  • CRM workflows for lead intake, routing, segmentation and follow-up.
  • WhatsApp Business API and SendFlow journeys for launches, reminders and customer communication.
  • Landing pages, tracking events, APIs and webhooks connected to campaign and sales processes.
  • Automation issues resolved and technical handoffs coordinated across business and delivery teams.
Result
Lead intake, CRM routing, campaign messaging and tracking ran as one operation across business and technical teams. The organization reported BRL 40M+ in revenue over about 18 months: the scale of the business supported, not revenue attributed to my work alone.
  1. Lead intakePages, forms and events
  2. CRM routingSegmentation and follow-up
  3. Campaign messagingWhatsApp API and SendFlow
  4. TrackingEvents and conversion data

Stack

  • CRM
  • WhatsApp Business Platform
  • SendFlow
  • Webhooks
  • REST APIs
  • Google Tag Manager
  • Meta Pixel

IGHER

Turning a prospect’s answers into a personalized result.

CASE.02 Delivered Diagnostics and communication
Context
IGHER captures prospects through campaign pages, events and an interactive diagnostic.
Bottleneck
The diagnostic had to interpret each set of answers, return a personal result on the spot and hand structured data to follow-up, with no person in the loop.
System built
Pages, conditional questionnaires, scoring and profile logic, and a personalized mandala-style report, plus a tailored email system with form, tracking and webhook integrations.
Result
Submitted answers generate a personalized visual result and structured lead data for follow-up, using conditional rules and profile scoring.
System flow · schematicRedrawn, not captured

Stack

  • JavaScript
  • Conditional logic
  • Web interfaces
  • Webhooks
  • Email infrastructure
  • Tracking

Empreende Poços

From purchase events to attendee credentials.

CASE.03 Delivered Grupo Ribeiro · Event technology 500+ reported attendees
Context
An in-person business event by Grupo Ribeiro in Poços de Caldas, with tickets sold online in price tiers and attendee communication before the event.
Bottleneck
Sales, registration and attendee communication had to work as one flow: every approved order needed its own credential, and every unfinished purchase needed a follow-up.
System built
The event sales pages and the ticketing workflow: unique attendee credentials and confirmation emails triggered by approved orders, ticket delivery, transactional messages and cart-recovery sequences tied to purchase states.
Result
500+ reported attendees supported by the ticketing and communication system. Approved orders produced attendee-specific credentials and ticket emails; incomplete purchases triggered recovery messages.
Purchase flow · schematicSample run, demonstration data
Run the purchase flow
  1. 0.00sWebhookorder.updated · approved
  2. 0.38sWorkflowcredential EP-0418 issued
  3. 0.76sEmailticket sent to attendee
  1. 0.00sWebhookorder.updated · pending
  2. 0.54sWorkflowpurchase flagged incomplete
  3. 0.90sMessagecart recovery triggered

Stack

  • Event pages
  • Payment events
  • Webhooks
  • Unique credentials
  • Transactional email
  • Cart recovery

Henrique Niada

One admin panel for offers, pages and checkout.

CASE.04 Delivered Operação Lucrativa · Commerce and education
Context
Operação Lucrativa teaches marketplace sellers to run their operation and read their numbers, through launches, paid programs and a membership platform.
Bottleneck
Offer values and page content had to change in one place and reach the offer page and the checkout, without rebuilding pages by hand.
System built
Administrative offer controls, dynamic pages and a Mercado Pago API integration, plus a custom membership environment with student tools for marketplace sales, inventory and SKU indicators.
Result
Offer prices and page content are set in one admin interface and flow into the Mercado Pago payment integration. Students get content access and utilities for reading marketplace data.
  1. Admin controlsPricing and page content
  2. Offer pageConfigured offer values
  3. Mercado PagoPayment API integration

Stack

  • Admin panel
  • Dynamic pages
  • Mercado Pago API
  • Membership area
  • Lead capture
  • Tracking

More delivered work

Membership platforms, CRM work, lead data and commercial pages, recorded more briefly.

  1. The Iron Club

    CASE.05 · Delivered · Executive mentorship

    A membership environment for an executive mentorship program, with open-source CRM components adapted to the client’s relationship management and connected to APIs, funnel pages and lifecycle automations.

    • Membership
    • CRM customization
    • API integration
  2. ISF · Inglês Sem Fronteiras

    CASE.06 · Delivered · Language education

    A tailored membership platform, lead-capture pages and launch workflows, with tracking and lead and CRM automation connecting acquisition to the learning experience.

    • Education platform
    • Customer journeys
    • Tracking
  3. Meta Lead Ads pipeline

    CASE.07 · Delivered · n8n and Google Sheets

    Lead ingestion with n8n into Google Sheets: contact fields and campaign metadata mapped, append and update handling configured, lead-retrieval permissions worked through and missing lead data investigated.

    • Lead retrieval
    • Field mapping
    • Data completeness
  4. Monde One

    CASE.08 · Delivered · Medical aesthetics

    Conversion-focused pages and lead capture for high-value equipment offers, supported by campaign tracking and integration work.

    • Landing pages
    • Lead capture
    • Tracking
  5. Alelus

    CASE.09 · Delivered · Digital product launch

    Funnel work from product framing and positioning to acquisition, launch pages, the sales flow and optimization.

    • Launch
    • Funnel
    • Pages

Current work

Engagements running now. Shown for their architecture and scope; results are added as they come in.

  1. SMS, RCS and voice product pages

    CASE.10 · In progress · Publisend

    Product pages for SMS, RCS and automated voice, campaign tracking and acquisition strategy, with an ROI estimator for attendance and conversion scenarios. The estimator shows scenarios, not promised returns.

    • Product pages
    • Tracking
    • Scenario calculator
  2. Launch funnels for design training

    CASE.11 · In progress · Duda Botelli

    Launch funnels, digital sales and customer communication for Canva-based design training.

    • Launch
    • Sales flow
    • Communication
  3. Live-class and enrollment journeys

    CASE.12 · In progress · Escola Enfermagem de Valor

    Pages, WhatsApp flows, live-class access, replay and enrollment journeys, with the community and retention strategy built alongside.

    • WhatsApp Business Platform
    • ManyChat
    • Enrollment journeys
  4. Dental education funnels

    CASE.13 · In progress · Método Odonto Fun

    Education funnels and offer development for pediatric dentistry, with a clinic-scaling mentorship being structured.

    • Funnels
    • Offer development
  5. Scheduling and CRM synchronization

    CASE.14 · In progress · Orthodent · OrthoChat · Clinicorp

    n8n processing for Clinicorp appointment webhooks: patient data mapping, phone normalization, and CRM contact and calendar synchronization.

    • Map scheduling events into CRM contact and appointment records.
    • Handle incomplete phone data with conditional messaging rules.
    • Validate workflow behavior, logs and end-to-end appointment updates.
  6. Recurring membership operations

    CASE.15 · In progress · Vibe Club · Asaas · WooCommerce

    Payment-event automation for purchases and renewals, internal notifications and benefits-access provisioning, connecting the commerce journey with membership operations.

    • Handle payment events for purchases and renewals.
    • Map external access dependencies before rollout.
    • Test the full member journey before production.

Client data, credentials and internal endpoints are never shown. Diagrams on this page are redrawn with sample data.

Automation needs an owner.

A workflow alone doesn’t fix an operation. Someone has to own the requirements, the people, the exceptions and the handoff. That’s the role I take.

  1. Define the work

    Map the process, requirements, owners and system dependencies.

  2. Plan and coordinate

    Prioritize delivery, align stakeholders and sequence the implementation.

  3. Build and validate

    Implement workflows and APIs, then test data, exceptions and integrations.

  4. Operate and improve

    Document handoffs, investigate failures and maintain the delivery backlog.

Delivery coordination

  • Requirements and process mapping with clients and stakeholders.
  • Priorities and sequencing across marketing, sales and technical teams.
  • Rollout readiness: test criteria, acceptance and controlled launch.
  • Documentation and handoff, so the team can run what was built.

Technical implementation

  • n8n workflows, webhooks and REST API integrations.
  • CRM, messaging and payment-event automations.
  • Data mapping, validation, error paths and execution logs.
  • Self-hosted and cloud deployments: Docker, VPS, DNS and SSL.

Tools follow the map.

Chosen after the process is mapped, never before. These are the tools I’ve built with. If your stack is different, I’ll tell you up front what I’ve used and what I’d need to learn.

Capabilities by function, with what is delivered and the tools used
FunctionWhat I deliverTools
Automation and APIsEvent-driven workflows, data transformation, error paths and retriesn8n (cloud and self-hosted), webhooks, REST APIs, OAuth 2.0, JavaScript, Make
MessagingWhatsApp journeys, conversational flows, transactional and campaign messagesWhatsApp Business Platform, ManyChat, SendFlow, Evolution API, Chatwoot
CRMPipelines, lead routing, contact and appointment syncHubSpot, WeSales / OrthoChat, custom CRM, Clinicorp
EmailLifecycle and transactional email, sending-domain setupBrevo, SendPulse, RD Station
Web and applicationsPages, membership platforms, admin panels and checkout flowsWordPress, Elementor, WooCommerce, Lovable, Supabase
PaymentsPurchase, renewal and access eventsMercado Pago, Stripe, Asaas, Hotmart, Kiwify, Eduzz
Tracking and dataConversion events, attribution and lead dataGoogle Tag Manager, Meta Pixel, Meta Lead Ads, Google Sheets
Cloud and deploymentSelf-hosting, deploys, DNS and SSLDocker, VPS, Portainer, Easypanel, Railway, Vercel, Cloudflare
AI inside workflowsClassification, extraction and drafting, with a person in the loopClaude, OpenAI, n8n AI nodes

Three ways to start.

Every engagement begins by mapping what already exists. What comes after depends on what the map shows.

  1. Embedded Automation Manager

    I join your agency’s delivery as its external Automation Manager: requirements with your clients, n8n, API and CRM builds, testing and handoff, inside your process.

    Monthly · remoteOverlaps US hours
  2. Scoped integration project

    One defined system built end to end: lead routing into a CRM, payment-to-access automation, appointment sync or event ticketing.

    Fixed scopeBuilt and handed off
  3. Systems and workflow audit

    A map of the operation as it runs today: tools, data, handoffs, owners and failure points, with a ranked build order you keep either way.

    Fixed scopeYou keep the map
Discuss a project

Not the right fit if you need a full-service agency or a bench of specialists who can cover for each other.

Portrait of Eduardo Silva, Automation Manager and founder of EDAS Digital
Eduardo Silva · Founder, EDAS Digital

Eduardo Silva

I’m an Automation Manager and systems integrator based in Brazil, working remotely with agencies and businesses. I bring the operating view of marketing leadership to hands-on automation: connecting tools, clarifying ownership, removing repetitive handoffs and making complex workflows easier to run.

The person who maps your process is the one who builds the workflow.

Now
Saint Marketing · Automation Manager, Integrations · contract since Jun 2026
Primage · Automation Manager, Systems Integration · contract since Jun 2026
Before
Escola Instructiva · Automation Manager and Marketing Operations Lead · Oct 2024 – Jun 2026
Languages
English and Portuguese, on calls and in writing.
Based in
Brazil, UTC−3. One hour ahead of New York from March to early November, two hours the rest of the year.

Let’s connect your systems.

If your team is dealing with manual handoffs, disconnected CRMs, fragile integrations or automation work that needs an owner, write to me. I read every message myself, and we can take it to a call in English or Portuguese.

Project request

Opens your email app with the request written and addressed to me. Press send and it reaches my inbox.