Miguel Hidalgo, Mexico City, Mexico
I work with founders and operators who are struggling with ClickUp. Most teams overcomplicate ops. You don't need more tools, more systems, more processes that no one understands. You need a simple, operational system. - Clear structure and ownership - Workflows people will follow - Dashboards you can actually read That's what we deliver at Sharpflow Consulting. We make ClickUp make sense.
Building ClickUp powered operational systems for high-growth teams. Architected full-scale ClickUp ecosystems for agencies, logistics firms, and SaaS companies - transforming fragmented tools into unified, automated workflows. Designed and deployed AI agents for lead routing, inbox management, reporting, and SOP generation - eliminating repetitive admin and giving leadership real-time clarity. Delivered end-to-end automation frameworks connecting CRMs, finance platforms, and communication tools (HubSpot, Xero, Slack, Notion, Make, n8n). Led multi-department rollouts with custom dashboards, permissions logic, and AI-driven task flows, enabling teams to scale without adding headcount. Developed AI Ops Audits to map inefficiencies and rebuild core processes around measurable outputs and accountability. Conducted live workshops, team training, and operational playbook creation to drive lasting adoption across 50+ client teams.
Partnering directly with ClickUp clients and enterprise teams to design, rebuild, and scale operational systems. Delivered enterprise-grade workspace architectures for agencies, SaaS, and logistics companies - structuring scalable workflows, dashboards, and permission logic across departments. Led end-to-end migrations from Asana, Monday, Airtable, and Notion into fully automated ClickUp ecosystems with CRM, project, and finance modules. Built advanced automations using ClickUp AI, Make, and n8n to eliminate manual handoffs and unify client delivery, billing, and reporting processes. Created cross-functional templates and SOP libraries to standardise delivery and increase throughput without adding headcount. Trained leadership and ops managers on ClickUp best practices, change management, and AI workflow adoption - achieving measurable boosts in accountability and visibility. Collaborated with ClickUp’s partner network to test and implement early AI features for operational intelligence and workflow optimisation.
Led cross-functional delivery of AI-driven intelligence and automation products. Managed end-to-end execution of Watchful’s AI Accelerator and competitive insights platform, integrating NLP, data visualisation, and agent-based analytics. Translated technical outputs into operational impact - bridging engineers, data scientists, and executives around measurable adoption goals. Implemented agile delivery frameworks and sprint cadences optimised for AI model training and feature deployment cycles. Oversaw automation and workflow alignment across internal systems, ensuring consistent data flow and reduced latency in model feedback loops.
Delivered AI-powered process design and automation solutions for digital-first businesses. Led operational audits and tech-stack redesigns, integrating AI agents and automation tools to streamline delivery, reporting, and client onboarding. Architected end-to-end ClickUp and CRM workflows connecting lead capture, project delivery, and billing - reducing manual handoffs and data loss. Supported leadership with AI readiness roadmaps and scalable systems architecture to enable faster, smarter business growth.
Oversaw information governance and compliance operations across multiple healthcare data systems. Managed supplier due diligence workflows, coordinating DPIAs, IT questionnaires, and data relationship maps to ensure GDPR and NHS DSPT compliance. Led cross-departmental reviews with the SIRO, DPO, and IT teams, streamlining data protection procedures and supplier onboarding/offboarding. Maintained and optimised the Information Asset Register (IAR) and Record of Processing Activities (ROPA) through ClickUp automations and process standardisation. Drove alignment with ISO 27001 and ISO 9001 frameworks, enhancing audit readiness and data integrity. Developed structured compliance dashboards and task automations to increase visibility, accountability, and response times across governance workflows.