Automation Specialist  ·  Cavite, Philippines

Nathaniel
Estolonio

I build automated workflows in n8n, Zapier and Make — AI agents, CRM pipelines and accounting handoffs that run unattended, verify their own work, and never fail silently.

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Nathaniel Estolonio
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Nathaniel Estolonio — Cavite, Philippines
01 — About

A decade on the front line, now building the systems behind it

Ten years in financial-services customer support — high-volume live chat at American Express, Capital One and Concentrix — taught me exactly where a process breaks and what a customer needs to hear when it does.

I now build that judgment into automation: AI agents that talk to customers, rule-based checks that verify every action before it commits, and error handling that surfaces the real problem instead of swallowing it.

Automation & AI Tooling
n8nZapierMakeAI AgentsOpenAI / GPT-4oWebhooks & APIsJavaScript logic nodesError handling & retries
Systems Integrated
AsanaXeroGoogle CalendarGoogle SheetsGoogle DriveFacebook MessengerGmail
Customer Operations
Live Chat SupportEmail HandlingProblem-Solving & EscalationCRM & Workflow ToolsProcess DocumentationTraining & Onboarding
02 — Selected Work

Three production workflows

All three were built for real clients and are documented node-by-node.

94 nodesn8nGPT-4oFacebook MessengerGoogle CalendarGoogle Sheets

AI Appointment Setter — Facebook Messenger

The Goal
Give a service business a scheduling assistant that lives inside its Facebook Page — booking, moving and cancelling appointments in conversation, all day, without a person in the loop.
What I Built
A five-part system: a conversation handler running the AI agent "Zoey" with session memory and two tools, plus separate workflows for finding slots, booking, rescheduling and cancelling. A rule-based safety layer re-reads every conversation and decides whether a calendar change may actually happen — Zoey never commits one on her own judgment.
The Result
Slots are read live from the real calendar, so no invented times. Returning clients are recognised by email and greeted by name. Every failure — a missing detail, an unverifiable time, a failed calendar call — is explained back to the customer in a follow-up message. Nothing fails silently.
Fig. 2 — The four sub-workflows, running
Part 2 · The Slot Finder
4 nodes — called by Zoey mid-conversation to see which hour-long business-hours slots are genuinely open.
Part 3 · The Booking Maker
15 nodes — creates the appointment, logs it, and emails the confirmation.
Part 4 · The Reschedule Maker
19 nodes — finds the existing appointment and moves it to a new time.
Part 5 · The Cancellation Maker
13 nodes — finds the appointment and removes it from the calendar.
19 nodesn8nAsanaJavaScriptGmailGoogle Drive

CRM: Asana Lead Pipeline Router

The Goal
Keep a lead pipeline moving without anyone watching the board — the right email, folder or follow-up firing the moment a lead changes column.
What I Built
A scheduled router that wakes every 30 minutes, pulls live Asana board state, compares it against a tracking table, and works out every needed action in one pass. A seven-way switch dispatches to sub-workflows — lead folder and subtask, welcome email, service recommendation, no-response and quote follow-ups.
The Result
Follow-up tone escalates automatically, and after three ignored reminders the lead is flagged for a human. Leads with no email on file are flagged rather than skipped, and any failed step posts the real error onto the lead's Asana task.
14 nodesn8nXero APIAsanaCSV

Xero Bank Transactions → Asana

The Goal
Remove the manual export step in a bookkeeping handoff — pulling a client's prior-year bank transactions out of Xero and getting them onto the right task.
What I Built
An Asana-triggered workflow that double-checks the task is genuinely complete, queries the client's Xero connection for the previous calendar year, shapes each transaction into CSV columns, and attaches the finished file back to the task.
The Result
A completed checkbox is now the whole workflow. Dedicated error branches for the Xero connection, the query and the upload each post a plain-language comment on the task, so a failure is visible where the work lives.
03 — Experience

Role history

Download Resume
2021 – Present

Customer Care Professional, Team POC

American Express · US-CEN Chat

  • Provides high-quality chat support, holding brand tone and professionalism across high volume.
  • Produced team reports and supported workforce operations as team point of contact.
2016 – 2021

Senior Operations Representative

Capital One Philippines Support Services Corp.

  • Co-authored the Chat Playbook, central to training and tone consistency.
  • Balanced customer support with documentation and team development.
2011 – 2016

Customer Service Specialist & Associate Trainer

Convergys Alabang 1 (Concentrix)

  • Led onboarding training sessions for new specialists.
  • Facilitated clear-communication and professional-service training.
2009 – 2011

Diploma in Information Technology

STI College — Dasmariñas

04 — Contact

Let's build something that runs itself

Open to full-time roles in automation and customer operations, and to freelance or collaborative builds — a single workflow or a whole pipeline. Tell me what's eating your team's hours.

Email Me
Emailnaththegreat1993@gmail.com LinkedIn/in/nathanielestolonio UpworkHire me on Upwork
Based inCavite, Philippines