Workflow Automation Specialist | Work from Home
We’re Hiring: Workflow Automation Specialist!
Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!
We are currently on the lookout for a new Workflow Automation Specialist to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually.Attach this together with your updated CV to become a priority applicant!
Role: Workflow Automation SpecialistWork Arrangement: Work from Home
Location: Angeles (Pampanga), Mabalacat, Ortigas, Makati, Cebu, Davao, Bacolod
Schedule: Morning Shift
Job Description:
We are seeking an experienced Workflow Automation Specialist to design, build, and maintain automated business processes across our sales and operations systems. This role will focus on integrating platforms such as Manifestly, CRM systems, email services, and document management tools to streamline workflows, reduce manual tasks, and improve operational efficiency.
A key objective of this role is to implement automation that triggers actions (such as email communication and document storage) based on checklist progress, while allowing human review where necessary.
Key Responsibilities:
- Design and implement automated workflows triggered by checklist actions within Manifestly
- Build smart email automation that:
- Triggers when specific steps are completed
- Allows users to review and edit emails before sending
- Sends to designated recipients automatically
- Develop document automation processes, including:
- Capturing documents generated from Realtair
- Automatically saving files to structured SharePoint folders
- Integrate systems using tools such as:
- Zapier (preferred for rapid deployment)
- Microsoft Power Automate
- CRM platforms (e.g., Realtair, VaultRE, Agentbox)
- Collaborate with internal stakeholders to translate sales workflows into automation logic
- Optimize high-effort manual tasks identified in existing processes
- Maintain and troubleshoot automation workflows
- Ensure data accuracy, security, and system reliability across integrations
Qualification and requirements:
- Proven experience building automation workflows across multiple platforms
- Strong experience with tools such as:
- Zapier
- Microsoft Power Automate
- Manifestly
- Experience integrating CRM systems and third-party tools
- Familiarity with API integrations and webhook-based automation
- Experience working with Microsoft 365 ecosystem (Outlook, Teams, SharePoint)
- Strong problem-solving skills and ability to map business processes into technical workflows
Nice-to-Have:
- Experience working with sales or real estate workflow processes
- Experience documenting automation systems and creating user guide
Non-negotiable skills & requirements:
Required Skills- Strong hands-on experience with workflow automation tools, including:
- Zapier
- Microsoft Power Automate
- Manifestly
- Experience working with AI-driven workflow tools such as Claude Workflows or other Claude automation platforms (e.g., Claude AI Workflows or Claude Code Workflow Platform)
- Basic scripting or coding knowledge
- Experience with document generation and document management systems
- 2–3 years of relevant experience in workflow automation, system integrations, or similar roles.
Perks & Benefits (Work From Home):
- Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
- Flexible leave credits which may be used for vacation, emergency and sick leaves
- Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
- Endless opportunities for career advancement
- Annual Performance Review with Salary Increase
- We set you up for success with a company-provided PC/Laptop and fiber internet connection
- Tech-on-wheels Support
- Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
- International career growth and connections
- Unlimited cash incentives for hired referrals
- Mental Wellness Employee Assistance program through Lifeworks
- In-house psychiatrist available to support employees' well-being
- Become part of the Employee Share Units program
- Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.
Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.
Why Cloudstaff is the #1 Workplace?- Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
- Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
- Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.
**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.**