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Jessim MeghaghiJM

Jessim Meghaghi

No-code automation consultant (Make, Zapier)

€250/day
Paris, FR
0-2 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Jessim

No-code automation consultant — I connect your tools to save you time

After 10 years in the banking and financial sector (client portfolio management, financing, branch management), I retrained in no-code automation, using Make and Zapier.

This dual experience is a real asset: I can quickly identify repetitive tasks that waste your time, and I maintain the rigor of the financial sector in every automation I build (clean data, reliable calculations, zero approximation).

What I can automate for you:

Lead and prospect management: every new request (form, website) automatically recorded, with instant confirmation email and notification to your team. No more requests forgotten in an overloaded inbox.
Automatic invoicing: generation of professional invoices for each order, with automatic calculation of VAT and total price, sequential numbering, direct email to the client. Zero manual entry, zero calculation errors.
Connection between your existing tools (Google Sheets, Gmail, Slack, Google Drive, forms...): I don't replace your software, I make them communicate with each other.

My method:

A quick discussion to understand your exact needs
A clear proposal, with a project-based price (not hourly, so you don't pay for my learning time)
Automation building and testing
Delivery with a simple explanation of how it works

Why trust me

I'm new to Malt, but my work speaks for itself: you can view my automations in detail in my portfolio, built with the same level of demand as for a real client (error handling, data structuring, professional final documents).

Feel free to contact me to discuss your needs.
  • French

    Native or bilingual

  • English

    Conversational

Remote only
Primarily works remotely

Experience

  • Make
    No-code automation
    CONSULTING AND AUDITS
    May 2026 - Today (3 months)
    Paris, France
    Automation of incoming lead management
    ● Contact form automatically connected to a tracking spreadsheet, with instant confirmation email to the prospect and real-time notification to the team (Slack).
    ● Objective: zero missed leads, immediate administrative time savings for a small structure.
    ● Tools: Make, Google Forms, Google Sheets, Gmail, Slack.
    Automation of invoicing with calculations and numbering
    ● Automatic generation of a professional invoice (PDF) for each order: calculation of the total, VAT, and price including tax, automatic sequential invoice numbering.
    ● Automatic sending of the invoice by email to the client, without any manual intervention after the order.
    ● Tools: Make (including calculation modules and Data Store for persistent counter), Google Sheets, Google Docs, Google Drive, Gmail.
    These two automations were built from scratch, with the same level of rigor as for a real client: data structuring, error handling, reliable calculations, and professional output documents.
    Business process automation Process optimization Make (Integromat) Zapier No code
  • Ford Crédit
    Account Manager for Individuals and Professionals
    BANKING AND INSURANCE
    October 2022 - January 2025 (2 years and 3 months)
    Paris, France
    • ● Instruction and granting of significant financing, particularly for leasing projects
    • ● Advice and implementation of financial investments tailored to client profiles.
    • ● Training of the new international team
    ● Rigor, regulatory compliance, and customer service skills developed over time.
    Consulting Change management Training delivery
  • LCL
    Bank Advisor
    BANKING AND INSURANCE
    October 2015 - September 2022 (6 years and 11 months)
    Paris, France
    • ● Advice and management of individual client portfolios, processing of financing and investment applications.
    •● Rigor, regulatory compliance, and customer service skills developed over time.
    .● Client support in their life projects (Birth, car purchase, real estate, investment)
    .● Management of a bank branch for several months: business oversight, team coordination.
    Consulting Team management

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Education

  • Professional Bachelor's degree in Insurance, Banking, and Finance
    Licence professionnelle Assurance Banque Finance
  • Self-taught training in no-code automation
    2026
    Formation autodidacte à l'automatisation no-code

Skill set

Categories