Coda-Based Integrated CRM for Clinic Operations
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic grew, managing patient sessions, therapist coordination, billing, documentation, and communications across disconnected platforms became unsustainable and error-prone.
The clinic needed a scalable, fully integrated CRM solution to consolidate administrative, therapist, and management workflows, while ensuring data security, operational efficiency, and seamless integration with external services.
- Designed and built a multi-role CRM system entirely in Coda, supporting psychologists, administrative staff, management, and communications.
- Integrated external platforms including Google Calendar, Google Drive, the internal signature system, and Slack into operational workflows.
- Developed modules for patient intake, therapy session scheduling, session notes, payment tracking, invoicing, supervision tracking, and HR management.
- Implemented role-based access permissions to ensure patient confidentiality and operational clarity.
- Established automated workflows for session reminders, document management, and team communications.
- Led full team training and onboarding to ensure rapid adoption and minimal disruption.
- Centralized all clinic operations into a single, easily accessible platform, reducing administrative time and errors.
- Achieved seamless data flow between therapy sessions, billing, HR processes, and communication tools.
- Enabled real-time operational tracking for management without breaching patient confidentiality.
- Increased therapist and administrative staff satisfaction by reducing manual and duplicated tasks.
Web Development and Digital Infrastructure Launch
Centro de Psicología Sandra Ribeiro — Web designer
A professional, scalable web presence was critical for credibility, acquisition, and operational communication as the clinic launched into a competitive health services market.
The clinic had no digital presence.
Building a fully functional, SEO-optimized, and conversion-oriented website was critical for marketing effectiveness, brand trust, and patient communications.
- Designed and launched the clinic’s full website, including service descriptions, therapist bios, FAQ sections, and direct appointment request integration.
- Implemented SEO best practices to support organic traffic acquisition strategies.
- Integrated operational systems such as Google Calendar, Slack notifications, and CRM syncing into the web architecture.
- Designed site UX to optimize patient trust-building and easy contact initiation.
- Launched a high-converting, SEO-optimized web presence fully integrated with operational tools.
- Enhanced clinic credibility and enabled organic and paid acquisition campaigns to scale.
- Reduced administrative friction by automating appointment requests and initial patient contact processes.
Crowdin Integration and Localization Pipeline Ownership
Brainly — Product Owner
Brainly’s localization process was inefficient and error-prone, relying on outdated tooling (OneSky), manual developer requests, and inconsistent translation quality across platforms and markets.
With a global user base and content-driven platform, localization bottlenecks were delaying releases and creating UX inconsistencies.
The opportunity was to fully modernize the localization pipeline by selecting a better tool, automating developer workflows, and building a scalable internal localization operation.
- Researched and compared localization platforms; selected Crowdin based on automation potential, scalability, and platform compatibility.
- Led vendor negotiation, internal approval, and integration project across Android, iOS, and Web platforms.
- Owned post-integration management of the localization channel and acted as the single point of contact across development, product, and content teams.
- Selected, hired, and managed the internal localization team (translators, reviewers, language leads).
- Built automated workflows for developers to push and pull localization updates directly through Crowdin pipelines, removing manual steps.
- Designed process governance: versioning, priority setting, fallback handling, and communication protocols.
- Trained internal teams (engineering, content, product) on Crowdin workflows and access management.
- Replaced OneSky with Crowdin, enabling real-time, version-controlled localization across all platforms.
- Reduced localization turnaround time by eliminating manual developer steps and content handoffs.
- Improved translation consistency and quality across languages and product experiences.
- Established a repeatable, scalable localization framework adaptable to new products and markets.
- Increased engineering satisfaction by eliminating friction in the translation flow.
Redesign of the User Ban Experience for Fairness and Trust
Brainly — Product Manager
Brainly’s automated moderation and ban systems were functionally effective but often perceived by users as opaque, arbitrary, or unfair — undermining platform trust and increasing support ticket volume.
Users who were banned (often for violating content or behavior policies) received minimal context or guidance, resulting in confusion, frustration, and unnecessary churn.
The opportunity was to redesign the entire ban experience — from messaging to appeals — to increase clarity, reduce repeat violations, and preserve user trust even during enforcement.
- Audited the existing ban triggers, messaging flow, and user-facing touchpoints across platforms.
- Proposed and implemented a tiered penalty system with escalating consequences tied to user behavior history.
- Designed new UX patterns including clear messaging on cause, ban duration, and user recourse options.
- Integrated the system with Zendesk to generate automatic tickets for review, reducing response latency and support overhead.
- Added educational content and community guideline links to all ban-related communications.
- Aligned enforcement flows with user sentiment data and legal/privacy guidelines.
- Reduced repeat ban rates through clearer warnings and educational interventions.
- Improved user perception of fairness in platform enforcement — confirmed via support feedback and user interviews.
- Lowered support team workload by automating ban-related ticketing and triage.
- Strengthened Brainly’s moderation framework without alienating borderline users.
Personal Productivity System with Gamification and Workflow Automation
Freelancer — Systems Architect
To manage ADHD-related executive function challenges and maintain sustainable productivity, I designed and implemented a modular, gamified productivity system that evolved into a fully automated behavioral tool.
Traditional productivity tools (planners, calendars, to-do apps) failed to drive consistent engagement or match fluctuating energy levels.
The opportunity was to design a self-regulating, gamified system that would make task completion intrinsically motivating — using automation to remove friction and decision fatigue.
- Designed a point-based RPG system to reward tasks based on effort, urgency, and long-term impact.
- Created task categories and streak mechanics to drive daily consistency and long-term progression.
- Automated score updates, habit tracking, and daily reset logic using Coda formulas and button-based logic.
- Developed iOS Shortcuts to push screenshots from Goodnotes directly into the system for task parsing.
- Integrated AI-assisted classification to extract tasks from notes and update the task database automatically.
- Iterated weekly challenge mechanics, status effects (energy, focus), and milestone rewards to reinforce behavior loops.
- Significantly increased consistency in task execution, especially on high-cognitive-load or ambiguous tasks.
- Reduced friction in daily planning through fully automated pipeline from notes to tasks.
- Demonstrated the ability to design closed feedback systems that drive user behavior over time.
- Built a reusable architecture for productivity gamification that mirrors user engagement frameworks in commercial products.
Coda-Based Accounting System with Multi-Table Sync and Automation
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic scaled, financial tracking became fragmented across spreadsheets, invoices, and session logs.
There was an urgent need for a unified accounting system to track revenue and expenses across therapists, session types, and payment sources — while ensuring data integrity and auditability.
Existing tools couldn’t connect session records, payments, invoices, and supervision tracking into a coherent, flexible financial overview.
Manual entry created duplication risk, poor traceability, and no real-time visibility into financial health.
The opportunity was to design a live, low-maintenance, auditable accounting system built entirely in Coda.
- Designed the system architecture to consolidate financial data from multiple service lines and workflows into a single source of truth.
- Implemented automated logic to sync and categorize income and expenses based on operational activity.
- Built custom interfaces to allow the administrative team to manage finances with minimal manual input or duplication.
- Ensured traceability between financial records and their operational origin (sessions, supervisions, payroll, etc.).
- Structured the system to support accurate forecasting, tax preparation, and performance reporting.
- Replaced fragmented financial tracking with a unified, real-time accounting system.
- Reduced manual workload and error rates in financial reporting.
- Enabled strategic oversight of the clinic’s revenue streams, costs, and category-level performance.
- Created a scalable foundation for further automation (e.g., invoicing, digital signatures, external integrations).