Agiloft CLM Training & Support

I’m looking for an Agiloft expert who can guide me through real-world admin work while sharpening my intermediate skills. My immediate focus is mastering workflow automation, tightening up general admin tasks, and learning how to handle integrations—especially with our CRM stack and several AWS services we already rely on.

I already grasp the basics of the platform, so I don’t need a ground-up introduction. What I do need is a practical, hands-on approach: we jump straight into live configurations, review best practices, and troubleshoot anything that comes up during my day-to-day ticket queue. Remote sessions with screen sharing and recorded walk-throughs would be ideal so I can revisit the material later.

Key outcomes I’m aiming for:
• Step-by-step coaching as I build and refine workflow automations
• Clear guidance on core admin functions (permissions, record layout tweaks, rule configuration)
• Integration pointers, with an emphasis on CRM connectors and AWS-related APIs or middleware
• A small library of cheat-sheet documents or video clips for future reference

If you’re confident with Agiloft CLM administration and comfortable offering on-the-job mentoring, I’d love to work with you. Please outline your experience, availability (timezone), and any similar training engagements you’ve completed.