Email Automation Expert to automate Operational and Transactional Email Flows

Objective We are building a fully automated, event-driven email system where: - Emails are triggered by internal database updates, time delays, and conditions - Operations team (non-engineers) can: - Edit email content - Modify triggers - Adjust timing and frequency - Engineering involvement is near-zero after initial setup --- 2. Current Challenges We previously used HubSpot, but ran into major limitations that prevent us from scaling our workflows: 2.1 Deliverability & Unsubscribe Constraints - We were forced to use transactional emails to ensure critical emails are delivered - If we use marketing emails, users who have unsubscribed: - Do not receive important onboarding or tax-related emails - This creates a risk of users missing critical tax communications We need a system that can clearly support: - Transactional / operational emails - Without being blocked by marketing unsubscribe rules - While still remaining compliant --- 2.2 No Attachment Support in Transactional Emails - HubSpot transactional emails do not support attachments - Many of our workflows require: - Trust documents - Tax documents - Reports - Ability to send attachments OR - Reliable alternative (such as secure hosted links) --- 2.3 Workflow Limitations - HubSpot workflows could not handle: - Repeating logic (e.g., “every X days until action taken”) As a result: - Many workflows had to be handled manually - System was not scalable --- 3. Core Requirement (Most Important) The system must be: Ops-controlled, not engineering-controlled This includes: - Editing workflows without code - Updating triggers without backend changes - Managing conditions via UI (not SQL or code) --- What We Need From You Phase 1: System Design - Recommend stack - Define architecture - Explain how it solves our current HubSpot limitations Phase 2 (Optional) - Help implement system - Configure workflows --- Ideal Candidate - Experience with: - Lifecycle automation tools - Event-driven systems - API integrations - Strong product thinking