Full Stack AI Developer - Build an AI Backoffice Agent Prototype

Posted 2 days ago

Worldwide

Summary

Full Stack AI Developer - AI Backoffice Agent Prototype for Swiss SMEs Fixed Budget: $100 I am looking for an experienced Full Stack AI Developer to build a functional prototype of an AI Backoffice Agent for Swiss SMEs, especially construction and trade companies such as insulation, heating, HVAC, ventilation, plumbing and fire protection companies. This is a real functional prototype, not just a design or Figma mockup. The main functions should work and demonstrate the complete automation. CORE IDEA The AI should act like a digital office employee and automate the process from a customer request to a finished quotation. Example workflow: 1. A customer sends a quotation request by email with a PDF tender attached. 2. AI reads and understands the email and attachment. 3. AI identifies the customer and creates or finds the customer. 4. AI identifies the project and creates or finds the project. 5. AI analyzes the tender PDF. 6. AI extracts relevant positions, quantities, units and technical information. 7. User can review and select the relevant positions. 8. AI applies the company's price database. 9. AI calculates the quotation. 10. AI creates a professional quotation. 11. AI generates the quotation as a PDF. 12. AI prepares a reply to the original customer email with the quotation attached. 13. User reviews everything. 14. User clicks Approve and Send. The goal is that the employee does not have to manually copy information from the email or tender into the system. MAIN FEATURES Email automation: - Read incoming customer requests - Analyze attachments - Understand the request - Start the correct workflow automatically - Prepare the response email AI document analysis: - PDF and tender analysis - Extract positions - Extract quantities - Extract units - Identify relevant work Customer management: - Customer database - Customer details - Projects - Quotations - Orders - Invoices - Documents Project management: - Automatic project creation - Customer assignment - Documents and quotations connected to the project - Project status Price database: - Company specific prices - Prices by unit, meter, m2, hour etc. - Automatic calculation - Missing prices must be clearly marked and never invented by AI Quotation system: - Automatic quotation creation - Company information - Customer - Project - Positions - Quantities - Prices - VAT - Total - Professional PDF Invoice system: - Create invoice from quotation or order - Customer and project automatically connected - CHF and Swiss VAT - PDF invoice Voice commands: For example: "Create an invoice for Muster AG for 5 hours at 85 francs per hour." Or: "Add 30 meters of heating insulation at 45 francs per meter." The AI should understand the command and create the corresponding draft. DASHBOARD The prototype should include a simple dashboard showing: - Incoming requests - AI processed requests - Quotations waiting for approval - Projects - Orders - Invoices - Recent activity APPROVAL SYSTEM Important actions should require human approval. For example: AI creates quotation User reviews it User approves it AI prepares email User reviews it User clicks Approve and Send The user should always be able to edit AI generated information. SWISS MARKET The prototype should use Swiss business formats: - CHF - Swiss VAT - Swiss addresses - Swiss dates - Swiss quotation structure - Swiss invoice structure TECHNOLOGY I am open to your recommendation. Possible stack: - Next.js - React - TypeScript - OpenAI API - PostgreSQL - PDF/OCR processing - Gmail or Microsoft Graph API - Speech to text - Vercel API keys must remain server side. IMPORTANT I want a working prototype where the main workflow can actually be tested: Customer email AI analysis Customer recognition Project creation Tender analysis Position extraction Price calculation Quotation creation PDF generation Email preparation Human approval I do not want only static screens, fake buttons or a simple AI chat interface. The prototype should have a clean, modern SaaS design and should be structured so it can later be developed into a complete commercial SaaS product. FUTURE DEVELOPMENT If the prototype works well, I want to continue developing the product with the same developer. Future features can include: - iOS and Android apps - Swiss QR bills - Bexio integration - Accounting integrations - Banking integrations - Time tracking - Employee management - Material management - Supplier management - AI phone agent - WhatsApp - Automatic follow ups - Advanced AI agents - Multi company SaaS - Analytics BUDGET Fixed Budget: $100 Please include: 1. Examples of previous AI or SaaS projects 2. Experience with OpenAI 3. Experience with PDF/document AI 4. Experience with email APIs 5. Experience with voice AI 6. Recommended technology stack 7. Estimated delivery time 8. Short explanation of how you would build the automated email to quotation workflow If the prototype works well, I am interested in continuing with the same developer for the full commercial product.

  • $100.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type

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Skills and Expertise
Mandatory skills
API
Python
API Integration
Activity on this job
  • Proposals:15 to 20
  • Interviewing:
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  • Invites sent:
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  • Unanswered invites:
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About the client
Member since Mar 25, 2025
  • Switzerland
    Neftenbach / Dorf Neftenbach11:23 AM
  • $426 total spent
    26 hires, 9 active

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