Make.com Automation for Existing Digital Product Workflow
Worldwide
Overview We already have most components prepared and are looking for someone to connect them into a reliable Make.com workflow. This is not a project from scratch. Existing Components ✅ Tally questionnaire completed ✅ CopeCart products configured ✅ Google Sheets lookup tables prepared ✅ Google Docs templates prepared ✅ Google Drive folders set up ✅ Analysis preparation page already built ✅ Human Design API access provided Desired Workflow Customer Journey: Instagram → Tally Questionnaire → Analysis Preparation Page → CopeCart Purchase → Automated PDF Generation → Email Delivery Automation Flow: 1. Receive successful purchase from CopeCart 2. Match customer with Tally submission using email address 3. Send required data to Human Design API 4. Receive Human Design results 5. Select correct text modules from Google Sheets 6. Populate Google Docs template 7. Generate PDF 8. Send PDF via email Optional: * Add Calendly link to email when a coaching add-on is purchased Product Logic The logic is relatively simple. Examples: * Product A → Report A * Product A + Add-on B → Report A + Additional Text B * Product A + Add-on C → Report A + Additional Text C + Calendly Link The text modules and lookup structure are already prepared. Requirements * Experience with Make.com * Experience with Google Sheets * Experience with Google Docs template population * Experience with PDF generation and email automation * Ability to build maintainable workflows Preferred Approach We prefer to keep the existing stack wherever possible: * Make.com * Tally * CopeCart * Google Sheets * Google Docs * Google Drive * Gmail * Calendly (optional) We are open to suggestions, but our priority is a simple, reliable, GDPR-conscious and cost-effective solution. When Applying Please include: 1. A brief example of a similar workflow you have built 2. Your estimated fixed price 3. Your estimated implementation time
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- Entry levelExperience Level
- Remote Job
- One-time projectProject Type
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Activity on this job
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About the client
- AustriaOber-Grafendorf2:14 AM
- 1 hire, 1 active
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