Make.com Automation for Existing Digital Product Workflow

Posted last week

Worldwide

Summary

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/week
    Hourly
  • < 1 month
    Duration
  • Entry level
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Make.com
Google Workspace
Activity on this job
  • Proposals:50+
  • Last viewed by client:last week
  • Hires:
    1
  • Interviewing:
    5
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 22, 2026
  • Austria
    Ober-Grafendorf2:14 AM
  • 1 hire, 1 active

Explore similar jobs on Upwork

Job Aggregation and Dashboard CreationHourly‐ Posted 8 months ago
Automation
Data Scraping
Data Extraction
API
UI/UX Prototyping
Web Scraping
Zoho Creator

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo