Microsoft 365 Document Workflow Consultant

Posted 2 weeks ago

Worldwide

Summary

We are looking for a Microsoft 365 document workflow consultant to help us design and test a practical process for turning raw proposal notes into a formal, styled Microsoft Word document. We operate in Microsoft 365 Copilot. We are looking for someone who has experience solving document workflow problems involving Word templates, structured input, formatted sections, styled text, tables, bullet lists, numbered lists, headers, footers, and editable Word output. The business goal is to keep the project manager or proposal lead focused on drafting the content for each section, without getting caught up in Word templates, formatting, styles, layout, or document production issues. Ideally, one team member can provide section-by-section notes or draft language, and another team member responsible for document production can use a streamlined or automated process to turn those raw notes into a polished, formal Word document. The first deliverable should be a small proof of concept, along with an explanation of the workflow and how it could be maintained by a non-developer business user.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $5.00

    -

    $20.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Office 365
Microsoft 365 Copilot
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:2 weeks ago
  • Interviewing:
    6
  • Invites sent:
    3
  • Unanswered invites:
    1
About the client
Member since Oct 16, 2025
  • USA
    Wilmington3:02 AM
  • $3.8K total spent
    3 hires, 0 active
  • 32 hours

Explore similar jobs on Upwork

Noloco specialistHourly‐ Posted 3 weeks ago
Ai Agentic agentsFixed-price‐ Posted 1 month ago
Artificial Intelligence
Machine Learning
Natural Language Processing

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