AI Outreach Automation Expert Needed – Google Sheets CRM, n8n/Make & AI Agents

Posted 3 days ago

Worldwide

Summary

Objective Build an AI-powered outreach system using Google Sheets as the CRM. The goal is to automate personalized outreach from lead collection through follow-ups while keeping Google Sheets as the single source of truth. Tech Stack Use your preferred automation platform (n8n, Make.com, or similar). Google Sheet Structure Create a CRM with the following columns: - Company Name - Website - Contact Name - Email - LinkedIn - Industry - Status - Notes - Personalized First Line - Email Subject - Email Body - Follow-up 1 - Follow-up 2 - Last Contacted - Next Follow-up Date - Response - Assigned AI Agent Workflow Requirements 1. New Lead Detection - Watch the Google Sheet for new leads. - Trigger the workflow automatically when a new lead is added. 2. Website Research - Analyze the company's website. - Identify the business niche and services. - Extract useful information for personalization. 3. AI Personalization Generate: - Personalized first line - Email subject - Outreach email - Two follow-up emails The messages should be unique and based on the company's website. 4. CRM Update Write all generated content back into the appropriate Google Sheet columns. 5. Approval Step Do not send emails automatically. Instead, mark the row as Ready for Review and notify the team (Slack, Gmail, or Telegram). 6. Status Management The workflow should update statuses such as: - New Lead - Researching - Draft Generated - Ready for Review - Approved - Sent - Replied - Closed 7. Error Handling If any step fails (website unavailable, AI error, etc.), update the status to Error and log the reason in the Notes column. Deliverables - Workflow file - Google Sheet template - 5–10 minute Loom walkthrough - Documentation explaining the workflow, AI prompts, integrations, and how it can scale. Bonus Points - Multi-agent architecture (Research Agent, Copywriting Agent, CRM Agent). - Duplicate lead detection. - Automatic follow-up scheduling. - Gmail integration for sending approved emails. - Dashboard showing outreach metrics (emails generated, sent, replies, response rate). - Easy onboarding for multiple clients using the same workflow. The solution should be modular, scalable, and easy to maintain, as it will be expanded into a production outreach system.

  • $405.00

    Fixed-price
  • Entry level
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Google Sheets
Automation
Activity on this job
  • Proposals:50+
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Nov 20, 2018
  • United States
    Canton10:24 AM
  • $642 total spent
    6 hires, 1 active
  • 3 hours
  • Individual client

Explore similar jobs on Upwork

Fillable Form
One to one Microsoft AI Stack tutoringHourly‐ Posted 3 weeks ago
Artificial Intelligence
AI Agent Development
Microsoft Power Automate
Microsoft 365 Copilot
AI Builder
Robotic Process Automation
AI App Development
Business Process Automation
AI Chatbot
Microsoft PowerApps
Office 365
Microsoft SharePoint
Machine Learning
Chatbot Development
API Development
API Integration
ChatGPT
Gemini
Microsoft Power BI
Microsoft SharePoint Designer

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