Transcript-to-Action-Item Automation & Task Tracking Integration

Posted 5 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I run a consulting practice with multiple simultaneous client engagements. I need a system that takes call recordings/transcripts (Otter.ai or Microsoft Teams) and automatically turns them into agreements and tracked, owned, due-dated action items — scheduled onto my calendar, tracked in a full-featured task manager, and visible on a This RFQ covers one slice of a larger workflow project: the pipeline from transcript to organized, followed-up, prioritized action items. It does not include the analysis/document-generation side (situational analysis, SWOT Cross, etc.) or full engagement file organization — those are being scoped separately.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
n8n
API Integration
zappier
Activity on this job
  • Proposals:50+
  • Last viewed by client:5 days ago
  • Interviewing:
    2
  • Invites sent:
    6
  • Unanswered invites:
    3
About the client
Member since Aug 17, 2024
  • USA
    Weston3:00 AM
  • $295 total spent
    2 hires, 1 active

Explore similar jobs on Upwork

Scripting
Explainer Video
Article Writing
Creative Writing
English
Content Writing
Writing
Documentary
n8n
Zapier
Web Development
JavaScript
CSS
Web Design
Webflow
Automation
HTML

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