AI Workflow & No-Code Systems Architect - Exit Planning Advisory Platform

I am building an AI-enabled advisory service called Project ERVAS (Exit Readiness & Value Analysis Summary) that helps business owners prepare their companies for acquisition. The service combines a Claude AI analysis engine with a premium client portal to deliver structured, repeatable advisory outputs. What the system does: Each client engagement processes three inputs simultaneously — a owner self-assessment survey, a 1:1 interview transcript, and 2–3 years of financial statements. Claude analyzes all three and produces three deliverables: a scored Exit Readiness Assessment, an Executive Summary, and a 12-Month Value Acceleration Roadmap. What I need from you (10–15 hours): This is an architecture and specification engagement — not a build. You will: Finalize tool selections and confirm how Softr, Airtable, Typeform, Zapier, and Claude connect Design the complete Claude prompt architecture for the analysis workflow Define the client portal data model including all fields, sections, and permissions Produce a technical specification document my offshore build team executes from Identify risks and integration complications before the build begins Document a workflow I can operate myself as a non-technical user Expected tech stack: Claude (AI engine) · Softr (client portal) · Airtable (database) · Typeform or Tally (intake survey) · Zapier or Make (automation) · Word/PDF (report output) You are the right person if you have: Built AI-assisted workflows using Claude or GPT-4 producing structured, repeatable outputs Built client-facing portals using Softr or comparable no-code platforms Designed prompt systems for consistent formatted outputs across variable inputs Produced technical specification documents for non-technical clients Experience with Airtable as a backend and Zapier or Make for automation Deliverable: A complete technical specification document delivered within 2 weeks. This becomes the build bible for the offshore team that follows. An NDA will be required. There may be light advisory opportunity during the build phase, compensated separately.