Build Plaud → OpenAI/ChatGPT Daily Executive Assistant Workflow (Zapier)

Posted 3 weeks ago

Worldwide

Summary

I am looking for someone experienced with Zapier (or similar automation tools) and OpenAI/ChatGPT API to build a simple but reliable AI workflow. This is a small Phase 1 project. I am not looking for a complicated application build. The goal is to prove one core concept: Can I capture information throughout my day and trust that AI will reliably find everything important afterward? Background I use a Plaud AI recording device throughout my day to capture: reminders; tasks; appointments; ideas; client/work notes; and meeting notes. The hardware and recording experience are excellent. Plaud solves the capture problem extremely well. However, for this project, Plaud should be treated only as the recording/transcription source. I do not want to rely on Plaud's built-in AI summaries or action item extraction. My experience has been that Plaud's current AI workflow is designed primarily for summarization and does not reliably extract all tasks, reminders, appointments, and commitments. Important items contained in recordings can be missed, which means I cannot rely on it as an executive assistant workflow. The purpose of this project is: Plaud = capture layer OpenAI/ChatGPT = reasoning and extraction layer The Problem I Am Trying To Solve Most AI tools appear optimized for summarization: "Here is a large amount of information. Make it shorter." That is not what I need. I need extraction: "This information was intentionally captured. Assume it matters. Identify everything that needs to happen next." When I press the record button, that action itself is the importance filter. I am not randomly recording myself throughout the day. I am pressing record because there is something I need to remember, act on, or preserve. Desired Workflow Plaud recording/transcript → Zapier (or similar automation tool) → OpenAI/ChatGPT → Daily executive assistant report by email The final output should review all recordings/transcripts and identify: Action items Appointments/dates/times mentioned Follow-ups required Commitments I made Items I am waiting on from others Important notes or ideas Anything unclear that needs clarification Accuracy/completeness is much more important than brevity. I would rather receive a longer report with possible extra items than have AI decide something is unimportant and remove it. Example Recording: "Remember to email John tomorrow about the contract changes. Also book an appointment with Lauren Friday at 3." Incorrect approach: "User discussed contract matters and scheduling." Correct approach: Tasks: Email John tomorrow regarding contract changes. Calendar Items: Appointment with Lauren Friday at 3:00 p.m. What I Need Built Connect Plaud output to automation workflow. Send transcripts (not AI summaries) to OpenAI API. Create/revise the extraction prompt. Generate a structured daily executive assistant-style report. Send that report to me by email. At this stage: No calendar integration. No task management integration. No dashboard. No complicated app. Those features may come later. The only goal right now is reliable extraction. Required Experience Please have experience with: Zapier or Make; OpenAI API; AI workflow design; prompt engineering; automation workflows. Screening Question (Required) Please answer this question in your proposal: Explain the difference between an AI summarization workflow and an AI extraction workflow. How would you design this system to ensure important tasks/reminders are captured and not accidentally summarized away? Generic AI-generated responses or copy/paste proposals will not be considered. I am looking for someone who understands the actual problem and can explain their approach. Thank you.

  • $250.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
API Integration
Automation
Activity on this job
  • Proposals:50+
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 21, 2016
  • Canada
    Ottawa9:05 AM
  • $1.8K total spent
    4 hires, 1 active
  • 4 hours
  • Health & Fitness
    Small company (2-9 people)

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
Install and Integrate UTM Grabber PluginFixed-price‐ Posted 3 weeks ago
WordPress

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