We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF

We are looking for a strong software engineer who can build practical automation systems using AI, APIs, and modern development tools. This role is for someone who can take messy business workflows, understand the goal, and build working systems that save time, reduce manual work, and improve execution. You should be comfortable building automations, integrating tools, working with APIs, writing clean code, and using AI tools like OpenAI, Claude, or similar models to create useful business applications. What You’ll Work On You will help build and improve systems such as: AI-powered research and data extraction workflows CRM and sales process automations Email, spreadsheet, and database automations Internal tools and dashboards API integrations between business software Web scraping and data enrichment workflows when appropriate AI agents or assistants that help with repetitive business tasks Automation around deal screening, reporting, lead research, and document creation Ideal Candidate We are looking for someone who is practical, fast, and can figure things out without needing step-by-step instructions. You should have experience with: Python and/or JavaScript APIs and webhooks OpenAI, Claude, or other LLM APIs Automation tools like Zapier, Make, n8n, Airtable, Google Sheets, HubSpot, Salesforce, or similar Databases such as PostgreSQL, Supabase, Firebase, or similar Basic front-end or internal tool development Web scraping, data cleaning, and structured data workflows GitHub and clean documentation What Matters Most We do not need someone who only talks about AI. We need someone who can actually build. The right person should be able to: Understand a business process quickly Recommend the simplest technical solution Build fast prototypes Turn prototypes into reliable workflows Communicate clearly Document what was built Improve systems over time Nice to Have Experience with any of the following is a plus: Private equity, M&A, finance, or investment workflows Deal sourcing or lead generation systems CRM automation Data enrichment tools AI research agents Browser automation Cloudflare, AWS, Google Cloud, or similar infrastructure Engagement This will start as a part-time project-based role, with the potential to become ongoing if the work is strong. Estimated workload: 5 to 15 hours per week to start. To Apply Please include: Examples of automations or AI tools you have built The tech stack you usually work with A brief explanation of how you would approach automating a messy manual workflow Your hourly rate Your availability Please do not send a generic application. If your response looks copied and pasted, it will be ignored.

Create an A.i sales agent that automates tasks in real estate

We’re looking for an experienced Marketing Automation Specialist to help build the automation infrastructure for a rapidly growing virtual health education company. Our current tech stack includes: * HeySummit * Kit (formerly ConvertKit) * Circle * Monday.com * Stripe * Zapier and/or Make Project Scope We’re looking for someone who can connect our systems and build reliable automations that reduce manual work and improve the attendee experience. Responsibilities include: * Connect HeySummit registrations with Kit * Build automated tagging and segmentation * Sync purchases between platforms * Automate Circle community invitations and onboarding * Build attendee, speaker, sponsor, and affiliate workflows * Create abandoned registration and purchase automations * Test all workflows thoroughly * Document every automation so our internal team can maintain it Requirements * Advanced Kit automation experience * Strong Zapier and/or Make experience * API integration experience * Experience building customer journeys and marketing automations * Excellent documentation skills * Ability to recommend best practices rather than simply follow instructions Bonus if you’ve worked with HeySummit or Circle before. Please include: * Examples of similar automation projects * The platforms you’ve worked with * Estimated timeline * Fixed project price This is a project-based contract with the potential for future optimization work.

We’re a strategic investor relations firm looking to bring on an AI automation specialist to help us build and maintain internal workflows across key deliverables. This is not a one-off project. We’re looking for someone who can work with us ongoing, think in systems, and help us implement a structured AI-driven operating model. We already have a clear roadmap and initial strategy in place. Your role is to help bring it to life. What We’re Building We are focused on three core workflows: 1. AI-Assisted Drafting (Priority) Build Custom GPTs for client deliverables (earnings materials, summaries, etc.) Structure inputs (transcripts, historical materials, models) Standardize outputs (tone, format, consistency) 2. Analyst Consensus Automation Pull data from Excel / SharePoint (NOT third-party APIs) Use Make.com (or similar) to automate workflows Feed structured data into ChatGPT for report generation 3. Fund Profile Workflows (Later Phase) Work with semi-manual datasets (exports from IR platforms) Build hybrid workflows (automation + human input) What We Need From You We are looking for someone who can: Build Custom GPT workflows (not just prompts) Work with Make.com (or similar tools like n8n / Zapier) Integrate with Microsoft 365 (SharePoint, Excel, Outlook) Structure messy workflows into repeatable systems Think critically about data accuracy and validation Build with human-in-the-loop review processes Important Context We work in investor relations → accuracy matters more than speed We are not looking for “full automation” → we want controlled, reliable workflows Many processes today involve manual copy/paste and disconnected tools Goal is to reduce friction and standardize output, not cut corners Engagement Details Type: Ongoing (starting with a pilot project) Initial Focus: Build Phase 1 (AI drafting workflow) Hours: Flexible (will grow over time) Start: ASAP How We’ll Evaluate Candidates We’re less concerned with resumes and more interested in how you think. Please include: Examples of automation workflows you’ve built (especially with GPT + Make/Zapier) A short explanation of how you would: Take a transcript + prior materials → generate a structured draft Tools you prefer and why Nice to Have (Not Required) Experience in finance, IR, or data-heavy environments Experience working with structured Excel models API experience What This Can Turn Into If this goes well, this becomes a long-term role helping us build and maintain our internal AI infrastructure. We’re not looking for a task-doer—we’re looking for someone who can grow with us and own this function over time.

We are building a multi-step workflow automation for a healthcare-adjacent B2B service. The automation needs to pull structured data from a web portal, pass it to an AI API to generate personalized documents, route the output through a HIPAA-compliant email delivery platform, and log results for quality review. We are looking for a US-based developer experienced with Make.com or n8n and comfortable working with REST APIs. This is a fixed-price project with a clear scope document provided after an NDA is signed. Please share relevant portfolio examples of similar automation builds.

First time using Upwork to outsource assistance. We are a real estate development company based out of Detroit, Michigan. I need someone who is well acquainted with Clickup and their new AI features. They need to be able to setup automations and fix any discrepancies in our current setup. The ideal candidate will have experience in optimizing workflows and ensuring seamless integration with existing systems.

I’m looking for someone to automate my newsletter workflow. I would like to take newsletter language from google docs and have it auto publish to Substack and Mailchimp using Make.com. It must be through make.com.

We are seeking an experienced freelancer to audit our automated lead follow-up system. The ideal candidate will have a strong background in AI automation and be able to evaluate the effectiveness of our current system. Responsibilities include identifying areas for improvement and providing actionable insights to enhance performance. If you have a passion for AI and a keen eye for detail, we would love to hear from you!

Job description We’re a marina and campground with several core systems that need to work together. We’re modernizing how we run the business and are looking for a skilled automation engineer to help us connect our tools, cut out manual work, and keep everything running smoothly. We’ve adopted Make.com as our automation platform and plan to stay on it unless there’s a compelling reason to switch. We’re primarily looking for strong Make.com expertise, but experienced Zapier engineers are welcome to apply — the platforms are similar enough that deep expertise in either one translates well. This is an ongoing, part-time role. You’ll design, build, and maintain automations across our operations, with steady work for the right person. What you’ll build • Bookings & operations — reservation confirmations, scheduling, and internal alerts • Marketing & CRM — lead capture, email sequences, contact syncing, and review requests • AI chatbot integration — connecting our website assistant to bookings, email, and our knowledge base • General automation — streamlining other workflows across the business as needs come up What we’re looking for • Proven, in-depth expertise in Make.com or Zapier, with a portfolio of complex, real-world workflows • Strong experience with APIs, webhooks, and third-party app integrations • Solid grasp of data mapping, error handling, and building reliable, maintainable scenarios • A clear communicator who can recommend the best approach — not just take orders • Dependable and responsive, since this is an ongoing relationship Engagement & rate • Ongoing, part-time • We’ll start with an initial project, with strong potential for continued work To apply Send a brief note covering which platform you specialize in (Make.com or Zapier) and your experience with it, 2–3 examples of automations you’ve built (links or short descriptions — ideally similar to what’s above), and your weekly availability. Bonus points if you’ve worked with hospitality, booking, or small-business tools.