Dear Universe, Please send me someone who can automate our workflows. Someone who looks at our WordPress, WooCommerce, HubSpot, Monday, and Make stack and just... knows what needs to happen. Because God knows I've been through the manual emails, the spreadsheet hell, the constant back-and-forth with clients on onboarding, the processes that should've been automated months ago, and dealing with people who are wishy-washy about their commitment. Look, I'm really good with people, I'm good at design, I'm good at ideas... but holding all the mental load of architecting workflows and automation systems? That's not my thing. There's gotta be somebody out there with a really smart, healthy, analytical brain who can help me plan it right, diagram it properly, and architect this like an adult. Someone who does it right the first time. I need a workflows engineer who gets it, someone who can build a client-facing dashboard so our onboarding process runs itself, without me sending a single manual email. If you think you're a good fit, answer as if you're The Universe responding to my plea. Let me know why you're the one, and I'll know you actually read this. Thanks, Universe. Let's see what you got.

Monday.com Workspace Build — CRM, Marketing & Operations (Genomics Company) We're looking for an experienced Monday.com specialist to build out our full workspace from scratch using a detailed implementation brief we've already created. The build includes 3 connected boards: -CRM & Sales Pipeline (11-stage pipeline, 24 custom columns, automated Project ID formula, 4 automations) -Marketing & Content Calendar (email campaigns, LinkedIn, conference tracking) -Lab Operations PM (13-stage lab workflow, cross-board handoff from Sales at deal close) You will need to: -Set up user roles and board-level permissions for a 7-person team -Build all columns, status labels, dropdowns, and formula fields to spec -Configure automations across all 3 boards -Set up the cross-board connection so a closed deal auto-creates a Lab Ops project -Create filtered views per board -Set up Gmail integration We will provide: A complete step-by-step build guide and field-level specification document — you are executing a defined plan, not designing from scratch. Ideal candidate: 3+ years Monday.com implementation experience, strong automation setup skills, experience with cross-board connections and formula columns. Bonus if you've worked with sales or lab operations workflows. This is a one-time project with potential for ongoing admin support. Please share examples of Monday.com workspaces you've built.

Monday.com Dashboard expert to assist with advanced dashboard details- percentages, totaling averages, etc...

We are seeking an expert in monday.com to help us implement a tailored solution for our construction project timelines. The goal is to create a comprehensive template that incorporates project dependencies and timelines effectively. The ideal candidate should have a proven track record in monday.com implementations and be skilled in customizing workflows for construction projects. Your expertise will be vital in ensuring that our team can efficiently manage project timelines and dependencies. If you have experience in similar project setups, we would love to hear from you!

We are seeking a Monday.com expert to oversee our production management processes. The ideal candidate must demonstrate exceptional multitasking abilities and a keen attention to detail. Your primary responsibility will be to streamline operations and ensure that all projects are executed efficiently. Candidates must be based in the United States and have a proven track record with Monday.com. If you are passionate about optimizing workflows and can thrive in a fast-paced environment, we want to hear from you!

We operate a licensed Adult Family Home (AFH) in Washington State with 24 residents and a team of approximately 25 staff across caregiving and leaders. We are seeking a professional to help improve our business operations, streamline processes, and support overall efficiency. The ideal candidate will have experience in business operations, management, and process improvement, and be able to work closely with our team to identify opportunities for growth and optimization. Deliverables: All of the following must be delivered for the project to be considered complete: 1. Fully built ClickUp workspace with all spaces, folders, lists, templates, custom fields, and dashboards as specified. 2. Five Make.com scenarios built, tested, and active as specified in Section 5. 3. WhatsApp Business group channel setup guide (naming, keyword conventions, how to add members). 4. End-to-end test documentation — at least one full test run of each workflow showing trigger to task creation to escalation to completion. 5. A short handoff document (1–2 pages) explaining how each Make.com scenario works, where to find it, and how to update it if a workflow changes. 6. A 30-minute walkthrough call with our leadership team upon delivery. Required: • Demonstrated ClickUp workspace builds (portfolio required) • Make.com scenario building with conditional logic and email parsing • WhatsApp Business API or Cloud integration experience • Experience with multi-step automation flows • Ability to work from a written SOP / workflow spec • Clear English communication — async updates expected Nice to have: • Experience with healthcare or residential care operations • Experience building ClickUp dashboards for leadership teams • Prior work with email parsing + webhook routing in Make.com • Experience with HIPAA-adjacent data handling This is a build project, not a consulting project — we have defined what we need. We are not looking for someone to redesign the architecture.

We are a small e-commerce business with offices in Florida and remote locations. Our mission is to streamline our operations and enhance productivity through effective workflow management. To achieve this, we are seeking a skilled Monday.com expert to consult with our team. Position Summary: As a Monday.com expert, you will play a crucial role in developing user-friendly boards, optimizing workflows, and ensuring seamless onboarding and training for our team members. Your expertise will contribute to cost-effective solutions that enhance efficiency and collaboration across the organization. Responsibilities: • Assist in developing boards for business workflow, SOPs, and Team Management • Work management (Errors tracking, To-do lists, and daily work schedules) • Automate tasks / AI writing assistant. • Queries and reporting solutions • Data storage and query/manipulate • Apps integrations e.g Gmail, Outlook, Shopify • Optimizing workflows, and ensuring seamless onboarding and training for our team members Qualifications: The candidate must demonstrate the ability to develop solutions for the tasks below: • Project Planning & Management • Daily task management • Project (Batch) costing • KPIs (Understand how to measure and optimize performance metrics) • Resource audits (Analyze resource allocation) • Team Management (Develop collaborative boards that enhance teamwork and communication) • Dashboarding (Create visually appealing user-friendly dashboards for data visualization) Skills: Monday.com, Google Workspaces, Shopify, eBay, Walmart Marketplace, Office, Canva, and Amazon marketplace, Good communication skills and ability to work with a team.

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.

I am looking for an experienced Make.com automation/integration specialist with strong QuickBooks Online experience to build and complete a TrackOps to QuickBooks Online integration for my three businesses. This is not a simple “push an invoice from one system to another” project. The integration needs to handle real accounting workflows accurately across three separate companies using one centralized Make environment, with each company maintaining its own isolated TrackOps and QuickBooks Online account. I have already gone through unsuccessful contractor attempts on this project, so I want to be very clear up front: I am looking for someone who can actually build, test, and demonstrate working functionality in my environment - not someone who can only write a polished proposal. ________________________________________ Business / System Environment You will be working with three separate operating companies: • Megalodon Executive Protection Firm, LLC (EP) • Megalodon Private Investigations Firm, PLLC (PI) • Megalodon Regulatory Advisory Firm, PLLC (RA) Each company has: • its own TrackOps account • its own QuickBooks Online account The integration will be built in one centralized Make environment, but all company data must remain fully isolated by entity, with no crossover between businesses. TrackOps is my operational system of record for: • cases / jobs • customers / clients • invoices • time tracking / hours • mileage / expenses QuickBooks Online is my accounting system of record. The goal is for TrackOps activity to flow into QuickBooks Online with proper accounting treatment and minimal manual re-entry, while preserving clean books and reliable reporting. ________________________________________ Scope of Work I want this project structured into fixed-price milestones that align with the phases of work. A proposed structure is below, but I am open to reasonable adjustments if the contractor has a better recommendation. Milestone 1 – Discovery, Audit, and Foundation • Audit any existing Make scenarios / prior contractor work and document what is reusable versus what should be rebuilt • Review TrackOps API and webhook coverage for all required objects • Review and validate QuickBooks Online chart of accounts, products/services, classes, and other mapping structure relevant to the integration • Review my existing account mapping and identify any structural issues that need to be addressed before the build proceeds • Establish customer sync from TrackOps to QuickBooks Online • Implement duplicate prevention and standardized naming logic Milestone 2 – Core Invoicing, Payments, and Retainers • TrackOps invoices flowing into QuickBooks Online • Correct service / product mapping • Sales tax handling at the invoice line-item level • Payment recording and application to the correct invoice • Retainer handling logic: o retainer receipts booked properly o retainers applied against invoices---in TrackOps---as work is performed o clean accounting treatment in QBO Milestone 3 – Expense / Reimbursement Accounting • Client reimbursable expenses flowing correctly into QuickBooks Online • Administrative fee / markup logic where applicable • Mileage handling from TrackOps into QuickBooks Online • Travel / transportation reimbursement scenarios • Credit memos, debit memos, refunds, and related accounting treatment • Proper payable / reimbursement treatment for contractors or employees Milestone 4 – Profitability, Classification, and Delivery Logic • Case / engagement ID flow into a QuickBooks Online project field • Class / department mapping where appropriate • Product and service mapping refinement • Invoice delivery / emailing logic if included in the final design • Any related workflow needed to support cleaner engagement-level profitability reporting Milestone 5 – Payroll / Time Tracking / Contractor Payment Integration This phase is very important and needs to be approached carefully. TrackOps has a time tracking feature that captures hours by worker. I need the contractor to determine the maximum extent to which TrackOps time can be pushed into QuickBooks Online payroll-related workflows and records. I understand that QuickBooks Online does not permit outside developers to fully automate the final payroll run itself. I am not expecting a fully hands-off payroll run if Intuit’s restrictions do not allow it. However, I do expect this portion of the project to be taken as far as it can reasonably go. The goal of this phase is to automate as much of the payroll preparation workflow as possible, including where feasible: • TrackOps time flowing into QuickBooks Online payroll-related records, hours, or staging data • Worker-level time mapping by employee and/or contractor • Support for hourly payroll workflows to the maximum extent QuickBooks Online allows • Any feasible employee / contractor sync elements between TrackOps and QuickBooks Online • Any feasible support for workers compensation code mapping • Any feasible support for contractor / 1099 payment workflows • Clear identification of what can be automated versus what must remain manual due to Intuit limitations The final payroll run inside QuickBooks Online may remain a manual step, but the integration should be designed so that payroll preparation is automated as far as QuickBooks allows. I also want test runs performed during this phase so the payroll-related functionality can be verified. If something is not possible because of Intuit restrictions, I want that documented clearly, along with the maximum automatable portion and the manual procedure required to complete the payroll process. I do not want anyone overpromising payroll automation that QuickBooks Online will not allow. I do want this portion of the build pushed as far as it can reasonably go and verified with testing. Milestone 6 – Replication to PI and RA Once the Executive Protection build is functioning correctly, replicate the completed build to: • Megalodon Private Investigations Firm, PLLC • Megalodon Regulatory Advisory Firm, PLLC This includes: • adjusting services, accounts, and workflow logic as needed for each entity • maintaining full isolation of data and workflows between all three businesses • validating that each replicated build functions correctly in its own environment Milestone 7 – Testing, Error Handling, Documentation, and Handoff • End-to-end testing across all scenarios • Error handling and failure alerts so issues do not silently fail • Written documentation / runbook • Loom walkthrough or live walkthrough of the final system • Explanation of how to maintain the system and understand failures • Final handoff only after the system is functioning and verified ________________________________________ Required Skills / Experience Please do not apply unless you have real experience with the following: • Make.com automation builds • QuickBooks Online integrations • Accounting-aware workflow design, not just general automation • Invoices, payments, retainers, reimbursements, credits/refunds • Multi-step field mapping and debugging • API/webhook-based integration work • Multi-company / multi-account workflow organization Strong preference if you have experience with: • service businesses • legal / investigations / field services / case management style workflows • profitability / project / class tracking in QBO • payroll-related QBO integration limitations ________________________________________ Deliverables I expect the contractor to deliver working functionality, not just recommendations. That means: • functioning Make scenarios in my environment • correct mapping and accounting treatment • testing and proof of function • clear documentation of what was built, what is partially automated, and what remains manual due to platform limitations • professional communication throughout the project ________________________________________ Critical Milestone Verification Requirement This is extremely important. No milestone will be considered complete until the contractor demonstrates the work live and I verify that the milestone deliverables are functioning in my actual environment. For each milestone, I will require: 1. A live walkthrough / demonstration of the functionality 2. Proof of the actual Make scenarios and workflow logic 3. Proof that the workflow works in my environment 4. My confirmation that the milestone deliverables for that milestone have been satisfied Milestone payment will only be released after verification and acceptance. If you are uncomfortable with that, please do not apply. ________________________________________ Communication Expectations I value direct, professional communication. I do not need constant meetings, but I do need: • acknowledgment of questions • status updates when something is blocked • honesty if something is not possible • no disappearing • no vague milestone claims without proof If there is a technical limitation, I want it surfaced early and clearly. ________________________________________ Prior Contractor Experience / Expectations Going Forward I want to be transparent about why I am being very specific about communication and milestone verification. I have already had two unsuccessful contractor attempts on this project. In one case, the contractor struggled to communicate clearly and directly about the work. I made multiple requests during the engagement that every question I asked be answered clearly, directly, and in a timely manner. Even after I raised that issue more than once, I still was not getting clear answers to straightforward questions about project status, functionality, and next steps. Because communication and responsiveness are essential on a project like this, I ended that engagement. In another case, a contractor submitted a milestone payment request claiming a milestone was complete, but when I attempted to verify the work through a live walkthrough and demonstration, the contractor could not clearly demonstrate that the functionality had actually been built and working in my environment. That engagement was also terminated. I am not including this to be dramatic or difficult. I am including it so expectations are completely clear from the beginning. For this project, I need a contractor who can do all of the following consistently: • answer questions clearly, directly, and in a timely manner • communicate honestly about what is done, what is not done, and what is blocked • demonstrate completed work live before requesting milestone payment • surface technical limitations early instead of overpromising or avoiding direct answers If your communication style is vague, delayed, or indirect, or if you are not comfortable demonstrating completed work before requesting payment, then this project is probably not a good fit. ________________________________________ Proposal Instructions If you apply, please include the following: 1. A short explanation of your experience with Make.com and QuickBooks Online integrations 2. Your recommended milestone pricing for the milestone structure above ________________________________________ Budget / Engagement Structure I am open to fixed-price milestone proposals for the full project. I prefer to structure the engagement in multiple milestones rather than one large payment. I am open to contractors proposing their own pricing by milestone, but I want the proposal structured around the milestone framework above or a clearly justified alternative.