# AI & Automation Architect for Creator Business (Content, Digital Products, Customer Journey & Growth Systems) **Budget:** $100–$150/hour (based on experience) **Initial Engagement:** 4-hour live working session **Date:** Monday, June 29, 2026 **Time:** 1:00 PM–5:00 PM EST **Location:** Remote (Zoom) ### IMPORTANT To confirm you've read this posting, start your proposal with: **Pocket Palette** Applications that do not include this phrase will not be considered. --- ## About Me I am the founder of What Kate Covets, a growing Seasonal Color Analysis business that combines personalized color consulting, digital products, affiliate recommendations, events, and content creation. My business is growing quickly, and I am looking for a highly experienced AI and automation consultant who can help me build scalable systems that improve customer experience, streamline operations, increase revenue opportunities, and reduce manual work. This is not a virtual assistant role. I am looking for a strategic thinker and hands-on builder who can help design and implement practical solutions. There is potential for ongoing consulting and implementation work after this initial engagement. --- ## What I Want to Accomplish I am looking for someone who can help me build the operational foundation of my business so that growth does not require a proportional increase in manual work. ### 1. Launch and Scale My Digital Pocket Palettes I have created a Digital Pocket Palette product and need help creating, organizing, and launching versions for all seasonal color palettes. Desired outcomes: * Create and organize all seasonal versions * Establish a repeatable process for future updates * Upload and configure products on my website * Set up payment and delivery workflows * Create a seamless customer purchase and access experience * Ensure products are ready to sell and scale ### 2. Automate Lead Generation and Booking I want to reduce the amount of time spent manually managing inquiries and appointments. Desired outcomes: * Streamline lead capture * Improve inquiry management * Automate appointment scheduling where appropriate * Improve conversion from inquiry to booked consultation * Reduce administrative work ### 3. Automate the Client Journey After Their Analysis I currently provide significant value after a client receives their color analysis and want to create a more scalable experience. Desired outcomes: * Automated follow-up workflows * Delivery of resources and recommendations * Review request automation * Upsell opportunities * Long-term client engagement ### 4. Create a Scalable Recommendation System One of the biggest opportunities in my business is helping clients discover products that work for their season. I would like to explore solutions such as: * Digital Pocket Palette integrations * ShopMy collections * Seasonal shopping guides * AI-powered recommendation systems * Affiliate product recommendations * Personalized product discovery experiences I am looking for someone who can help determine the best solution and roadmap. ### 5. Create a Centralized Recommendation Database I want to stop managing recommendations across multiple platforms. I'd like help designing a system where products, affiliate links, seasonal recommendations, content assets, and customer resources can live in one centralized location and be used across: * ShopMy * Linktree * Instagram * My website * Digital Pocket Palettes * Future AI-powered tools ### 6. Create a Seamless Content Creation & Publishing Workflow Content is a major part of my business, but the process is currently too manual. I want help creating a content engine that allows me to consistently create and publish content with less effort. Desired outcomes: * Create a repeatable content workflow * Organize content ideas and assets * Streamline content creation and publishing * Reduce time spent creating captions, recommendations, and posts * Repurpose content across multiple formats and channels * Improve affiliate content workflows * Explore AI-assisted content creation systems * Create a clear process from idea → creation → publishing → engagement --- ## Current Platforms & Tools My business currently uses a combination of: * ChatGPT * Claude * Google Workspace * Instagram * Meta Business Suite * Linktree * ShopMy * Canva * Squarespace * Stripe Experience with the following is a plus: * Zapier * Make * n8n * Vercel * Airtable * Notion * AI agents * Custom GPTs * Knowledge bases * Workflow automation tools --- ## Deliverables At the end of our engagement, I would like: * A prioritized roadmap of opportunities * Identification of quick wins and longer-term projects * Recommended systems and tech stack improvements * At least 2–3 automation workflows mapped or implemented * Recommendations for scaling Digital Pocket Palettes * Recommendations for scalable recommendation systems * Documentation and next steps --- ## Ideal Candidate You: * Are fluent in English * Have extensive experience with AI tools and workflow automation * Have built systems for creators, consultants, coaches, agencies, or small businesses * Can work collaboratively in real time via Zoom * Are both strategic and technical * Can implement solutions, not just advise * Stay current with emerging AI tools and best practices Bonus points if you have experience with: * Affiliate marketing * Creator businesses * Personal brands * Digital products * AI agents * Customer journey automation * Knowledge management systems --- ## To Apply Please include: 1. A brief overview of your AI and automation experience 2. Examples of workflows or automations you've personally built 3. Experience with ChatGPT, Claude, Zapier, Make, n8n, Vercel, Airtable, Notion, or similar platforms 4. Experience working with creators, consultants, coaches, or personal brands 5. Confirmation that you are available Monday, June 29 from 1 PM–5 PM EST 6. A 3–5 minute Loom video walking through a workflow or automation you've built 7. What you believe would be the highest-impact automation opportunity for my business based on this posting Potential for ongoing consulting and implementation work for the right person.

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses

Project Overview We are looking for an experienced AI workflow, process design, and prompt engineering expert to help us automate part of our sales and proposal development process. Currently, our project management team spends 4–12 hours developing a custom research plan and proposal for each active FSI lead. In busy weeks, we may work on 5–6 leads, which creates a significant time burden and slows down response time. We want to build a custom ChatGPT skill or AI workflow that can take sales notes, email context, and call notes, then help generate a research plan and proposal in our existing format. What We Need We need someone who can: Learn and map our current sales/proposal process Translate that process into a structured AI workflow Write effective prompts and decision trees Train or configure a custom ChatGPT skill/workflow Help the AI ask the right follow-up questions Generate proposal sections based on uploaded notes Recommend research scope, segmentation, targets, and options Output the final proposal in our existing template Desired Workflow The ideal AI workflow would allow us to upload notes from emails and sales calls. The AI would then ask a series of structured questions to determine how to write each section of the proposal. The AI should be able to: Recommend the appropriate research process Suggest project scope Identify demand segmentation opportunities Create tables for the proposal Recommend constituencies and companies to target Suggest research options Draft the proposal using our template Provide a strong first draft that our team can review and adjust Business Goal The goal is to significantly reduce the time spent developing research plans and proposals, especially for early-stage leads and marketing-generated opportunities. This is particularly important for new leads from companies we have not worked with before, where the probability of closing may be relatively low. We want to respond quickly and professionally without taking excessive time away from active client projects. Ideal Freelancer You should have experience with some or all of the following: AI workflow design Prompt engineering Custom GPTs or ChatGPT skills Sales/proposal automation Business process documentation B2B research or consulting workflows Template-based document generation AI-assisted decision trees Knowledge management or internal AI tools Experience with market research, consulting, or proposal development is a plus. Deliverables We expect the freelancer to deliver: A documented AI workflow/process map A set of structured prompts and instructions A functioning custom GPT, ChatGPT skill, or equivalent AI workflow Question logic for gathering missing proposal inputs Proposal section drafting logic Testing and refinement using sample lead notes Documentation so our team can maintain and improve the workflow Project Type This will likely begin as a one-time project, with potential for ongoing support as we refine the workflow and expand it to other proposal types. To Apply Please include: Examples of AI workflows, custom GPTs, or prompt systems you have built Your experience with proposal automation or business process automation Your recommended approach for this project Any questions you would need answered before starting

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.

I need someone to help me set up automation agents in Claude Cowork. My photo agency requires CoWork to watch a directory for new files and trigger a workflow. The ideal candidate will have experience in automation and workflow management, ensuring seamless integration with our directory to automate file processing.

AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.

## Project Overview I am seeking an experienced Senior AI Systems Architect / Full-Stack Engineer to evaluate and potentially lead the technical architecture of a new enterprise software platform currently under development. At this stage, I am not looking for someone to simply write code. I am looking for an experienced technical professional capable of evaluating architecture, recommending technologies, and helping define the engineering roadmap for Version 1. The project involves the integration of artificial intelligence, enterprise software architecture, workflow automation, secure data management, API integrations, and cloud-based application design. Because the project contains proprietary intellectual property, detailed information will not be disclosed during the initial interview process. Candidates selected to move forward will be asked to execute a Non-Disclosure Agreement before reviewing project documentation. ## Initial Objectives • Review the existing project at a high level. • Evaluate technical feasibility. • Recommend the most appropriate technology stack. • Design the production architecture. • Develop an implementation roadmap. • If mutually agreed, continue as the lead software architect for Version 1. ## Required Experience Applicants should have significant experience with: • Enterprise software architecture • Artificial Intelligence integration • API development and integration • Full-stack application development • Cloud architecture and deployment • Database design • Authentication and application security Excellent communication skills are important. I am looking for someone who enjoys solving complex architectural challenges and who is interested in building something from the ground up. ## Please Include 1. A brief summary of your architecture experience. 2. Examples of enterprise software systems you have helped design. 3. AI-related experience. 4. Your preferred technology stack. 5. Why this opportunity interests you. The initial engagement is intended as an architectural evaluation. A longer-term relationship may develop if there is a strong mutual fit.

We are building a next-generation workflow automation platform that combines deterministic business rules, artificial intelligence, document intelligence, and human review workflows into a single operating system. This is not a traditional CRM project. Our vision is to develop a doctrine-driven platform where business rules serve as the system authority, AI serves as an analytical and drafting layer, and human reviewers serve as the final compliance checkpoint. We are seeking an experienced engineer or engineering partner who can help architect and build the platform from the ground up. Project Objectives The platform will: • Ingest and analyze large volumes of structured and unstructured documents • Extract data from reports, PDFs, and supporting documentation • Apply rule-based workflow logic • Generate AI-assisted recommendations and draft outputs • Maintain complete audit trails and workflow transparency • Route work through human review checkpoints • Support future deployment of local AI infrastructure for privacy and performance Core Architecture The system will be built around four primary layers: 1. Rules Engine * Deterministic business logic * Workflow orchestration * State management * Trigger and escalation logic * Audit tracking 2. AI Layer * Document analysis * Classification * Pattern detection * Summarization * Draft generation * Structured outputs 3. Local Processing Layer * OCR * Document parsing * Data extraction * Vector search * Local inference capabilities * Privacy-first processing 4. Human Review Layer * Quality assurance * Workflow approvals * Compliance review * Exception handling Initial Development Priorities Phase 1 • User authentication • Client record management • Document upload system • OCR and document extraction • Workflow engine • Rule-based status management • Review dashboard Phase 2 • AI-powered document analysis • Automated classification • Recommendation engine • Draft generation workflows • Response parsing Phase 3 • Local AI infrastructure • Vector database integration • Knowledge retrieval system • Multi-agent workflow orchestration • Advanced automation Desired Technical Experience Required • React / Next.js • Node.js, Python, or similar backend framework • PostgreSQL or equivalent relational database • REST APIs • Cloud infrastructure (AWS, Azure, or GCP) • Workflow automation systems • Document processing pipelines Preferred • OpenAI APIs • Anthropic APIs • Retrieval-Augmented Generation (RAG) • LangGraph, LangChain, or similar frameworks • Vector databases • OCR technologies • AI agent architectures • NVIDIA AI ecosystem • Local model deployment What We Are Looking For We are not looking for someone who simply builds forms and dashboards. We are looking for a builder who understands how to combine: • Rules engines • Artificial intelligence • Workflow automation • Human review systems • Scalable software architecture The ideal candidate enjoys solving complex business process problems and translating expert decision-making into software systems. Engagement Structure Open to: • Fractional CTO • Lead Architect • Senior Full-Stack Engineer • AI Systems Engineer • Development Agency • Long-term strategic technology partner To Apply Please provide: • Relevant project examples • Experience building workflow automation platforms • Experience with AI-powered applications • Technology stack recommendations • Estimated availability • Preferred engagement structure

I am a Revenue Operations and Salesforce consultant looking for a hands-on mentor to teach me how to build AI-powered business workflows. I am not looking for someone to simply build the solution for me. I want to learn while building real projects together. My background includes Salesforce administration, RevOps, Commercial Operations, Forecasting, Customer Success, and GTM systems. Initial project: Gemini call recordings and transcripts AI-generated summaries AI-generated next steps Salesforce task creation Salesforce opportunity updates Human review and approval workflows Technologies of interest: Salesforce n8n Claude Gemini APIs Workflow automation Looking for: Weekly coaching sessions Screen-sharing and hands-on instruction Someone who can explain architecture and best practices Experience with Salesforce integrations Please include examples of similar workflows you have built.

We're a talent partnerships agency looking for an experienced Airtable and automation expert for an ongoing, flexible retainer role. We need a true problem-solver who looks at our entire business and workflow and designs smart, simplified solutions, not someone who just builds exactly what's asked without considering the bigger picture. We have a high-volume database (300k+ records) with multiple datasets that aren't perfectly connected, and we're running a multi-phase plan to enrich, connect, and automate across all of it. *Immediate project (starting now): Integrating two third-party data APIs into Airtable: - Apollo: ongoing contact enrichment using job-change detection to push updates into staging columns automatically, plus enrichment on new contacts. The more straightforward of the two. - Winmo: pulling verified brand, contact, and agency-to-brand relationship data, matched to our existing records via stored IDs. More involved, since it requires linking incoming data to the correct existing records (some as linked records) rather than creating duplicates. Both feed into staging columns alongside our existing data, with a review-and-approve step before anything updates our live records (non-destructive enrichment). Larger phased plan (where the long-term role goes): The APIs are just the start. From there we're building toward AI-powered data enrichment across our full database, an automated outreach and follow-up system modeled on one we already run, and ongoing automation and workflow optimization across the board. We want someone who can own this roadmap with us, bring expertise we don't have in-house, and simplify a complex system rather than add to it. What we're looking for: - Strong Airtable expertise: analysis, troubleshooting, architecture, and workflow strategy, not just automation building - Strong Make (Integromat) and Zapier experience (required) - Third-party API integration experience (required) - Experience with AI/LLM API integration (OpenAI or similar) and structured data workflows (strongly preferred) - Webflow experience (a plus) - Someone who delivers polished, end-to-end solutions and thinks about the whole workflow, so we're not stuck making endless adjustments down the line - A genuine collaborator who brings ideas and expertise, rather than relying on us to design the solution and just executing it Important on pricing: We're looking for someone who quotes a flat fee per project upfront, based on your own hourly rate and time estimate, rather than billing open-ended hourly. For ongoing support we'd set up a retainer. This structure matters to us, so please confirm you're comfortable working this way. This is a reliable, long-term relationship for the right person, with steady work across data enrichment, AI, and automation. Please share relevant experience with similar Airtable, API, and automation projects, and how you typically structure project versus retainer pricing.