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.

I am building a reusable lead follow-up and consultation booking automation system for med spas and aesthetic clinics. I need an experienced automation specialist who can build, test, document, and hand off a production-ready workflow system. This is not a one-off Zapier task. I need a reusable system that can be adapted for future clients. What the system should do: * Recover missed calls and website inquiries before they go cold * Send fast SMS/email follow-up to new leads * Collect basic service interest without giving medical advice * Send a consultation booking link * Log every lead in a CRM or lead tracker * Track lead status from new inquiry to booked consultation * Notify clinic staff when a lead replies, books, or needs human review * Escalate medical, treatment-specific, pricing-sensitive, or sensitive questions to staff * Run a simple no-response follow-up sequence * Send appointment reminders after a consultation is booked * Provide a weekly lead activity summary showing new leads, contacted leads, booked consultations, no-responses, and escalations Preferred stack: - Make - Airtable - Twilio - Calendly - Google Workspace / Gmail I am open to GoHighLevel or other stack recommendations if you can explain the trade-offs clearly. Important compliance guardrails: The system is for appointment scheduling and lead follow-up only. It must not provide medical advice, diagnose, recommend treatments, collect sensitive medical history, or answer treatment-specific questions. Any medical, pricing-sensitive, treatment-specific, or sensitive question should be routed to clinic staff. Required deliverables: - Workflow diagram - Recommended stack document - Working demo system - CRM/tracker template - SMS/email message templates configured with variables - Testing checklist - Client onboarding checklist - Duplication/setup guide - Loom walkthrough - Handoff documentation - Monthly tool cost estimate - Limitations and risks document Budget: Fixed price: $1,500 Budget flexible up to $2,000 for the right reusable system. Proposed milestones: Milestone 1 — Architecture and stack recommendation $300 Milestone 2 — Working build $800 Milestone 3 — Documentation and handoff $400 PLEASE COMPLETE THE SCREENING QUESTIONS WHEN APPLYING: 1. Describe a workflow you built involving SMS follow-up triggered by a call or form submission. What tools did you use? 2. What is the most complex Make.com scenario you have built? 3. Have you built Airtable as a CRM or lead tracker before? Describe the structure. 4. Have you integrated Twilio with Make or Zapier for SMS automation? 5. Have you connected Calendly webhooks to downstream automation? 6. How would you prevent this system from giving medical advice or collecting sensitive information? 7. What does your documentation and handoff process include? 8. For this use case, would you recommend GoHighLevel or Make + Airtable + Twilio? Why?

We are seeking a GoHighLevel Automation Specialist with deep expertise in GHL’s native functions. The ideal candidate will have hands-on experience designing, building, and optimizing automated workflows and strategies within the GHL platform. Responsibilities include onboarding new clients, optimizing Snapshots, developing conversation flows, integrating automation with pipelines and calendars, and ensuring smooth handoffs. Some Key Responsibilities: - Onboarding client accounts - Workflow Creation & Optimization - Review and clean up existing workflows to improve efficiency, functionality, and organization Automation & Integration - Ensure proper automation with correct triggers and actions - Integrate various tools and services within HighLevel for seamless operations Ongoing Support - Provide maintenance and updates for workflows as needed - Troubleshoot issues or bugs related to workflows and automations Requirements: Must Have: - Strong understanding of automation and CRM integration within HighLevel - Detail-oriented with proven ability to organize and optimize complex workflows - Excellent communication and proactive problem-solving skills Nice to Have: - Knowledge of advanced automation tools or API integrations in HighLevel

About Us Paragon International, Inc. is a U.S.-based manufacturer of commercial concession equipment and food service products. We receive purchase orders from customers such as Amazon, Home Depot, distributors, school systems, and other commercial customers. Orders arrive by email in many different formats, including PDFs, Word documents, Excel spreadsheets, scanned documents, and occasionally photographed purchase orders. We are looking for an experienced AI Automation Engineer to design and build a production-ready system that automates our entire order intake process. This is not a simple chatbot project. We need someone who has successfully built business automation systems that combine AI, OCR, document processing, APIs, and workflow automation. Project Overview The system will monitor one or more Gmail inboxes continuously and automatically process incoming emails and attachments. The workflow should: * Monitor Gmail 24/7 for new incoming emails. * Download all attachments automatically. * Read: * PDF files * Microsoft Word documents * Excel spreadsheets * Scanned PDFs * Image files (JPG, PNG, TIFF, etc.) * Photographs of purchase orders * Use OCR when required. * Use AI to determine whether the email is: * Purchase Order * Quote Request * Cancellation * Return/RMA * Customer Inquiry * Other * Identify the customer automatically. * Extract all order information into a standardized data structure. * Detect duplicate purchase orders. * Automatically print valid purchase orders to our network printer. * Save documents into organized folders. * Rename files using a consistent naming convention. * Move processed emails into Gmail folders/labels. * Generate logs for auditing and troubleshooting. ## Future Phases The initial project focuses on reliable document processing and printing. Additional phases may include: * Sage 100 ERP integration * Automatic sales order creation * Inventory verification * Customer acknowledgment emails * Shipping workflow automation * Dashboard and reporting * AI exception handling * Multi-location printing We are looking for a long-term development partner who can continue improving the system over time. ## Required Skills Please apply only if you have strong experience with most of the following: * OpenAI API / ChatGPT API * Gmail API * OCR technologies (Tesseract, Azure Document Intelligence, Google Vision, AWS Textract, or similar) * Intelligent Document Processing (IDP) * PDF parsing * Workflow automation * Python * REST APIs * Windows automation * Network printing * Error handling and logging * AI document classification Experience with the following is a significant advantage: * n8n * Microsoft Power Automate * Make.com * ERP integrations * Sage 100 * Purchase Order processing * Manufacturing or distribution businesses ## Deliverables The completed solution should: * Run continuously with minimal supervision. * Be reliable enough for production use. * Handle errors gracefully. * Be well documented. * Be easy for our staff to maintain. * Be scalable as our order volume grows. ## To Apply Please include: 1. A description of similar automation projects you have completed. 2. Which automation platform you recommend (Python, n8n, Power Automate, Make, or another solution) and why. 3. Examples of AI document processing or OCR projects you've built. 4. Your experience integrating with ERP systems. 5. Your estimated timeline. 6. Your hourly rate or fixed-price proposal. Please begin your proposal with the phrase: **"I have built AI document automation systems."** This helps us identify applicants who have carefully read the project description. We are looking for a long-term partner, not just someone to complete a single project. If this project is successful, additional work will include ERP integration, warehouse automation, customer service automation, purchasing automation, and AI-driven business process improvements.

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.

AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

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.

Overview We run a high-volume B2B cold email program for a national background screening company. The infrastructure is built and live. We need an experienced operator to take full ownership — running the system, maintaining deliverability, managing lead pipelines, and continuously improving performance. This is not a setup job. This is an ongoing management role for someone who already knows these tools and can hit the ground running with minimal handholding. What You'll Own Lead Sourcing & Scraping — Build and manage Apify scraping workflows to pull targeted prospect lists from the right sources. You understand what makes a list clean versus garbage, and you enforce quality before anything touches an inbox. Email Infrastructure — Manage sending domains and inboxes in Scaledmail and Instantly. This means monitoring domain health, rotating inboxes appropriately, maintaining warmup, and keeping bounce rates low. You know what a burned domain looks like before it's actually burned. Automation & CRM Integration — Maintain and improve Make.com workflows that move verified leads from sourcing → enrichment → Instantly → HubSpot. Automations must be reliable and auditable. You're comfortable debugging broken scenarios and building new ones. Email Verification — Manage AnyMailFinder to verify contacts before they enter any sending sequence. You understand verification thresholds and make judgment calls on borderline lists. Campaign Management — Different sequences go to different audiences. You'll manage which contacts flow into which campaigns, monitor performance, and make copy or sequencing adjustments based on what the data shows. Reporting — Weekly summary of key metrics: open rates, reply rates, bounce rates, domain health, inbox placement, leads delivered to HubSpot. Flag issues before they become problems. This Role Is Right for You If: You've managed cold email programs at 30K–100K+ emails/month and know what breaks at scale You treat deliverability as non-negotiable — domain reputation is something you protect, not react to You're a systems thinker who builds processes that don't require babysitting You proactively flag when something looks off — you don't wait to be asked You can look at reply rate and bounce data and know what to adjust without being told You've personally managed Instantly, Apify, Make.com, Scaledmail, and AnyMailFinder — not just heard of them Hard Requirements Hands-on experience with Instantly (inbox management, campaign structure, sending limits, warmup) Hands-on experience with Apify (building or running scraping actors for lead generation) Hands-on experience with Make.com (multi-step automation scenarios, error handling, webhook flows) Experience with AnyMailFinder or comparable verification tools (not just "I've used email verification") HubSpot CRM experience — contacts, lifecycle stages, list management, basic workflow logic Demonstrated ability to keep bounce rates under 3% at volume English fluency — you'll be reading and interpreting campaign data and communicating findings clearly Nice to Have Experience with B2B lead generation for HR, workforce, or compliance-adjacent industries Copywriting or sequencing instincts — you can spot a weak subject line or a broken CTA Experience managing multiple client programs simultaneously (you know how to context-switch without dropping balls) To Apply Please include in your proposal: A brief description of the largest cold email program you've personally managed (volume, tools, outcomes) Your approach to maintaining deliverability at scale — specifically what you monitor and how often One example of an automation or workflow you built in Make.com for a lead gen or email program Your current availability (hours/week) and any other active commitments Proposals without these four items will not be reviewed. A note on fit: We're not looking for someone to check boxes. We want someone who treats this program like it's their own — who notices when something's underperforming and already has a fix in mind before we ask. If that's not how you work, this isn't the right role.

I’m the owner of a waste paper and scrap commodities brokerage. I need an experienced no-code developer to audit, clean up, and significantly expand my existing Airtable + Softr + DocuPotion system into a professional operations platform. Project Scope: • Review and fix current setup (broken flows, redundancies, etc.) • Build a full trading workflow (Buy/Sell matching, PO/SO, shipments, inventory by grade) • Document generation (Invoices, Packing Lists, Booking Sheets, etc.) • AP/AR, claims, commissions tracking • Professional dashboards and reports • Proper user permissions • Make it clean, scalable, and easy to use Budget: $1,800 – $2,200 fixed price (depending on exact scope and experience) Timeline: Looking for clear milestones and completion within 4–8 weeks. Required Skills: • Strong expertise in Airtable + Softr • Make.com / Zapier automations • DocuPotion or similar document tools • Experience with trading, inventory, or brokerage systems is a big plus Please apply with: • Examples of similar Airtable/Softr projects (especially trading or operations systems) • Your approach and estimated timeline • Any questions about the current setup Serious, professional freelancers only. Prefer someone who communicates clearly and delivers high-quality work.

Build an AI Marketing Operating System for Local Business I am an orthodontist building an internal AI platform for my practice. This is NOT a website project. The platform should: * Continuously monitor public internet sources for local conversations related to orthodontics. * Use AI to determine whether a conversation is worth engaging. * Generate suggested responses in our brand voice. * Never publish automatically. * Present every suggestion in an approval dashboard where I can Approve, Edit, or Reject. * Generate blog posts, Google Business Profile posts, newsletters, Instagram captions, FAQs, and YouTube scripts. * Track analytics and improve recommendations over time. Technologies preferred: * OpenAI API * Make.com or n8n * React / Next.js * Supabase * Airtable (acceptable for MVP) * PostgreSQL * Docker Applicants should have experience with: * AI agents * Human-in-the-loop workflows * LLM integrations * Automation * Dashboard development