1. What the automation must do The automation must watch the shared Outlook inbox from 12:00 AM to 12:00 PM EST and look for emails that contain specific instruction keywords. If any keyword is found in the subject OR body, the automation must immediately send a message to a Microsoft Teams channel. That’s the entire purpose. 2. What emails look like Emails come from ~75 clients Subject lines vary Body text contains instructions Each email includes one Excel attachment (not used for automation) 3. Keywords that must trigger an alert These words below are the exact phrases must trigger the workflow: Change CU Size Update Create Redeem Update CU Size Add Create Redeem Delete CU Size Suspense Effective immediately Effective today If ANY of these appear in the subject OR body → send Teams alert 4. What the Teams alert must include The Teams message must show: Sender Subject Timestamp Keyword(s) detected Link to the email 5. Deadline The goal is to detect all critical instructions before 11:45 AM EST. SIMPLE FLOWCHART Code Email arrives in shared Outlook inbox │ ▼ Extract subject + body text │ ▼ Does subject OR body contain ANY keyword? │ ┌───────┴────────┐ │ │ YES NO │ │ ▼ ▼ Identify which keyword Ignore email │ ▼ Send Teams alert with: - Sender - Subject - Timestamp - Keyword found - Link to email Step 1 — Trigger Use: When a new email arrives (V3) Select the shared inbox. Step 2 — Get email details Use: Get email (V3) Extract: Subject Body Step 3 — Check for keywords Add a Condition block: Check if subject OR body contains ANY of these phrases: “Change CU Size” “Update Create Redeem” “Update CU Size” “Add Create Redeem” “Delete CU Size” “Suspense” “Effective immediately” “Effective today” (Make this case‑insensitive.) Step 4 — If YES → Send Teams alert Use: Post message in a chat or channel Message must include: Sender Subject Timestamp Keyword detected Link to email Step 5 — If NO → Do nothing Notes for Developers do not need to open or read the Excel attachment. You do not filter by sender — scan all emails. You do not use AI or machine learning — this is simple keyword matching. You must scan both subject and body. Alerts must be immediate, not scheduled. Keywords must be exact matches, except urgency words like “change” or “update,” which can be partial matches. The workflow must run only between 12:00 AM and 12:00 PM EST. I need the map so I can recreate it at work using automate. Please advice if this clear, how long does it take to build this and the exact cost

Looking for a trainer to deliver the "Claude AI for Workflow Automation and Productivity Training Course" for a Corporate Training Engagement We are seeking an experienced instructor to deliver a hands-on corporate training focused on using Claude AI for workflow automation and productivity enhancement. The ideal trainer should be comfortable teaching business users and technical professionals how to leverage AI tools to streamline operations, automate repetitive tasks, and improve collaboration. This is an instructor-led training engagement to corporate participants. Training Topics Include: Introduction to Claude AI and AI-driven workflow automation Using Claude AI to improve productivity and task management Automating business processes such as: Email and document workflows Meeting notes and follow-ups Content generation and reporting Enhancing team collaboration with AI-assisted workflows Integrating Claude AI with business platforms and automation tools Workflow automation using tools such as: Zapier Trello Asana Notion CRM and customer support platforms AI best practices, governance, privacy, and ethical considerations Future trends in AI-powered business automation Ideal Trainer Profile: Strong hands-on experience with Claude AI or similar generative AI platforms Experience delivering workflow automation or productivity-focused training Familiarity with AI integrations and no-code/low-code automation tools Comfortable teaching both conceptual and practical hands-on sessions Prior corporate training experience preferred Ability to customize examples and exercises for business audiences Training Format: Instructor-led live training Interactive discussions and hands-on exercises Corporate audience Beginner-friendly but practical and business-oriented

Project Capital Advisors (PCA) is seeking an experienced AI Solutions Architect to support a government modernization consulting engagement. The initial project involves helping a county government modernize its citizen telephone operations using Voice AI, workflow automation, and enterprise system integrations. The selected consultant will work directly with executive leadership and public sector stakeholders to assess existing operations, develop technical recommendations, and help define an implementation roadmap. Responsibilities include: * Leading technical discovery sessions with client stakeholders * Evaluating existing phone systems and call workflows * Designing Voice AI and Contact Center AI solution architectures * Recommending enterprise platforms and integration strategies * Creating technical documentation and architecture diagrams * Supporting project scoping, budgeting, and executive presentations Preferred experience: * Enterprise Voice AI or Contact Center AI * Twilio, Amazon Connect, Genesys Cloud, Five9, Retell AI, ElevenLabs, Azure AI, or OpenAI APIs * API integrations and workflow automation * Experience with government or other regulated industries is preferred Engagement Details: * Contract/Fractional * Approximately 10–20 hours per week initially * Remote with occasional travel * Opportunity for additional engagements as PCA expands its Government AI consulting practice Please review the attached position description for complete responsibilities, qualifications, and application requirements.

Overview: We are seeking an experienced independent M&A advisor to work directly with the founder and CEO on a confidential strategic sale process for enterprise software company. This is not a traditional investment banking engagement. We are looking for a senior advisor with deep technology M&A experience who can help position the company, identify strategic acquirers, facilitate introductions, advise on negotiations, and help maximize transaction value. The advisor will work directly with the CEO and external legal counsel. Company Overview The company develops enterprise software focused on AI-driven workflow automation, business process automation, knowledge management, and agentic AI solutions serving enterprise customers across telecommunications, retail, manufacturing, and other industries. Responsibilities -Develop overall M&A strategy and transaction roadmap -Refine positioning and acquisition narrative -Identify and prioritize strategic and financial buyers -Build confidential buyer outreach strategy -Make introductions to corporate development executives and decision makers -Advise on teaser, executive summary, and management presentation -Participate in selected buyer meetings -Help evaluate indications of interest and Letters of Intent -Advise on valuation and deal structure -Coordinate with legal, accounting, and tax advisors throughout diligence -Help create competitive tension among qualified buyers Ideal Background -Former Managing Director or Director at a recognized investment bank OR former Head of Corporate -Development or VP of M&A at a technology company 15+ years leading enterprise software or SaaS transactions -Extensive network of corporate development leaders -Experience selling founder-led technology companies -Strong understanding of AI, workflow automation, enterprise software, or digital transformation markets -Experience with transactions involving strategic buyers such as enterprise software vendors, industrial technology companies, systems integrators, or private equity-backed platforms is highly desirable.

AI Engineer (RAG & Agentic Workflows). *LLM RESPONSES AUTOMATICALLY AVOIDED* We have already launched a production generative AI product that utilizes a custom Retrieval-Augmented Generation (RAG) architecture. We are now expanding the platform to include CRM intelligence, workflow automation, and agentic AI capabilities. This is **not** a prompt engineering role. Seeking an engineer with deep experience building and deploying production AI systems that combine LLMs with multiple structured and unstructured data sources. You should be comfortable walking into an existing, complex codebase, understanding the current architecture, and improving it. Existing AI Architecture Our current AI architecture consists of: * OpenAI embeddings * Embeddings stored in MongoDB * MongoDB Atlas Vector Search for retrieval * Retrieval from both structured SQL data and unstructured document collections * Existing tool/function-calling architecture **Please do not apply if you have not previously built or maintained production RAG systems using embeddings and vector search.** Experience specifically with **OpenAI embeddings and MongoDB Atlas Vector Search** is highly preferred. CRM Intelligence Layer We are currently building a CRM platform and need the AI to reason over CRM records, including the other records are RAG currently retrieves. You will be responsible for designing and implementing the AI integration layer that enables the LLM to intelligently retrieve and reason over CRM data. This work includes: * Designing AI tools/functions that expose CRM data to the LLM. * Implementing backend tool handlers that retrieve CRM records. * Defining tool schemas and instructions so the AI knows when and how to retrieve CRM information. * Building secure retrieval mechanisms that enforce strict user and organization-level access controls. * Transforming raw CRM records into structured, AI-ready context. The AI will need to reason across: * CRM contacts and organizations * client profiles * Deals and opportunities * Projects * Tasks and reminders * Notes * Email history * SMS and WhatsApp communications * Call transcripts * Meeting summaries * Documents and contracts * Workflow history Agentic AI & Workflow Automation * Build proactive AI agents that generate alerts, recommendations, follow-ups, reports, and suggested next actions. * Design systems capable of reasoning across both structured and unstructured data sources. * Architect and implement multi-step and multi-agent workflows. * Develop workflow intelligence that assists users in completing real-world business tasks. Required Experience * Demonstrated experience building and deploying production AI systems used by real customers. * Experience working with embeddings, vector databases, and retrieval pipelines. * Experience implementing LLM tool/function-calling architectures. * Experience integrating AI systems with business systems such as CRMs, ERPs, or other operational databases. * Experience combining structured and unstructured data within AI applications. * Strong backend engineering and systems architecture experience. * Demonstrated ability to quickly understand and improve existing codebases. * Ability to independently own and deliver complex technical initiatives. Strongly Preferred * Experience with OpenAI embeddings. * Experience with MongoDB Atlas Vector Search. * Experience building agentic AI systems and workflow automation. * Experience designing long-term memory architectures. * Experience building multi-tenant SaaS applications with strict authorization requirements. * Experience implementing evaluation and monitoring pipelines for production AI systems. What We Value * High accountability and ownership. * Strong communication skills. * Product thinking and user empathy. * Ability to understand user workflows before writing code. * Pragmatism and sound engineering judgment. PLEASE DO NOT WASTE OUR TIME IF YOU NOT MEET THE REQUIREMENTS 

We are a growing construction law firm seeking an experienced AI strategist and solutions architect to advise our AI Council and help us identify, prioritize, and build practical AI solutions that improve productivity, reduce administrative burden, and enhance legal workflows. This is not a purely advisory role and it is not a traditional developer position. We are looking for someone who can help us evaluate opportunities, recommend technology solutions, perform build-versus-buy analyses, and then assist in building approved AI agents, workflows, and automations. Our initial focus is internal productivity and workflow improvement rather than client-facing applications. ABOUT US: We are a boutique construction law firm with attorneys and staff across multiple states. We have an active AI Council and are committed to thoughtful, practical adoption of generative AI. Current technology stack includes: * Microsoft 365 Copilot * Microsoft Teams * SharePoint * NetDocuments * Centerbase * Lexis Protégé Available: * Microsoft Power Platform * Power Automate * Copilot Studio * Power BI WHAT WE NEED: We are seeking a long-term advisor who can serve both in an advisory and developmental role: Strategic Advisory * Evaluate AI use cases submitted by our AI Council * Recommend practical implementation approaches * Perform build-versus-buy analyses * Evaluate AI vendors and emerging technologies * Advise on legal-industry AI trends and best practices * Help establish governance and implementation standards Solution Design & Development * Design AI agents and workflow automations * Build approved solutions within the Microsoft ecosystem * Create proof-of-concepts and pilot programs * Integrate solutions with existing firm systems where appropriate * Assist with testing, refinement, and deployment Initial Project Focus: Our first major initiative will likely involve evaluating whether we can replace or replicate portions of commercial contract review software through an internally developed solution. We are particularly interested in exploring: * Contract review workflows * Clause analysis * Risk identification * Contract summaries * Knowledge management integration IDEAL QUALIFICATIONS * Experience working with law firms, legal departments, or legal technology companies * Experience implementing generative AI solutions in professional services environments * Deep understanding of Microsoft Copilot ecosystem * Experience with Copilot Studio, Power Platform, and workflow automation * Ability to communicate effectively with attorneys and non-technical stakeholders REQUIRED * Experience designing and implementing AI agents or workflow automations * Ability to evaluate business requirements and recommend appropriate solutions * Strong understanding of current generative AI tools and trends * Ability to translate strategy into practical implementation Please provide a cover letter with your qualifications and answers to the following questions: 1. Describe a law firm or legal department AI project you personally led. 2. What is your experience with Microsoft Copilot, Copilot Studio, Power Platform, and Power Automate? 3. Describe a build-versus-buy recommendation you made and the factors considered. 4. If asked to replicate a significant portion of a contract review platform internally, how would you approach the project? 5. How do you measure ROI and success for AI implementations? We are looking for a practical advisor and builder who can help us make sound decisions, avoid unnecessary spending, and implement solutions that deliver measurable value.

Overview Transit & Flow is a fast-scaling Columbus home services company (plumbing, HVAC, drain, sewer, water heater, sump pump) building a premium, AI-powered operation. We are wiring together a set of best-in-class platforms into one self-functioning system that captures, books, reschedules, reminds, invoices, and follows up with customers automatically across phone, website chat, and Thumbtack. We need a senior integration specialist to stand this up cleanly, end to end, on a short-term contract. This is an execution role for someone who has built production voice-AI and automation systems before, not a learner. Detailed architecture blueprints will be provided to the hired contractor under NDA. What you will build A connected stack with no manual re-entry between systems: • Bland AI voice agents (several agents: inbound scheduler, after-hours and emergency handling, Thumbtack lead agent, and an outbound reminders and follow-up agent) • A website chat agent running the same booking logic in text • Thumbtack Live Connect bridged to a Bland agent via API and webhook, plus the Thumbtack lead feed into our automation bus • Quo.com as the telephony and SMS layer (call forwarding to Bland, SMS send via API, one consistent business number) • GoHighLevel CRM integration (contact sync, pipelines, nurture) • Make.com as the orchestration layer (scenarios for booking, rescheduling, reminders, estimates, invoicing, lead intake, error handling) • Scheduling, rescheduling, cancellation, and automated appointment reminders against our field service management platform (currently Jobber, migrating to OctopusPro, so platform-flexible API work is required) • Email automation including emailing and resending invoices and receipts on request Core responsibilities • Configure Bland pathways, custom tools, and webhooks that read and write to our systems mid-call (check availability, book, reschedule, cancel) • Build robust Make.com scenarios with idempotency, retries, error handling, and alerting • Integrate REST APIs and webhooks across Bland, Quo, GoHighLevel, Thumbtack, the FSM, and email • Bridge Thumbtack Live Connect to a dedicated Bland number so leads are answered live • Implement automated SMS and voice reminders with confirm and reschedule handling • Document everything and deliver a clean handoff so the system is maintainable and scalable Must-have skills • Proven production experience with a voice-AI platform: Bland strongly preferred, or Vapi, Retell, or Synthflow with transferable skill • Advanced Make.com (or n8n) including webhooks, data stores, error handling, and routing • Strong REST API and webhook integration skills, JSON, authentication, signing • GoHighLevel API experience • Telephony and SMS concepts: call forwarding, SIP or number routing, A2P • Ability to design for scale and reliability, not just a demo that works once Nice to have • Quo.com or comparable VoIP platform experience • Thumbtack pro tooling or lead-response automation experience • Home services or field service management background • OctopusPro, Jobber, or similar FSM API experience Engagement • Short-term contract, estimated 3 to 5 weeks • Milestone-based fixed price preferred, hourly considered for the right expert • Async daily updates, a few live working sessions per week • NDA and scoped system access required; you will not receive owner credentials How to apply Do not send a generic proposal. Answer these in your application: 1. Link or describe a voice-AI agent you built that booked or scheduled against a live external API mid-call. What platform, what API, what was the hardest part? 2. How do you make Make.com or n8n scenarios idempotent and resilient to duplicate webhooks and failed calls? 3. In two or three sentences, how would you bridge Thumbtack Live Connect to a voice AI agent so the agent answers the lead live? 4. Your proposed milestone breakdown and realistic timeline for the scope above. 5. How you handle client credentials and secrets securely. Strong applications that show real systems thinking move to a short paid test task before the full award.

Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Gain a thorough understanding of the entire Lending Success Pot business model, lending workflow, and customer journey. Analyze existing website architecture, customer portals, and internal systems to identify opportunities for improvement. Design, develop, maintain, troubleshoot, and optimize the Lending Success Pot portal. Improve user experience, website performance, scalability, reliability, and security. Develop secure borrower, broker, lender, and administrator portals. Integrate lead management systems to efficiently capture, organize, qualify, and track prospects throughout the lending process. Integrate CRM platforms and marketing automation tools to streamline customer communications, lead nurturing, campaign management, and reporting. Build automated workflows for: Lead capture Loan applications Document collection Identity verification Appointment scheduling Loan status updates Email and SMS notifications Follow-up sequences Customer onboarding Integrate AI agents and intelligent automation to assist with: Customer support Lead qualification Frequently asked questions Appointment scheduling Document collection Loan application assistance Customer follow-ups Internal workflow automation Integrate third-party APIs, including lending platforms, CRM systems, payment processors, e-signature services, communication platforms, analytics tools, and other business applications. Collaborate with management to recommend innovative technology solutions that improve efficiency and business growth. Monitor system performance, troubleshoot technical issues, and implement continuous improvements. Ensure compliance with data security, privacy, and industry best practices. Maintain comprehensive technical documentation and follow software development best practices. Qualifications Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or equivalent professional experience. Strong experience in full-stack web development and software engineering. Expertise in modern web technologies, APIs, cloud services, databases, and system integrations. Experience integrating CRM platforms, lead management systems, marketing automation platforms, and AI-powered solutions. Strong understanding of automation technologies and business process optimization. Excellent analytical, troubleshooting, and problem-solving skills. Ability to translate complex business requirements into scalable technical solutions. Strong communication skills and the ability to work collaboratively with cross-functional teams. Preferred Experience Experience with lending broker platforms, financial technology (FinTech), customer relationship management (CRM), loan origination systems (LOS), AI agents, conversational AI, workflow automation, cloud infrastructure, analytics dashboards, and secure web application development is highly preferred. Success Measures The successful candidate will deliver a highly efficient, secure, and scalable lending portal that improves operational efficiency, enhances customer experience, automates manual processes, integrates AI-driven capabilities, strengthens lead management and marketing automation, and supports the long-term growth of Lending Success Pot.

I'm currently using Claude, Google Workspace, App Script and Lambda on AWS to pull data out of an operation software called Fullbay to automate a bunch of different aspects of our business. I'm a former software engineer, but now own a medium sized business in Denver and I want someone to help me continue these efforts. For the most part, these efforts consist of many, but small projects that pull data out of the ops software, push it into a Sql server db, and then compare data across google chat, google email, workspace calendar, hubspot, and fullbay to find specific issues with our staff and workflows and notify and track and report. A lot of cool, quick projects that I need help with. I would strongly prefer someone that lives near commerce city colorado so that they can get to know the business.

We're looking for someone who can work alongside our leadership team to identify, prioritize, and implement AI-powered services that strengthen our client relationships and create repeatable agency IP. Our goal is to evolve beyond traditional development retainers by delivering proactive insights, automation, and intelligence that help our clients continuously improve their ecommerce businesses. What we're looking to build We're looking for someone who can help us design and implement services such as: AI-powered competitor monitoring that identifies meaningful UX, merchandising, performance, and CRO opportunities. Automated ecommerce intelligence reports tailored to each client. AI analysis of Shopify platform updates and emerging ecommerce trends, surfacing only what is relevant to individual clients. Ticket history analysis (Jira/Asana) to identify recurring issues, technical debt, operational inefficiencies, and larger roadmap opportunities. Quarterly opportunity reports generated from development history rather than simply listing completed work. Internal AI agents that improve delivery efficiency, reporting, and project management. Executive dashboards that combine operational, development, and business insights into actionable recommendations. What you'll do Work directly with agency leadership to define our AI roadmap. Recommend high-impact opportunities for automation and AI-powered services. Design and build AI workflows using modern tools. Connect data from platforms including Shopify, Jira, Google Workspace, analytics platforms, and other business systems. Build reusable frameworks that can scale across multiple retained clients. Document your work and help our team adopt and maintain these systems. Recommend new AI tools and workflows as the technology evolves. Ideal experience We're less interested in someone who only builds automations and more interested in someone who thinks strategically. You should have experience with: AI workflow design Prompt engineering OpenAI, Anthropic, Gemini, or similar LLMs n8n, Make, Zapier, or comparable automation platforms APIs and system integrations Shopify or ecommerce platforms Dashboarding and reporting Business process automation AI agents and orchestration Bonus experience: CRO or ecommerce strategy Shopify Plus Google Analytics Looker Studio Jira, Asana, HubSpot Executive reporting Engagement Initially, we'd like to engage someone on a consulting basis to: Review our current services and retained client model. Identify the highest-value AI opportunities. Prioritize a roadmap. Help build the first generation of these services. If the engagement is successful, we'd like to establish an ongoing relationship where you continue expanding and improving our AI capabilities. To apply Please include: Examples of AI systems, agents, or automations you've built. Ecommerce or agency experience (if applicable). Your preferred AI stack and automation tools. An example of a business process you've transformed using AI. How you typically approach identifying automation opportunities within an organization. We're looking for someone who enjoys solving business problems—not just building automations—and who wants to help shape the future of an AI-enabled ecommerce agency.