- Hourly
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
Bellementis PLLC is seeking a contract legal automation specialist to help design and implement practical automation workflows for a fast-growing boutique law firm. The ideal candidate has experience with law firm operations, document automation, AI tools, workflow design, and systems such as Microsoft 365, Clio, NetDocuments, Gavel, Zapier, Notion, or similar platforms. Responsibilities may include: Automating client intake, engagement letters, matter opening, task tracking, billing workflows, and document generation Building reusable templates, checklists, and workflows Helping integrate AI tools into legal and administrative processes Improving knowledge management and internal firm operations Working with lawyers, operations, and technical team members to turn manual processes into scalable systems This is a contract role. Prior experience with legal tech, law firm operations, document automation, or AI-enabled workflow design is strongly preferred.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 3 to 6 months, Less than 30 hrs/week
We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 1 to 3 months, 30+ hrs/week
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.
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
We are looking for a strong software engineer who can build practical automation systems using AI, APIs, and modern development tools. This role is for someone who can take messy business workflows, understand the goal, and build working systems that save time, reduce manual work, and improve execution. You should be comfortable building automations, integrating tools, working with APIs, writing clean code, and using AI tools like OpenAI, Claude, or similar models to create useful business applications. What You’ll Work On You will help build and improve systems such as: AI-powered research and data extraction workflows CRM and sales process automations Email, spreadsheet, and database automations Internal tools and dashboards API integrations between business software Web scraping and data enrichment workflows when appropriate AI agents or assistants that help with repetitive business tasks Automation around deal screening, reporting, lead research, and document creation Ideal Candidate We are looking for someone who is practical, fast, and can figure things out without needing step-by-step instructions. You should have experience with: Python and/or JavaScript APIs and webhooks OpenAI, Claude, or other LLM APIs Automation tools like Zapier, Make, n8n, Airtable, Google Sheets, HubSpot, Salesforce, or similar Databases such as PostgreSQL, Supabase, Firebase, or similar Basic front-end or internal tool development Web scraping, data cleaning, and structured data workflows GitHub and clean documentation What Matters Most We do not need someone who only talks about AI. We need someone who can actually build. The right person should be able to: Understand a business process quickly Recommend the simplest technical solution Build fast prototypes Turn prototypes into reliable workflows Communicate clearly Document what was built Improve systems over time Nice to Have Experience with any of the following is a plus: Private equity, M&A, finance, or investment workflows Deal sourcing or lead generation systems CRM automation Data enrichment tools AI research agents Browser automation Cloudflare, AWS, Google Cloud, or similar infrastructure Engagement This will start as a part-time project-based role, with the potential to become ongoing if the work is strong. Estimated workload: 5 to 15 hours per week to start. To Apply Please include: Examples of automations or AI tools you have built The tech stack you usually work with A brief explanation of how you would approach automating a messy manual workflow Your hourly rate Your availability Please do not send a generic application. If your response looks copied and pasted, it will be ignored.
- Hourly
- Intermediate
- Est. time: 3 to 6 months, Not sure
We are a restoration and general contracting company that specializes in helping homeowners recover from property damage caused by storms, fallen trees, floods, fires, wind events, and other disasters. We are seeking an experienced Zapier automation specialist to design, build, and manage an automated marketing and lead generation system that identifies homeowners likely to be impacted by severe weather events and delivers targeted outreach before, during, and after the event. Project Overview We want to create a highly automated workflow that: Monitors weather forecasts, severe weather alerts, storm tracking data, and disaster-related events in specific geographic areas. Identifies homeowners and property owners located within projected impact zones. Obtains and enriches homeowner contact information using approved data sources. Segments leads based on location, weather event type, property characteristics, and severity of risk. Automatically launches multi-channel marketing campaigns before, during, and after the event. Tracks engagement and manages leads through our CRM. Notifies our internal team when high-priority opportunities are identified. Potential Integrations The ideal candidate should be familiar with integrating Zapier with platforms such as: Weather and forecasting APIs CRM systems Google Sheets Airtable HubSpot GoHighLevel Twilio Email marketing platforms SMS marketing platforms Data enrichment and lead-generation services Mapping and geolocation tools Deliverables Complete workflow architecture and automation strategy Zapier implementation and testing Lead capture and enrichment workflows Automated email and SMS campaign triggers CRM integration and lead routing Reporting dashboards and monitoring Documentation for future maintenance Required Experience Please apply only if you have experience with: Advanced Zapier automation Multi-step workflows and conditional logic API integrations CRM automation Lead generation systems Marketing automation Data enrichment platforms Geofencing or location-based marketing workflows Error handling and workflow optimization When Applying, Please Answer the Following Questions: Describe a similar automation system you have built. What weather data providers or APIs have you worked with? What lead enrichment platforms have you integrated with Zapier? Which CRM systems have you automated most extensively? How would you approach identifying homeowners within projected storm impact zones? What challenges do you foresee in building this system? Please provide examples of complex Zapier workflows you have created. Are you comfortable recommending alternative tools if Zapier is not the best solution for a particular component of the workflow? We are looking for someone who can not only build the automation but also help design the overall system architecture and recommend best practices for scalability, reliability, and compliance.
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
Hello, I'm looking for an experienced automation engineer or systems integrator to build a cloud-based automated messaging system for our restaurant operations. We operate 10 restaurant locations with approximately 40 Motorola TLK 25 radios using WAVE PTX. The goal is to use Radio.co to schedule already created operational voice mp3 reminders (opening procedures, food safety checks, labor reviews, closing tasks, etc.) and automatically broadcast those messages to designated WAVE PTX talk groups. The proposed solution would utilize: * Radio.co for scheduling and audio content * Azure Windows VM as a dedicated cloud-hosted dispatch workstation * WAVE PTX Dispatch for radio communications * Virtual audio routing and PTT automation to transmit scheduled messages to Motorola TLK 25 devices We're looking for someone who can design, deploy, test, and document the complete solution, including Azure configuration, audio routing, automation, monitoring, and scalability for future growth. If you have experience with cloud infrastructure, automation, streaming audio, dispatch systems, or Motorola WAVE PTX, please let me know how you would approach this project. We have a clear vision and proposed architecture for this project and are looking for a skilled developer to help execute, validate, and deploy it. The objective is to create a cloud-based automated messaging system that uses Radio.co for scheduled voice reminders and broadcasts those messages to Motorola TLK 25 radios through WAVE PTX Dispatch. We anticipate utilizing an Azure Windows VM, virtual audio routing, and automated Push-to-Talk activation to create a reliable, scalable solution for restaurant operations. At this stage, we need a technical expert who can review our proposed workflow, identify any improvements or challenges, and then build, test, document, and deploy the solution. The ideal candidate has experience with cloud infrastructure, automation, audio streaming, browser automation, dispatch systems, or Motorola WAVE PTX. We value practical execution and problem-solving and are looking for someone who can take an existing concept and turn it into a production-ready system.
- Hourly: $100.00 - $110.00
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
# 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.
- Hourly: $15.00 - $95.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Upwork Job Post AI Automation & Performance Marketing Expert Needed for Premium AI Agency Overview We are looking for a highly experienced AI Automation & Digital Growth Specialist to help scale TUFF AI Agents, a premium AI consulting agency that helps businesses automate operations, generate more qualified leads, improve customer experiences, and increase revenue through artificial intelligence. This is a long-term opportunity for someone who understands both business automation and performance marketing. If you have successfully marketed AI services, SaaS products, CRM platforms, automation agencies, or B2B technology solutions—and can demonstrate measurable results—we'd love to hear from you. --- About TUFF AI Agents TUFF AI Agents builds custom AI solutions for businesses, including: - AI Chatbots - AI Voice Receptionists - AI Sales Agents - CRM Automation - GoHighLevel Systems - Zapier Automation - Marketing Automation - Lead Generation Systems - Appointment Booking - Email & SMS Automation - Workflow Automation - AI Business Consulting Our mission is to help businesses eliminate repetitive work, respond faster, improve efficiency, and grow with intelligent automation. --- What You'll Be Responsible For Paid Advertising Plan, launch, and optimize campaigns across: - Meta (Facebook & Instagram) - Google Ads - YouTube Ads - LinkedIn Ads - TikTok Ads - Performance Max - Display & Remarketing Lead Generation Create campaigns that generate qualified consultations through: - Landing pages - Lead magnets - Booking funnels - Retargeting campaigns - Conversion optimization Social Media Marketing Develop and manage content strategies for: - LinkedIn - Facebook - Instagram - TikTok - YouTube Shorts - X Including: - Educational AI content - Case studies - Short-form videos - Client success stories - AI demonstrations - Thought leadership Funnel Optimization Improve every stage of the customer journey by optimizing: - Landing pages - Calls-to-action - Lead forms - Booking rates - Email follow-up - Sales conversion --- Ideal Candidate We're looking for someone with experience marketing: - AI agencies - Automation agencies - SaaS products - CRM platforms - B2B services - Technology consulting - GoHighLevel agencies - Marketing agencies Bonus points if you've worked with: - OpenAI - GoHighLevel - Zapier - HubSpot - Salesforce - AI chatbots - Voice AI - Automation consulting --- Required Skills - Meta Ads Manager - Google Ads - LinkedIn Ads - TikTok Ads - Google Analytics 4 - Google Tag Manager - Conversion Tracking - Landing Page Optimization - Funnel Strategy - Email Marketing - CRM Marketing - Copywriting - Video Ad Strategy - A/B Testing --- Success Metrics Your success will be measured by: - Qualified consultation bookings - Cost per qualified lead - Landing page conversion rate - Return on ad spend (ROAS) - Organic audience growth - Website traffic quality - Lead-to-client conversion rate --- To Apply Please include: 1. Examples of AI, SaaS, or B2B campaigns you've managed. 2. Case studies with measurable results. 3. Industries you've worked with. 4. Typical monthly ad budgets you've managed. 5. Your recommended launch strategy for an AI automation consulting agency. 6. Links to landing pages, funnels, or campaigns you've built (if available). --- Preferred Qualifications - Experience with GoHighLevel - Experience with Zapier or workflow automation - AI marketing experience - B2B lead generation - CRM implementation knowledge - Funnel building - Strong copywriting skills - Video marketing experience Open to hourly or fixed-price proposals based on experience and proven results. We're looking for a long-term partner who can help grow TUFF AI Agents into a leading AI automation consulting brand. If you have a passion for AI, automation, and high-performance marketing, we'd love to hear how you would approach this project.
- Hourly: $75.00 - $200.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
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
- Hourly
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
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