- Hourly: $77.00 - $133.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
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.
- 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
- Hourly: $20.00 - $25.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
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.
- Hourly: $15.00 - $50.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
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.
- Hourly: $50.00 - $200.00
- Expert
- Est. time: More than 6 months, Less than 30 hrs/week
N8N Automation Specialist – AI Agent & Workflow Development About AIify It AIify It is an AI consulting company that builds custom AI agents and automation workflows for businesses. We don't just hand clients tools or strategy decks—we embed AI directly into their operations. Our engagements include weekly live build sessions where we work side-by-side with clients to architect and deploy systems that transform how they run their businesses. The Role We're looking for an N8N expert who can own the technical build-out of complex automation workflows for our clients from start to finish. You'll work directly with business owners and operators to understand their processes, then architect and deploy n8n workflows that solve real operational problems—from lead management and CRM automation to document processing, API integrations, and AI-powered agent systems. This isn't a back-office role. You'll be client-facing, participating in live build sessions, explaining technical concepts in plain language, and iterating in real-time based on client feedback. Every workflow you build will be deployed into a client's business and used daily by their team. What You'll Be Building (For Our Clients) - Multi-step automation workflows connecting CRMs, calendars, email platforms, and business tools - API integrations with platforms like Supabase, Circle.so, Zoom, Google Workspace, and various SaaS applications - AI agent workflows incorporating LLMs for tasks like document analysis, lead qualification, and customer communication - Vector database implementations for semantic search and knowledge retrieval - Automation sequences triggered by business events - Custom webhook handlers and data transformation logic - More fun stuff! Requirements - Deep hands-on experience with n8n (not just tutorials—production deployments in real business environments) - Strong understanding of REST APIs, webhooks, JSON, and authentication methods (OAuth, API keys) - Experience with database connections, particularly PostgreSQL/Supabase - Ability to troubleshoot complex workflows and debug API issues independently - Comfortable working directly with clients—translating business needs into technical solutions and explaining what you're building in terms they understand - Proactive problem-solver who documents solutions and thinks about edge cases before they become client issues Preferred - Experience with AI/LLM integrations (OpenAI, Anthropic, etc.) - Prompt Engineering experience and creativity - Familiarity with vector databases and embedding workflows - Background in CRM systems (HubSpot, GoHighLevel, Salesforce) - Direct HTTP API connection and custom auth troubleshooting What Success Looks Like Within 90 days, you're independently running the technical portions of client build sessions, deploying workflows that our clients rely on daily, and proactively identifying automation opportunities within their businesses that they haven't even thought of yet.
- Hourly: $75.00 - $125.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
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.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 3 to 6 months, 30+ hrs/week
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.
- Hourly: $100.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
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
- Hourly: $20.00 - $30.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
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
- Hourly: $75.00 - $125.00
- Expert
- Est. time: 3 to 6 months, Not sure
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.