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

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.

We are seeking a skilled freelancer to create and manage Zapier zaps and automations for our construction company. The ideal candidate will have experience with QuickBooks Online and JobTread, and be able to streamline our workflows by automating tasks. Responsibilities include setting up new zaps, troubleshooting existing ones, and optimizing automation processes to enhance efficiency. If you have a strong understanding of construction-related workflows and can effectively use Zapier to improve our operations, we would love to hear from you.

I need an expert on Co pilot studio with a specific focus on agent optimization workflows. I have a handful of agents I need to work in parallel with one another and funnel up through a hierarchy to the master agents above. Looking to consult an expert to make this flow seamless, fast, and accurate for a project. Thanks!

We operate a licensed Adult Family Home (AFH) in Washington State with 24 residents and a team of approximately 25 staff across caregiving and leaders. We are seeking a professional to help improve our business operations, streamline processes, and support overall efficiency. The ideal candidate will have experience in business operations, management, and process improvement, and be able to work closely with our team to identify opportunities for growth and optimization. Deliverables: All of the following must be delivered for the project to be considered complete: 1. Fully built ClickUp workspace with all spaces, folders, lists, templates, custom fields, and dashboards as specified. 2. Five Make.com scenarios built, tested, and active as specified in Section 5. 3. WhatsApp Business group channel setup guide (naming, keyword conventions, how to add members). 4. End-to-end test documentation — at least one full test run of each workflow showing trigger to task creation to escalation to completion. 5. A short handoff document (1–2 pages) explaining how each Make.com scenario works, where to find it, and how to update it if a workflow changes. 6. A 30-minute walkthrough call with our leadership team upon delivery. Required: • Demonstrated ClickUp workspace builds (portfolio required) • Make.com scenario building with conditional logic and email parsing • WhatsApp Business API or Cloud integration experience • Experience with multi-step automation flows • Ability to work from a written SOP / workflow spec • Clear English communication — async updates expected Nice to have: • Experience with healthcare or residential care operations • Experience building ClickUp dashboards for leadership teams • Prior work with email parsing + webhook routing in Make.com • Experience with HIPAA-adjacent data handling This is a build project, not a consulting project — we have defined what we need. We are not looking for someone to redesign the architecture.

We are seeking an experienced freelancer to audit our automated lead follow-up system. The ideal candidate will have a strong background in AI automation and be able to evaluate the effectiveness of our current system. Responsibilities include identifying areas for improvement and providing actionable insights to enhance performance. If you have a passion for AI and a keen eye for detail, we would love to hear from you!

I'm looking for an experienced automation specialist to build a follow-up system for my sales pipeline. The goal is a reliable, automated workflow that ensures no lead falls through the cracks — from first contact through close. What I need: A multi-step follow-up sequence triggered when a new lead enters my CRM (HubSpot or Salesforce) Automated emails sent via Gmail or Outlook at defined intervals (e.g., Day 1, Day 3, Day 7, etc.) Logic to pause or stop the sequence when a lead replies or takes a defined action Integration built using Zapier or Make (n8n open to discussion) Clear documentation so I can manage and update it myself going forward Ideal candidate: Proven experience building CRM + email automation workflows Comfortable working with Zapier and/or Make Familiar with HubSpot or Salesforce (please specify which in your proposal) Able to recommend best practices for follow-up timing and structure if needed To apply, please share 1–2 examples of similar workflows you've built and your preferred platform (Zapier, Make, etc.). Budget and timeline are flexible for the right person — I'd rather do this right than fast.

Seeking someone to assist with Dubsado workflows and integrate with Acuity and GHL. Also, I'd like to send text messages to contacts when a proposal is sent. We use Quickbooks for invoicing and would like that to be integrated as well. We also use SamCart, Shopify and Typeform. It would be great to have someone who can assist as projects arise for streamlining and building automations so that we can spend our time client facing.

We are seeking a skilled freelancer to help automate our processes using Google Sheets. The ideal candidate will have experience in integrating different sheets to enhance workflow efficiency. Responsibilities include developing scripts to automate data transfer and updates between sheets, and ensuring seamless communication between various Google Drive documents. If you have a strong understanding of Google Apps Script and can deliver high-quality solutions, we would love to hear from you!

# 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.