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  • 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
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We are building a lead generation and follow-up system for a luxury real estate agent in a small-to-mid-sized market. The system will include: Seller Lead Generation Expired listings campaigns Homeowner outreach campaigns Warm database re-engagement Seller-focused lead generation strategies CRM & Automation CRM integrations Lead routing Automated task creation Pipeline management Automated Follow-Up Email sequences SMS sequences Long-term nurture campaigns Lead scoring and segmentation Daily Intelligence & Reporting Automated lead reports Opportunity alerts Prioritized outreach lists Performance reporting Past Client & Referral Nurture Referral generation campaigns Client retention automations Long-term relationship marketing Required Experience Please only apply if you have experience running real estate seller campaigns in small or mid-size markets. When applying, include: • Examples of seller campaigns you have built • Markets you have worked in • Technologies used • Results achieved (appointments, listings, cost per lead, ROI, etc.) • Whether you personally built the automation systems or managed a team Preferred Experience Real estate marketing Seller lead generation Expired listing campaigns CRM automation AI-powered follow-up systems GoHighLevel Zapier Make.com OpenAI integrations Email and SMS automation MLS integrations Please answer the following: What would your implementation approach be? What technology stack would you recommend? What monthly management would be required after launch? What are your estimated costs? What results have you achieved for similar clients? Budget: Open — we are looking for honest estimates based on scope. Timeline: Looking to start within 2 weeks. Please do not submit a generic proposal. We are specifically seeking professionals with demonstrated real estate seller lead generation experience and marketing automation expertise.

Posted 3 weeks ago
  • 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
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

We are seeking a skilled freelancer to automate the process of converting Excel bank statements into Google or excel Sheets. The task involves the AI extracts and classifies the expenses by category and send clean data to a google sheet or excel to automatically build a P&L and balance sheets . The ideal candidate should have experience in data processing and financial analysis, ensuring accuracy and attention to detail. This is a part-time project with a short duration, expected to be completed in less than a month.

  • Hourly: $35.00 - $70.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

# Zapier & AI Automation Specialist for Growing Coffee Catering Company ## Overview Pretty Good Coffee Company is a premium mobile coffee catering company based in Raleigh, NC. We serve corporate events, employee appreciation events, universities, weddings, brand activations, and private events throughout North Carolina. We're looking for an experienced automation specialist to help us build practical systems using Zapier, AI tools, Gmail, and our existing software stack. Our goal is not simply to automate tasks. We want to create systems that improve client experience, increase sales conversion, reduce administrative workload, and help us scale operations without sacrificing hospitality. ## Primary Project: Quote Follow-Up Automation Our highest priority is building an automated quote follow-up system. Current workflow: * Lead submits inquiry * Quote is created and sent through booking platform * Follow-up is currently handled manually Desired workflow: * Detect when a quote is sent * Extract relevant quote details * Use AI (Google AI Studio/Gemini) to generate personalized follow-up emails * Create Gmail drafts (not auto-send) * Trigger additional follow-ups after specific time periods * Maintain a natural, human, hospitality-focused tone We have already begun building this workflow but need an expert to finish and optimize it. ## Future Automation Opportunities After the initial project, we'd like help building additional automations such as: ### Sales * Lead response automation * Quote follow-up sequences * Lead scoring and prioritization * Client re-engagement campaigns * CRM updates and pipeline tracking ### Operations * Automatic event briefs * Staff communication workflows * Event assignment notifications * Calendar and scheduling automations * Inventory forecasting ### Marketing * Review request automation * Testimonial collection * Client nurture campaigns * Social media/content workflows * Monthly reporting dashboards ### Executive Reporting * Weekly business summaries * Lead tracking * Conversion reporting * Revenue dashboards * Operational KPI reporting ## Current Tech Stack * Flashquotes * Zapier * Gmail / Google Workspace * Google AI Studio (Gemini) * Google Sheets * Google Drive Additional platform recommendations are welcome if they simplify operations. ## What We're Looking For * Strong Zapier experience * Experience with AI integrations (Gemini, OpenAI, Claude, etc.) * Experience troubleshooting API and webhook workflows * Ability to think through business processes, not just build automations * Clear communication and documentation * Ability to recommend simpler solutions when appropriate ## To Apply Please include: 1. Examples of similar automation projects you've built. 2. Your approach to quote follow-up and sales automation. 3. Your preferred hourly rate or fixed-price estimate for the initial project. 4. Any recommendations you would make based on the information above. We're looking for a long-term automation partner, not just a one-time freelancer.

  • Fixed price
  • Expert
  • Est. budget: $10,000.00

AI Automation Engineer – Personal Injury Law Firm (Phase 1) Overview We are a plaintiff personal injury law firm seeking an experienced AI automation engineer to build a practical AI-powered operations system that reduces administrative workload and improves case management. Firm Profile: - 1 Attorney - 1 Legal Assistant - Approximately 100 Active Cases - Approximately 25 Cases in Litigation We are not looking for chatbots, prompt engineering, or marketing automation. We are seeking a builder who can deploy production-grade workflow automation integrated with our existing systems. --- Existing Technology Stack - CASEpeer - Supio - Gmail (Google Workspace) - Google Calendar - Google Drive - Claude - ChatGPT - CoCounsel - PLAUD --- Phase 1 Objective Build a Daily Case Command Center and Follow-Up System. The goal is to ensure that every morning the attorney knows exactly which files require attention and why. --- Deliverable #1: Daily Case Command Brief Generate a daily briefing containing: Litigation Matters - Upcoming depositions - Discovery deadlines - Hearings - Expert deadlines - Outstanding litigation tasks Pre-Litigation Matters - Treatment complete but no demand - Missing medical records - Records requests outstanding more than 21 days - Demands pending more than 30 days - Settlement checks outstanding Communications - Unanswered client emails - Unanswered adjuster emails - Unanswered defense counsel emails - Communications requiring attorney attention Case Velocity - Stale files - Cases with no recent activity - Recommended next actions --- Deliverable #2: Gmail Intelligence The system should: - Monitor designated Gmail inboxes and labels - Identify case-related emails - Extract action items - Detect deadlines - Identify follow-up opportunities - Draft suggested responses --- Deliverable #3: Follow-Up Automation Generate draft communications for approval: - Medical records requests - Provider follow-ups - Adjuster follow-ups - Client status updates - Scheduling communications No communication should be sent automatically. Human approval is required before sending. --- Deliverable #4: Calendar & Reminder Automation Create and manage: - Follow-up reminders - Litigation reminders - Discovery reminders - Records request reminders - Suggested calendar events --- Deliverable #5: CASEpeer Integration Where supported by available integrations/APIs: - Create tasks - Create notes - Associate communications with matters - Maintain activity history --- Technical Requirements Required: - n8n - Python - OpenAI API - Anthropic API - Gmail API - Google Calendar API - Google Drive API - REST API integrations Strongly Preferred: - LangGraph - LangSmith - Google Workspace administration - Salesforce integrations - CASEpeer, Clio, or Filevine experience - Legal technology experience - HIPAA or regulated-data experience --- Security Requirements - Human approval before external communication - Activity logging - Error handling - Retry mechanisms - Secure credential management - Documentation of workflows --- What Success Looks Like The system should: - Reduce administrative workload - Improve follow-up consistency - Reduce stale files - Improve litigation oversight - Improve case visibility - Provide a daily prioritized action plan --- Application Requirements Please include: 1. Similar workflow automation projects you have completed. 2. Experience with n8n and AI workflow automation. 3. Experience integrating Gmail and Google Workspace. 4. Experience integrating CRM or case-management systems. 5. Proposed architecture for this project. 6. Estimated timeline. 7. Estimated fixed-fee budget. Begin your application with: CASECOMMAND Applications without this keyword will not be considered. --- Budget Expected Phase 1 Budget: $8,000–12,000 Preference will be given to candidates who can demonstrate production deployments rather than proof-of-concept or prompt-engineering projects.

Posted 4 weeks ago
  • 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

Posted 3 months ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.

Posted 3 months ago
  • Hourly: $30.00 - $50.00
  • Expert
  • Est. time: 3 to 6 months, 30+ hrs/week

AI Developer Needed – Build Us a Marketing AI Agent We need a skilled developer to build an AI-powered Marketing Assistant for our business. **Core Tasks the Agent Will Handle:** - Appointment setting & lead qualification - Copywriting (emails, ads, social content) - Automated follow-up sequences - Lead research and CRM updates **Requirements:** - Experience with AI agent frameworks (LangChain, CrewAI, AutoGen, etc.) - Strong prompt engineering skills - Ability to integrate with our existing tools (CRM, calendar, email) - Past projects to show us – links or demos preferred **Budget:** Open to discussion based on scope **Timeline:** Looking to kick off within 1–2 weeks

Posted 2 weeks ago
  • Hourly: $5.00 - $10.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I’m looking for an AI Engineer to help build an automated red-teaming product based on open-source models. This is a short-term, hands-on project for around 2 months, with an expected commitment of about 20 hours per week. The goal is to build a specialized red-teaming engine that can generate adversarial prompts across different risk domains, severity levels, and attack strategies — then automatically run those prompts against target AI models to identify bad cases, failure patterns, and safety gaps. 🔍 What you’ll work on Build red-teaming systems on top of open-source LLMs, including fine-tuning, prompt optimization, evaluation pipelines, and model orchestration. Design automated prompt generation workflows across risk domains such as self-harm, hate, violence, sexual safety, misinformation, fraud, cyber, and other high-risk areas. Generate prompts across different harm levels, from benign edge cases to policy-borderline and clearly unsafe scenarios, while maintaining structured taxonomies and evaluation criteria. Run automated tests against target models such as Gemma, Llama, Qwen, or other open-source / closed-source models to surface jailbreak patterns, over-refusal, under-refusal, and policy inconsistencies. Build feedback loops that turn model failures into stronger red-team prompts, improved eval sets, remediation recommendations, and continuous safety testing. 🧠 What I’m looking for Hands-on experience with open-source LLMs, fine-tuning, LoRA / QLoRA, RAG, model evaluation, and LLM inference pipelines. Familiarity with AI safety, red teaming, adversarial prompting, jailbreaks, safety evals, or trust & safety systems. Ability to build end-to-end systems, including data pipelines, model serving, eval harnesses, scoring, dashboards, and automation workflows. Bonus if you’ve worked on model safety, content moderation, policy evaluation, agentic testing, or automated eval infrastructure. ⏳ Project setup Duration: around 2 months Time commitment: about 20 hours per week Format: flexible / remote-friendly Stage: early-stage build, from 0 to 1 🚀 Why this is interesting This is not about manually writing red-team prompts one by one. The goal is to build a scalable system that can continuously generate, test, categorize, and learn from model failures — helping teams understand where AI models break, why they break, and how to improve them. If you enjoy working with open-source models, AI safety, red teaming, and fast 0-to-1 product building, I’d love to chat. Feel free to DM me if this sounds like you, or if you know someone who might be a good fit.

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