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.

I'm an AI automation expert with a growing roster of clients, and I'm bringing on a skilled freelancer to help handle the smaller projects so I can keep up with demand. This isn't a new or one-off operation. I work with many clients already, and bring on new ones every week. I'm looking for someone reliable I can hand work to consistently, not just for a single project. You should be comfortable building AI automations independently and delivering clean, working solutions for client-facing work. To apply, please: - Send a short Loom introducing yourself - Share examples of your previous automation work I review every application personally, so a quick, genuine intro goes a long way. If we're a good fit, there's steady, ongoing work here.

I need help with manychat automation. I've already started on the automation myself. I keep running into issues. I decided to look for an expert. The issues I'm running into - Chat is restarting when I've already had a conversation with customer. - Ai step doesn't start always start up to ask questions. - Since i'm hiring an expert i would like some more automation like follow ups and other ai steps. Other AI Steps - Once I manually reply have the ai pick up a keyword for example if they see "$" its knows an offer was sent. If they don't reply within 15 min ask Are you interested? then in another hour send a "?" for example -If offer is accepted have Ai step ask what day they are available. My flow is simple. Please see attached picture of the flow.

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.

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.

We are building a next-generation workflow automation platform that combines deterministic business rules, artificial intelligence, document intelligence, and human review workflows into a single operating system. This is not a traditional CRM project. Our vision is to develop a doctrine-driven platform where business rules serve as the system authority, AI serves as an analytical and drafting layer, and human reviewers serve as the final compliance checkpoint. We are seeking an experienced engineer or engineering partner who can help architect and build the platform from the ground up. Project Objectives The platform will: • Ingest and analyze large volumes of structured and unstructured documents • Extract data from reports, PDFs, and supporting documentation • Apply rule-based workflow logic • Generate AI-assisted recommendations and draft outputs • Maintain complete audit trails and workflow transparency • Route work through human review checkpoints • Support future deployment of local AI infrastructure for privacy and performance Core Architecture The system will be built around four primary layers: 1. Rules Engine * Deterministic business logic * Workflow orchestration * State management * Trigger and escalation logic * Audit tracking 2. AI Layer * Document analysis * Classification * Pattern detection * Summarization * Draft generation * Structured outputs 3. Local Processing Layer * OCR * Document parsing * Data extraction * Vector search * Local inference capabilities * Privacy-first processing 4. Human Review Layer * Quality assurance * Workflow approvals * Compliance review * Exception handling Initial Development Priorities Phase 1 • User authentication • Client record management • Document upload system • OCR and document extraction • Workflow engine • Rule-based status management • Review dashboard Phase 2 • AI-powered document analysis • Automated classification • Recommendation engine • Draft generation workflows • Response parsing Phase 3 • Local AI infrastructure • Vector database integration • Knowledge retrieval system • Multi-agent workflow orchestration • Advanced automation Desired Technical Experience Required • React / Next.js • Node.js, Python, or similar backend framework • PostgreSQL or equivalent relational database • REST APIs • Cloud infrastructure (AWS, Azure, or GCP) • Workflow automation systems • Document processing pipelines Preferred • OpenAI APIs • Anthropic APIs • Retrieval-Augmented Generation (RAG) • LangGraph, LangChain, or similar frameworks • Vector databases • OCR technologies • AI agent architectures • NVIDIA AI ecosystem • Local model deployment What We Are Looking For We are not looking for someone who simply builds forms and dashboards. We are looking for a builder who understands how to combine: • Rules engines • Artificial intelligence • Workflow automation • Human review systems • Scalable software architecture The ideal candidate enjoys solving complex business process problems and translating expert decision-making into software systems. Engagement Structure Open to: • Fractional CTO • Lead Architect • Senior Full-Stack Engineer • AI Systems Engineer • Development Agency • Long-term strategic technology partner To Apply Please provide: • Relevant project examples • Experience building workflow automation platforms • Experience with AI-powered applications • Technology stack recommendations • Estimated availability • Preferred engagement structure

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.

# 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.

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.

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