Deliverable Requested from Developer Build a Google Workspace solution that: 1. Monitors incoming emails in slab-sewer@, rough@, and trim@ 2. Uses AI (Gemini, OpenAI, or similar) to classify severity and category 3. Automatically applies Gmail labels 4. Marks RED items as important 5. Runs automatically every few minutes 6. Requires no action from Project Coordinators Success Metric: A Project Coordinator can open their inbox and instantly identify which emails require immediate action versus which can wait until later in the day, without manually reading and sorting every message.

# 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.

I am looking for a developer to build an automated email outreach system to pitch my music to independent radio stations. Requirements: Connect a database (Google Sheets or Airtable) to an email API (like Mailgun, Brevo, or Amazon SES). Create a template system that dynamically inserts personalized fields (Station Name, Director Name, Genre). Implement safe-sending protocols, including randomized delays (30-90 seconds) between emails to prevent spam flags. Assist with domain configuration (SPF, DKIM, DMARC) to ensure high inbox deliverability. Preferred Tech: Python or No-Code (Zapier/Make.com).

# 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.

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.

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.

We are looking for an experienced Asana Automation & Integration Expert to build or fix a strict, sequential, 1-for-1 Round Robin routing system for incoming form submissions. We currently have an Asana project (Talent Pool Sourcing Requests) where new tasks land via an Asana Form. We need these incoming tasks to alternate strictly and instantly between two main assignees (Arhi and Nandini) without failing. Ideally, it's easy to modify if we need more assignees. I'm open to your suggestion on how to solve this, ideally it's done within asana natively, but open to using Zapier or Make.com or N8N if best.

We are a small estate planning law firm in Texas looking for a Lawcus CRM + Zapier/Make consultant to help with a controlled workflow cleanup and implementation project. We already have internal project-management support and a draft cleanup framework. We are not looking for a general operations consultant or someone to redesign everything from scratch. We are looking for someone with CRM automation experience who can help verify what is currently live, troubleshoot Lawcus/Zapier/Make issues, and execute narrow approved technical tasks. This is a law firm environment, so confidentiality and careful change control are very important. Initial Project The initial engagement will be a small paid test project of approximately three to five hours. The goal of the test project is to review one limited part of our Lawcus/Zapier setup, identify what is live, flag risks or issues, and recommend or complete only approved changes. Possible systems involved include: * Lawcus CRM; * Zapier or Make; * DecisionVault; * OpenPhone; * Google Drive; * Dropbox Sign; * ClickUp; * scheduling tools; * Missive or Gmail. Initial work may include: 1. Reviewing our existing Lawcus Inventory Sheet and Matter Hygiene/Cleanup Handoff; 2. Verifying selected items against the live Lawcus setup; 3. Identifying which stages, task templates, automations, fields, tags, and integrations are currently live; 4. Flagging anything outdated, duplicative, unclear, risky, or dependent on a former team member; 5. Reviewing Lawcus/Zapier/Make automations for reliability or broken connections; 6. Helping implement only specific approved changes; 7. Documenting all changes made; 8. Providing a short written summary and, if helpful, a Loom/video walkthrough. What This Project Is Not This is not: * a broad operations role; * client communication; * legal judgment; * a full CRM rebuild; * bulk editing without approval; * deleting or changing live automations without approval; * independent decision-making about client matters. No broad live changes should be made without written approval. Required Experience Please apply only if you have experience with at least some of the following: * Lawcus CRM; * Zapier or Make; * CRM pipeline/stage cleanup; * workflow automation mapping; * law firm CRMs or professional-services CRMs; * intake workflows; * task/template cleanup; * Google Sheets or Excel-based audit tracking; * clear documentation of system changes. Lawcus experience is strongly preferred. If you do not have Lawcus experience but have strong CRM + Zapier/Make experience, please explain why your experience transfers well. Ideal Candidate The ideal person is: * detail-oriented; * careful with confidential information; * comfortable documenting every change; * willing to work from an existing plan; * able to say “this needs approval before changing”; * not someone who makes broad changes first and explains later; * good at translating messy CRM workflows into clear technical next steps. Budget / Structure This will be hourly. I would like to start with a small paid test project capped at three to five hours unless additional time is approved in writing. If the test project goes well, there may be additional implementation work. Questions for Applicants Please answer these in your proposal: 1. Have you worked directly in Lawcus before? If yes, what did you do? 2. Have you built or reviewed Zapier/Make automations connected to a CRM? 3. Have you worked with a law firm or another confidential professional-services business? 4. How would you approach this project without making risky live changes? 5. What would you want to review first: pipelines, task templates, automations, fields/tags, or integrations? Why? 6. Are you comfortable documenting every change and providing a short written summary or Loom walkthrough? 7. What is your hourly rate, and how many hours would you suggest for an initial review/test project? Deliverable for Initial Test Project At the end of the initial project, I want: * a verified list of what is currently live in the selected Lawcus/Zapier workflow; * recommended keep/revise/delete/defer items; * a list of risks or unknowns; * a list of changes made, if any; * a list of changes that require approval before implementation; * and a recommended next implementation step.

Project Overview We are looking for an experienced Marketing Automation and Integration Specialist to help troubleshoot and resolve an issue with lead synchronization. Currently, lead records created in Further VSA for one of our senior living clients are not being passed to SharpSpring via the existing integration, resulting in leads not receiving the intended drip campaign communications. Our goal is to ensure that leads submitted through Further VSA are successfully passed into SharpSpring via Zapier and automatically enrolled in the email drip campaign. Scope of Work Responsibilities include: • Review the current setup for Further VSA, Zapier, SharpSpring, and Sherpa(Aline) • Troubleshoot lead syncing issues and identify any points of failure • Configure, test, and validate workflows • Ensure lead data is mapped correctly between systems • Verify that new leads are successfully created or updated in SharpSpring • Confirm leads are automatically entered into the correct drip campaign/workflow • Recommend best practices to improve reliability and automation performance • Document changes made and provide recommendations for ongoing maintenance Required Experience • Strong experience with marketing automation platforms (Such as HubSpot, ActiveCampaign, SharpSpring and Further VSA) • Advanced Zapier troubleshooting and workflow configuration skills • Experience integrating CRMs, lead forms, and marketing automation systems with lead nurturing and drip campaign setup • Ability to diagnose API, webhook, field mapping, and trigger issues Desired Outcomes • Fully functioning integration between Further VSA and SharpSpring • Successful testing of lead flow from form submission through drip campaign enrollment • Brief documentation of configuration and recommendations To Apply Please include: • Relevant experience with Zapier, integrations and marketing automation platforms • Examples of similar integration or troubleshooting projects • Your availability and estimated timeline for completing this work We are looking for someone who can quickly assess the existing setup, identify the issue, and implement a reliable solution.

GoHighLevel Systems Architect Needed to Build Complete CRM & Automation Infrastructure Music Habitat is a music technology startup launching in New Orleans and expanding nationally. Our mission is to help independent artists build sustainable careers by connecting them with venues, sponsors, fans, content opportunities, merchandise sales, and future booking opportunities. We are looking for an experienced GoHighLevel expert to design and build the operational backbone of our company. This is not a simple funnel project. We need someone who can think strategically and build a scalable CRM, automation, and revenue operations system that will support rapid growth. Primary Objectives Build a complete GoHighLevel environment that manages: Artists Artist application forms Artist onboarding Artist qualification workflow Artist status tracking Artist communication automation Venues Venue lead capture Venue sales pipeline Subscription onboarding ($200/month) Venue relationship management Automated follow-up campaigns Sponsors Sponsorship inquiry forms Sponsorship sales pipeline Proposal tracking Contract stages Sponsor communication workflows Investors Investor intake forms NDA workflow Investor pipeline Investor status tracking Automated investor updates Ambassadors Ambassador application process Referral tracking Performance tracking Communication workflows Events Event registration forms Attendee tracking Volunteer tracking Vendor management Sponsor integration Deliverables CRM Structure Create a clean and scalable CRM architecture that supports multiple business units and customer types. Pipelines Build separate pipelines for: Artists Venues Sponsors Investors Ambassadors Automation Workflows Develop workflows for: Lead capture Follow-up sequences Appointment booking Internal notifications Task assignments Pipeline movement Email automation SMS automation Forms Build all required intake forms and application forms. Dashboards Create executive-level reporting dashboards showing: Lead volume Conversion rates Pipeline value Sponsor sales Venue sales Investor activity Documentation Provide Loom videos explaining: System structure Pipeline management Workflow management Future maintenance Integrations Experience with the following is preferred: Stripe Zapier Make.com Twilio APIs Membership Portals SaaS Mode AI Automations Ideal Candidate You have: Built multiple GoHighLevel systems from scratch Experience creating complex CRM architectures Experience with sales operations and revenue operations Strong workflow automation skills Strong documentation skills To Apply Please provide: Number of GoHighLevel systems you have built. Links or screenshots of previous work. Loom walkthroughs if available. Your recommended architecture for Music Habitat. Estimated timeline and fixed-price proposal. Important We are looking for a long-term partner, not just a contractor. If the initial project is successful, there will be ongoing opportunities to support future brands within our portfolio, including: Music Habitat Observe Life Volabite Future startup ventures