We are seeking an experienced AI workflow / operations consultant to help us build repeatable “business of the future” blueprints for niche service industries. We are not building a new AI product. We want help identifying the best existing tools, workflows, and automation opportunities to modernize service businesses in a practical, scalable way. We want someone who can help us: map current workflows identify the best opportunities for AI and automation recommend the right tool stack define what should stay human vs. what should be automated create standardized implementation blueprints we can deploy across multiple clients We are looking for someone with real operational depth, not just generic AI enthusiasm. Bonus if you have worked in: healthcare legal compliance-sensitive service businesses CRM / automation / intake / communication systems Please send examples of similar work and explain how you would approach building a scalable modernization blueprint for these kinds of businesses.

Overview We’re looking for an experienced AI engineer or AI systems builder to help us design and build an internal intelligence layer that turns fragmented customer data into actionable growth opportunities. Right now, customer insights live across multiple disconnected systems — CRM notes, product usage data, emails, support tickets, and spreadsheets. While the data exists, it is not structured in a way that helps us proactively identify expansion opportunities, churn risks, or account-level next steps. We want to build an AI-driven system that continuously synthesizes this information and helps our team understand: * What is happening inside each account * Where expansion or upsell opportunities exist * Which accounts are at risk and why * What the next best action should be for each customer ⸻ What You’ll Build You will design and implement an AI system that can: * Ingest structured and unstructured data (CRM, emails, notes, product signals) * Build dynamic “account intelligence profiles” for each customer * Identify patterns across accounts (usage drops, feature gaps, expansion signals) * Generate clear, human-readable account summaries * Recommend next-best-actions for sales, customer success, or leadership * Surface expansion opportunities based on behavioral and contextual signals * Flag risk signals early with supporting reasoning ⸻ Ideal Output For each account, the system should be able to generate: * A concise account narrative (“what’s going on here”) * Key signals and anomalies * Expansion opportunities (with rationale) * Risk factors (churn or stagnation indicators) * Suggested actions for the team this week * Confidence level and supporting evidence ⸻ Why This Matters We are sitting on a large amount of customer data, but most of it is passive. The goal is to turn it into an active intelligence system that helps our team: * Prioritize the right accounts * Increase expansion revenue * Reduce churn risk * Spend time on the highest-impact opportunities This becomes a core internal system that directly impacts revenue efficiency and customer outcomes. ⸻ Ideal Candidate We’re looking for someone with experience in: * LLM-based systems and agentic workflows * Data pipelines and multi-source data ingestion * Prompt engineering + structured reasoning systems * CRM systems (Salesforce, HubSpot, etc.) * Customer analytics / product analytics * Building internal AI tools or copilots * Backend + API integration work Bonus if you’ve worked on: * RevOps tooling * Customer success platforms * Data enrichment or account intelligence systems * SaaS growth analytics ⸻ Deliverables * System architecture for AI customer intelligence layer * Data ingestion and normalization approach * Prompting / reasoning framework for account analysis * Prototype system (or working MVP) * Output format for account intelligence reports * Documentation for internal expansion and scaling * Recommendations for tooling (build vs buy decisions) ⸻ Engagement This starts as a project-based build, but could expand into a long-term role as we scale the system across our entire customer base and additional workflows. ⸻ To Apply Please include: * Examples of AI systems or agentic workflows you’ve built * Experience integrating LLMs with real business data * Your recommended architecture for a system like this * Any clarifying questions you’d want answered before starting

We are an investment firm with a portfolio of healthcare companies. We are seeking to begin building our data capture systems across our business and layer AI to surface summarize and store insights. This is a process that is in parallel to our operations team SOP'ing our process in anticipation of expansion. It is our opinion that we have a relatively simple business process from end to end and lots of potential to capture useful data signals across each department/function. We have drafted a rough business process / data ontology diagram showing our preferred approach. We are seeking an expert to: 1 ) Create lightweight data systems to capture data signals from end to end across our business (Recruiting to Onboarding to Scheduling to Payroll to Finance to Legal to). This also includes organizing and categorizing our past / existing data in addition to capturing signals for future data. 2 ) Layer AI / agentic AI automations that can surface insights, categorize and aggregate info, populate knowledge databases, etc. Example Data Signals / Use Cases: Fireflies recorded meetings Tagging emails in inbox as Legal/Finance/Scheduling/Onboarding etc Job Board Postings Airtable (For building a lightweight scheduling/employee management system) (For storing a knowledge database and rolodex) To Apply: Please briefly present an instance of implementing a similar lightweight solution to capture data signals and convert the data into meaningful and actionable insight via AI

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.

Engagement Overview I am the CEO and principal attorney of a small law practice specializing in campaign finance, lobbying regulation, FARA, nonprofit law, and government ethics. My five-person team — a junior partner, two associates, and an executive assistant — recently integrated into a larger firm. I am looking for an experienced Claude/AI automation builder for a phased engagement to design, build, and deploy a suite of interconnected agents and automations. This brief covers three phases. Phase I (Inbox Triage) is the highest immediate priority and the natural starting point. Phases II and III follow sequentially. Strong candidates will be evaluated on Phase I but should demonstrate familiarity with the full roadmap. This is a paid engagement. Scope, timeline, and rate are open to discussion. Technology Stack Email: Gmail (personal Pro account — not firm infrastructure) AI: Claude (Anthropic) via MCP or API Task and project management: Notion (existing workspace; routing tables, matter tracking, and timesheet structure already in place) Calendar: Google Calendar Internal chat: Google Chat Document storage: Google Drive (primary); local hard drives on iMac and MacBook Pro (secondary) Matter management / DMS: iManage (larger firm system — integration via dedicated ingestion email address) Voice notes: Plaud (AI note-taker) Signing platform: TBD — candidates should ask during scoping Out of scope: Signal and iMessage — encrypted platforms with no API access; manual forwarding convention only Confidentiality Requirements This is a law practice. Attorney-client privilege and work product protection apply to all client communications and matter-related documents. These are not compliance checkboxes — they are professional obligations with real consequences. The successful candidate must: • Execute a non-disclosure agreement prior to engagement • Demonstrate genuine understanding of why data handling matters in a legal context — not just technically, but professionally • Never use client names, email content, routing data, or document content for training, testing, or demonstration purposes • Work exclusively within the client's authenticated accounts — no third-party data stores outside the approved stack • Design systems that minimize data exposure — process and route, do not store unnecessarily Generic proposals that do not address confidentiality specifically will not be considered.   Phase I — Inbox Triage Agent Real-time classification and routing of inbound Gmail, with a daily digest to the executive assistant. Objective The principal attorney's Gmail inbox receives high volumes of email across clients, matters, and categories of widely varying priority. The goal is an agent that processes every inbound message, classifies it, routes it to the correct person automatically, and ensures nothing drops — without overloading the executive assistant with triage work she should not be doing. Two-Stage Routing Logic Stage 1 — Sender Classification Every inbound email is classified against a tiered contact list maintained in a Notion database: MVC: Most Valuable Clients — 5 to 10 contacts. Highest priority. HVP: High Value People — 10 to 20 contacts. Some overlap with MVCs. Principal attorney, unless task-type rule applies All other clients: Roster managed in Notion with assigned attorney(s). Assigned attorney(s) per Notion client record Catch-All: Anyone not in the contact table — prospects, opposing counsel, vendors, bar association, etc. Generate executive assistant daily digest Stage 2 — Task-Type Classification (MVCs only) For MVC contacts, a second classification layer routes based on the nature of the request. Rules are client-specific. Examples: • Scheduling requests → Executive assistant • Contracts and approvals → Designated associate(s) per client record • Strategic and substantive legal matters → Principal attorney Task-type rules are defined per MVC client and must be configurable without developer involvement. Routing Table — Notion All contact and routing data lives in an existing Notion database. The agent reads from it at runtime. Required fields: • Contact name and/or email domain • Tier (MVC / HVP / Standard / Catch-All) • Assigned attorney(s) for Standard clients • Task-type override rules for MVCs The executive assistant must be able to add, edit, and re-tier contacts without touching code. This is a hard requirement. Routing Output Candidates should propose their recommended approach from among the following, based on current Gmail MCP capabilities: • Apply Gmail label and/or forward to assigned attorney's address • Create a pre-addressed draft for principal attorney review before sending • Log routing decision to Notion with email link and recommended assignee Please address this question directly in your proposal — it is a key evaluation criterion. Daily Executive Assistant Digest Once per day at a configurable time, the agent generates a digest delivered to a designated Notion page covering all catch-all emails from the prior 24 hours. Each entry includes: sender, subject, timestamp, and a one-line AI summary of the email's apparent purpose.   Phase II — 5 AM Daily Brief A structured morning brief delivered to Notion each day before 5 AM, aggregating schedule, tasks, workflow status, news, and forward-looking context. Objective The principal attorney starts each day across multiple locations and needs a single, consolidated view of what matters — professional and personal — without opening email. The brief is delivered to a dedicated Notion page and covers the sections below in the following order. Section 1 — Daily Schedule Full calendar for the day pulled from Google Calendar. All events, calls, and commitments in chronological order. Section 2 — Open Projects and Undone Tasks Two sub-sections: (a) MVC high-value work — open projects and incomplete tasks for Most Valuable Clients, filtered to substantive legal work only; and (b) Personal — all open personal projects and tasks without exception. Personal items are comprehensive by design: if it is not surfaced here, it will be forgotten. Source: Notion task and project database. Section 3 — Blocking What is the principal attorney specifically holding up? Items where others in the firm are waiting for a review, decision, approval, or action. Source: Notion matter and task records where assignee or status indicates the ball is in the principal attorney's court. Note to builder: this section requires careful logic design. The agent must infer from status fields and assignee data what is genuinely waiting on the principal attorney versus what is simply unresolved. Work with client during onboarding to define the exact field logic. Section 4 — News Digest Industry News Curated digest of overnight developments in: campaign finance law and FEC activity, election administration, lobbying regulation (federal and state), nonprofit political activity, and government ethics. Format: short summary of each item with a link to the full article. Aim for signal, not volume — 5 to 10 items maximum. US Political News 5 to 10 headlines with links covering: presidential politics, US Senate and House elections, and major gubernatorial races. Stories people are actually talking about, not wire service filler. Section 5 — Firm Workflow Matter-level status summary pulled from Notion, organized by client tier and activity: Status Definition Closed Completed yesterday Moving Action taken yesterday Paused No action yesterday Stuck No action in five or more days Client groupings: MVCs (non-high-value work), Standard clients (all work), and any other open matters. Section 6 — One Month Look Ahead Rolling 30-day forward view pulled from Google Calendar covering: regulatory filing dates and compliance deadlines, matter-level deadlines, client birthdays, holidays, and planned vacations or travel. Anything that requires preparation or awareness in the next 30 days. Section 7 — Personal Financial Summary (If Feasible) Summary of personal financial position pulled from Monarch Money, if an API or MCP connector is available. Candidates should investigate Monarch's API access and address feasibility in their proposal. If not currently feasible, this section is omitted without affecting the rest of the brief. Delivery Notion only — not email. A dedicated page refreshed each morning before 5 AM. Previous day's brief should be archived, not overwritten.   Phase III — Night Maintenance Three nightly agents that run after close of business: timesheet creation, document filing preparation, and Plaud note routing. All outputs are delivered to Notion for principal attorney review. Part 1 — Timesheet Creation Objective Each evening, the agent reviews the day's activity across three sources and populates a timesheet in an existing Notion template for the principal attorney's review and finalization. Sources • Google Calendar — all events and calls attended • Gmail sent items — emails sent that day, grouped by client/matter where inferable • Google Chat — internal messages sent, grouped by thread/matter where inferable Note to builder: Google Chat API access will need to be confirmed alongside Gmail and Calendar MCPs. Confirm availability and any OAuth scope requirements in your proposal. Output: Populated Notion timesheet using existing template structure. Principal attorney reviews each morning, adjusts entries as needed, and finalizes. The agent does not finalize — it drafts. Part 2 — Document Filing Objective Each evening, the agent surfaces documents created or edited that day for the principal attorney's review. The attorney flags finals, and the agent forwards them to the firm's iManage ingestion email address for filing. Sources • Google Drive — documents created or modified that day • Local hard drives — iMac and MacBook Pro Note to builder: local hard drive access requires a locally-running component (daemon, Claude Code instance, or folder-watching script) on each machine. Please address your proposed approach to this in your proposal. Alternative approach for consideration: a designated 'Ready to File' folder on each machine that syncs to Google Drive. The attorney drags filing-ready documents into this folder throughout the day; the agent watches the folder and processes from there. Simpler architecture, device-agnostic, and builds a consistent filing habit. Candidates should evaluate and recommend. Output: A Notion page listing all documents surfaced for that day, with document name, location, and last-modified time. Principal attorney marks finals. Agent forwards marked documents to the iManage ingestion email address. iManage filing is handled by firm IT from that point — no direct iManage API integration required. Part 3 — Plaud Note Routing and Archiving Objective: The principal attorney uses a Plaud AI note-taker on calls and meetings. Each evening, the agent pulls new Plaud summaries, routes them to the appropriate team members, archives a copy to Notion tagged to the relevant client matter, and deletes the underlying audio and transcript from Plaud's platform and the local device. Prerequisite — Plaud API Plaud API or webhook access is a prerequisite for this part. Candidates must investigate and confirm availability before scoping. If Plaud does not currently support programmatic access, this part will require a manual export step as a workaround — please address both scenarios in your proposal. Routing Logic: Similar in structure to Phase I inbox triage routing (MVC/HVP/Standard tiers with task-type overrides) but with distinct rules to be defined with the client during onboarding. Do not assume inbox triage rules apply directly. Archiving: One copy of each Plaud summary is saved to Notion as a note, tagged to the relevant client matter. Tagging logic to be defined during onboarding. Deletion: After successful routing and archiving, the agent deletes: (a) the audio and transcript from Plaud's platform via API, and (b) any local copies on the principal attorney's devices. Local deletion requires the same locally-running component described in Part 2. Candidates may propose a unified local agent that handles both Part 2 and Part 3 local operations.   What I'm Looking For Strong candidates will have: • Demonstrated experience building Claude-based automations or agents — not general AI experience • Hands-on experience with Gmail MCP, Google Calendar MCP, and Notion MCP (or equivalent API integrations) • Ability to build systems that non-technical users can maintain — editability and simplicity are as important as technical sophistication • Comfort with phased delivery — Phase I first, Phases II and III following sequentially based on performance • Experience with professional services clients (legal, financial, consulting) is a meaningful plus • Willingness to execute an NDA and work within a legally sensitive environment What to Include in Your Proposal Please address the following specifically. Proposals that do not engage with these questions will not be considered. • Your proposed technical architecture for Phase I — how you would connect Gmail, Claude, and Notion • Your answer to the Gmail MCP routing output question in Phase I (labeling vs. drafts vs. Notion logging) — what is actually supported and what do you recommend • Your assessment of Plaud API availability and your proposed approach for Phase III Part 3 • Your assessment of Monarch Money API feasibility for the Phase II financial summary section • Your proposed approach to local hard drive access for Phase III Parts 2 and 3 — daemon, sync folder, or other • A comparable project you have delivered — describe the client type, the stack, and what made it work • Your estimated timeline and rate for Phase I, and a rough order-of-magnitude estimate for Phases II and III • Confirmation that you are willing to execute an NDA prior to engagement I am looking for someone who has read this brief carefully and has a specific, informed point of view on how to build it. This is phase one of a longer automation roadmap and the right candidate will be a long-term partner, not a one-time contractor.

We are seeking a hands-on AI systems expert to help us establish, secure, and scale our internal AI capability. The role involves both technical implementation and advisory responsibilities, with the expectation of staying on as a trusted advisor. The ideal candidate will have a strong background in AI systems and be able to provide strategic guidance.

The AI Process Optimization Specialist is responsible for evaluating, designing, implementing, and continuously improving business processes through the strategic use of Artificial Intelligence (AI), automation, and digital technologies. This role works across all departments to identify inefficiencies, recommend AI-driven solutions, develop implementation plans, and ensure employees successfully adopt new technologies. The ideal candidate combines business analysis, process improvement, project management, and AI expertise to help the organization become more efficient, scalable, and competitive. Key Responsibilities Business Process Analysis Analyze existing business workflows across all departments. Document current processes and identify bottlenecks, redundancies, and manual tasks. Interview department leaders and staff to understand operational challenges. Create workflow diagrams and process documentation. AI Opportunity Assessment Identify tasks that can be automated or enhanced using AI. Evaluate emerging AI technologies and recommend practical business applications. Research AI platforms, software, and automation tools. Conduct cost-benefit analyses for proposed AI initiatives. Workflow Optimization Design more efficient workflows using AI-assisted processes. Develop standardized operating procedures (SOPs). Reduce repetitive manual work. Improve communication and collaboration between departments. Create scalable systems that grow with the business. AI Implementation Configure and deploy AI tools and automation platforms. Coordinate integrations between business software. Test workflows before deployment. Troubleshoot implementation issues. Measure effectiveness using key performance indicators (KPIs). Employee Training & Change Management Train employees on new AI tools and workflows. Develop documentation, tutorials, and training materials. Promote AI adoption throughout the organization. Gather user feedback and continuously improve processes. Performance Monitoring Track productivity improvements and ROI. Measure time savings and operational efficiencies. Maintain dashboards and performance reports. Recommend additional optimization opportunities. Innovation & Continuous Improvement Stay current with advancements in Artificial Intelligence. Evaluate new AI platforms and emerging technologies. Pilot new automation initiatives. Recommend long-term AI strategies that align with company goals. Preferred Qualifications Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field (or equivalent experience). Experience in business process improvement or operations management. Strong understanding of AI technologies and automation platforms. Experience with workflow automation tools (Zapier, Make, n8n, Microsoft Power Automate, etc.). Familiarity with Large Language Models (LLMs) such as ChatGPT, Claude, Gemini, and Microsoft Copilot. Excellent analytical and problem-solving skills. Strong project management abilities. Outstanding written and verbal communication skills. Ability to work independently and lead cross-functional initiatives. Technical Skills Preferred experience with: Artificial Intelligence platforms Workflow automation tools CRM systems Project management software Documentation platforms Data analytics and reporting tools API integrations Microsoft 365 and Google Workspace Low-code/no-code automation platforms Core Competencies Strategic Thinking Process Improvement Critical Thinking Systems Analysis Project Management Change Management Business Communication Continuous Learning Innovation Leadership Organization Collaboration Success Metrics Performance will be measured by: Reduction in manual labor hours Increased operational efficiency AI adoption across departments Employee productivity improvements Workflow automation rate Cost savings generated Return on AI investments (ROI) Employee satisfaction with new systems Process documentation completeness Successful delivery of optimization projects Typical Projects An AI Process Optimization Specialist may: Build AI assistants for customer service and internal support. Automate repetitive administrative tasks. Develop AI-powered knowledge bases. Optimize project management workflows. Improve sales and marketing processes using AI. Streamline onboarding and employee training. Create automated reporting dashboards. Integrate AI into website development, customer support, accounting, HR, and operations. Develop company-wide AI usage standards and best practices. Mission To transform the organization into a highly efficient, AI-enabled business by continually identifying opportunities to automate work, improve processes, reduce costs, enhance decision-making, and empower employees through the effective use of Artificial Intelligence.

Need someone to build me an CFO ai agent that can analyze monthly P&Ls and Balance Sheets from multiple different businesses within a franchised system. The financials will be in PDF format. Also need the ai agent to transfer funds from checking accounts to PayPal every week (I currently do this manually so it's setup, just want it automated)

Build Private AI Chat Tool Using Anthropic Claude API — Law Firm Budget: $1,500–$3,000 fixed price Description: I'm a managing attorney at a small law firm in New York. I need a private, secure web application that gives my 4-person team access to Claude AI for document summarization and legal drafting — using the Anthropic API with Zero Data Retention so no client data is stored externally. What I need built: Browser-based chat interface (works like claude.ai but private) Per-user login (4 users) PDF upload — user uploads a document, selects a task (summarize medical records, extract key facts, etc.), Claude returns structured output Conversation history saved to our own encrypted database, tagged by case number Admin view where I can see all conversations across all users Hosted on a private server with HTTPS/SSL No data logged or stored outside our own database Clean, simple UI — non-technical staff must be able to use it Tech requirements: Anthropic Messages API (claude-sonnet-4-6) Zero Data Retention configured on the API account PostgreSQL or similar database for history Per-user authentication (JWT or similar) PDF text extraction before sending to API Encrypted database at rest You must have: Prior experience with the Anthropic Claude API specifically Experience building secure web apps with user auth and databases Portfolio or examples of similar builds Please answer this in your proposal: have you configured Zero Data Retention on the Anthropic API before? This is a fixed-price project. I own all code upon final payment.

I’m looking for a senior AI app developer who can help me build an AI-powered MVP while also guiding me through the technical decisions. This is not just a coding task. I want someone who can think through the product, recommend the right architecture, explain tradeoffs, and build the first working version. The ideal person should be comfortable with OpenAI/LLM integrations, full-stack development, database design, authentication, deployment, and startup-style MVP execution. I’d like to work with someone who can act almost like a technical partner: build the product, teach me what is being done, and help me understand how to maintain or scale it later.