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.

Technical Operations Coordinator (Systems & Integrations) Remote | Flexible Part-Time | Opportunity to Grow About the Role I'm the founder of multiple growing businesses in the legal and media industries, including a court reporting company and an educational podcast (The Court Reporter Podcast). As we scale, we use dozens of cloud-based platforms that all need to work together seamlessly. I'm looking for someone who genuinely enjoys solving technical puzzles. This is not a help desk role and it's not just checking boxes from a to-do list. You'll become the person who investigates issues, researches solutions, works with customer support, tests fixes, documents systems, and ensures our technology and integrations run smoothly. If you're the type of person who gets excited by figuring out why something isn't working—and won't stop until you've found the answer—this role is for you. Examples of Projects No two days will look exactly the same. One week you might: Troubleshoot why Calendly isn't sending Zoom links or confirmation emails. Diagnose Google Workspace permission issues. Configure Zoom integrations. Research AI tools for podcast production. Build automation between different software platforms. Organize and document business systems. Test new workflows before they're implemented. Create Standard Operating Procedures (SOPs). Work directly with software support teams until issues are fully resolved. Recommend better software or more efficient workflows. Future projects may include: Website management Domain and DNS configuration Google Workspace administration CRM implementation AI workflow automation API and integration research Technical documentation Internal knowledge base creation Security and permission management Software implementation and onboarding What Success Looks Like When something breaks... ❌ You don't immediately ask me what to do. ✅ You investigate. ✅ You research. ✅ You contact support. ✅ You test. ✅ You document. ✅ Then you come back with: "Here's what the issue was, here's what I tried, here's the solution, and here's how we can prevent it from happening again." You Might Be a Great Fit If You... Love figuring things out. Naturally Google everything before asking for help. Enjoy troubleshooting. Learn new software quickly. Like creating organized systems. Think several steps ahead. Take ownership instead of waiting for instructions. Communicate proactively. Enjoy improving processes. Technical Experience Experience with some of these is helpful, but curiosity and problem-solving matter even more. Google Workspace Zoom Calendly Microsoft 365 WordPress Zapier / Make AI tools Canva Notion ClickUp Airtable CRM software APIs and integrations DNS & domains (basic) Cloud software administration Bonus Experience Legal industry Podcast production SaaS administration Operations Technical support Systems administration Workflow automation Documentation QA testing The Kind of Person I'm Looking For You don't just complete tasks—you solve problems. You're comfortable hearing: "Calendly isn't sending emails." ...and then independently determining: Is it Calendly? Gmail? Google Workspace? Zoom? OAuth permissions? Email workflows? Subscription licensing? User error? Or a platform bug? Instead of forwarding the problem back to me, you own it until it's resolved.

We’re a product-focused team developing an AI-driven SaaS platform aimed at improving how businesses handle information, workflows, and internal processes. We’re looking for a developer who can build a smart feature that allows users to interact with their data and documents in a more automated and intuitive way. The goal is to reduce manual effort and enable faster, more informed actions through AI. This role involves designing and implementing the core logic behind the feature, connecting AI capabilities into the product, and ensuring everything works smoothly within the existing system. You should be comfortable building end-to-end functionality, working with modern web applications, and integrating AI services into real user-facing features. Experience with AI-powered products, automation tools, or data-driven applications is highly relevant.

First time using Upwork to outsource assistance. We are a real estate development company based out of Detroit, Michigan. I need someone who is well acquainted with Clickup and their new AI features. They need to be able to setup automations and fix any discrepancies in our current setup. The ideal candidate will have experience in optimizing workflows and ensuring seamless integration with existing systems.

I am a fashion business owner/designer looking for an experienced AI creative professional to help me integrate AI into my fashion design and product development workflow. I am specifically looking for someone who understands both: * fashion/apparel design * AI tools such as ChatGPT, Midjourney, and related visual AI platforms I want hands-on guidance and training using my actual collections and products.

We're looking for a Salesforce Developer / Architect to support a variety of client projects focused on custom development, integrations, automation, and revenue operations workflows. This role is ideal for someone who enjoys working directly with stakeholders, owning technical solutions end-to-end, and helping clients optimize their Salesforce ecosystem. Responsibilities: • Apex development, triggers, batch jobs, and Lightning Web Components (LWC) • Build and maintain Salesforce integrations with third-party platforms • Design scalable automation using Flows and Salesforce best practices • Support data migrations, data quality, and system optimization initiatives • Implement and enhance CPQ, Revenue Cloud, and quote-to-cash workflows • Collaborate with client stakeholders to gather requirements and deliver solutions Preferred Experience: • Salesforce CPQ and/or Revenue Cloud • Billing and payment platform integrations (Chargebee, Stripe, Zuora, etc.) • Salesforce ↔ HubSpot integrations • REST/SOAP APIs and middleware platforms • AI or automation experience is a plus Requirements: • 5+ years of Salesforce development experience • Strong Apex and LWC expertise • Experience with complex integrations and data migrations • Excellent communication and client-facing skills • US-based preferred/ No Agencies Side note: Please do not contact Joe or the hiring manager directly by email or phone regarding this role, as those outreach attempts will be treated as spam. All applications should go through the proper application process only.

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

I need an expert senior software engineer that can provide consulting services around implementation best practices of LLM's and AI into existing application workflows. i.e. leveraging AI to extract data from a document as part of an ingestion pipeline.

I need someone to help me set up automation agents in Claude Cowork. My photo agency requires CoWork to watch a directory for new files and trigger a workflow. The ideal candidate will have experience in automation and workflow management, ensuring seamless integration with our directory to automate file processing.

I'm looking for a skilled developer who can move fast, think creatively, and act more like a partner than a contractor. If you're someone who builds things quickly, brings ideas to the table without being asked, and genuinely cares about creating great experiences for end users, keep reading. -—————- **What You'll Be Working On:** This product sits at the intersection of AI, data, and customer experience. At its core, it needs to: - Monitor and process large volumes of data** in or near real time — surfacing insights, anomalies, and patterns that matter. - Send automated personalized outreach via SMS and email — based on the data signals and triggers, the system should be able to generate and send personalized messages to the right person at the right time, without manual intervention - Integrate with POS systems and CRMs** — pulling, syncing, and acting on data across platforms - Deliver a seamless, intuitive customer-facing experience** — this isn't just a backend tool, how users feel when they interact with it matters enormously - Be built on top of **Claude (Anthropic's AI)** using **Claude Code** as a core part of the development workflow We're in early stages, which means we're figuring things out as we go. That's not a warning — it's an opportunity for the right person. --- **What I'm Looking For:** - Hands-on Claude Code experience** — you've actually built with it, not just read about it. Experts only please - CRM and POS integration experience** — you've connected to platforms like Salesforce, HubSpot, Square, Toast, Lightspeed, or similar, and you know the quirks - Data monitoring and pipeline experience** — you've built systems that ingest, process, and surface meaningful signals from large datasets - Customer experience mindset** — you think about the end user constantly, and you've built tools that real customers interact with - Fast builder, fast thinker** — you're comfortable with ambiguity, can ship quickly, and know how to iterate without everything being perfectly defined upfront - Collaborative and opinionated** — I want someone who pushes back, brings ideas, and helps shape where this goes — not someone waiting for a spec I also want to **learn as we build** — so being able to explain what you're doing and why, in plain terms, is important to me. --- A Note Before You Apply: Please only submit a proposal if you have deep, hands-on experience with Claude Code — not surface-level familiarity, not currently learning it. We're looking for someone who has already put in the reps, knows the ins and outs, and can hit the ground running from day one. We respect your time and ask that you respect ours. If Claude Code isn't already a tool you've mastered, this isn't the right fit. **When You Apply, Please Include:** - Specific examples of tools you've built that involve **CRM or POS integrations** — name the platforms and describe what you built - Examples of **data monitoring or real-time data tools** you've worked on — what did it track, how did it work, what was the scale? - Any **AI-powered products** you've shipped, especially using Claude or other LLM APIs — links, screenshots, or descriptions - How you approach building something when the full picture isn't defined yet - A thought or two on what makes a truly great AI-powered customer experience — I want to see how you think --- **What This Could Become:** This is the beginning of something bigger. The right person won't just be a hire — they'll grow with the product. There's real potential for a long-term working relationship as this evolves.