- Fixed price
- Intermediate
- Est. budget: $5,000.00
We are seeking a skilled freelancer to help automate our processes using Google Sheets. The ideal candidate will have experience in integrating different sheets to enhance workflow efficiency. Responsibilities include developing scripts to automate data transfer and updates between sheets, and ensuring seamless communication between various Google Drive documents. If you have a strong understanding of Google Apps Script and can deliver high-quality solutions, we would love to hear from you!
- Hourly: $40.00 - $80.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We're a growing service company looking for an experienced developer to build a Slack bot that answers employee questions about our HR policies, SOPs, and internal documentation. Team members will tag the bot in a channel, ask a question in plain language, and receive a conversational, accurate answer grounded in our documented materials. **This is a build + teach engagement.** I have no coding background, and a core requirement of this project is that you walk me through your decisions and architecture as you build, so I can understand, maintain, and eventually extend the system myself. If you're a strong developer but don't enjoy explaining your work, this isn't the right fit. ## What You'll Build A production-ready Slack bot with the following architecture: - **Slack integration** using Slack's Bolt framework (Python or Node.js — your recommendation welcome) - **Retrieval-Augmented Generation (RAG)** pipeline: questions are matched against our documentation via semantic search, and relevant context is passed to an LLM for a conversational answer - **Vector database** (Pinecone, Weaviate, or a comparable option you can justify) storing embeddings of our policies, SOPs, and transcripts - **OpenAI API** integration for embeddings and chat completions - **Document ingestion pipeline** that can handle multiple source formats: Word docs, PDFs, spreadsheets, and plain-text transcripts (e.g., exported Loom video transcripts) - **Source citations** in bot answers, so users can see which policy or document the answer came from - Deployment to a cloud environment (AWS, Heroku, Railway, or similar) with clear instructions for how it runs and how to restart or update it ## Technical Requirements You should have demonstrable experience with: - Slack app development (Bolt framework, event subscriptions, OAuth/permissions setup) - OpenAI's API (chat completions and embeddings) - RAG architecture and vector databases (Pinecone, Weaviate, Qdrant, pgvector, or similar) - Python or Node.js backend development - Cloud deployment and basic DevOps (environment variables, API key security, uptime) **In your proposal, please link to or describe at least one similar project you've built** — ideally a Slack bot, a RAG system, or an LLM-powered internal tool. ## Deliverables 1. A working Slack bot deployed to production and connected to our Slack workspace 2. Document ingestion process (with instructions or a simple tool for me to add new documents myself as our documentation grows) 3. Full source code in a repository I own, with clear comments 4. **Written documentation** covering: system architecture, how each component connects, how to add/update documents, how to update API keys, and common troubleshooting steps 5. **Teaching sessions**: recorded screen-share walkthroughs (or live calls) at each major milestone explaining what was built and why — I estimate 3–5 sessions of 30–60 minutes 6. A handoff session at the end where we test the bot together and review maintenance procedures ## Communication & Working Style - Regular progress updates (at minimum, 2x per week) - Willingness to explain decisions in plain English, not just technical jargon - Patience with beginner questions — teaching is part of the paid scope, not a favor - Fluent written and spoken English - Availability for scheduled video calls (please note your time zone in your proposal) ## Scope Notes - Initial document set is modest, but the system should be designed to scale as our documentation library grows significantly - Future phases may include: automatic transcript ingestion from Loom, additional Slack channels/workflows, and analytics on what questions get asked — mention if you have experience with any of these - I will provide: Slack workspace admin access, OpenAI API account, and all documentation to be ingested ## How to Apply In your proposal, please include: 1. A brief description of a similar project you've built (links or screenshots appreciated) 2. Your recommended tech stack for this project and a one-paragraph explanation of why 3. Your approach to the teaching/documentation component 4. Estimated timeline and total cost (fixed price preferred; open to milestone-based payment) 5. Your time zone and general availability Proposals that are clearly personalized and address the teaching component will be prioritized. Generic copy-paste proposals will be declined.
- Fixed price
- Expert
- Est. budget: $5,000.00
Senior Python Dev to Productionize a PPTX Medical Report Automation Prototype Overview We are a medical imaging report provider (Brain & Spine Injury Imaging Experts). We have a working Python prototype that auto-populates branded PowerPoint (.pptx) medical report templates and exports them to PDF. We need a senior developer to productionize it into a reliable, deterministic, well-documented tool. This is an automation/scripting engagement, not a slide-design job. What you'll build Harden and refactor our existing Python + python-pptx prototype into production-quality code. Fill locked-layout PowerPoint templates from structured input data (JSON) — text fields, findings lists, figure captions, measurements, and image placement. Generate required charts programmatically (e.g., NeuroQuant regional-percentile bar chart) rather than pasting static images. Export pixel-consistent PDFs (Aspose.Slides acceptable) that render identically on every run. Build a validation script that checks each generated report against required rules (footer text, page count, required fields, figure/label integrity) and flags deviations. Adapt the same engine to a second report type (Thoracic Spine) after the primary TBI report is accepted. Determinism requirement The tool must produce byte-for-byte consistent output across runs on the same input — same fonts, same layout, same positioning. Please describe in your proposal how you guarantee deterministic rendering and handle font embedding/substitution. Known Sample Drift — Footer Must Be Corrected The attached sample reports contain intentional footer inconsistencies that must NOT be reproduced. The signature-block footer currently varies across pages (some pages show only "Board Certified Radiologist," others add "Fellowship Trained in Musculoskeletal Imaging"). This drift is a known defect in the samples. The AUTHORITATIVE footer is the version we will supply in the spec sheet, and it must be applied identically on every page of every report. Your validation script must detect and reject any page whose footer does not exactly match the approved footer text. Do not treat the samples as the source of truth for footer content — treat the supplied spec as authoritative. Compliance / data handling This project involves medical reports. All development and testing will use de-identified sample data and dummy files only; you will not receive real patient PHI. A mutual NDA is required before we share the prototype code, templates, or licenses. Final report delivery to our HIPAA-compliant ShareFile account is handled with sandbox/test credentials during development; production keys are connected by us. Optional Phase 6 — Automated ShareFile Delivery Add a step that uploads the final PDF to a specified folder in our HIPAA-compliant ShareFile (Citrix) account via the ShareFile REST API, using a configurable case-to-folder mapping. Build/test with a non-PHI test folder and scoped test credentials; production credentials supplied and connected by client. Include setup instructions. Milestones (fixed price, ~$5,000 total, negotiable) Paid proof-of-concept: regenerate one approved sample report from our prototype on your environment, matching our reference output (small milestone — go/no-go gate). Production refactor of the fill engine and template handling. Deterministic PDF export + font handling. NeuroQuant chart generation + figure/label integrity. Validation script (footer, page count, required fields, drift detection). Spine report adaptation. (Optional Phase 6: ShareFile delivery.) A completion bonus applies for full delivery within 10 days of the awarded start. Required skills Python, python-pptx, Aspose, Microsoft PowerPoint, automation, data visualization, JSON data handling. API integration (ShareFile REST) a plus. To apply, please answer: Have you built PowerPoint/PPTX automation with python-pptx and/or Aspose? Share an example. How do you guarantee deterministic, pixel-consistent PDF output (fonts, layout)? Have you integrated the ShareFile (Citrix) API or similar OAuth-based file-storage APIs? Estimated timeline to complete Milestones 1–5. Attachments: De-identified sample reports (TBI and Spine) are attached for reference. Prototype code, real case data, and Aspose licenses will be provided after the NDA is signed.
- Hourly: $35.00 - $70.00
- Expert
- Est. time: More than 6 months, Less than 30 hrs/week
About the Role We're a Durable Medical Equipment (DME) and pharmacy group looking for a skilled Power Automate Engineer to design and build process automation across order processing, claims, billing, and patient intake. This starts as an hourly engagement to confirm fit and scope — for the right person, it grows into an ongoing retainer with steady, recurring work. Because this role touches Protected Health Information (PHI), you'll be required to sign a Business Associate Agreement (BAA) and work within strict HIPAA guardrails. What You'll Do - Design, build, and deploy Power Automate workflows that streamline order processing, claims management, billing, and patient intake - Integrate Power Automate with Microsoft 365 (SharePoint, Teams, Power BI) and third-party systems — EHRs, CRMs, billing platforms, and storage tools - Build workflows that meet HIPAA security and privacy standards by design, not as an afterthought - Partner with internal stakeholders to spot automation opportunities and process bottlenecks - Troubleshoot and repair existing automations when things break - Keep clear documentation of workflows and compliance measures for audit purposes What You Bring - 3+ years hands-on with Power Automate, Power Apps, and the Microsoft 365 stack - Experience with APIs, custom connectors, SQL, JSON, and REST for data integration - Comfort integrating with EHRs, billing systems, or CRMs - Working knowledge of HIPAA compliance as it applies to automated PHI workflows - Strong independent troubleshooting skills — you can diagnose and fix, not just build - Clear communicator who documents as they go; comfortable async on Slack and live on Teams Nice to Have - Prior experience in a DME or healthcare setting - Familiarity with Brightree, Bonafide, NikoHealth, or similar DME billing/ERP systems - Power BI reporting experience - Understanding of claims processing and reimbursement workflows Why This Role You'll be automating real operational pain points for a growing healthcare business — not busywork. If you're looking for a long-term technical partner relationship rather than a one-off gig, this is built to become that.
- Hourly: $20.00 - $40.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are seeking a skilled freelancer to create forms and flows within Salesforce. The ideal candidate will have experience in Salesforce App Development and Customer Relationship Management. You will be responsible for designing and implementing forms and flows that enhance our CRM processes. Familiarity with Apex is a plus. If you have a strong understanding of Salesforce and can deliver high-quality solutions, we would love to hear from you.
- Fixed price
- Intermediate
- Est. budget: $5,000.00
We are building a multi-step workflow automation for a healthcare-adjacent B2B service. The automation needs to pull structured data from a web portal, pass it to an AI API to generate personalized documents, route the output through a HIPAA-compliant email delivery platform, and log results for quality review. We are looking for a US-based developer experienced with Make.com or n8n and comfortable working with REST APIs. This is a fixed-price project with a clear scope document provided after an NDA is signed. Please share relevant portfolio examples of similar automation builds.
- Hourly: $50.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Hours to be determined
Project Overview We are building an AI-powered voice receptionist agent for a dental practice client. The agent will handle inbound calls 24/7 — booking, rescheduling, and canceling appointments, answering FAQs, and escalating complex situations to a human. The voice layer is built in Retell.ai and the orchestration/automation flows run in n8n, with integration into a dental practice management systems. This is a hands-on build role, not consulting. You will design, configure, and iterate the agent working directly with our founding team. What You'll Build: Conversational voice flows for new and returning patients (booking, rescheduling, cancellations, FAQs, insurance questions, urgent/emergency triage) Clean escalation paths to human staff when the agent can't handle the call n8n workflows connecting the voice agent to the practice management API for real-time schedule reads/writes HIPAA-conscious configurations and tool choices throughout the stack Performance tracking and iterative prompt/flow improvements based on real call feedback Seeking an Expert Who: You've built multiple production voice agents, ideally in healthcare or dental, and can own the full stack from architecture to delivery. You think critically about latency, barge-in behavior, edge cases, and HIPAA compliance — not just happy-path flows. Requirements: Deep expertise in Retell.ai — prompt tuning, latency optimization, interruption/barge-in handling, LLM selection, and cost modeling Advanced n8n automation — complex branching logic, dynamic data handling, external API integrations, and error recovery Experience with dental or healthcare organizations — you understand how practices operate, what front desks actually deal with, and how to translate that into agent logic HIPAA awareness — you know which tools and configurations are appropriate for PHI workflows Track record of full-cycle delivery: scoping → build → pilot → iteration Nice to have: Dentrix Ascend integration, NexHealth, prior AI receptionist or appointment-booking agent for a clinic/practice. 📋 To Apply, Please Answer Have you built a production voice agent with Retell.ai? If yes, briefly describe it. What's your approach to managing Retell.ai per-minute costs on an inbound call agent? Have you worked with dental or healthcare clients before? What was the workflow? Paste a relevant n8n workflow screenshot or describe your most complex flow.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 1 to 3 months, 30+ hrs/week
About Us Paragon International, Inc. is a U.S.-based manufacturer of commercial concession equipment and food service products. We receive purchase orders from customers such as Amazon, Home Depot, distributors, school systems, and other commercial customers. Orders arrive by email in many different formats, including PDFs, Word documents, Excel spreadsheets, scanned documents, and occasionally photographed purchase orders. We are looking for an experienced AI Automation Engineer to design and build a production-ready system that automates our entire order intake process. This is not a simple chatbot project. We need someone who has successfully built business automation systems that combine AI, OCR, document processing, APIs, and workflow automation. Project Overview The system will monitor one or more Gmail inboxes continuously and automatically process incoming emails and attachments. The workflow should: * Monitor Gmail 24/7 for new incoming emails. * Download all attachments automatically. * Read: * PDF files * Microsoft Word documents * Excel spreadsheets * Scanned PDFs * Image files (JPG, PNG, TIFF, etc.) * Photographs of purchase orders * Use OCR when required. * Use AI to determine whether the email is: * Purchase Order * Quote Request * Cancellation * Return/RMA * Customer Inquiry * Other * Identify the customer automatically. * Extract all order information into a standardized data structure. * Detect duplicate purchase orders. * Automatically print valid purchase orders to our network printer. * Save documents into organized folders. * Rename files using a consistent naming convention. * Move processed emails into Gmail folders/labels. * Generate logs for auditing and troubleshooting. ## Future Phases The initial project focuses on reliable document processing and printing. Additional phases may include: * Sage 100 ERP integration * Automatic sales order creation * Inventory verification * Customer acknowledgment emails * Shipping workflow automation * Dashboard and reporting * AI exception handling * Multi-location printing We are looking for a long-term development partner who can continue improving the system over time. ## Required Skills Please apply only if you have strong experience with most of the following: * OpenAI API / ChatGPT API * Gmail API * OCR technologies (Tesseract, Azure Document Intelligence, Google Vision, AWS Textract, or similar) * Intelligent Document Processing (IDP) * PDF parsing * Workflow automation * Python * REST APIs * Windows automation * Network printing * Error handling and logging * AI document classification Experience with the following is a significant advantage: * n8n * Microsoft Power Automate * Make.com * ERP integrations * Sage 100 * Purchase Order processing * Manufacturing or distribution businesses ## Deliverables The completed solution should: * Run continuously with minimal supervision. * Be reliable enough for production use. * Handle errors gracefully. * Be well documented. * Be easy for our staff to maintain. * Be scalable as our order volume grows. ## To Apply Please include: 1. A description of similar automation projects you have completed. 2. Which automation platform you recommend (Python, n8n, Power Automate, Make, or another solution) and why. 3. Examples of AI document processing or OCR projects you've built. 4. Your experience integrating with ERP systems. 5. Your estimated timeline. 6. Your hourly rate or fixed-price proposal. Please begin your proposal with the phrase: **"I have built AI document automation systems."** This helps us identify applicants who have carefully read the project description. We are looking for a long-term partner, not just someone to complete a single project. If this project is successful, additional work will include ERP integration, warehouse automation, customer service automation, purchasing automation, and AI-driven business process improvements.
- Hourly: $25.00 - $80.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
We are implementing a new product development project management system and have written a project charter and Monday.com work flow document. Main automation will be creation of project management and data storage folders in SharePoint each time a new project is defined. There will be multiple work flows and approval gates in the work flows.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 3 to 6 months, 30+ hrs/week
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.