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  • 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.

  • Fixed price
  • Expert
  • Est. budget: $250.00

Seeking an experienced Microsoft Power Automate and API integration specialist to evaluate and design an automated bid follow-up workflow utilizing Autodesk BuildingConnected (Bid Board Pro). Current Workflow Our estimating team uses BuildingConnected Bid Board Pro to manage bid opportunities and follow-up dates. We would like to automate follow-up emails for opportunities with overdue follow-up dates while keeping BuildingConnected as the primary source of truth for follow-up scheduling. Desired Future Workflow BuildingConnected (Bid Board Pro) ↓ Identify opportunities with overdue follow-up dates ↓ Microsoft Power Automate sends customized follow-up emails- once per week ↓ Successful email send is logged ↓ Follow-up date is automatically advanced ↓ Updated follow-up date is written back to BuildingConnected (if API capabilities allow) Discovery Phase Objectives The selected consultant will: Review Autodesk BuildingConnected API capabilities. Determine whether opportunity follow-up dates can be read and updated programmatically. Review authentication requirements (OAuth, API credentials, permissions). Recommend the optimal architecture utilizing: Microsoft Power Automate BuildingConnected API SharePoint or Excel if required Identify limitations, risks, and alternative approaches. Provide a written implementation plan and budget estimate for full deployment. Deliverables API feasibility assessment Workflow architecture diagram Recommended implementation approach Estimated cost and timeline for full implementation Identification of any BuildingConnected API limitations Required Skills Microsoft Power Automate REST APIs OAuth Authentication JSON SharePoint Microsoft 365 Integrations Preferred Skills Autodesk Construction Cloud BuildingConnected API Construction software integrations Reference Documentation BuildingConnected API Overview: https://aps.autodesk.com/apis-and-services/buildingconnected-api BuildingConnected Opportunity Management: https://aps.autodesk.com/en/docs/buildingconnected/v2/tutorials/buildingconnected/manage-opportunities/ BuildingConnected API Reference: https://aps.autodesk.com/en/docs/buildingconnected/v2/reference/http/ Budget Fixed-price discovery engagement. Please provide an estimate and examples of similar API integration projects.

  • Hourly: $20.00 - $50.00
  • Expert
  • Est. time: 3 to 6 months, Less than 30 hrs/week

I am seeking a highly organized and tech-savvy Social Media & CRM Automation Specialist to help grow our luxury cruise and travel business through digital marketing, lead management, and automation. Responsibilities Social Media Marketing Create and schedule engaging content for Facebook, Instagram, and LinkedIn Develop and manage Facebook Lead Ad campaigns Monitor campaign performance and recommend improvements Assist with event or trips promotion campaigns CRM & Sales Automation Manage and optimize our Pipedrive CRM Create lead routing, tagging, and segmentation systems Develop lead scoring and pipeline management processes Build automated follow-up workflows Ensure leads are properly tracked throughout the sales cycle Zapier & Workflow Automation Create and maintain Zapier integrations between marketing platforms and CRM systems Develop automated workflows such as: Facebook Lead Ads → Zapier → Pipedrive → Email Sequence → Task Creation WIX Website Troubleshoot and improve existing automations Email Marketing Create automated follow-up sequences Segment clients by interests and behavior Assist with newsletter creation and promotional campaigns Required Qualifications Experience with Pipedrive CRM Experience creating Zapier automations Experience managing Facebook Lead Ads Strong understanding of lead routing, tagging, segmentation, and pipeline management Experience with email marketing platforms Excellent written and verbal English communication skills Strong attention to detail and organizational skills Preferred Qualifications Travel industry experience (travel agency, cruise line, tour operator, or hospitality) Experience with Tern, TravelJoy, Travefy, or other travel industry platforms Knowledge of cruise, river cruise, and luxury travel sales Examples of Projects You Will Manage Facebook Lead Ad → Zapier → Pipedrive → Automated Email Sequence → Advisor Follow-Up Webinar Registration → Pipedrive → Reminder Emails → Post-Webinar Campaign Travel Inquiry Form → Lead Tagging → Sales Pipeline → Automated Follow-Up Client Segmentation for River Cruises, Ocean Cruises, Expeditions, and Group Travel

  • Hourly: $45.00 - $100.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

  • 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
  • Intermediate
  • Est. time: 3 to 6 months, Less than 30 hrs/week

We are seeking a strategic and data-driven Marketing Automation professional to architect and lead our end-to-end Online Reputation Management (ORM) strategy. This role is crucial for optimizing the Customer Experience (CX) by deploying a fully automated feedback mechanism. The primary objective is to actively manage our online reputation by highlighting positive customer experiences on public platforms (Google, Yelp) while ensuring all critical feedback is prioritized for immediate internal review and service recovery. Success in this role directly impacts brand trust and customer retention. Expertise in the logistics/freight sector, particularly with network-specific review management on platforms like DAT and Truckstop, is a significant advantage. Key Responsibilities Customer Advocacy Funnel Design: Strategically design and deploy high-conversion, trigger-based feedback loops utilizing platforms like Zapier, Make.com, and CRM automation to fuel organic customer growth. Reputation Protection & Service Recovery: Implement feedback collection workflows that encourage customers to share their experiences, while proactively routing any negative feedback into the Service Recovery queue to ensure timely resolution and improve customer satisfaction. Data-Driven CX Integration: Establish robust integrations between operational data (CRM/Quickbase) and marketing automation tools to deliver timely, context-specific review invitations at optimal moments in the customer journey. Niche Market Reputation Leadership: Oversee and develop specialized reputation monitoring and management strategies for critical industry networks, including DAT and Truckstop. Ethical Review Strategy & Compliance: Maintain strict adherence to all major review platform terms of service, ensuring the ethical and compliant operation of all deployed funnels. Required Skills Strategic Marketing Automation Experience: Demonstrated success in leveraging marketing automation to drive measurable business outcomes. Integration & Workflow Mastery: Deep practical expertise in utilizing iPaaS platforms (Zapier, Make.com) and CRM webhooks to build complex, scalable marketing workflows. Customer Journey Optimization: Proficiency in utilizing conditional logic and integrated communication APIs (Twilio, MailChimp) to optimize touchpoints for conversion and feedback solicitation. ORM Campaign Leadership: History of successfully launching and scaling automated ORM campaigns that directly contribute to brand health metrics. Preferred Qualifications Sector expertise in the logistics, freight brokerage, or transportation industry. Proven track record in managing critical broker/carrier reputation on industry platforms (DAT, Truckstop.com).

  • Hourly: $75.00 - $125.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I am a Revenue Operations and Salesforce consultant looking for a hands-on mentor to teach me how to build AI-powered business workflows. I am not looking for someone to simply build the solution for me. I want to learn while building real projects together. My background includes Salesforce administration, RevOps, Commercial Operations, Forecasting, Customer Success, and GTM systems. Initial project: Gemini call recordings and transcripts AI-generated summaries AI-generated next steps Salesforce task creation Salesforce opportunity updates Human review and approval workflows Technologies of interest: Salesforce n8n Claude Gemini APIs Workflow automation Looking for: Weekly coaching sessions Screen-sharing and hands-on instruction Someone who can explain architecture and best practices Experience with Salesforce integrations Please include examples of similar workflows you have built.

  • Fixed price
  • Expert
  • Est. budget: $1,500.00

DESCRIPTION: We are a Boston-area construction and real estate development company looking to set up GoHighLevel as our complete CRM and marketing system. We have already subscribed to GoHighLevel. We need an experienced GHL specialist to build everything from scratch. SCOPE OF WORK: Connect third-party business data tools to GHL via Make.com so that new leads are automatically created and enrolled in workflows Build full pipeline stages: New Lead, Contacted, Replied, Meeting Booked, Proposal Sent, Won, Lost Build automated multi-channel follow-up sequences including email, SMS, and voicemail drops across multiple audience segments Build long-term nurture sequences — monthly email and quarterly SMS on an ongoing basis Configure AI SMS conversation bot to qualify inbound replies and book calls directly to our calendar Integrate Lob.com for automated direct mail triggered on new lead entry Connect Make.com enrichment workflows between lead ingestion and GHL contact creation Build conditional sequence enrollment logic based on available contact data fields Connect GHL landing pages to paid ad lead forms Set up sub-accounts for 2 additional business entities under our main account Deliver a Loom walkthrough video of the complete build upon completion WHAT WE PROVIDE: GHL admin login All third-party tool credentials Complete copy for all email and SMS sequences Pre-recorded voicemail audio file Brand assets including logo and colors TO APPLY: Share 2-3 examples of GHL builds you have completed, particularly ones involving Make.com or Zapier integrations. Please confirm your availability to start this week. Budget: $800-$1,500 fixed price

  • Hourly: $90.00 - $110.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Univium (small-business consultancy) is hiring a part-time Consulting Lead to own client problems end-to-end: lead discovery calls, scope and design solutions, write dev briefs (Jira), review deliverables, and draft proposals. Start 5 hrs/week, scale to 10 then 20. Hire needed within 3–4 weeks. Hours & Rate - Start: 5 hrs/week; scale to 10 → 20 as proven - Rate: $90–$110/hr (final rate based on experience/fit) - Location: US-based only (required) - Timeline: must be available to start within 3–4 weeks Key responsibilities - Lead or co-lead 1–3 client discovery/consultation calls weekly - Scope client problems, design fit‑for‑purpose solutions, write clear Jira cards/dev briefs - Review dev output, manage handoffs, and communicate results to clients - Draft proposals with hourly estimates and confidence levels for owner review - Self-onboard to new clients by mining notes, recordings, existing systems - Flag high-risk/low-confidence work proactively What this role is NOT - Not responsible for writing production code (in-house devs implement) - Not responsible for owning sales or managing other consultants initially Success outcomes (first 6 months) - Help scale active clients from 3 → 5–6 without increasing owner hours - Independently move 1–2 projects/week from scope → dev handoff or run 2–3 consultations/proposals weekly - Owner spends time on risk-review/high‑stakes oversight, not solution generation - Minimal hand‑holding required for onboarding; interactions are net relief for owner - Documented process to onboard a second consultant by month 6–9 Required qualifications - US-based with flexible scheduling for client calls - 5+ years working with small businesses (SMB experience required) - Hands-on familiarity with at least 4 of: Airtable, Notion, Zapier / N8N / Make, Google Apps Script, Lovable / Replit - Strong client-facing experience (leading discovery, managing expectations) - Proven portfolio of end-to-end SMB projects (scoping → solution → handoff) - Excellent at writing dev briefs / Jira tickets and delegating execution - Strong strategic problem-solving and calibrated risk awareness - Available to ramp to 10 hrs/week on 1–2 weeks' notice Screening filters (what we’ll prioritize) - Clear portfolio of solved SMB problems, ability to justify tool choices - Evidence of self-directed initiative and minimal ramp-time hires - Comfortable working via Upwork (time tracker), available within 3–4 weeks - NOT a pure executor, enterprise-only consultant, or non-US-based How to apply Submit via Upwork with: - Relevant hourly rate expectation within $90–$120/hr - Short cover note (1–2 paragraphs) summarizing why you fit this role - 2–3 portfolio examples of SMB problems you’ve solved end-to-end (links or brief case studies) - Your earliest availability to start - We’ll screen on Upwork, present finalists to the owner. Owner will interview top candidates (30–45 min). Selected candidate starts at 5 hrs/week. Owner note to candidates: We need someone who makes the owner’s life easier from week one — minimal hand‑holding, strong judgment, clear communication. If that sounds like you, please apply.

  • Hourly: $20.00 - $200.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Here’s what I’m doing: I’m looking to make our lead research process better and get it fully automated. Here’s the process as it stands now: 1. We start with a list of companies and their websites. 2. For each one: scrape their site for shipping facility locations — warehouses, DCs, manufacturing plants. Check their locations/facilities pages and their careers page. Job postings for warehouse, forklift, shipping & receiving, production roles confirm an active facility and usually give the address. Careers pages are inconsistent — some are static HTML, some run through Workday, Greenhouse, iCIMS, or other ATS platforms that don’t always let scrapers in. I need someone who’s dealt with that before and knows how to handle it, not just scrape the easy ones and skip the rest. 3. Identify contacts matching these titles: Transportation Manager, Director of Transportation, Logistics Manager, Director of Logistics, Traffic Manager, Senior Transportation Manager, Senior Logistics Manager, Logistics Sourcing Manager, Logistics Procurement Manager, Transportation Procurement Manager, Transportation Sourcing Manager. 4. Score every contact for whether they’re actually still there — not just whether they show up in a database. Apollo and ZoomInfo are full of people who left or retired years ago but still show as active. The scorecard has to catch that before it goes any further. 5. Enrich the contacts that pass: email and phone. Phones: enriched numbers are usually garbage with no way to verify them. Scrape the company website for the corporate number instead. No 800 numbers — those are dead-end customer service lines. I want a local number so I can call and ask whether the person is still there. I know distinguishing a corporate number from an 800 number on a scraped page isn’t always straightforward — some sites only list the 800 number, some bury the local number in a footer or contact page. Tell me how you’d approach that. Emails: fine as-is — enrich, run through NeverBounce. Non-negotiable: every contact comes out with a score and the specific reason behind it. No black box. I need to see why someone scored high and why someone else scored low. End state: I drop in the list, it runs, output comes back scored and enriched with facility locations attached. Fully automated, repeatable.

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