- Hourly
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
Bellementis PLLC is seeking a contract legal automation specialist to help design and implement practical automation workflows for a fast-growing boutique law firm. The ideal candidate has experience with law firm operations, document automation, AI tools, workflow design, and systems such as Microsoft 365, Clio, NetDocuments, Gavel, Zapier, Notion, or similar platforms. Responsibilities may include: Automating client intake, engagement letters, matter opening, task tracking, billing workflows, and document generation Building reusable templates, checklists, and workflows Helping integrate AI tools into legal and administrative processes Improving knowledge management and internal firm operations Working with lawyers, operations, and technical team members to turn manual processes into scalable systems This is a contract role. Prior experience with legal tech, law firm operations, document automation, or AI-enabled workflow design is strongly preferred.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 3 to 6 months, Less than 30 hrs/week
We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
We are looking for a strong software engineer who can build practical automation systems using AI, APIs, and modern development tools. This role is for someone who can take messy business workflows, understand the goal, and build working systems that save time, reduce manual work, and improve execution. You should be comfortable building automations, integrating tools, working with APIs, writing clean code, and using AI tools like OpenAI, Claude, or similar models to create useful business applications. What You’ll Work On You will help build and improve systems such as: AI-powered research and data extraction workflows CRM and sales process automations Email, spreadsheet, and database automations Internal tools and dashboards API integrations between business software Web scraping and data enrichment workflows when appropriate AI agents or assistants that help with repetitive business tasks Automation around deal screening, reporting, lead research, and document creation Ideal Candidate We are looking for someone who is practical, fast, and can figure things out without needing step-by-step instructions. You should have experience with: Python and/or JavaScript APIs and webhooks OpenAI, Claude, or other LLM APIs Automation tools like Zapier, Make, n8n, Airtable, Google Sheets, HubSpot, Salesforce, or similar Databases such as PostgreSQL, Supabase, Firebase, or similar Basic front-end or internal tool development Web scraping, data cleaning, and structured data workflows GitHub and clean documentation What Matters Most We do not need someone who only talks about AI. We need someone who can actually build. The right person should be able to: Understand a business process quickly Recommend the simplest technical solution Build fast prototypes Turn prototypes into reliable workflows Communicate clearly Document what was built Improve systems over time Nice to Have Experience with any of the following is a plus: Private equity, M&A, finance, or investment workflows Deal sourcing or lead generation systems CRM automation Data enrichment tools AI research agents Browser automation Cloudflare, AWS, Google Cloud, or similar infrastructure Engagement This will start as a part-time project-based role, with the potential to become ongoing if the work is strong. Estimated workload: 5 to 15 hours per week to start. To Apply Please include: Examples of automations or AI tools you have built The tech stack you usually work with A brief explanation of how you would approach automating a messy manual workflow Your hourly rate Your availability Please do not send a generic application. If your response looks copied and pasted, it will be ignored.
- Hourly
- Intermediate
- Est. time: 3 to 6 months, Not sure
We are a restoration and general contracting company that specializes in helping homeowners recover from property damage caused by storms, fallen trees, floods, fires, wind events, and other disasters. We are seeking an experienced Zapier automation specialist to design, build, and manage an automated marketing and lead generation system that identifies homeowners likely to be impacted by severe weather events and delivers targeted outreach before, during, and after the event. Project Overview We want to create a highly automated workflow that: Monitors weather forecasts, severe weather alerts, storm tracking data, and disaster-related events in specific geographic areas. Identifies homeowners and property owners located within projected impact zones. Obtains and enriches homeowner contact information using approved data sources. Segments leads based on location, weather event type, property characteristics, and severity of risk. Automatically launches multi-channel marketing campaigns before, during, and after the event. Tracks engagement and manages leads through our CRM. Notifies our internal team when high-priority opportunities are identified. Potential Integrations The ideal candidate should be familiar with integrating Zapier with platforms such as: Weather and forecasting APIs CRM systems Google Sheets Airtable HubSpot GoHighLevel Twilio Email marketing platforms SMS marketing platforms Data enrichment and lead-generation services Mapping and geolocation tools Deliverables Complete workflow architecture and automation strategy Zapier implementation and testing Lead capture and enrichment workflows Automated email and SMS campaign triggers CRM integration and lead routing Reporting dashboards and monitoring Documentation for future maintenance Required Experience Please apply only if you have experience with: Advanced Zapier automation Multi-step workflows and conditional logic API integrations CRM automation Lead generation systems Marketing automation Data enrichment platforms Geofencing or location-based marketing workflows Error handling and workflow optimization When Applying, Please Answer the Following Questions: Describe a similar automation system you have built. What weather data providers or APIs have you worked with? What lead enrichment platforms have you integrated with Zapier? Which CRM systems have you automated most extensively? How would you approach identifying homeowners within projected storm impact zones? What challenges do you foresee in building this system? Please provide examples of complex Zapier workflows you have created. Are you comfortable recommending alternative tools if Zapier is not the best solution for a particular component of the workflow? We are looking for someone who can not only build the automation but also help design the overall system architecture and recommend best practices for scalability, reliability, and compliance.
- Hourly: $20.00 - $30.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Summary: I’m looking for an experienced e-commerce operations / workflow automation specialist to review a small business operations setup and give practical advice. This is a short paid advisory task, not a long-term VA role. I want someone who can think operationally: Shopify/e-commerce processes, customer support follow-up, supplier/order issues, SOPs, reporting, workflow automation, AI tools, and reducing manual work. The goal is to get an outside perspective on how an operations/workflow specialist would structure this kind of work. What I need: Review the current situation and identify operational bottlenecks Suggest what should be documented, automated, delegated, or simplified Recommend a basic workflow structure for daily operations Suggest useful tools or automations where they actually make sense Point out risks, gaps, and what should not be overcomplicated Provide a short written summary or Loom walkthrough Relevant areas: Shopify / e-commerce operations Customer support coordination Supplier/order follow-up SOPs and documentation Reporting workflows Workflow automation Practical AI use in operations Project/task management tools such as Notion, Asana, Trello, ClickUp, Monday, or similar This is not about making things look nice. I care more about practical structure, clear ownership, less manual work, and no open ends. To apply, please answer: What kind of e-commerce or operations workflows have you improved before? How would you approach reviewing a messy operations setup? Which tools do you normally use for workflow, documentation, reporting, or automation? What would you deliver after 2–3 hours of review? What is your hourly rate? Budget: Open to hourly or a small fixed-price paid audit. I’m looking for practical people, not generic consultants.
- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
We’re a strategic investor relations firm looking to bring on an AI automation specialist to help us build and maintain internal workflows across key deliverables. This is not a one-off project. We’re looking for someone who can work with us ongoing, think in systems, and help us implement a structured AI-driven operating model. We already have a clear roadmap and initial strategy in place. Your role is to help bring it to life. What We’re Building We are focused on three core workflows: 1. AI-Assisted Drafting (Priority) Build Custom GPTs for client deliverables (earnings materials, summaries, etc.) Structure inputs (transcripts, historical materials, models) Standardize outputs (tone, format, consistency) 2. Analyst Consensus Automation Pull data from Excel / SharePoint (NOT third-party APIs) Use Make.com (or similar) to automate workflows Feed structured data into ChatGPT for report generation 3. Fund Profile Workflows (Later Phase) Work with semi-manual datasets (exports from IR platforms) Build hybrid workflows (automation + human input) What We Need From You We are looking for someone who can: Build Custom GPT workflows (not just prompts) Work with Make.com (or similar tools like n8n / Zapier) Integrate with Microsoft 365 (SharePoint, Excel, Outlook) Structure messy workflows into repeatable systems Think critically about data accuracy and validation Build with human-in-the-loop review processes Important Context We work in investor relations → accuracy matters more than speed We are not looking for “full automation” → we want controlled, reliable workflows Many processes today involve manual copy/paste and disconnected tools Goal is to reduce friction and standardize output, not cut corners Engagement Details Type: Ongoing (starting with a pilot project) Initial Focus: Build Phase 1 (AI drafting workflow) Hours: Flexible (will grow over time) Start: ASAP How We’ll Evaluate Candidates We’re less concerned with resumes and more interested in how you think. Please include: Examples of automation workflows you’ve built (especially with GPT + Make/Zapier) A short explanation of how you would: Take a transcript + prior materials → generate a structured draft Tools you prefer and why Nice to Have (Not Required) Experience in finance, IR, or data-heavy environments Experience working with structured Excel models API experience What This Can Turn Into If this goes well, this becomes a long-term role helping us build and maintain our internal AI infrastructure. We’re not looking for a task-doer—we’re looking for someone who can grow with us and own this function over time.
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
Hello, I'm looking for an experienced automation engineer or systems integrator to build a cloud-based automated messaging system for our restaurant operations. We operate 10 restaurant locations with approximately 40 Motorola TLK 25 radios using WAVE PTX. The goal is to use Radio.co to schedule already created operational voice mp3 reminders (opening procedures, food safety checks, labor reviews, closing tasks, etc.) and automatically broadcast those messages to designated WAVE PTX talk groups. The proposed solution would utilize: * Radio.co for scheduling and audio content * Azure Windows VM as a dedicated cloud-hosted dispatch workstation * WAVE PTX Dispatch for radio communications * Virtual audio routing and PTT automation to transmit scheduled messages to Motorola TLK 25 devices We're looking for someone who can design, deploy, test, and document the complete solution, including Azure configuration, audio routing, automation, monitoring, and scalability for future growth. If you have experience with cloud infrastructure, automation, streaming audio, dispatch systems, or Motorola WAVE PTX, please let me know how you would approach this project. We have a clear vision and proposed architecture for this project and are looking for a skilled developer to help execute, validate, and deploy it. The objective is to create a cloud-based automated messaging system that uses Radio.co for scheduled voice reminders and broadcasts those messages to Motorola TLK 25 radios through WAVE PTX Dispatch. We anticipate utilizing an Azure Windows VM, virtual audio routing, and automated Push-to-Talk activation to create a reliable, scalable solution for restaurant operations. At this stage, we need a technical expert who can review our proposed workflow, identify any improvements or challenges, and then build, test, document, and deploy the solution. The ideal candidate has experience with cloud infrastructure, automation, audio streaming, browser automation, dispatch systems, or Motorola WAVE PTX. We value practical execution and problem-solving and are looking for someone who can take an existing concept and turn it into a production-ready system.
- Hourly: $100.00 - $110.00
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
# AI & Automation Architect for Creator Business (Content, Digital Products, Customer Journey & Growth Systems) **Budget:** $100–$150/hour (based on experience) **Initial Engagement:** 4-hour live working session **Date:** Monday, June 29, 2026 **Time:** 1:00 PM–5:00 PM EST **Location:** Remote (Zoom) ### IMPORTANT To confirm you've read this posting, start your proposal with: **Pocket Palette** Applications that do not include this phrase will not be considered. --- ## About Me I am the founder of What Kate Covets, a growing Seasonal Color Analysis business that combines personalized color consulting, digital products, affiliate recommendations, events, and content creation. My business is growing quickly, and I am looking for a highly experienced AI and automation consultant who can help me build scalable systems that improve customer experience, streamline operations, increase revenue opportunities, and reduce manual work. This is not a virtual assistant role. I am looking for a strategic thinker and hands-on builder who can help design and implement practical solutions. There is potential for ongoing consulting and implementation work after this initial engagement. --- ## What I Want to Accomplish I am looking for someone who can help me build the operational foundation of my business so that growth does not require a proportional increase in manual work. ### 1. Launch and Scale My Digital Pocket Palettes I have created a Digital Pocket Palette product and need help creating, organizing, and launching versions for all seasonal color palettes. Desired outcomes: * Create and organize all seasonal versions * Establish a repeatable process for future updates * Upload and configure products on my website * Set up payment and delivery workflows * Create a seamless customer purchase and access experience * Ensure products are ready to sell and scale ### 2. Automate Lead Generation and Booking I want to reduce the amount of time spent manually managing inquiries and appointments. Desired outcomes: * Streamline lead capture * Improve inquiry management * Automate appointment scheduling where appropriate * Improve conversion from inquiry to booked consultation * Reduce administrative work ### 3. Automate the Client Journey After Their Analysis I currently provide significant value after a client receives their color analysis and want to create a more scalable experience. Desired outcomes: * Automated follow-up workflows * Delivery of resources and recommendations * Review request automation * Upsell opportunities * Long-term client engagement ### 4. Create a Scalable Recommendation System One of the biggest opportunities in my business is helping clients discover products that work for their season. I would like to explore solutions such as: * Digital Pocket Palette integrations * ShopMy collections * Seasonal shopping guides * AI-powered recommendation systems * Affiliate product recommendations * Personalized product discovery experiences I am looking for someone who can help determine the best solution and roadmap. ### 5. Create a Centralized Recommendation Database I want to stop managing recommendations across multiple platforms. I'd like help designing a system where products, affiliate links, seasonal recommendations, content assets, and customer resources can live in one centralized location and be used across: * ShopMy * Linktree * Instagram * My website * Digital Pocket Palettes * Future AI-powered tools ### 6. Create a Seamless Content Creation & Publishing Workflow Content is a major part of my business, but the process is currently too manual. I want help creating a content engine that allows me to consistently create and publish content with less effort. Desired outcomes: * Create a repeatable content workflow * Organize content ideas and assets * Streamline content creation and publishing * Reduce time spent creating captions, recommendations, and posts * Repurpose content across multiple formats and channels * Improve affiliate content workflows * Explore AI-assisted content creation systems * Create a clear process from idea → creation → publishing → engagement --- ## Current Platforms & Tools My business currently uses a combination of: * ChatGPT * Claude * Google Workspace * Instagram * Meta Business Suite * Linktree * ShopMy * Canva * Squarespace * Stripe Experience with the following is a plus: * Zapier * Make * n8n * Vercel * Airtable * Notion * AI agents * Custom GPTs * Knowledge bases * Workflow automation tools --- ## Deliverables At the end of our engagement, I would like: * A prioritized roadmap of opportunities * Identification of quick wins and longer-term projects * Recommended systems and tech stack improvements * At least 2–3 automation workflows mapped or implemented * Recommendations for scaling Digital Pocket Palettes * Recommendations for scalable recommendation systems * Documentation and next steps --- ## Ideal Candidate You: * Are fluent in English * Have extensive experience with AI tools and workflow automation * Have built systems for creators, consultants, coaches, agencies, or small businesses * Can work collaboratively in real time via Zoom * Are both strategic and technical * Can implement solutions, not just advise * Stay current with emerging AI tools and best practices Bonus points if you have experience with: * Affiliate marketing * Creator businesses * Personal brands * Digital products * AI agents * Customer journey automation * Knowledge management systems --- ## To Apply Please include: 1. A brief overview of your AI and automation experience 2. Examples of workflows or automations you've personally built 3. Experience with ChatGPT, Claude, Zapier, Make, n8n, Vercel, Airtable, Notion, or similar platforms 4. Experience working with creators, consultants, coaches, or personal brands 5. Confirmation that you are available Monday, June 29 from 1 PM–5 PM EST 6. A 3–5 minute Loom video walking through a workflow or automation you've built 7. What you believe would be the highest-impact automation opportunity for my business based on this posting Potential for ongoing consulting and implementation work for the right person.
- Hourly: $15.00 - $95.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Upwork Job Post AI Automation & Performance Marketing Expert Needed for Premium AI Agency Overview We are looking for a highly experienced AI Automation & Digital Growth Specialist to help scale TUFF AI Agents, a premium AI consulting agency that helps businesses automate operations, generate more qualified leads, improve customer experiences, and increase revenue through artificial intelligence. This is a long-term opportunity for someone who understands both business automation and performance marketing. If you have successfully marketed AI services, SaaS products, CRM platforms, automation agencies, or B2B technology solutions—and can demonstrate measurable results—we'd love to hear from you. --- About TUFF AI Agents TUFF AI Agents builds custom AI solutions for businesses, including: - AI Chatbots - AI Voice Receptionists - AI Sales Agents - CRM Automation - GoHighLevel Systems - Zapier Automation - Marketing Automation - Lead Generation Systems - Appointment Booking - Email & SMS Automation - Workflow Automation - AI Business Consulting Our mission is to help businesses eliminate repetitive work, respond faster, improve efficiency, and grow with intelligent automation. --- What You'll Be Responsible For Paid Advertising Plan, launch, and optimize campaigns across: - Meta (Facebook & Instagram) - Google Ads - YouTube Ads - LinkedIn Ads - TikTok Ads - Performance Max - Display & Remarketing Lead Generation Create campaigns that generate qualified consultations through: - Landing pages - Lead magnets - Booking funnels - Retargeting campaigns - Conversion optimization Social Media Marketing Develop and manage content strategies for: - LinkedIn - Facebook - Instagram - TikTok - YouTube Shorts - X Including: - Educational AI content - Case studies - Short-form videos - Client success stories - AI demonstrations - Thought leadership Funnel Optimization Improve every stage of the customer journey by optimizing: - Landing pages - Calls-to-action - Lead forms - Booking rates - Email follow-up - Sales conversion --- Ideal Candidate We're looking for someone with experience marketing: - AI agencies - Automation agencies - SaaS products - CRM platforms - B2B services - Technology consulting - GoHighLevel agencies - Marketing agencies Bonus points if you've worked with: - OpenAI - GoHighLevel - Zapier - HubSpot - Salesforce - AI chatbots - Voice AI - Automation consulting --- Required Skills - Meta Ads Manager - Google Ads - LinkedIn Ads - TikTok Ads - Google Analytics 4 - Google Tag Manager - Conversion Tracking - Landing Page Optimization - Funnel Strategy - Email Marketing - CRM Marketing - Copywriting - Video Ad Strategy - A/B Testing --- Success Metrics Your success will be measured by: - Qualified consultation bookings - Cost per qualified lead - Landing page conversion rate - Return on ad spend (ROAS) - Organic audience growth - Website traffic quality - Lead-to-client conversion rate --- To Apply Please include: 1. Examples of AI, SaaS, or B2B campaigns you've managed. 2. Case studies with measurable results. 3. Industries you've worked with. 4. Typical monthly ad budgets you've managed. 5. Your recommended launch strategy for an AI automation consulting agency. 6. Links to landing pages, funnels, or campaigns you've built (if available). --- Preferred Qualifications - Experience with GoHighLevel - Experience with Zapier or workflow automation - AI marketing experience - B2B lead generation - CRM implementation knowledge - Funnel building - Strong copywriting skills - Video marketing experience Open to hourly or fixed-price proposals based on experience and proven results. We're looking for a long-term partner who can help grow TUFF AI Agents into a leading AI automation consulting brand. If you have a passion for AI, automation, and high-performance marketing, we'd love to hear how you would approach this project.
- Hourly: $20.00 - $25.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.