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.

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.

Upwork's Governance, Risk & Compliance (GRC) team is seeking an experienced freelancer with a strong background in AI tool automation to help streamline and enhance our compliance workflows. You will work closely with our GRC team to identify automation opportunities, design and implement AI-driven solutions, and integrate tools that improve efficiency across risk assessments, policy management, audit preparation, and compliance monitoring. Key Responsibilities: Assess existing GRC workflows and identify high-impact automation opportunities Design and implement AI-driven automations using Claude AI to support intelligent document analysis, risk summarization, policy drafting, and compliance Q&A workflows Integrate AI tools with Vanta to enhance compliance monitoring, evidence collection, and control mapping Build automated workflows for risk tracking, audit preparation, and policy lifecycle management Document solutions and provide handoff training to internal GRC team members Required Qualifications: Deep knowledge of GRC principles, practices, and frameworks — including SOC 2, ISO 27001, ISO 27018, ISO 42001, PCI-DSS, and Microsoft SSPA — with the ability to translate compliance requirements into functional automation logic Demonstrated experience building AI and automation workflows, including LLM integration, prompt engineering, and API-based tool development Strong understanding of risk management methodologies, control frameworks, and audit readiness processes Experience operationalizing compliance programs, not just familiarity — you should be comfortable owning GRC workflows end-to-end Proficiency with no-code/low-code automation platforms and/or Python scripting Excellent written and verbal communication skills, with the ability to document technical solutions clearly for compliance audiences Preferred Qualifications: Prior hands-on experience working within a GRC or Information Security team Relevant certifications such as CISA, CRISC, CISSP, or ISO Lead Implementer/Auditor Experience with AI governance frameworks and emerging standards around responsible AI (aligned with ISO 42001) Familiarity with Upwork's platform or similar marketplace environments

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.

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.

I'm currently using Claude, Google Workspace, App Script and Lambda on AWS to pull data out of an operation software called Fullbay to automate a bunch of different aspects of our business. I'm a former software engineer, but now own a medium sized business in Denver and I want someone to help me continue these efforts. For the most part, these efforts consist of many, but small projects that pull data out of the ops software, push it into a Sql server db, and then compare data across google chat, google email, workspace calendar, hubspot, and fullbay to find specific issues with our staff and workflows and notify and track and report. A lot of cool, quick projects that I need help with. I would strongly prefer someone that lives near commerce city colorado so that they can get to know the business.

We are seeking an AI Automation Implementation Expert to enhance our business processes. The ideal candidate will have experience in implementing AI solutions to improve efficiency and productivity. Responsibilities include analyzing current systems, identifying areas for automation, and implementing AI-driven solutions. The candidate should be able to work independently and provide insights on AI best practices.

# 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.

We are looking for a highly capable AI consultant with a strong technical background in software development, AI-assisted workflows, and research. The ideal candidate is someone who understands modern AI tools, can quickly evaluate information for accuracy, and can help accelerate development, documentation, and decision-making across a variety of projects. * Utilize AI tools such as Claude, ChatGPT, and other leading platforms to support research, analysis, and development * Verify information, identify reliable sources, and distinguish between speculation and fact * Assist with software development, debugging, and technical problem-solving * Build scripts, automations, prototypes, and internal tools as needed * Help organize complex information and knowledge systems, including work within Obsidian * Translate ideas and concepts into actionable plans, technical documentation, and working solutions * Collaborate on a wide range of technical, operational, and strategic projects Qualifications * Strong software development experience * Proficiency with modern programming languages such as Python, JavaScript/TypeScript, or similar * Extensive experience using AI tools, including Claude, ChatGPT, Cursor, and related technologies * Ability to critically evaluate information and conduct high-quality research * Strong understanding of AI concepts, terminology, and emerging technologies * Excellent written and verbal communication skills * Comfortable working independently and navigating ambiguity

Type: Hourly, ongoing (part-time to full-time, room to grow) Stack you'll work in: Notion, Slack, HubSpot, Google Workspace/Gmail, Claude + other LLM APIs, Zapier/Make/n8n About us We're a fast-moving sports and fan-engagement startup. We're small, we ship quickly, and we want AI woven into how the whole company operates, not as a side experiment, but as the default way we work. You'd be the person who makes that real. What you'll do Map our current workflows across sales, marketing, ops, and content, then find the highest-leverage places to automate. Build automations and agent workflows that connect our tools (Notion, Slack, HubSpot, Gmail/Google Workspace) using platforms like Zapier, Make, or n8n plus LLM APIs. Design and ship AI agents for real jobs: lead routing and CRM enrichment, content drafting, customer/fan response triage, internal knowledge search, reporting digests. Stand up the connective tissue (prompts, integrations, guardrails, and monitoring) so automations are reliable, not brittle demos. Train and enable our team: build SOPs, run working sessions, and create lightweight docs so non-technical people actually adopt what you build. Help set our AI strategy and roadmap as we scale. You're a strong fit if you Have shipped real automations and AI agent workflows in production (not just prototypes). Are fluent with Zapier / Make / n8n and at least one major LLM API (Anthropic/Claude, OpenAI). Know your way around HubSpot, Notion, Slack, and Google Workspace integrations and APIs. Can write clean prompts and think in systems: edge cases, error handling, human-in-the-loop checkpoints. Can explain technical work to non-technical people and get them to adopt it. Communicate proactively and move fast without breaking trust on things that touch customers or revenue. Nice to have Experience taking a small company "AI-native" end to end. Background in sports and/or blockchain. Comfort with light scripting (Python/JS) when no-code hits its limits. How to apply In your proposal, please: Describe one AI agent or automation you built, the tools involved, and the measurable result. Tell us how you'd approach training a non-technical team to actually use what you build. This part matters as much as the build. Share your hourly rate and weekly availability. Proposals that skip these will be passed over. We're looking to start with a small paid task and grow the engagement from there.