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.

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.

We are looking for a workflow automation specialist to help improve our CRM and lead management processes using HubSpot and Zapier. The ideal candidate should have hands-on experience building reliable automation workflows, connecting business tools, and simplifying repetitive operational tasks. You should be comfortable reviewing current processes, identifying opportunities for improvement, and creating automations that help manage leads, follow-ups, notifications, and internal operations more efficiently. We are looking for someone who can work independently, communicate clearly, and deliver clean, well-tested workflows. Responsibilities Build and optimize Zapier workflows Configure HubSpot CRM automations Automate lead routing, follow-ups, and notifications Connect HubSpot with other business tools Test workflows and troubleshoot issues Provide simple documentation or handoff notes

Business Systems & Operations Project (Potential Ongoing Opportunity) CedarBridge Therapy Services is a growing therapist-owned company providing speech-language pathology services to school districts. We are looking for someone who loves organization, systems, workflows, and process improvement to help us build a strong operational foundation for growth. This is NOT a virtual assistant position. We need help organizing and streamlining areas such as: • Google Drive and file organization • Workflows (Asana, open to considering others) • Recruitment and onboarding processes • Contract and district tracking • SOPs and process documentation • Workflow and automation opportunities • General business organization and systems improvement Ideal Candidate • Strong organizational and systems-thinking skills • Experience improving business processes and workflows • Comfortable working independently • Experience with Google Workspace and project management tools (Asana, Airtable, ClickUp, etc.) preferred Project Details • Remote is ok though local to Central Oregon is preferred • Initial project estimated at 20–40 hours • Potential for ongoing work depending on fit and business needs To Apply Please answer: Tell me about a business or organization where you improved systems or workflows. What tools do you have experience with? If hired tomorrow, what are the first three things you would evaluate in a growing service-based business? Please provide your hourly rate and availability.

Type: Full-time permanent opportunity Location: US-based Travel: Around 25–30% travel across the US, with travel expenses covered by the customer Work authorization: Valid US work authorization required Role overview: We are looking for a Senior Marketing Automation Consultant with strong Adobe Workfront experience and a background in enterprise marketing operations, workflow automation, and marketing technology consulting. The role is focused on Adobe Workfront configuration and enterprise marketing operations delivery for an insurance / fintech-oriented customer environment. Key focus areas: -Adobe Workfront configuration -Request queue setup -Custom forms -Dashboards and reporting -Project templates -Proofing workflows -Approval routing -Marketing workflow automation -Process optimization -Marketing operations governance -Collaboration with marketing, business, operations, and technical teams -Enterprise-level implementation and consulting delivery Strong plus: -Adobe Workfront certification -Workfront Fusion experience -Experience with insurance, fintech, banking, financial services, life insurance, P&C insurance, or healthcare insurance -Experience with enterprise marketing operations -Experience integrating Workfront

We are looking for a highly organized, proactive Operations Coordinator who thrives in a fast-moving environment. You will serve as a connective tissue across the operations team and its cross-functional partners, keeping work moving, documented, and on track. This is a hands-on, execution-focused operations role where AI tools are part of the daily workflow. You will support a variety of operations projects, and your ability to adapt quickly is just as important as your core skills. Strong performance can lead to a full-time offer. Key Responsibilities Operations Support & Project Coordination -Manage ticket queue - intake and triage requests, assign timelines, track deliverables, and communicate status updates to stakeholders. -Maintain a rolling calendar of marketing communications, campaign milestones, and key deliverables. -QA and edit copy for marketing materials including sales collateral, email communications, landing pages, and internal announcements. -Perform quality assurance checks on outbound materials, ensuring accuracy, consistency, and adherence to brand standards. -Support blog development and copywriting QA. -Support marketing campaigns and departmental administrative tasks across email, social, advertising, and content channels. -Assist with coordinating internal and external events as needed. -Budget tracking and reporting for various projects. Data, Reporting & Technology -Manage and analyze CRM data using various tools to support reporting and decision-making. -Review performance dashboards and reports, providing insights into key metrics, ROI, and campaign effectiveness. -Work within project management/CRM software and tools (e.g., Asana, Jira, Hubspot, automation platforms). -Utilize advanced Excel functions (VLOOKUP, PivotTables, etc.) for data manipulation and reporting. Process & Documentation -Support process improvement opportunities within the operations department, including implementation of solutions to enhance efficiency and productivity. -Assist in developing and maintaining standard operating procedures (SOPs) for recurring activities. -Streamline workflows, build standardized procedures, and surface automation opportunities. -Support documentation, data entry, and coordination tasks required to keep operations running efficiently. Cross-Functional Collaboration -Partner with internal teams to ensure deliverables align with business needs. -Provide day-to-day administrative support to the operations team to keep timelines, materials, and deliverables on track. -Ensure compliance with industry regulations and company policies across all activities. -Perform other duties as assigned. Required Skills & Experience -1–3 years of experience in operations, project management, executive or team coordination, or a similar role. -Exceptional attention to detail — you catch what others miss and genuinely enjoy working through complexity. -Strong ability to manage multiple moving timelines simultaneously and adapt quickly as priorities shift. -Familiarity with CRM systems, automation platforms, and project management software. -Strong written and verbal communication skills, with the ability to draft polished copy and clear internal documentation. -Proficiency in Microsoft Excel, including advanced functions for data manipulation and analysis. -Ability to learn new software quickly and integrate new tools into daily workflows. -Application of AI tools such as Claude, ChatGPT, etc. to improve efficiency. -Professional demeanor, sound judgment, and the ability to maintain confidentiality. Nice to Have -Experience supporting marketing campaigns and initiatives. -Experience with marketing analytics or BI tools. -Experience creating automated workflows with Hubspot, Zapier or similar tools. -Experience with event coordination or on-the-ground activations. -Familiarity with performance marketing, affiliate programs, or partnership channels.

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.

We are seeking a GoHighLevel Automation Specialist with deep expertise in GHL’s native functions. The ideal candidate will have hands-on experience designing, building, and optimizing automated workflows and strategies within the GHL platform. Responsibilities include onboarding new clients, optimizing Snapshots, developing conversation flows, integrating automation with pipelines and calendars, and ensuring smooth handoffs. Some Key Responsibilities: - Onboarding client accounts - Workflow Creation & Optimization - Review and clean up existing workflows to improve efficiency, functionality, and organization Automation & Integration - Ensure proper automation with correct triggers and actions - Integrate various tools and services within HighLevel for seamless operations Ongoing Support - Provide maintenance and updates for workflows as needed - Troubleshoot issues or bugs related to workflows and automations Requirements: Must Have: - Strong understanding of automation and CRM integration within HighLevel - Detail-oriented with proven ability to organize and optimize complex workflows - Excellent communication and proactive problem-solving skills Nice to Have: - Knowledge of advanced automation tools or API integrations in HighLevel

Job Description: We are a dental office serving as a VA (Veteran’s Affairs) Community Care provider. We are seeking an experienced Microsoft 365 and Power Automate expert to design and deploy a secure, HIPAA-compliant referral tracking system. Our current workflow receives critical, password-protected incoming patient referral emails. We need to automate the extraction of this data and feed it into a centralized tracking dashboard. Key Scope of Work: 1. Automated Extraction: Create a Power Automate flow that monitors a shared inbox, handles/decrypts incoming password-protected referral notifications, and extracts key patient metadata. 2. Database & Dashboard Setup: Build a secure tracking system using Microsoft Lists (or Excel Online) configured with distinct operational phases: -Intake Data: Veteran Name, Date Received, Authorization #, Auth Expiration Date, and Approved Treatment lines. -Scheduling Logs: Contact Status dropdowns, Contact Dates, Scheduled Appointment Dates, and VA Notification Checkboxes. -Clinical Follow-up: Tracking for post-exam Pre-Authorizations (Submission Date, Status, Expiration). 3. Security Compliance: Ensure all flows and data storage operate strictly within our secure Microsoft 365 cloud environment to maintain strict HIPAA compliance. Required Qualifications: -Proven track record building enterprise-grade workflows using Microsoft Power Automate and Microsoft Lists/SharePoint. -Experience working within HIPAA-compliant infrastructure or handling sensitive/encrypted data. -Ability to provide a short training documentation or training video for our front-office staff and Doctor. Please share examples of similar automated tracking workflows you have built when applying.