Workflow Automation Jobs

I’m prosecuting several civil cases pro se and need a fast-moving partner who can tame the evidence pile and translate it into a polished federal-style Complaint. The immediate priority is to download, catalogue, and tag several thousand emails that span multiple lawsuits. Once the messages are sorted into logical batches, I must be able to pull any thread instantly for filing or courtroom reference. Whether we group them by date, sender, or lawsuit category is open for discussion—what matters is that the structure is intuitive and the data is export-ready (PDF format preferred). Deliverables • Fully indexed email repository with searchable tags and sub-folders I’m moving on a tight schedule, so I’ll look for someone who can show progress quickly, commun...

Am un magazin online de haine care vinde în jur de 15–20 de comenzi pe zi, majoritatea venind din platforma TikTok. Vreau să simplific procesele din spate și am nevoie de un specialist care să lege WhatsApp (prin ManyChat) de SmartBill, astfel încât totul să curgă automat. Ce doresc concret: • Preluare automată a adreselor clienților prin WhatsApp API / ManyChat imediat după plasarea comenzii. • Emitere automată de facturi în SmartBill, plus generarea AWB-urilor pentru curier. • Configurarea etichetelor de stoc și a codurilor de bare direct din SmartBill, gata de tipărit pentru raft și ambalare. • Mesaje automate pe WhatsApp: confirmarea comenzii și notificarea de livrare, declanșate din același flux. Aștept o propunere clară de imp...

I’m rolling out HubSpot CRM for the first time in my Perth-based business, 2 persons and approximatley 20 clients per annum, and want the initial build done properly, right from the start. The core priority is a clean, well-structured HubSpot account with full email marketing integration so every lead and campaign email can be tracked end-to-end. Here’s what I need from you: • Configure a brand-new HubSpot portal: pipelines, deal stages, custom contact / company fields, user roles, basic dashboards • Connect and test HubSpot’s native email marketing integration so templates, lists, and automated emails work seamlessly (we’ll finalise the specific email platform together during kickoff) • Import any starter data I provide and make sure it’...

Necesito apoyo continuo en la gestión de documentos clave de mi operación. El trabajo se centrará en: • Organizar y mantener al día facturas y recibos. • Registrar y archivar contratos y acuerdos de forma ordenada. • Preparar, revisar y resguardar informes financieros periódicos. Trabajo exclusivamente con software especializado de gestión documental (no Google Workspace ni Microsoft Office como plataforma principal). Por ello, requiero a alguien que ya tenga experiencia previa con herramientas similares—por ejemplo, módulos documentales de ERPs o soluciones tipo DocuWare, Zoho Docs o equivalentes—y se mueva con soltura en flujos de aprobación, control de versiones y políticas de seguridad de la...

I manage a hardworking team that is “always on,” yet all of our collaboration still happens in slow, cluttered email threads. I need a specialist to shift us toward faster, clearer communication and collaboration, with Slack at the center of the workflow. Right now our only tool is Email, and the immediate goal is to roll out a dedicated Slack workspace that the whole team can rely on daily. I’m looking for someone who can not only configure the platform but also ensure adoption through clear guidelines, training, and light automation. Deliverables • Design and set up the Slack workspace: channels, user groups, permissions, and basic integrations (Google Drive, Calendar; Trello later if practical). • Create a concise usage playbook (PDF or Google Doc) coveri...

Necesito apoyo de alguien que domine N8N, ManyChat, Airtable y Hostinger para llevar la operación digital de mi negocio al siguiente nivel. Objetivo Quiero automatizar procesos clave y gestionar datos y registros de forma centralizada. Busco un flujo de trabajo estable que reduzca tareas manuales y mantenga la información siempre actualizada y accesible. Alcance • Diseñar y configurar workflows en N8N que automaticen tareas repetitivas. • Estructurar y optimizar la base de datos en Airtable, conectándola con los workflows anteriores. • Crear y mantener secuencias conversacionales en ManyChat que tomen datos de Airtable y devuelvan respuestas personalizadas. • Asegurar la correcta publicación y continuidad de los servicios...

I need to add approval systems and restrict certain operations in Zoho Books. Ideal skills and experience: - Expertise in Zoho Books - Experience with automation and approval workflows - Familiarity with user permissions and operation restrictions

Dirijo una empresa de servicios de RRHH pequeña (1-5 empleados) y quiero optimizar nuestros procesos con la mirada de Lean Six Sigma. Somos una empresa en crecimiento, necesito un experto en procesos que nos mire desde fuera para poder escalar la firma y nos diga de manera objetiva que podemos mejorar. Mis objetivos son: • Levantar y documentar los procesos de Reclutamiento, Capacitación y Gestionar las precesamiento de nómina con un nivel medio de detalle: diagramas claros, puntos de control clave y responsables. • Diseñar en ClickUp un esquema de trabajo que refleje esos flujos: carpetas, listas, tareas recurrentes, dependencias y campos personalizados para métricas. Espero recibir: 1. Mapa de procesos y flujograma para cada &aacut...

Adelaide Pool Patrol is looking for an exceptional automation developer to implement a production-ready ServiceM8 automation system. This is not a discovery or consulting project. Our business workflows, operating rules and desired outcomes are already substantially mapped with AI Copilot. We will provide detailed business logic and work directly with the successful developer to resolve questions quickly. We need someone who is particularly strong in: - n8n production automation - REST APIs and webhooks - ServiceM8 or comparable field-service/job-management platforms - Xero/payment-status integrations - Workflow state management - Error handling, retries and exception management - Clean, documented and maintainable automation - Intelligent use of AI to accelerate development Initial produc...

Adelaide Pool Patrol is looking for an exceptional automation developer to implement a production-ready ServiceM8 automation system. This is not a discovery or consulting project. Our business workflows, operating rules and desired outcomes are already substantially mapped with AI Copilot. We will provide detailed business logic and work directly with the successful developer to resolve questions quickly. We need someone who is particularly strong in: - n8n production automation - REST APIs and webhooks - ServiceM8 or comparable field-service/job-management platforms - Xero/payment-status integrations - Workflow state management - Error handling, retries and exception management - Clean, documented and maintainable automation - Intelligent use of AI to accelerate development Initial produc...

I need a fresh board built from scratch that gives me a one-week rolling calendar where I can assign my 10 colour-coded team members to active projects. The board will sit in a brand-new account that currently has no other boards; only two administrator seats will have access and staff will not see the workspace. Layout & interaction • Far-left column: project name and project deadline only. • Calendar area: drag-and-drop staff onto whole weeks or single days, with the flexibility to place several people on the same project slot as needed. • Visual clarity: each of the 10 employees must have a unique colour that carries through every view. No automation or notification rules are required at this stage; I just want a clean, functional planner that is easy to up...

Senior SPFx / SharePoint Online + Power Automate Developer MECG – Middle East Contracting Group is looking for an experienced Microsoft 365 / SharePoint Online developer to implement our internal workflow platform using SPFx, React, TypeScript, SharePoint Lists/Libraries and Power Automate. The solution architecture, workflow logic, UI/UX designs, HTML prototypes and much of the functional specification are already prepared. This is primarily an implementation, integration, testing and code-correction project, not a design-from-scratch engagement. Scope Implement 13 workflow applications/modules: 1. Purchase Requisition – PR 2. RFI 3. Shop Drawing 4. Material Submittal 5. Transmittal 6. Inspection Request – IR 7. Material Inspection Request – MIR 8. NCR 9. Vari...

Saya ingin memaksimalkan aplikasi ini untuk benar-benar meningkatkan produktivitas saya. Fitur kunci yang saya butuhkan adalah pengingat tugas, dan saya spesifik memerlukan skema pengingat harian yang terstruktur serta mudah dipakai. Ruang lingkup pekerjaan: • Konfigurasikan pengingat harian agar muncul konsisten di semua perangkat yang saya gunakan. • Atur nada, waktu, dan frekuensi notifikasi supaya efektif namun tidak mengganggu. • Buat alur sederhana untuk menambah, menunda, dan menandai tugas selesai. • Sertakan saran opsional—misalnya integrasi kalender atau pelacakan waktu—bila hal tersebut bisa memperkaya sistem pengingat harian tanpa menambah kerumitan. Hasil yang saya harapkan: 1. Panduan langkah-demi-langkah (teks bernada praktis atau vide...

I’m ready to ramp up lead acquisition inside my GoHighLevel account and need a specialist who can jump in quickly. The immediate focus is to build high-converting lead-generation funnels—from landing page to thank-you page—while wiring everything to the right automations and third-party apps. Here’s what I want to walk away with: • A fully designed lead-generation funnel inside my GoHighLevel sub-account (pages, forms, tracking, and pipeline stages). • Automated workflows that tag, nurture, and hand off every new lead without manual touch points. • Clean integrations with the external tools I already use (Calendly, Google, Meta ads, payment processors, etc.) so data flows seamlessly. Acceptance criteria 1. Funnel pages load fast, render well...

The project involves automating the retrieval, processing and integration of expert responses and PDF reports. Depending on the case, this information may be retrieved directly from automotive assessment portals or received by email, potentially as a PDF attachment. Current process A pro forma invoice is created and added to the relevant case on a portal. Twice a day, it is necessary to check whether a response or report is available, either directly on the assessment portal or potentially in an email inbox. When a report is available, the following steps must be completed: - open the relevant case; - open the PDF assessment report from the portal or email; - identify the amount approved by the expert; - compare it with the amount on the pro forma invoice; - download the report; - uplo...

I need a SharePoint Online document library and a set of Power Automate flows that take every shop-drawing PDF my team uploads and push it through a complete internal review and approval cycle. The drawings are strictly for internal review and approval, never client-facing, so the workflow must reflect that. Here is what has to happen to each file: 1. As soon as a drawing lands in the library (drag-and-drop or email-in), the flow must pick up the file name, parse the drawing number, revision, and title, and write those fields into library columns while also adding the file to an automatically generated “Drawing List” (Excel or SharePoint List—open to suggestions). 2. The flow then routes the drawing to our predefined approvers in sequence. Each approver receives an Out...

n8n Automation Developer Needed for Pet Clinic Workflow I’m looking for an experienced n8n automation freelancer to build a small, fixed-scope automation system for a pet clinic. The goal is to automate customer communication, appointment management, reminders, and basic follow-ups while keeping the workflow simple, reliable, and easy to maintain. Project Scope The workflow will include: * WhatsApp Automation – automated customer messages and responses * AI Chatbot – AI-powered chatbot to handle common customer queries * Appointment Booking – automate appointment requests and confirmations * Google Calendar Integration – create, update, and manage appointments * Google Sheets Integration – store and manage customer/pet/appointment data * Vaccination...

I need an end-to-end automation that grabs each new inquiry coming from the A Place for Mom lead feed, fires a response call in under three seconds, and then immediately bridges the call to our sales line as soon as the prospect picks up. If the prospect doesn’t answer, the workflow must drop them into a follow-up sequence that alternates voice drops and SMS messages. Timing, content, and escalation steps should be easy for me to edit later, but the default cadence should feel personal and persistent without sounding robotic. Because I do not yet have a CRM, part of the project is selecting or deploying a lightweight system that will house every lead, show the full call/SMS history, and let my team update status or trigger manual outreach when needed. A web-based dashboard with b...

I need a comprehensive walkthrough of Zoho CRM that starts with the essentials and quickly moves into the deeper automation capabilities and integrations. My goal is to feel comfortable navigating the system, building custom workflows, and connecting Zoho CRM with the other apps my business relies on. Alongside the training, I also want help getting the platform ready for day-to-day use. That means an initial configuration that matches my business processes, plus thoughtful customization of modules, fields, and layouts so the interface feels intuitive for my team from day one. (I’m not migrating historical data right now, so the focus can stay on a clean, future-proof setup.) Training format: live online sessions. I’m happy to schedule several interactive calls—screen...

I have a clear goal: launch an AI-driven WhatsApp agent built entirely in n8n that can chat naturally with customers, qualify leads, answer product questions, recommend items, follow up, and trigger sales automations without human intervention. Here’s the environment I envision • n8n will act as the orchestration layer. Your flows should pull in an NLP engine of your choice through n8n’s HTTP or pre-built OpenAI / Dialogflow nodes so intent detection and response generation happen seamlessly. • The agent must cover three core use-cases from day one—customer handling, lead qualification, and product queries—while remaining easy to expand into follow-ups and revenue tracking later. • I’m not yet certain whether our WhatsApp Business API i...

More details: Which functionalities are crucial for your EHR/EMR/HMS product? Patient & doctor management, Billing / hospital workflows, API/integration capabilities Do you need support for HL7/FHIR standards? Yes Which type of customization do you need for the EHR/EMR/HMS product? This question was skipped by the user We are looking for a developer or software company with an existing, functional EHR/EMR/HMS product that is ready to use and can be licensed, customized, white-labelled, or integrated with another healthcare technology are NOT looking for someone to build an EHR from , the platform should include:* Patient & doctor management* Appointments & clinical records* Prescriptions and medical history* Billing / hospital workflows* APIs for third-party integrations* HL7...

We have a working n8n workflow that generates 24-second vertical marketing videos using , Google Gemini agents, ElevenLabs, and Cloudinary. A full technical audit has already been completed — the problems are identified and documented. We need an experienced n8n specialist with hands-on knowledge of AI video generation APIs to implement the fixes. The audit identified the following issues: Bridge frame captured at wrong timestamp causing repeated frames at splice points between segments Sanitisation function corrupting the negative prompt constraints No character anchor — character identity only carried as free text, causing drift between segments Image-to-video model treating reference frame as starting frame instead of identity reference 3 independent audio tracks p...

Travel Request Form that store the data in SharePoint list and send the response for approval.

# Project Brief: CRM and Lead Intake Automation Build **Client:** Ignite Legal Ops (ILO) **Project type:** Fixed-price build (not ongoing management) **Website:** (built on Vercel; Squarespace holds the domain only) ## Background Ignite Legal Ops is a legal operations and paralegal support company serving US law firms, paralegal service companies, and LDAs. Practice areas: probate, estate planning, guardianships, conservatorships, civil litigation. Client acquisition is currently manual, no automated intake or follow-up. This project builds that system only, not ongoing outreach. ## Objective A lead capture and follow-up pipeline that: 1. Captures inbound interest from US attorneys/firms through a form 2. Auto-qualifies and sorts leads by practice area and urgency 3. Sends a timed fo...

We are repositioning an approximately 60-room Branson motel for workforce, extended-stay, employer-account, Airbnb, and nightly guests. We need a hotel operations consultant to build a low-labor system where VAs handle most GM and front-desk duties. On-site staff will handle housekeeping, inspections, basic maintenance, lockouts, emergencies, vendor access, and physical tasks. ## Scope The consultant will: * Design the VA operating model, responsibilities, and escalations * Select, configure, integrate, and test the PMS, booking engine, channel manager, payments, guest communications, smart locks, maintenance, revenue management, employer accounts, and reporting * Design camera, security, internet, cybersecurity, access-control, and outage procedures; coordinate installation and testin...

R-Luxe Transportation – CRM, Booking, Dispatch & Workflow Automation System We are a New York-based luxury black SUV transportation company seeking an experienced Automation Specialist / CRM Developer to build a streamlined operating system for our business. Clients contact us through WhatsApp, SMS, Email, Facebook Messenger, Website inquiries and Phone calls. Our current process is highly manual: Inquiry → Collect Info → Quote → Follow-Up → Client Accepts → Collect Missing Info → Payment → Reservation → Confirmation → Calendar → Assign Chauffeur → Dispatch → Complete Ride → Chauffeur Payout → Review Request We want to automate most routine work while keeping management in control of exceptions, unusual pri...

Project Description We are seeking a skilled CRM and web integration developer to configure our HubSpot platform, map lead capture forms on our website, and integrate our e-signature contract workflow. The goal of this project is to create an automated B2B onboarding pipeline. When prospective partners request resources or agreements on our website, their data must automatically flow into HubSpot, trigger asset delivery, and synchronize with our contract management software for seamless document generation and deal tracking. Key Deliverables & Scope of Work 1. CRM Configuration & Pipeline Design Configure HubSpot properties and data fields tailored to our lead capture requirements. Set up a multi-stage B2B onboarding Deal Pipeline (from initial lead request through contract exec...

When a new lead lands in my pipeline, I want Zapier to spring into action—capturing the contact, sending timely follow-ups, and logging clear performance metrics I can review at a glance. Your job is to design and implement this end-to-end automation so that: • Lead generation flows straight into my chosen tools (a CRM, email platform, or storefront—whichever we decide fits best). • Follow-up emails or tasks fire automatically, keeping prospects engaged without manual intervention. • Reporting and analytics update in real time, feeding a dashboard or spreadsheet that shows conversion rates, open rates, and any other KPIs we agree on. Build the Zaps, map the fields, set up filters/paths where needed, and test thoroughly so I can rely on the process from day ...

I need to streamline daily customer support on WhatsApp by setting up an admin chat that answers automatically when I am away. The core requirement is a series of time-based automated replies—for instance, an immediate “We’ll be with you first thing tomorrow” outside business hours, or a short hold message during lunch breaks. What I expect: • Configure the automation inside WhatsApp Business (or a compliant third-party tool such as Twilio or 360dialog). • Create the time schedules and the corresponding reply texts. • Test the flow to prove messages fire in the right windows and do not loop. • Provide a brief guide so I can change the wording or time slots myself later. This project is focused solely on automated replies; file sharing...

I need Dynamics 365 configured so that every time a franchise record is updated, an automatic email is sent to the regional managers associated with that franchise. Only email is required—no SMS or in-app pop-ups for now—so the work centres on building a reliable trigger, creating a clear mail template, and making sure the correct managers receive the alert every single time. You are free to use native Dynamics 365 workflows, Power Automate, or a lightweight plugin; the key is that the solution remains easy to maintain after deployment. I’ll provide access to our sandbox instance along with the current entity schema and a list of regional manager contacts. Deliverables • A working trigger tied to the Franchise entity that fires on create / update events as define...

I already run my properties through an active BEDS24 account and now need the channel connections finalised so everything stays perfectly in sync. The integrations I am after are Airbnb, Expedia and, if possible within the same workflow, Vrbo and Trip.com. Key objectives are straightforward: every calendar must mirror BEDS24 in real-time, my dynamic prices need to flow out automatically, and new reservations (or changes and cancellations) must drop straight back into BEDS24 without manual touch-ups. For each channel I expect: • Two-way availability and rate sync verified with a live test booking • Reservation, modification and cancellation mapping confirmed inside BEDS24 • Clear documentation or a short screen-share walkthrough so I can troubleshoot or add future l...

Job title Integrate FlexiFunnels checkout with Learnyst LMS (Pabbly/Zapier) for a coaching business Suggested category / skills: Zapier, Pabbly Connect, Webhooks, API Integration, Learnyst, FlexiFunnels, Razorpay, Marketing Automation, LMS, No-Code Automation I run a coaching business and use two platforms: - FlexiFunnels— landing pages, sales funnels, and checkout (upsells/bumps) - Learnyst— LMS for courses, live batches/cohorts, mock tests/test series, community, and branded student app I need a consultant to design and implement a reliable integration so that: When a student buys on FlexiFunnels → they are automatically created and enrolled in the correct Learnyst product → they receive login/app instructions → they learn only inside Learnyst. Students ...

I am a solo small business owner developing a smart pet product line and managing an e-commerce brand. I need an automation expert to set up a hands-off operations pipeline using webhooks, APIs, or integration tools (like Zapier or Make). The goal is to automatically route conversation summaries from my Plaud One AI recording device and sync my calendars straight into boards without manual data entry. Scope of Work: 1. Webhook Pipeline: Connect Plaud One data output streams to a Pro workspace. Cleanly map incoming AI summaries into specific board columns (Task Title, Due Date, Vendor, Action Notes). 2. Multi-Calendar Integration: Integrate a total of 3 calendars (2 work calendars and 1 personal calendar) into the automation ecosystem. 3. Automated Notification Cadence: Set up aut...

I’m looking to turn MyCase into a truly hands-free workflow for my personal-injury, family-law, and mediation files. Right now, I still touch too many steps from the first intake call through to the final accounting entry, and I want every one of those touchpoints—client intake, case management, and all accounting hand-offs—running automatically inside MyCase or through smart integrations. Here’s the flow I need: • Intake: Web form or phone call lands in MyCase, auto-creates the matter, assigns the correct practice-area template, and triggers the welcome email and e-signature packet. • Case management: Task lists, calendaring, document naming, and status changes should fire automatically as each stage is reached, with conditional logic for PI, family, ...

I am looking for an experienced automation developer to build a scalable outbound email system for my company. The system needs to handle lead imports, automated email sequences, reply detection, lead status tracking, follow-ups, CRM updates, and handoff of interested prospects to a salesperson. The goal is a system where leads are consistently contacted and followed up with automatically while interested prospects are surfaced immediately. You should be experienced with tools such as Instantly, Smartlead, n8n/Make, APIs, email infrastructure, CRM automation, and email deliverability. I am not looking for someone who needs extensive direction. I will provide the required workflow and desired outcome, and I need someone capable of designing and implementing the system efficiently. AI-a...

I already have Microsoft Dynamics 365 Field Service creating Work Orders and, at the moment a Work Order is created, a Power Automate flow fires off an email and a Twilio SMS/MMS to the customer. The challenge is that the same instance also dispatches for multiple franchisees, each with its own name style, street address, local phone number and logo. I want the flow to look at the customer’s assigned Business Unit or Territory and automatically merge the correct franchise data into every message. See attached Franchise-Aware Customer Email, SMS and for details and instructions but not limited. What the message must hold every time it goes out: • Customer details • Franchisee details (name style, address, local phone number) • Work Order details • The fr...