Workflow Automation Jobs

I’m an IT professional and Product Owner looking for a highly skilled AI automation builder who knows how to take an idea, figure out the best technical approach, build the automation, test it, and get it working. I’m not looking for someone who simply knows how to use ChatGPT or Claude. I’m looking for a builder. Someone who understands AI agents, Claude Code, ChatGPT, APIs, browser automation, workflow automation, MCP, webhooks, databases, integrations, and modern AI tools. If your reaction to a problem is, “Let me see how we can automate that,” we should talk. Claude Code is now capable of working across codebases, files, terminals, Git workflows, web research, subagents, MCP integrations, and automated workflows. I want someone who knows how to take a...

We are a small B2B consulting firm (Zoho One Enterprise license) redesigning our CRM sales pipeline from scratch. We have a detailed configuration specification document ready to hand over on hiring. This role covers Zoho CRM configuration only — no external system integration, no coding. We need an experienced Zoho CRM specialist to complete a focused Phase 1 setup. Everything is within Zoho's native UI and admin settings. SCOPE OF WORK — 7 TASKS 1 Configure a new custom pipeline (Sales View) in the Deals module with our defined stage names and probability values 2 Add approximately 28 custom fields to the Deals module (text, picklist, multi-select picklist, and date types) 3 Set up all picklist and dropdown values for each custom field per our specification 4 Map custo...

I’m looking for an experienced Odoo developer to tailor my current system. Here’s where I need your expertise: • Sales – the priority is a bespoke workflow that reflects the way orders actually move through my business. It will involve adding status steps, automating field updates, and making sure the process ties cleanly into Inventory and Accounting postings. • Inventory – once the Sales workflow is in place, I want the stock moves, reservations, and valuation layers to follow the same logic. Any tweaks you suggest to keep everything synced are welcome. • Accounting – customer invoices and related journal entries must be generated from the new Sales flow without manual intervention. If small layout changes or extra fields are needed in th...

I have several raw datasets that need to be processed with great attention to accuracy and consistency. Your job will be to take the files I provide, run them through a repeatable workflow—cleaning, validating, re-formatting where necessary—and return a final version that is analysis-ready. We are seeking a methodical and detail-oriented professional to handle client and vendor data processing. In this role, you will be responsible for accurately completing sales and expenses worksheets by progressing through a strict procedural workflow. You will evaluate and verify suppliers and customers, generate realistic invoice records, and execute rigorous quality checks before final submission. Key Responsibilities:Review and classify financial transaction records within spreadsheet...

I need a production-ready Order Management System built entirely on Microsoft 365. The data backbone will live in SharePoint, the user experience will be delivered through Power Apps, and all process logic must run in Power Automate. Core functionality • Order tracking – from intake through dispatch, with status stamps and time-stamped audit trail. • Automated notifications – email or Teams alerts at key milestones (new order, stage change, QA hold, shipment). • Approval on 2-3 Stages. • Role-based access – distinct views and permissions for Sales, Production, QA, Shipping and Management. • Interactive dashboard – at-a-glance KPIs such as open orders, turnaround time and holds; surface it inside the app (embedded Power Apps charts). ...

I’m looking for a developer who already knows the ins-and-outs of GoHighLevel and can translate my manual processes into clean, dependable automations. At the moment all of our tasks—sales follow-ups, marketing nurture sequences, and basic support notifications—are handled piecemeal, so I’ll walk you through the current flow step by step and share the exact triggers, actions, and timing I need replicated inside GHL. Here’s how we’ll work together: • You’ll map the full process in GHL, configuring pipelines, triggers, and dynamic email/SMS campaigns. • Where native GHL steps fall short, you’ll connect outside services via webhooks or the built-in API. I’m flexible on whether that uses Zapier, Make (Integromat), or direct i...

I want to eliminate the manual work I currently do by setting up an automated data-entry workflow that connects directly to my online database called “Data entry operator.” The goal is straightforward: whenever new records are available, the system should pull them from the source, validate the fields, and insert or update them in the database without any human intervention. A clear audit log of every action must be generated so I can trace back what was added or modified. Here is what I’m expecting from you: • A working automation script or low-code solution that logs in to the “Data entry operator” database, reads incoming data, and populates the correct tables. • Error-handling routines that flag incomplete or mismatched records. • A ...

# ENTREPRENEURIAL SOFTWARE & AUTOMATION LEAD — LONG-TERM PARTNERSHIP OPPORTUNITY We are looking for a **highly skilled, entrepreneurial individual** to help build, manage, and scale the technology and automation infrastructure of a business with significant growth potential. **This is not a traditional hourly job, freelance project, or short-term contract.** We are specifically looking for **one exceptional individual — not an agency, development company, or outsourced team** — who has the technical ability, leadership mindset, and long-term vision to help build a serious business. ### KEY RESPONSIBILITIES You will take an active role in developing and managing: * Software and application development * GoHighLevel (GHL) development and administration * Workflow ...

WordPress/Kadence Developer + Automation Support I manage a growing portfolio of WordPress websites and am looking for a reliable, detail-oriented developer for ongoing part-time support. The immediate priority is completing and improving an existing mortgage website built with WordPress, Gutenberg, and Kadence. This is not a full website rebuild. I need someone comfortable working within an existing installation, identifying problems, improving the site, and documenting the work completed. Initial work will include: Reviewing the existing WordPress installation before making changes Confirming backups and recovery procedures Auditing active plugins and identifying unnecessary or duplicate functionality Working with Gutenberg and Kadence Standardizing global colors, fonts, buttons, and...

We have developed a complete **ERP system for a Dubai-based Interior Design company**. The ERP was initially developed almost completely using **AI-assisted development**, and now we need an experienced developer/team to professionally review, fine-tune, stabilize, deploy, and migrate the system. We are looking for **complete technical guidance and development support from the current stage to production-ready ERP**. ### Scope of Work 1. **Existing ERP Technical Audit** * Review the complete existing codebase. * Understand the current architecture and functionality. * Identify bugs, security issues, performance issues, and technical debt. * Review frontend, backend, APIs, authentication, database and integrations. * Recommend the best production-ready architecture. 2. *...

We are looking for an experienced Connecteam administrator to help us transition our manual processes into streamlined digital workflows within our Connecteam platform. The ideal freelancer has a proven track record of configuring the Operations and HR hubs for deskless or remote teams. Key Responsibilities Automate Workflows: Set up auto-approval flows, conditional logic, and instant manager notifications upon form Smart Groups: Organize user permissions and tags so employees only see the workflows relevant to their specific roles or locations. Then possibly; Build Digital Forms: Convert our existing paper/PDF checklists, incident reports, and inspection sheets into interactive Connecteam smart forms. Testing & Launch: Run end-to-end tests on the mobile app interface to ensu...

I need my GoHighLevel account configured into a streamlined real-estate CRM that focuses on lead management and, above all, automated email follow-ups. Every new lead coming from my website, listing portals, or open-house forms should drop straight into a clearly labelled pipeline and immediately enter an email nurture sequence that keeps the conversation warm until an agent picks up the phone. Here is what I expect delivered: • Pipeline design that reflects the typical real-estate journey (new, contacted, nurtured, appointment set, closed). • Workflow automation that sends timed, personalized email follow-ups the moment a lead is created, with branching logic for replies, bounces, or inactivity. • Three to five reusable email templates built inside GoHighLevel’s...

Hi, I am looking for an individual developer to build a POC (Proof of Concept) for SurgyCare – WhatsApp AI Automation System. ### About SurgyCare SurgyCare provides insurance/cashless service support to small hospitals that do not have their own cashless insurance facility. We have hospital WhatsApp groups where hospital staff and SurgyCare staff communicate regarding insurance surgical cases. ### Purpose of POC I do NOT want the complete software initially. I want a small working POC to prove that the WhatsApp + AI + workflow system works properly. ### POC Workflow Hospital WhatsApp → AI → Case Creation → Eligibility Team → CEO Dashboard The POC should demonstrate: 1. Hospital sends a policy copy/document, surgery name and estimated surgery cost through...

Project Title: Edmingle School Setup | Custom Domain + Landing Page + Forms + Stripe Payments LANDING PAGE Project Description: We are launching a new school on Edmingle: Please check out the platform before applying. Important: Everything must be built 100% inside Edmingle. No WordPress, no external website. Edmingle provides hosting, website builder, admin dashboard, courses, mobile apps, and payments. Scope of Work: Custom Domain: Connect our private domain to Edmingle. Site must be 100% white-labeled Landing Page: Build a clean, colorful, mobile-first homepage in Edmingle’s Website Builder. Style: Duolingo / Preply. Must include hero section + "Free Enrollment" button Registration Form: Use Edmingle’s built-in form tools to collect student + family info d...

We are looking for an experienced Zoho CRM freelancer to configure and implement Zoho CRM for a small service business. The requirement is primarily configuration and workflow setup rather than custom development. Broad Scope - Initial Zoho CRM setup and customization - Lead and customer management - Sales/service pipeline configuration - WhatsApp integration - User roles and permissions - Basic workflow automation and follow-up reminders - Quotation creation and management - Invoice creation and tracking - Basic dashboards and reports - Testing and final handover - Brief training/guidance on managing the system after implementation We already have our business processes and broad workflow defined and can provide a more detailed requirement document to shortlisted candidates. Preferre...

Managing deliverables in Argentina - only for Jonathan.

Zoho CRM Lead Nurturing Automation Here’s what I need you to do: • Map our current inquiry paths and build Zoho CRM workflows and/or blueprints that trigger timely, context-aware follow-up messages. • Configure automated emails, tasks, or SMS (using Zoho Campaigns or Flow if required) so contacts receive the right touch without manual intervention. • Implement a simple lead-scoring logic so the hottest leads surface quickly for the sales team. • Create two or three reusable email templates inside Zoho that can be personalized but keep branding intact. • Provide a quick hand-off: a short Loom video or screen-share session plus written steps so my team can tweak rules later. Acceptance criteria – A test lead moves through the full sequence an...

Project Title: Expert Frappe / ERPNext Developer Needed for Synology NAS Integration (Civil Engineering ERP) Project Description & Requirements: Core Objective: Build a custom Frappe app (infrastruct_erp) to manage projects, HR, and document automation for a Civil Engineering consultancy. Environment Setup: Deploy ERPNext (v15) via Docker Compose (Container Manager) on a local Synology NAS (32GB RAM, Btrfs file system) alongside MariaDB and Redis. Automated Directory Scripting (Crucial): Write a Python Server Script/Webhook that triggers upon new Project creation to automatically generate a specific 10-tier folder structure (01_Admin through 10_Archive) directly on the Synology NAS storage volume. Custom Schemas (DocTypes): Create tailored databases with specific fields for DPR Pr...

I am rolling out Zoho CRM with the clear goal of improving customer relationship management while giving my team tighter sales-tracking visibility. To get there, I need an experienced Zoho freelancer who can take the system from a blank slate to a ready-to-use environment, with the Deals/Inquiries module receiving top-priority customization. Here is what I expect you to deliver: • Configure core entities – Users, Roles, Profiles, Permissions, Products, Accounts, Contacts and especially Deals/Inquiries – so the pipeline stages mirror our real-world process. • Build the custom fields and picklists we outline, map record ownership rules and set up workflow automation (emails, task triggers, follow-ups). • Integrate email so every conversation stays inside Zoho...

I need an expert to set up and integrate both ZOHO CRM and ZOHO One for my business. Key Requirements: - Setup of ZOHO CRM to enhance our sales pipeline and customer relationship management. - Configuration of ZOHO One modules, particularly in Finance, Operations, and Human Resources. - Seamless integration between ZOHO CRM and ZOHO One to ensure data consistency and workflow automation. - Customization of dashboards and reports for better analytics and insights. Ideal Skills and Experience: - Proven experience with ZOHO CRM and ZOHO One. - Strong understanding of business processes in finance, operations, and HR. - Ability to customize ZOHO applications according to specific business needs. - Excellent problem-solving skills and attention to detail. - Prior experience with similar proj...

I'm looking for an AI automation system specifically designed to streamline workflow automation. Key requirements: - Automation of at least 3 workflows - User-friendly interface - Integration with existing tools and software Ideal skills and experience: - Proven experience in AI system development - Strong background in workflow automation - Familiarity with integration of AI tools with various software platforms - Excellent problem-solving skills and attention to detail Please provide examples of similar projects completed.

I need a patient, hands-on mentor to guide me through building a full Document Approval & Digital Signature solution while I learn Microsoft Power Apps from the ground up. I’m a beginner, so every step—planning the data in SharePoint Lists, wiring up flows in Power Automate, and designing a responsive Canvas App—has to be explained and demonstrated live, then repeated by me until I’m comfortable. We will start with Power Automate because I want to understand the backbone of the workflow first: dynamic approver selection, multi-level approvals, automated email notifications, and status tracking. Once the flows are solid, we’ll switch to the Canvas App to surface those same capabilities—focusing especially on dynamic approver pickers, live status indi...

I need an Oracle APEX application that streamlines one of our internal business processes from start to finish. The focus is a clean, permission-based workflow that automatically routes each new record through a multistep approval cycle. At a minimum the app must: • Capture data through responsive APEX forms • Trigger an approval workflow the moment a record is submitted • Update status, log every decision, and prevent users from skipping steps When an approver acts, the system should move the item to the next stage, send the correct email or in-app notification, and maintain an audit trail we can export to CSV or view in a dashboard. I will provide table definitions and sample data; you’ll translate that into APEX pages, processes, and any PL/SQL packages req...

Low-Code BPM Governance & Approval Workflow POC – Professional Enterprise UI We are looking for an experienced BPM / BPMS / Low-Code developer to build a Proof of Concept for a Governance & Approval Workflow Platform. The core workflow is: Submission → EXO Review → Committee Review → Board Review → Decision → Minutes Verification → Audit We are specifically looking for a solution that can deliver as much functionality as possible through an existing low-code/BPMS platform, with minimal custom development. PLATFORM We are open to platforms such as: - Joget - Bonita - Flowable - ProcessMaker - Other suitable open-source or self-hosted BPMS platforms You should recommend the platform you believe is best suited for this requirement and explai...

I want to launch a Vlogs and Lifestyle YouTube channel from scratch and need an expert to guide the entire setup. The goal is to move from zero to a fully functional channel with an efficient, repeatable workflow that keeps production time low and quality high. The priorities • Channel creation: configure the profile, banner, thumbnails, playlists, basic SEO settings and upload defaults so the brand feels consistent from day one. • Workflow design: map each step from shooting through publication, including file-naming conventions, folder structure, backup strategy and a simple content calendar. • DaVinci Resolve support: install, organise libraries, build a reusable project template (intro, lower thirds, colour presets) and show me how to export in the correct YouTube...

I need a sharp-eyed GoHighLevel specialist to jump in and straighten out a handful of misbehaving automations. The most urgent pain point is tag management— some contacts are picking up the wrong labels, while others get none at all—so your first task will be to audit every tag rule, make corrections, and confirm the right tags fire at the right stage. Beyond that, two things are breaking the experience: certain workflows refuse to trigger when they should, and a few older automations appear to be clashing or duplicating actions. I’d like you to trace each workflow from opt-in or payment through to the final email, remove or merge anything that conflicts, then run end-to-end tests to prove everything now fires cleanly. Deliverables: • Corrected tag logic applied ac...

I build my lessons in Kajabi, record and edit in Camtasia, design visuals in Canva, and rely on Google Gemini to tie everything together. Where I run into roadblocks is the actual connection work—especially getting Gemini to play nicely with Canva. When an integration stalls, a feature behaves unexpectedly, or I simply can’t find the right menu, progress stops cold. Here’s what I’m looking for: • On-demand, screen-share guidance whenever Gemini refuses to integrate with Canva (first priority) and, when relevant, with Kajabi or Camtasia as the project grows. • Clear, step-by-step fixes I can repeat on my own, plus concise notes or short Loom-style videos so I don’t have to ask twice. • Proactive suggestions to streamline my course-creat...

I need a trustworthy U.S. residential address that I can list as my own for: • Personal letters • Bank statements • Official documents Here is exactly what I’m after: 1. Formal authorization – A signed letter or similar document in my name confirming I’m permitted to receive mail at your address. – Ideally, this paperwork should be strong enough for banks and other services that insist on a residential U.S. address. Please spell out what form of proof you can supply (utility bill, lease, etc.). 2. Daily notification workflow – When any envelope or package arrives, send me a quick email the same day with a photo or scan of the front so I know who it is from. 3. Forwarding to France – Once I give the go-...

CONTEST: Build a RailCall module or workflow - $2,500 USD prize pool RailCall is a governance-first automation layer for AI-driven work - every action a workflow takes goes through a preview -> approve -> execute -> signed receipt loop (the "airlock"), so operators and enterprises can trust what the automation is doing. We're opening the platform to the community. Build a MODULE (a new integration - Slack, HubSpot, Airtable, Zendesk, whatever) or a WORKFLOW (a real end-to-end automation on top of what's already there), publish it to the marketplace, and win a share of the pool. PRIZES (3 winners): - Best Module 1st place: $1,500 - Best Module 2nd place: $500 - Best Workflow: $500 TRACK A - BEST MODULE ($1,500 + $500) A signed handler bundle that adds a new ...

Quiero optimizar por completo el proceso de ventas de mi empresa. Hoy ya utilizo n8n, un CRM propio, Airtable y Typeform, pero la conexión entre estas piezas tienen algunos ajustes específicos que me gustaría hacer, como la creación de informes y detección de incoherencias. Objetivo • Automatizar el área de Ventas: desde la generación de un lead hasta el reporte final. • Mejorar y depurar mi base de datos actual para que los equipos trabajen siempre con información limpia y actualizada. Alcance clave 1. Gestión de leads – Enviar automáticamente los datos que entran por Typeform a Airtable y al CRM. (Ya lo tenemos) – Enriquecer el registro con fuentes externas (si aplica) y asignar respons...

我在淘宝营商保里对买家发起订单举报时屡屡被平台驳回，确认并非系统故障，而是我对整条操作链路还不够熟悉。我最关心的点是：怎样在事前就把买家的账号和对应订单编号做“打标”或风险备注，确保真正点击“举报”那一刻，平台能立刻识别关键信息并判定举报成立。 如果你熟悉淘宝卖家中心、营商保、客服工单以及风控判责规则，请帮我梳理一份清晰、可执行的操作方案。最终我需要： • 一份逐步流程文档：从进入后台、给账号／订单加标，到提交举报、补充证据，再到平台立案成功的全流程说明 • 关键截图或录屏示例，标出每一步需要点击的具体位置 • 任何可能影响成功率的细节提示（如证据格式、文字描述要点、时间节点等） • 如有必要，可安排一次远程演示或答疑，让我在实际后台操作时能跟着走通 请直接说明你对营商保规则和卖家后台的熟悉程度，以及预计多久可以交付上述材料。期待与你合作，让我的举报一次通过。

Propuesta de Automatización del Proceso de Leads Inmobiliarios del Proyecto: Diseñar e implementar un sistema automatizado capaz de transformar los leads inmobiliarios entrantes en llamadas comerciales reservadas, reduciendo al mínimo la intervención manual del equipo. Todos los leads ya ingresan y se almacenan en el CRM. El objetivo de esta solución es construir el motor de seguimiento, calificación y conversión que opere sobre esos contactos. principales del sistema: Secuencias automatizadas de seguimiento Cada lead recibirá una secuencia de comunicación según comportamiento e interés. El sistema podrá: *Detectar nuevos leads automáticamente. *Iniciar el seguimiento sin intervención h...

Necesito a alguien con dominio probado de Claude para dejar la herramienta corriendo en un PC Windows y configurarla de modo que trabaje de forma autónoma para mi empresa. El objetivo es que, una vez puesta en marcha, Claude pueda: • Gestionar la atención al cliente respondiendo correos, mensajes de chat y consultas frecuentes. • Realizar el manejo de datos: clasificar información entrante, actualizar hojas de cálculo y generar reportes básicos. • Apoyar la captación de clientes enviando correos de prospección personalizados y agendando llamadas. • (Opcional) Brindar soporte técnico de primer nivel cuando sea posible con la versión instalada. Yo proporcionaré el PC, las credenciales necesarias...

Propuesta de Automatización del Proceso de Leads Inmobiliarios del Proyecto: Diseñar e implementar un sistema automatizado capaz de transformar los leads inmobiliarios entrantes en llamadas comerciales reservadas, reduciendo al mínimo la intervención manual del equipo. Todos los leads ya ingresan y se almacenan en el CRM. El objetivo de esta solución es construir el motor de seguimiento, calificación y conversión que opere sobre esos contactos. principales del sistema: Secuencias automatizadas de seguimiento Cada lead recibirá una secuencia de comunicación según comportamiento e interés. El sistema podrá: *Detectar nuevos leads automáticamente. *Iniciar el seguimiento sin intervención h...