Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer

Closed Posted 5 years ago Paid on delivery
Closed Paid on delivery

I work with many clients. More clients = more money. Don't want to sacrifice client service but am short on time due to client volume. Need to streamline daily workflow.

Example of things that are essentially automaitic processes that I do by hand.

1. I get an email with a new client contact.

2. I email that client using HubSpot template.

3. I enter that client's name into Excel Sheet used for tracking all clients, along with some other basic data.

4. I enter that client into Wunderlist as a note to work on their project and assign it to myself or my contractor/employee.

5. I create a folder for that client in my Clients folder.

6. I create a Notes Word document for that client, named "NOTES for Client Name" within their folder.

7. I copy an excel document used for tracking client progress into their folder and name it "Client Name Progress"

8. I open that excel doc and enter their name in the same cell every time.

9. I save and close.

It's a pain and I'd like to have it automated.

Data Entry Excel Microsoft Windows Desktop Word

Project ID: #18287913

About the project

26 proposals Remote project Active 5 years ago

26 freelancers are bidding on average $435 for this job

datakillers

Hi I am certified for Microsoft Office, Microsoft Excel, Word and Access. I am good command over data management in Excel Dashboard, Spreadsheet as well as in Microsoft Access Database. I have 15 years’ experience to More

$250 USD in 10 days
(837 Reviews)
8.6
schoudhary1553

I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without changing my bid More

$600 USD in 10 days
(551 Reviews)
8.4
polarjin2017

Hello? How are you? I have good experiences in "Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer" as you can see my More

$555 USD in 3 days
(108 Reviews)
6.8
AwaisChaudhry

Hello, I have read what you exactly need. I have a great expertise in Data Entry, Excel, Microsoft, Windows Desktop, Word . Please feel free to ping me anytime so we can discuss budget and timeline. Thank you.

$555 USD in 10 days
(8 Reviews)
6.0
khoddam

Hello, I have done a project related to workflow. In that project, it checks special words in the email and if it exists, it sends text and another email. Also it saves the log file into an Excel file. So it seems More

$500 USD in 5 days
(41 Reviews)
5.6
pilica

Hi, I have over five years experience in automating tasks on Windows with Powershell. I can do this job. What email client are you using? Does it have the ability to trigger some kind of action upon receiving an em More

$611 USD in 10 days
(22 Reviews)
5.3
dataexplorer

"Hello Dear, Yes, I can work for you as per your project description with amazing exploration and experimental research abilities of mine organization is perfect for that you may require. My work fulfills as well as More

$250 USD in 3 days
(25 Reviews)
4.9
rajnish93mj

Dear Sir, I have read all your details that you have mentioned. I have more than 4 years of experience in Data entry and fast typing (60+ speed without errors). I feel fit for your project because i can complete this More

$250 USD in 1 day
(15 Reviews)
3.6
naishodayo

hello,dear. I have read all your requirements for 'Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer' and I fully under More

$555 USD in 3 days
(0 Reviews)
0.0
radwane123raja

HEELO ! I am a quick learner and a great team player. I read your job posting in detail and got the point what you wanted. That's why I am applying to your job. Indeed, I can finish your job on time with high qua More

$444 USD in 2 days
(0 Reviews)
0.0
bleroni88

Hello, I'm an data entry and bookkeeper. I love data and I have a large portfolio of project built specifically on this platform. While I am certain there will be others who underbid me on this project.I can assure you More

$300 USD in 10 days
(1 Review)
0.0
fatinaa98

..... Relevant Skills and Experience .....

$555 USD in 10 days
(0 Reviews)
0.0
amansharma4u12

Sir i am new freelancer so there discount for you special and I assure u will get work on time I have experience of data entry story writing excel PowerPoint etc Relevant Skills and Experience Data entry Excel PowerPo More

$555 USD in 40 days
(0 Reviews)
0.0
EnriqueBet

Hi, my name is Enrique. I am an Automation Developer and Consultor. I would like to participate in your project. Since this is a small project I will recommend to use Python 3.6 for the development to avoid the use of More

$333 USD in 5 days
(0 Reviews)
0.0
baishnsb54

Wanted to know the quantity of work need to do

$555 USD in 10 days
(0 Reviews)
0.0
Fzb18

I'm interested in joining your project, as I am a young and motivated person and I'm willing to give all my attention and focus to complete this work. I will be glad to hear from you. Relevant Skills and Experience T More

$555 USD in 10 days
(0 Reviews)
0.0
nina0022

im good in excel and typing.

$277 USD in 10 days
(0 Reviews)
0.0
thekingpro

Good day, I will gladly assist on this task. Looking forward to hear from you. Regards, Emir Jasarevic

$555 USD in 10 days
(0 Reviews)
0.0
msashena

I have extensive Data entry knowledge and I can complete my work within the best possible time. I work efficiently & quality is my top priority.

$277 USD in 10 days
(0 Reviews)
0.0
enr5628

My qulity is making cliemts happy. Relevant Skills and Experience I have experianced on Ms,exell and powerpoint. And also conversion of pdf or jpj files to ms on time.

$277 USD in 5 days
(0 Reviews)
0.0