Workflow Automation Jobs

Enterprise Fintech AI Workflow and Automated Risk Intelligence Platform Project Overview: We are seeking an expert AI Systems Architect and Automation Engineer to design, build, and deploy a comprehensive, production-grade automated risk assessment and customer onboarding engine for a high-growth fintech enterprise. The primary objective of this project is to replace manual compliance, document verification, and transactional risk-scoring bottlenecks with a fully autonomous processing pipeline. The system will ingest user onboarding files, execute real-time credit and fraud verification checks via third-party financial APIs, process unstructured financial statements utilizing LLMs, and route qualified profiles into an executive Power BI KPI dashboard while instantly alerting compliance ...

I am trying to move a specific file (a quiz) from one site (instructor site) to another site (student site) when a button called Release test one is selected. I have a list on the instructor site called Quizzes with each quiz listed and the option for Release in a column with values true or false. The Quiz 1 button clicked should change the value in the list from False to True. Then the file should move to a library on the student site, where the students can now access the quiz. Once the student submits their quiz answers (Microsoft Forms), the quiz should be compared against, an answer key list (Answer key 1) and the number of matching (ergo correct) answers should be recorded in another list called Student Tracker, in the Column called Quiz 1 score. next to the student's name. Las...

I want to replace our manual fixed-asset capitalisation template with a Microsoft Power Apps form that sits on top of a SharePoint list. Every employee must be able to submit an asset request, trigger an approval flow, and later see the status of that request. Core flow • An employee completes the form in Power Apps. • The submission writes to a SharePoint list and instantly launches an approval workflow. Approvers can act from the form itself or directly from the Outlook email they receive. • Once a decision is made, the outcome as well as any comments are written back to the list and the requester is notified automatically. Insight & control I need a small reporting layer—simple dashboards or paginated reports are fine—as long as Finance can rev...

TL,DR: I have more than 50+ agent to be developed. Each agent the budget is 1k to 1.5k. Quote only if you are accepting this. I need an AI agent built in Microsoft Copilot Studio and orchestrated through Power Automate that can take repetitive work off my plate. Its core job is task automation: triaging and responding to email, driving workflow approvals, and handling a few special-purpose agents I already have in mind. Environment & integrations • Microsoft 365 is the hub—Outlook for email, Teams for chat notifications, and SharePoint for storing any logs or artefacts the agent produces. • Everything must stay native to the Microsoft stack so it remains secure and easy for my admins to maintain. What I’m expecting from you – A Copilot Studio bot c...

I already have an n8n automation that processes PDF documents received through email. The automation is working, but I am facing an issue with image-based/scanned PDFs. I receive multiple emails containing PDFs from different document categories. Some PDFs contain selectable text and are processed correctly, but many PDFs are scanned documents or contain the required information as images. My current n8n workflow cannot extract data from these image-based PDFs. I am looking for an experienced n8n automation developer to update and fix my EXISTING workflow. I do not need the automation rebuilt from scratch. The updated workflow should: * Detect whether an incoming PDF is text-based or scanned/image-based. * Keep the existing extraction process for normal text PDFs. * Automatically use O...

I need help creating a comprehensive operational plan for my D2 entrepreneur project in Portugal. Key components include: - Process Optimization: Streamlining workflows for efficiency. - Resource Allocation: Strategically distributing resources to maximize productivity. - Logistics Management: Coordinating all logistical aspects of the operation. Ideal skills and experience: - Proven background in operational planning for startups. - Expertise in process optimization and resource allocation. - Strong logistical coordination skills. Looking for a freelancer who can bring structure and efficiency to my business operations.

Atiendo un flujo constante de consultas por WhatsApp y quiero delegar la conversación diaria para mantener tiempos de respuesta rápidos y consistentes. El estilo debe ser completamente neutro: cercano y claro, pero sin excesos de formalidad ni coloquialismos. La mayor parte de los mensajes giran en torno a dos temas: • brindar información precisa sobre nuestros productos y servicios • confirmar pedidos o citas una vez que el cliente ha tomado decisión Para responder con datos actualizados tendrás acceso a nuestro sistema de gestión (CRM/ERP); allí se verifican stock, fechas y estado de cada solicitud. El acceso se configura con un perfil limitado exclusivamente a la información que necesitas para contestar. Qué ...

I am needing an Airtable system that integrates with Cliniko, I run a small Myofunctional therapy practice. I am looking for something that manages my patients entire journey from referral to discharge. I want something with automated follow-ups, tracking compliance and outcomes, generated doctor correspondence, supporting a VA workflow, and provide dashboards for patient care, referrals, and business performance. A practice operating system.

I'm experiencing unexpected failures in Power Automate while integrating Microsoft Lists and Microsoft Bookings. The errors occur during the data input stage. Key Requirements: - Troubleshoot and resolve Power Automate errors - Ensure smooth integration between Microsoft Lists and Bookings - Fix issues at the data input step Ideal Skills and Experience: - Expertise in Power Automate - Experience with Microsoft Lists and Microsoft Bookings integrations - Strong problem-solving skills and attention to detail

I’m implementing QuoteIQ as our central field service hub and need a professional experienced in QuoteIQ to configure the platform end-to-end, link it to QuickBooks, and reconcile our existing database for seamless functionality. Scope of work: • Activate and customize the three core modules we rely on most—Scheduling & Dispatching, Work Order Management, and Customer Management—tailored to fit our business processes. • Build a scheduling and dispatch board that supports real-time updates, route optimization, and technician tracking. My team must see changes instantly on mobile. • Set up work-order workflows with job-status tracking, accurate time-tracking integrated, and an efficient notification system for both the office team and field crew. • ...

FIXED Budget 30 USD and Complete Within Today I need a Chrome extension that lets me design and run complex browser routines entirely through a drag-and-drop interface. My typical flow looks like this: – open a specific tab or URL, – click on an exact text string (or its closest partial match if the full string is missing), – follow any link that opens in a new tab, repeat the text-click logic there, – wait intelligently while each page finishes loading, – click a designated image, – close the tab and return to the previous one, – continue clicking the next required text, and so on until the sequence completes. - repeat until stop. - repeat set count No extra bookmark, password, or ad-blocking features are necessary; the sole purpo...

# Zoho Creator | Deluge | Zoho Books | Zoho CRM | API Integration Specialist Hello! I'm a Zoho Developer specializing in building custom business applications and automating business processes using the Zoho ecosystem. I have hands-on experience developing and enhancing manufacturing, inventory, accounting, and workflow automation solutions using Zoho Creator, Deluge, Zoho Books, Zoho Inventory, and REST APIs. My expertise includes: * Zoho Creator Application Development * Deluge Script Development * Zoho CRM Customization * Zoho Books Automation * Zoho Inventory Integration * REST API Integration * Workflow Automation * Custom Reports and Dashboards * Barcode and QR Code Solutions * Business Process Automation * SQL * HTML and CSS Services I offer: * Custom Zoho Creator Applica...

I’m building and need an end-to-end engagement engine inside GoHighLevel. The purpose is clear: turn every new enquiry into an active conversation that ends with the user pressing the “Request Quote from Venue” button. Here is what I need from you: • Map and build the CRM structure in GHL – custom fields, pipelines and tags – so every prospect is automatically tracked from first touch to final quote request. • Draft and load a multi-step nurture journey that blends email, SMS and scheduled social posts. All copy must be in natural, idiomatic English and reflect our brand voice. • Set up the triggers, webhooks and conditions that move a contact through the journey based on behaviour (opens, clicks, replies, site visits). • Use C...

I have a set of oil-pipeline isometric drawings in PDF that need to be fully weld-mapped and auto-spooled. From each sheet I must be able to pull a complete Material Take-Off, exact cut lengths, joint details, and a spool-wise BOQ that I can forward directly to procurement and fabrication. The workflow you propose is important to me, so please outline in your proposal how you intend to import the PDFs, generate intelligent weld numbers, split the line into logical spools, and export the data. Mention the software you will rely on—whether that is Spoolgen, Autospool along with any custom scripts or macros you plan to use. Deliverables • Clean weld-mapped isometric PDFs (showing weld numbers and spool number) • Native files from your chosen platform • Excel or CSV ...

Project Title Mutual Aid Society Management Application using AppSheet + Google Sheets Project Overview I am looking for an experienced AppSheet Developer to develop a Mutual Aid Society Management Application using Google Sheets as the database and AppSheet as the user interface. The application should be user-friendly, responsive, optimized for the AppSheet Free Version, and designed for future scalability. Technology Google Sheets (Database) AppSheet (User Interface) Google Workspace Database Structure The application should use only five (5) Google Sheets: Members Master Loan Master Transactions (Only Editable Table) Dashboard Settings Application Scope The application should support: Member Management Share Management EMI Loan Management Bullet Loan Management Transactions Management ...

I am starting with zero experience in Deluge and I want a complete, structured course that I can follow at my own pace. The material must take me from fundamentals all the way to practical, real-world usage inside Zoho Creator and other Zoho apps. The training has to cover three core pillars I rely on in my daily work: • Workflow automation – writing Deluge functions and scheduling them to run without manual intervention. • Custom app development – building Creator forms, reports, and scripts that solve unique business problems. • Integrations with other Zoho apps – passing data smoothly between CRM, Books, Desk, and any other Zoho services through Deluge connections and webhooks. I learn best through step-by-step video lessons supported by concise w...

Hola, soy agente de seguros en Tijuana / San Diego. Necesito dar de alta WhatsApp de forma PROFESIONAL y conectarlo a mi GoHighLevel y a mi cotizador de MaxSeguro. NO quiero WhatsApp pirata, ni extensiones de Chrome. Solo API oficial de Meta. ALCANCE: • Crear / verificar WhatsApp Business Account (WABA) dentro de mi Meta Business Manager • Dar de alta mi número nuevo [ya tengo un número limpio, nunca usado en WhatsApp] en WhatsApp Cloud API • Conectarlo a mi sub-cuenta de GoHighLevel (Phone System > WhatsApp) • Crear y conseguir aprobación de 3 plantillas: 1. Envío de cotización, 2. Seguimiento, 3. Solicitud de documentos • Configurar workflow en GHL: cuando entra lead -> mensaje automático de WhatsAp...

SECTION 1 — WHAT THIS IS We are a real estate land acquisition company buying land directly from owners in five US states. The planning is already finished. We have three complete written build books: a 25-page funnel spec book, a design system book covering fonts, colors, spacing and CSS/JS snippets, and a form construction guide. We also have a finished HTML code library with seven copy-paste snippets. We do not need strategy. We do not need copy. We do not need design. We need a builder who takes a written specification and executes it exactly, inside our GoHighLevel account. This posting is Phase 1 of a larger build. Read Section 3 so you know precisely what you are bidding on, and Section 4 so you know what you are not. SECTION 2 — BEFORE YOU BID This project requir...

I’m ready to stand up a full-featured Customer SOP library in Microsoft SharePoint Online and need someone who can take it from blank site to production-ready. The finished space must let the team store and organise every SOP, co-author drafts in real time, then route each document through a formal approval flow that ends with an automatically generated PDF published for end-users. Here is what I expect to see when we’re done: • A clean document library with a well-planned metadata schema (content type or columns) and a handful of saved views that surface the right SOPs by status, owner, effective date, review frequency and any other tags we finalise together. • A master SOP template in Word stored centrally so new documents inherit the right layout and metadata...

I need a small workflow that watches a dedicated space in Google Chat and pushes every new message—full text, sender, timestamp, and thread link—straight into a Google Sheet the moment it is posted. Real-time speed is critical; hourly or daily syncs won’t work for this purpose. My preferred stack is Google-native (Apps Script, Google Chat API, Pub/Sub) but I am open to a lightweight third-party bridge such as Zapier or Make if it delivers the same immediacy and remains easy for me to maintain. Whatever you choose, the solution must live in my Google Workspace tenant and stay within its security boundaries. Deliverables • A working script/integration that captures every new message in the target Chat space and appends a new row in my chosen Sheet instantly. &b...

Employment Hero Optimisation & Automation The organisation is reviewing how to optimise its HR technology stack, with Employment Hero (EH) positioned as the primary system of record. While EH core modules are in place, several HR processes remain fragmented across systems, spreadsheets and manual workflows. We are seeking an experienced EH specialist that can assist with defining and delivering continuous EH improvements and automations that ensures that EH is better utilised reducing manual processes and overall end user experience. Background The organisation is an existing EH customer. EH core modules are in place (excluding Payroll), however HR processes and data sources remain fragmented across multiple systems, spreadsheets and manual workflows. The current HR techno...

Create employee self service site on SharePoint Limitation: I have M365 Business basic license (only for Admin) and free automate licences. All work SHALL be around these licenses ONLY. 1) Daily attendance will be recorded on eSSL biometric device in office premises 2) Monthly reports (like attendance, leave, etc.... you have to suggest which reports to be exported) will be created on monthly basis in the form of csv or xls format 3) These should be pulled into SharePoint and stored historically (i.e. all records current to latest export date) 4) Employee will be enrolled through either company ID or GMail and assigned type like 5) Employee can access the SharePoint site with his enrolled email ID ONLY (for employee name / details on SharePoint should match with those on eSSL database) 6)...

I want to build loading tracker app where I will firstly give loading program with vehicle number then update its status/details regularly in a sequential order like: Loading Program & Vehicle Details to be auto recorded in Google Sheet via Whatsapp Message Forward. Step No. Work Flow Requirement Step 1.1 Receive Loading Program from Buyer Text Box with Mobile Screen View Step 1.2 Select Buyer Name Select from Drop Down List, with option to Add New Entry Step 1.3 Confirm vehicle from Driver Check Box with Time Stamp Step 2.1 Send Loading Program to a Seller Select from Drop Down List, with option to Add New Entry Step 2.2 Select Plant Select from Drop Down List, with option to Add New Entry Step 2.3 Mention Broker/Agent/Account Name Select from Drop Down List, with option to Add New E...

No Auto or AI applications Project description: We're a B2B SaaS company selling a subscription program to airports and tourism boards globally. Our outbound engine runs on HubSpot ("True Inbound" setup) and we need an experienced GTM/RevOps freelancer to audit it, tell us what's broken, and recommend (or implement) fixes. We sell to three buyer types — Airports, State/National Tourism Boards, and Local Tourism Boards — each with its own pipeline, sequences and onboarding flow. We're scaling outbound (email, calls, LinkedIn) to ~238 targets and need the CRM to support that cleanly. This is a paid audit to start, with a genuine long-term opportunity. We're scaling and want an ongoing HubSpot/GTM partner. The audit is a low-risk way for us both t...

I'm seeking an N8n developer to help automate repetitive tasks using Google Sheets as the primary CRM. The ideal freelancer will have: - Proven experience with N8n - Expertise in automating tasks with Google Sheets - Strong background in CRM systems and their integration with automation tools - Ability to deliver efficient, reliable workflows Please provide examples of previous work and how you plan to approach this task.

We are seeking an experienced SaaS developer to modernize and significantly expand ****, an existing web-based platform created specifically for Managed Service Providers (“MSPs”). currently helps MSPs organize, manage, distribute, and obtain acceptance of customer-facing legal and business documents. The next version of the platform will provide a more advanced document-management and workflow environment designed exclusively for MSPs. This is not a simple website redesign. We are looking for a development partner capable of evaluating an existing application, recommending an appropriate architecture, improving the user experience, and building sophisticated SaaS functionality. Primary Project Goal Modernize the existing platform into a scalable, secure, and intuitive Sa...

I need my GoHighLevel account configured so that sales activities run on autopilot. The focus is full-scale sales automation: every new lead should enter the right funnel, receive the correct sequence of follow-up emails, be scored in real time, and see available appointment slots without anyone on my team lifting a finger. My ultimate use case is to create automated real estate systems capturing all leads through social media, forms, manual lead creation, and import everything from FollowUpBoss CRM. Scope of the build • Workflows for lead scoring that update contact records and trigger actions based on behaviour. • A funnel structure that feeds those leads into targeted campaigns. • Email sequences covering welcome, promotional and customer-feedback touch points, all...

We are a company operating across multiple, scattered locations, and we want to streamline our purchase‑requisition process by moving it online. To achieve this, we plan to implement a complete purchase‑request system on a SharePoint site that includes all required features and simplifies the workflow for every location.

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 ...