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Customer Support & Service Operations Workflow Automation ***ALREADY DISCUSSED*** We are a field service and customer support company that provides equipment installation, maintenance, and technical support to residential and commercial clients. The company receives service requests through multiple channels and currently manages bookings, technician assignments, and customer communication manually in Excel. To improve efficiency, we require an automated workflow that connects Excel with [login to view URL], [login to view URL], and Twilio, allowing customer requests to be processed automatically from submission to completion. Bottlenecks to be Addressed Manual processing of customer requests. Delays in technician assignment. Duplicate or inconsistent records across systems. Lack of real-time visibility into job progress. Slow customer communication and follow-ups. High administrative workload due to repetitive tasks. Limited reporting and operational insights. Difficulty scaling operations as service requests increase. I need your help figuring out the best workflow based on our business process, as I'm open to recommendations on the best approach. The workflow can be refined further to match our operational requirements and existing processes. Expected Deliverables Automated workflow connecting Excel, [login to view URL], [login to view URL], and Twilio. Excel workbook with VBA macros for data processing and reporting. Automatic service request creation and technician assignment. SMS and WhatsApp notifications for customers and staff. Real-time operational dashboard and KPI reporting. Workflow documentation for future maintenance and scalability. NOTE - The business name and complete operation are confidential and will be shared with the selected candidate during the interview process. We're looking for an automation specialist who can understand our operations and recommend the most effective workflow. Skills Required: Excel, Data Processing, Excel VBA, Automation, Data Analysis, Excel Macros, [login to view URL], Workflow Automation, [login to view URL], Twilio.
Project ID: 40579267
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99 freelancers are bidding on average $431 USD for this job

Hi There, Ready right now I'm ready to Operations Automation for Customer Support Service. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer
$250 USD in 1 day
7.0
7.0

Hi there,I am a highly skilled Excel professional with extensive experience in data management, advanced formula development, dashboard creation, automation, reporting, and business intelligence solutions. I can transform complex and unorganized datasets into accurate, interactive, and actionable reports that support informed decision-making. My expertise includes Pivot Tables, Power Query, VBA/Macros, data cleansing, conditional formatting, lookup functions (VLOOKUP, XLOOKUP, INDEX-MATCH), financial modeling, KPI dashboards, and automated reporting systems. I focus on delivering efficient, error-free solutions that save time, improve productivity, and provide meaningful insights from your data. I am committed to understanding your specific requirements, maintaining clear communication throughout the project, and delivering high-quality results within the agreed timeline. My goal is not only to complete the task but to provide a scalable and reliable Excel solution that adds long-term value to your business. Thanks Gdev
$250 USD in 2 days
5.4
5.4

Hi there, I am A.R.M. MASUD, with a strong data science background. I specialize in creating customized Excel-based solutions that streamline business processes, enhance data management, and enable insightful analysis. Whether it’s developing advanced macros, automating workflows, or integrating Excel with other Microsoft applications, I deliver robust, efficient solutions tailored to your specific needs. My expertise includes AR/AP Management, Financial Statement Preparation, Expense Tracking, Budgeting and Forecasting, Cash Flow Management, and APR Calculation via the Sales Force Formula. I design and develop advanced Excel workbooks with tailored features such as formulas, macros, pivot tables, Power Query, mail merge, email via Outlook and Gmail, add-ins, customized macros, and automated repetitive tasks using Excel VBA. I also create interactive dashboards for real-time data visualization, providing fully functional and customized Excel workbooks, automated workflows, and macros for efficient task management and data integration between Excel and other business systems. https://www.freelancer.com.bd/projects/excel/Advanced-Data-Processing-Chart/reviews Thank you for considering your Microsoft Excel development project. I am confident that my expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M MASUD
$250 USD in 2 days
4.8
4.8

Hi, Your project aligns closely with my area of expertise in Business Process Management and workflow optimization. I specialize in analyzing business operations, documenting current (As-Is) processes, identifying bottlenecks, and designing optimized (To-Be) workflows using the BPMN 2.0 standard. For automation initiatives, I typically deliver: - Business process analysis and workflow optimization - BPMN 2.0 process models - Process documentation and SOPs - Functional requirements and business rules - KPI design and performance measurement - Implementation specifications that development teams can use to configure automation platforms efficiently While I do not perform the software development or API integration myself, I work closely with development teams by providing clear functional specifications that significantly reduce implementation risks and improve project outcomes. Based on your description, I believe the first priority is to understand the existing business process, identify the operational bottlenecks, and design an optimized workflow before configuring the automation tools. I would be happy to discuss your current workflow and recommend the most effective automation approach. Best regards, Robert
$350 USD in 10 days
3.5
3.5

Hello there, we are a team of senior AI /ML automation, Full Stack Web and Mobile App Developers and we can do this project in no time. Thanks Ashish Kumar.
$500 USD in 7 days
3.2
3.2

I have extensive experience automating customer support operations to streamline workflows and improve response times. I understand your need to enhance service efficiency through tailored automation solutions. My background includes designing and implementing automated workflows that reduce manual tasks and improve customer satisfaction. I am familiar with the technical tools required for seamless integration. I will focus on creating a robust automation process aligned with your current operations and goals. Happy to review your setup and get this back to a stable state.
$500 USD in 7 days
0.0
0.0

Hi My name is Aisyah, and if all goes well, I'd love to be your next Virtual Assistant. I noticed you're looking for someone who can help you, and I have over 7 years of experience supporting daily business operations through sales administration, data entry, document management, and customer communication. Over the last 7 years, I've worked with businesses handling customer quotation preparation, Purchase Order management, data entry, administrative support, and cross-functional coordination. I'm confident I can help you stay organized, maintain accurate documentation, and keep your daily operations running efficiently. I'm experienced with Google Workspace (Calendar, Docs, Sheets, Drive, Gmail), Microsoft Excel, Microsoft Word, Outlook, Zoom, and Google Sheets, along with other essential administrative tools. For example, in my previous role, I prepared 50+ customer quotations and managed 50+ pending Purchase Orders every week while coordinating with Purchasing, Import, Invoicing, and Shipping departments to ensure accurate documentation and smooth order processing. I've attached my resume and portfolio, which showcase similar administrative and sales support projects. I'd be happy to discuss more details about your project and see how I can support your business. Thank you for your time and consideration. Best regards, Aisyah P.S. I'm curious—what is the biggest administrative challenge you're currently looking to solve with this role?
$500 USD in 7 days
0.0
0.0

Hi there, I specialize in workflow automation for customer support operations, so this project is a strong fit for my background. Based on what you've described, I'll design and implement an end-to-end automation system tailored to your field service support workflows. This typically includes automating ticket routing and escalation, building triggers for common customer interactions, integrating your support platform with internal tools, and creating dashboards or reporting logic to give your ops team clear visibility. I work primarily with tools like Zapier, Make (Integromat), and custom API integrations, and I can adapt to whatever stack you're already using. My focus is on reducing manual work for your support agents and speeding up resolution times with reliable, well-documented automations. I'm based in Zadar, Croatia, which means fast turnaround, clear async communication, and overlap with most European business hours. I deliver clean, tested workflows with documentation so your team can manage them confidently after handoff. I'd love to jump on a quick call to align on your exact setup and priorities. Looking forward to hearing from you.
$500 USD in 7 days
0.0
0.0

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