Workflow Automation Jobs

I need a virtual assistant who can jump into my PropertyMe account and prepare all upcoming lease-renewal agreements from scratch. The immediate priority is building a reusable template that cleanly pulls through rent amounts and the payment schedule for each tenancy. Once that template is in place, you will upload it to PropertyMe and start generating individual agreements as renewals fall due, ready for my review and electronic signing. An ideal fit is someone who already knows the PropertyMe workflow and understands Australian residential tenancy standards, but I’m happy to walk you through portfolio specifics. Accuracy with rent figures, frequency of payments and any escalation clauses is critical; other items such as tenant details and term dates can be added later if needed, s...

**Freelancer gezocht – Zendesk inrichting** Wij zijn op zoek naar een ervaren **Zendesk freelancer** die ons kan helpen met het volledig inrichten en optimaliseren van Zendesk voor onze organisatie. Het gaat onder andere om: * Instellen en koppelen van onze mailboxen * Inrichten van triggers, automations en workflows * Opzetten van ticketregels en routing * Instellen van automatische antwoorden * Inrichten van de **Zendesk AI-bot** en het trainen/optimaliseren hiervan * Automatiseren van veelvoorkomende klantvragen, zoals *“Waar is mijn bestelling?”* * Meedenken over een efficiënte inrichting van onze klantenservice * Eventueel koppelingen en verdere automatiseringen We zoeken iemand die **zelfstandig kan meedenken**, ervaring heeft met Zendesk en ons kan helpen ...

I'm seeking an experienced SharePoint developer to create structured, functional pages tailored for our HR team, executive leaders, and all employees. The setup should include: - Document management capabilities - Reporting and analytics features - Design and creation of a unified One-SharePoint HR page Additionally, I need dashboards for: - HR performance metrics - Employee engagement - Project management Ideal Skills & Experience: - Proficiency in SharePoint design and implementation - Strong understanding of HR metrics and dashboard creation - Experience in building user-friendly, organized document management systems - Ability to customize pages for different user groups

I have a busy shared Outlook mailbox and want every incoming message to be handled automatically. Using Power Automate, I need two core flows: one that sorts new mail into clear, searchable categories, and another that converts those messages into actionable tasks displayed on a live dashboard my whole team can access. The solution must sit entirely within Microsoft 365—leveraging Outlook and Power Automate—so there’s no third-party dependency and everything remains secure under our existing tenancy. If you feel a lightweight Teams tab or similar surface makes sense for the dashboard, I’m open to that, but the priority is a clean, real-time task list everyone on the team can see without extra licences or log-ins. Please build, test, and document the setup, then ...

Our organisation has just moved onto the Zoho platform and Zoho Books needs to be production-ready as soon as possible. The priority is Zoho Books (Zoho Billing and Zoho CRM will follow, but they are out of scope for this engagement unless the work naturally overlaps). Here is what has to be delivered: • Accounts & Workflows – Create and verify all Bank, Customer and Vendor accounts. – Build the core bookkeeping workflows that drive invoicing, payments, expense approvals and recurring transactions so my finance team can use them without manual tweaks. • Systems Integration – Connect Zoho Books to the other apps we already rely on (e.g. payment gateways, e-commerce, CRM). The intent is zero double-entry. REST API, Zoho Flow or any native connec...

We are looking for an experienced CRM Automation Developer to set up and optimize our sales and lead management workflow. The work will include CRM setup/customization, lead capture and automatic assignment, sales pipeline automation, follow-up reminders, email/WhatsApp automation, status updates, reporting dashboards, and integration with external tools or APIs. The developer should be able to understand our current business process and convert it into a clean, reliable automated CRM workflow with proper testing and documentation. Experience with platforms such as Zoho CRM, HubSpot, GoHighLevel, n8n, , Zapier, APIs, and webhooks will be preferred. Please share 2–3 relevant CRM automation projects or examples with your proposal. We are looking for someone who can also support fu...

I'm looking for an experienced Microsoft Copilot specialist to help automate task management within Microsoft Teams and copilot. The goal is to streamline my workflow and ensure I stay on top of my responsibilities. Key Requirements: - Automate task reminders - Integration with Microsoft Teams - Setup of pending task summaries - Task assignment notifications Autopilot use Ideal Skills and Experience: - Proficiency in Microsoft Teams and Microsoft Copilot - Experience in task automation - Strong organizational skills - Prior experience with similar automation projects Please include relevant experience in your application.

I need an experienced Power Platform developer to jump in on a series of small-to-medium assignments that all centre on SharePoint/Dataverse. The core task right now is a Canvas app that captures data through user-friendly forms, stores everything in SharePoint/Dataverse, and triggers automated flows in Power Automate. Most of the workflows push documents and metadata to specific SharePoint libraries, so comfort moving information back and forth between Dataverse tables and SharePoint lists is essential. You’ll be handed wireframes, a field map, and access to an existing environment; from there I expect you to build the screens, patch the data, configure security roles, and create the necessary flows. Clean formula design, consistent naming conventions, and clear comments are non-ne...

We have an existing WordPress website built with Colibri and need to add verified-email access to a group of existing pages and resources. Goal Capture a valid, verified email address from every visitor before giving them free access to the protected content. MAX Budget: $30 USD Required Workflow Visitor registers with their email address. Pie Register Free sends an email verification message. Visitor verifies their email. After verification, the visitor receives access to the protected content. The visitor’s email address is saved in WordPress. Requirements Use Pie Register Free. Must work properly with Colibri. Protect the existing pages and resources from unregistered users. Sharing a page URL or direct resource URL must not bypass registration. Each new visitor must register...

I need to automate client data entry and client intake form submissions in Clio Grow Intake. Essential data fields for client data entry include: - Client name and contact information - Case details and type - Referral source Ideal skills and experience: - Familiarity with Clio Intake - Experience in automation tools - Attention to detail and data accuracy

I need Odoo implemented across all levels of manufacturing, specifically the Inventory Management, Production Planning, and Quality Control modules. Key Requirements: - Set up and configure Odoo modules - Customize workflows to fit our manufacturing processes - Provide training for staff on the new system - Ensure a smooth transition without data loss Ideal Skills: - Proven Odoo implementation experience, particularly in a manufacturing context - Strong understanding of inventory, production, and quality control processes - Excellent training and communication skills - Ability to deliver within budget and timeline

The goal is to connect my Xero organisation to Microsoft Power Automate so routine bookkeeping runs without manual data entry. I already have active Xero and Microsoft 365 accounts; what I need is a set of well-structured flows that move data between the two platforms, apply basic business rules, and post the results back to Xero in real time. Typical touchpoints will include invoices, payments, bank feeds and expense items, but I would like the flow design to stay flexible so additional triggers or actions can be dropped in later without starting from scratch. All steps must use the official Xero connector or REST API endpoints, respect rate limits, and log their activity for quick troubleshooting inside Power Automate. Deliverables • 1–3 reusable cloud flows built in Power...

Summary WHAT TRYING TO DO OPEN TO FEEDBACK: The goal Get you retained as an expert witness more often by finding relevant lawsuits the day they're filed and letting the attorney know you're available — before they've gone looking for an expert. What we're building A small automated pipeline that runs every weekday morning: Trellis (a court-records service) emails you alerts about newly filed Texas cases matching your searches (med-mal, epidural injections, RFA, stimulators, radiculopathy, CRPS, concussion, trucking/spine injuries). n8n (a no-code automation tool) reads those alert emails, pulls out each case, and skips any you've already seen. Claude (AI) reads the case details and scores it 0–100 for fit with your practice, identifies the plaintiff ...

We are looking for an experienced **Microsoft Power Platform developer** to build a responsive **Power Apps Canvas application** connected directly to an existing **SharePoint List**, together with a multi-stage **Power Automate approval workflow**. The SharePoint List currently contains approximately **30 columns**, including text, multi-line text, date, choice, and attachment fields. The complete SharePoint schema will be provided to the selected freelancer. The application should provide a clean, responsive, and user-friendly interface for creating and managing submissions while ensuring reliable validation and data handling. The Power Automate workflow will manage the complete approval lifecycle, including automated notifications and SharePoint status updates at each stage. ## Core...

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...

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...