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Here is the detailed AI agent requirements for automation. 1. Objective Develop an AI-powered desktop agent that integrates with email systems to automatically process incoming business communications (RFPs, RFIs, Job Descriptions), generate leads, assign tasks, track progress, and automate follow-ups, scheduling, and reporting. 2. Scope of Work The AI agent will: Monitor and process incoming emails Identify and classify RFPs, RFIs, and Job Descriptions Extract key information Create and manage leads Assign internal stakeholders Track timelines and follow-ups Automate communication and reporting 3. Functional Requirements 3.1 Email Integration Integrate with email platforms (Zoho mail) Continuously monitor inbox and specific folders Filter relevant emails based on keywords, senders, or attachments 3.2 Document Classification Automatically classify incoming emails/documents into: RFP (Request for Proposal) RFI (Request for Information) Job Description (JD) Use NLP/LLM for classification 3.3 Data Extraction Extract and structure the following details: Client name Project name Role / Requirement Skills required Experience level Submission deadline Contact person Email thread reference 3.4 Lead Creation Auto-generate Lead ID Store details in: Excel / Google Sheets / Database (configurable) Maintain a Lead Tracker with: Status (New / In Progress / Submitted / Closed) Assigned owner Deadlines/due dates Notes 3.5 Task Assignment & Routing Automatically route RFP/RFI/JD to relevant internal stakeholders based on: Skill mapping Predefined rules (e.g., by domain/project type) Send email/Slack/Teams notification 3.6 Calendar & Meeting Automation Create meeting invites based on: Email context (e.g., interview, discussion request) Sync with calendar (Outlook/Google Calendar) Include: Agenda Participants Attachments 3.7 Reminder & Follow-Up System Automated reminders: Before submission deadlines For pending reviews Follow-up emails: Proposal submission follow-ups Meeting confirmations Configurable reminder frequency 3.8 Communication Automation Auto-generate email drafts for: Acknowledgements Submission emails Follow-ups Allow human approval before sending (optional) 3.9 Reporting & Dashboard Generate weekly reports including: Total leads received Leads by type (RFP/RFI/JD) Submission status Win/Loss tracking Pending actions Export formats: Excel PDF Optional dashboard UI 4. Non-Functional Requirements 4.1 Security Secure authentication Data encryption (at rest & in transit) Role-based access control 4.2 Performance Near real-time email processing (within 1–5 minutes) Scalable for increasing email volume 4.3 Usability Simple UI dashboard (optional but recommended) Manual override/edit capability Activity logs for audit trail 4.4 Deployment Runs on local laptop (Windows/Mac) OR hybrid (local + cloud) Background service with minimal user intervention
Project ID: 40403182
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21 freelancers are bidding on average ₹1,224 INR/hour for this job

Drawing on years of experience in software development and a proven track record of delivering solutions that drive efficiency and productivity, we at SoftwareLinkers are well-positioned to create your AI-powered desktop email automation agent. Our core strengths in PHP and MySQL backend development combined with extensive RESTful API expertise align perfectly with your project's scope. We understand the crucial role communication plays in business operations. Leveraging our technical capabilities, we'll integrate your email platforms seamlessly, using intelligent filtering to streamline your workflows. Furthermore, our proficiency in Natural Language Processing (NLP) and Leading Language Models (LLM) will be instrumental in accurately categorizing your incoming communication types. To ensure you stay on top of things even as workflows get automated, our design philosophy centers around usability and control. We would craft simple yet powerful user interfaces with requisite dashboards for manual editing purposes or just keeping an eye on activities through logs. We also guarantee prompt acknowledgement of security with strict authentication measures, role-based access controls, and dynamic data encryption protocols for your peace of mind. Finally, we pride ourselves on being more than just problem-solvers – we're proactive partners invested in the success of your project from start to finish.
₹1,000 INR in 40 days
6.0
6.0

Hi Dear, We will build a hybrid AI agent (desktop + cloud) using Python (FastAPI) with LLM-based classification and extraction. The system will monitor emails, classify documents (RFP/RFI/JD), extract structured data, and create leads in a centralized tracker (DB/Google Sheets). It will automate task routing, calendar scheduling, reminders, and email drafting with optional human approval. A lightweight dashboard will provide visibility into leads, statuses, and reports. The architecture will be secure, scalable, and near real-time with background processing. Questions: ========== Do you prefer fully local deployment or hybrid (local + cloud for AI processing)? Should integrations include Slack/Teams from day one? Preferred storage: database (PostgreSQL) or Google Sheets initially? Expected email volume per day for scaling design? Best Regards, Srashtasoft Team
₹1,000 INR in 40 days
4.6
4.6

With over 8 years in the field, I am adept at turning complex datasets into tangible business insights, a skillset necessary for this project. I have ample experience with automation tools like Power BI and Python, a significant advantage for building an AI-powered desktop agent. My knowledge of NLP/LLM will be invaluable for categorizing emails and effectively extracting key information such as client details, project specifications, skill requirements etc. In all my projects, I combine meticulous data handling with creative problem-solving to deliver tailored solutions that meet specific business needs. My work in cloud computing and ML will ensure secure and scalable email integration, which is vital for this project's functional requirements. I can assure you near-real-time processing of emails (within 1-5 minutes) and a user-friendly dashboard. Lastly, I understand the importance of maintaining smooth client communications and generating insightful reports for strategic decision-making. Thus my proficiency in creating automated reporting scripts using Python/SQL and sound analytical skills will prove valuable in ensuring your weekly reports are accurate, comprehensive and reliable. Let's collaborate to create an AI agent that optimizes your workflow significantly!
₹1,000 INR in 40 days
4.3
4.3

Hello, I’ve gone through your project details on developing an AI-powered desktop email automation agent, and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, working extensively with AI integrations, NLP, and automation systems. My focus on clean architecture and scalable code ensures the project will run smoothly from start to finish. I will review your requirements, suggest the best technical approach for email monitoring and data extraction, and keep you updated at every stage of development. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m keen on this project and would love to understand more details to ensure the best approach. Could you clarify: 1. Which specific email platforms would you like integrated? 2. Is there a preference for data storage (Excel, Google Sheets, or a database)? 3. What are your expected timelines for completion? 4. Do you require a dashboard for reporting or other functionalities directly in the agent? Let’s discuss over chat! Which specific email platforms would you like integrated? Regards, Arpit Jaiswal
₹7,552 INR in 7 days
4.9
4.9

The challenge of real-time email processing and accurate classification of incoming business communications is pivotal for maximizing your team's efficiency. By leveraging Natural Language Processing for document classification within the AI-powered agent, we can ensure the accurate extraction of critical details from RFPs, RFIs, and Job Descriptions. Integrating seamlessly with Zoho mail will allow for continuous monitoring and automated task assignments, thus optimizing lead management workflows. The initial deliverable can be ready in 30 days. Can we hop on a 10-minute call this week?
₹800 INR in 40 days
0.0
0.0

Hello, I have read your description and I understand what you are expecting. I am a skilled freelancer with 4 years of experience in Software Architecture, Software Development. Visit my profile to view latest projects. Looking forward to your reply. Best regards, Syeda Tahreem
₹750 INR in 40 days
0.0
0.0

With over a decade of experience in software development, my team and I at Techminder Hub are perfectly positioned to take on the task of developing your AI-powered desktop email automation agent. Our expertise lies in crafting innovative solutions that leverage the latest technologies to optimize business processes and enhance productivity. We have successfully delivered similar automation projects, demonstrating our ability to implement intricate AI algorithms and integrate with various platforms, including email systems. Drawing on our proficiency in Natural Language Processing (NLP) and Lead Management, we'll ensure the robust classification and extraction of crucial information from emails - enabling efficient lead generation, task assignment, and accurate reporting. We understand the importance of reliable data storage and user-friendly interfaces for your agents. As such, we will not only create a system that accurately stores client/project details but develop a simple UI for easy manual overrides/edits and generate detailed activity logs for traceability. Security is paramount when handling sensitive business communications, so we give utmost priority to securing your data. My team will deploy impressive security measures –
₹1,000 INR in 40 days
0.0
0.0

As an AI/ML and software developer with experience in building intelligent automation agents, NLP-based email processing systems, and scalable desktop/cloud integrations, I can complete your project quickly, perfectly, and at the lowest possible price. I look forward to your message. Thank you, Malix.
₹750 INR in 40 days
0.0
0.0

Hello, I will architect and deliver an AI-driven desktop agent that ingests Zoho Mail streams, applies LLM-based classification (RFP/RFI/JD), and performs structured entity extraction (client, requirements, deadlines, stakeholders) with high accuracy. The system will persist normalized data into a configurable lead store, enforce state transitions, and orchestrate rule-based + model-assisted task routing. I’ll implement event-driven workflows for deadline tracking, automated follow-ups, and calendar synchronization, with human-in-the-loop controls for outbound communication. The architecture will prioritize low-latency processing, secure data handling, and modular extensibility (local or hybrid deployment). I’ve built production-grade LLM systems and automation pipelines with a focus on reliability, observability, and maintainable design. Ready to start immediately. Best regards, Ana
₹750 INR in 40 days
0.0
0.0

Hi, This aligns closely with systems I’ve already built — AI-driven workflows combining ingestion, classification, extraction, and automated decision-making in a production-ready setup. I’ve developed an agentic market intelligence system that performs multi-source search, scraping, structured extraction, validation loops, and reporting. That experience directly applies here, especially for handling unstructured emails/documents and building reliable end-to-end pipelines. I’d approach your system modularly: • Zoho email integration with continuous monitoring and filtering • LLM-based classification (RFP / RFI / JD) with validation • Structured data extraction (client, role, skills, deadlines, contacts) • Lead tracking with status, ownership, and timelines • Intelligent routing based on rules and skill mapping • Calendar integration and context-aware scheduling • Automated reminders and follow-ups • AI-generated communication drafts with optional approval • Reporting with exportable summaries • Human-in-the-loop controls for reliability The backend would be secure, scalable, and near real-time, running as a background service with full visibility and manual overrides. I’d deliver this in phases (MVP → automation → reporting) to ensure speed and stability. If this aligns, happy to discuss and define a clear implementation plan. Best, Arjya
₹800 INR in 30 days
0.0
0.0

Hi, I’ve carefully reviewed your requirement for an AI-powered desktop agent, and this is exactly the kind of system I specialize in building. I work with n8n, AI agents, and automation tools to create end-to-end workflows that handle email monitoring, document classification (RFP/RFI/JD), data extraction, lead management, and automated follow-ups. I can build a solution that integrates with Zoho Mail, processes incoming emails in near real-time, and turns them into structured leads with proper tracking, task assignment, and deadline management. On top of that, I can implement smart routing based on skill mapping, automated reminders, calendar scheduling, and AI-generated email drafts with optional human approval. Reporting dashboards and exports (Excel/PDF) can also be included for full visibility. The goal is simple: reduce manual work, speed up response time, and make sure no opportunity is missed. If you want, I can also walk you through the architecture before we start. Let’s connect.
₹850 INR in 24 days
0.0
0.0

Hi, Your requirement for an AI-powered email automation agent is very well-structured, and I can help you build a scalable, intelligent system to streamline RFP/RFI/JD processing, lead generation, and workflow automation. I have experience building automation-driven platforms and understand how to combine **email integration, AI/NLP, and workflow systems** into a reliable business solution. What I Can Deliver I can develop a desktop-based (or hybrid) AI agent that: Technical Approach * Backend: Node.js / Python (AI processing layer) * AI/NLP: LLM-based classification + extraction Unique Advantage (Free Starter Phase) To build trust and demonstrate capability, I propose: Free initial working prototype (limited scope) This will include: * Email monitoring (basic) * AI classification (RFP/RFI/JD) This allows you to: * See real working results * Validate accuracy and workflow * Decide further development confidently Next Phase (After Validation) Once you're satisfied, we can extend to: * Full automation (task routing, reminders, calendar sync) * Advanced dashboard & reporting * Performance optimization & scaling Why Work With Me * Strong full-stack + automation experience * Practical approach (build → test → scale) * Focus on business impact, not just code * Clear communication and structured delivery I’d be happy to start with the **free prototype** so you can evaluate the solution with zero risk. Let’s discuss your workflow and get started. Thanks
₹1,000 INR in 40 days
0.0
0.0

Hello bro , I am read your project specification and requirements and and it's pretty much match with my expertise. You can check my LinkedIn profile bro I know after checking my profile with zero clients you reject me but I will deliver you in less hours and with less cost as I want you to be my first client for this project and I will be very grateful if you gave me a kickstart to the project. I am also from India and I will remember you forever that you just give me a chance..... Bro I sure you the project you will like you will definitely like it if you don't like na it's hard to say but I will give your money back..... Manas Modi
₹750 INR in 20 days
0.0
0.0

Ahmedabad, India
Member since Apr 24, 2021
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