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1. Project Overview Build a scalable AI Agent that acts as a 24/7 executive assistant for multiple clients. The agent will monitor Gmail inboxes, triage and summarize emails, draft responses in the user's specific "voice," and deliver a consolidated morning briefing via WhatsApp. 2. Technical Stack Automation Engine:[login to view URL] (formerly Integromat) Database/CRM: Airtable (for client profiles, writing styles, and log history) AI Brain:Anthropic Claude 3.5 Sonnet (via API) Email:Gmail API (using a Custom OAuth2 Google Cloud Console setup) Communication:WhatsApp Business API 3. Scope of Work & Deliverables Phase 1: Multi-Tenant Database Setup (Airtable) Create a "Clients" table to store: Name, WhatsApp #, Gmail Connection ID, and a "Style Profile" (e.g., "Minimalist/Professional" or "Friendly/Warm"). Create a "Message Log" table to store every email processed, its AI-generated summary, and its priority category (1–3). Phase 2: The Triage Engine ([login to view URL]) Dynamic Inbox Monitoring:A scenario that loops through all "Active" clients in Airtable. Custom OAuth2 Integration: Must use a Google Cloud Console project so that new clients can securely link their Gmail. AI Analysis:Claude must analyze incoming unread emails and output JSON containing: 1. Category: (1: Urgent, 2: Action Needed, 3: FYI). 2. Summary: A 1-sentence "Bottom Line Up Front." 3. Draft Reply:A response drafted in the specific client’s voice. * **Auto-Drafting:** If Category 2, the AI must create a "Draft" inside the user’s Gmail for their review. Phase 3: The WhatsApp Daily Briefing A scheduled scenario (Daily at 08:00 AM) that aggregates all "Urgent" and "Action Needed" items from the last 24 hours. Deliver a clean, bulleted summary to each client's WhatsApp. 4. Key Technical Requirements (The "Must-Haves") Scalability:The system must be "Multi-Tenant." Adding a new client should only require adding a row in Airtable and a new Connection ID. Error Handling:Set up "Filters" in [login to view URL] to ensure emails aren't processed twice. Implement "Break" modules to notify me if a client's API connection expires. Prompt Engineering: Create a robust System Prompt for Claude that uses the "Style Profile" from Airtable to change its tone dynamically for each user. Security:Ensure all Redirect URIs are correctly whitelisted in Google Cloud (handling the `[login to view URL]` vs. `[login to view URL]` mismatch). 5. Freelancer Requirements * Proven experience with [login to view URL] and Airtable. * Experience setting up **Google Cloud Console** (OAuth2, Scopes, and Redirect URIs). * Deep understanding of **Prompt Engineering** (specifically Claude or GPT-4). * Ability to document the "Onboarding Process" for how I can add new clients myself. 6. Success Criteria 1. System successfully processes emails for two different test accounts simultaneously. 2. Emails from Client A never appear in Client B’s logs. 3. The WhatsApp briefing arrives on time with accurate summaries. 4. The system drafts replies in the correct "tone" as defined in Airtable.
Mã dự án: 40325722
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78 freelancer chào giá trung bình $236 USD cho công việc này

Hello Sir, Would you like to see a demo of our Multi-Tenant AI 'Digital Chief of Staff' solution before making any commitments? Our innovative AI agent seamlessly manages client emails, triages urgent messages, and delivers personalized daily briefings via WhatsApp, ensuring your clients experience enhanced productivity and satisfaction. Let's discuss this further and I can walk you through a detailed plan and demo tailored to your unique needs. Regards, Smith
$140 USD trong 7 ngày
7,0
7,0

Hello, thanks for posting this project. I am confident in my ability to design and develop robust Gaming APIs with complex business logic using PHP Laravel. I have over 5 years of experience in Laravel development and a deep understanding of MySQL for optimized performance. I am excited about the opportunity to tackle the challenges of this gaming API project. How soon are you looking to get started on this project? What is your preferred data retention policy and security compliance level for multi-tenant data in Airtable and Gmail integrations? Looking forward to hearing from you. Best regards,
$230 USD trong 25 ngày
4,6
4,6

Hi there, I'm Kristopher Kramer from McKinney, Texas. I’ve worked on similar projects before, and as a senior full-stack and AI engineer, I have the proven experience needed to deliver this successfully, so I have strong experience in Automation, Prompt Engineering, PHP, Software Architecture, C# Programming, AI Chatbot, Java, AI Development, Airtable and Make.com. I’m available to start right away and happy to discuss the project details anytime. Looking forward to speaking with you soon. Best regards, Kristopher Kramer
$120 USD trong 3 ngày
4,8
4,8

Hello, The primary engineering challenges include ensuring seamless data synchronization across multiple client Gmail accounts while maintaining scalability for a growing user base. Managing the complexity of multi-tenant architecture will be crucial, particularly in securing each client’s data and ensuring isolation. Additionally, the integration with various APIs must handle real-time events without compromising performance. What specific security measures are you considering for the OAuth2 integration to manage multiple client accounts? Is there an existing structure for handling error notifications, especially for API connection expirations? Furthermore, how will the data flow be managed between Airtable and the automation engine to ensure consistency in client profiles and message logs? Looking forward to discussing the intricacies of this architecture.
$30 USD trong 7 ngày
3,4
3,4

Hello, How are you? I have checked your job description and I’m confident I can complete exactly what you need. I have extensive experience with building scalable AI assistants using AI content, relevant technologies, and programming skills. So, I believe this job is an ideal match with my skill set and experience. Let's work together to bring this innovative project to life. Please send me a message so that we can discuss more. Thanks Taras
$150 USD trong 1 ngày
2,1
2,1

Hey — saw your post about building a multi-tenant “Digital Chief of Staff” using Make + Claude + WhatsApp. The tricky part with this kind of setup is keeping each client’s workflows, data, and context fully separated while still being easy to manage from your side. Quick question before I suggest an approach: Do you already have a tenant model in mind (per WhatsApp number, per workspace, per Make scenario), or is that still open? I’ve built automation stacks with Make + Claude + WhatsApp before, including multi-client setups where routing, context, and permissions were the main challenges. If you can share your current diagrams, Make scenarios, or any spec you have, I’ll review it and come back with a concrete way to structure the multi-tenant side.
$140 USD trong 7 ngày
2,0
2,0

Hello! I’ve built a similar AI assistant that successfully managed multiple client inboxes, improving email response times by over 40% through automation. I can share the implementation details in our chat if you're interested. For your project, I'd approach it by setting up a robust multi-tenant architecture in Airtable, ensuring seamless integration with the Gmail API and the WhatsApp Business API. I’m curious—how do you envision managing the different writing styles for each client in practice? I can provide a small milestone task to demonstrate my capabilities or we could jump on a quick call to discuss your needs further. If you’re open, I can share the similar build and we can see if it fits.
$30 USD trong 7 ngày
0,0
0,0

I see you're handling multiple client voice profiles in Airtable—most people skip that and end up with generic responses. I've built similar multi-tenant agents using Claude API with Make workflows, storing writing styles and context in structured databases to maintain brand voice at scale. The tricky part is usually email triage logic and rate-limiting across clients without losing context. How are you planning to handle conflicting priorities when multiple clients have urgent emails in the same morning window.
$30 USD trong 7 ngày
0,0
0,0

Hi, I can build your multi client AI executive assistant in Make, Airtable, Claude, Gmail, and WhatsApp with a strong focus on reliability, privacy, and easy client onboarding. I have worked on similar automation systems where emails were monitored, classified by priority, summarized, drafted in a client specific tone, and then routed into daily briefings and CRM style logs. For your project, I will create the Airtable structure, build the multi client Make scenarios, set up Google OAuth for secure Gmail connection, design the Claude prompt logic around each client’s style profile, and configure WhatsApp daily briefings with solid error handling and duplicate prevention. I have also delivered similar multi account automations where clean separation of client data, scalable onboarding, and stable API workflows were critical. Best regards, George
$140 USD trong 7 ngày
0,0
0,0

Clermont, United States
Thành viên từ thg 3 25, 2026
₹12500-37500 INR
$30-250 USD
$30-250 USD
₹1500-12500 INR
$30-250 AUD
$15-25 USD/ giờ
$30-250 USD
€250-750 EUR
$250-750 USD
€250-750 EUR
₹12500-37500 INR
₹1500-12500 INR
€30-250 EUR
$10-30 USD
€30-250 EUR
$15-25 AUD/ giờ
₹1500-12500 INR
₹400-750 INR/ giờ
$15-25 USD/ giờ
₹1500-12500 INR