Workflow Automation Jobs

We are a digital marketing agency looking for an experienced HubSpot Freelancer / Consultant to support us with HubSpot implementation and optimisation projects for our clients. This is a monthly retainer for 6 month contract. Time Required: 30 hours / month Max Fixed Cost: Rs.10,000 Typical Projects May Include HubSpot CRM setup and configuration Sales pipeline setup Marketing Hub setup Lead lifecycle and lead status configuration Forms and landing page integrations Workflow automation Lead nurturing automation Email sequences and templates Lead scoring Contact and company property setup Lists and segmentation HubSpot dashboards and reporting Data import, cleanup and migration Integration with websites and third-party tools Google Ads and Meta Ads integration/tracking Troubleshooting ex...

AI-Powered Telegram Bot & Workflow Automation AI-Powered Telegram Bot & Workflow Automation is an intelligent automation solution designed to streamline communication, user interactions, and business workflows through Telegram. The system uses AI-powered conversations, automated responses, user management, notifications, and smart workflow automation to create an efficient and scalable Telegram experience. It can be customized for customer support, communities, lead generation, business automation, and AI agent-based tasks. skills:-python,ai autmations,bots

Simple to do, for someone, not me, need to hire to get past error in zoho will work. do not need to look for new platform if get in zoho. ATTACHED is error. nope cannot upload pics here. but screen prior to payment getting input error cannot go further. does not like or ... i do not know why. maybe like proton need zozcloud email i do not know. Just need past so we can do setup of the software. ignore below THE END ONLY REPLY WITH to bid send, 1. software recommended and why, MUST NOT BE HEADOFFICE USA, prefer Canada 2. time take to complete email/collab software install and setup 3. $$. NARRATIVES WILL BE REJECTED. waste my time my words familiar with one you use, need to have mine setup and installed. So tell me what software platform recommend, why and price to set up email...

I am a small business, but part of a Franchise System. I'm ready to hand off two related automation chores. Both jobs live entirely inside Google Workspace, so familiarity with Gmail API, Google Apps Script, and the Sheets API will be essential. Task 1 – Smart reply from Gmail When a message lands in my business Gmail inbox, your script should inspect it, pull the right template from a Google Doc, merge in any dynamic fields, and fire back a detailed response email automatically. Think of it as “if-this-then-that” but with professional-grade polish and error handling (logging, retries, etc.). Task 2 – Recurring campaign from a Sheet I maintain a Google Sheet that lists all current customers. From that list, I need a recurring email campaign to go out on...

I'm seeking a Microsoft 365 Solutions Architect to help implement custom-built solutions across SharePoint, Power Platform, and Teams. The solutions will focus on: - Workflow Automation - Collaboration Tools - Document Management We are building a Microsoft 365-based operating platform for a lender-side distressed property development management business. We require SharePoint information architecture, segregated client data rooms, Teams, Microsoft Lists, Power Automate workflows, Power BI dashboards, Intune/Entra security, Purview governance and AI-ready structured data. We already have the business process and contractual control architecture mapped and need a Microsoft solutions architect to translate it into an engineered M365 environment. Ideal skills and experience: - ...

I want to turn a single state family-law statute into two parallel, fully fillable forms—one designed for the self-represented litigant and one for the judge who will rule on the matter. For the litigant version, every statutory element must appear in logical order with a corresponding field. The form should capture personal information, the relevant case details, and any supporting documents, walking the user point-by-point through the language of the statute so nothing is missed. The judge’s companion form should mirror those same sections but swap input fields for quick-check boxes and open text areas that let the bench record findings, notes, and the ultimate decision directly against each provision. Key goals • Both forms read exactly like the statute, preserving...

I need assistance setting up access for external paying clients to a one-page central hub on Notion after purchase. The Notion page will contain: - Links to Notion assets like SOPs, Checklists, etc. Ideal skills and experience: - Expert in Notion - Experience with access control and user permissions - Experience managing external client access

My organisation is ready to overhaul the way day-to-day work flows through our operations. The primary objective is to enhance overall business processes, with a laser focus on improving workflow efficiency. I’ll provide you with full access to existing SOPs, performance reports and any time-tracking data we hold. From there, the assignment covers discovery, analysis and the design of a streamlined, measurable process that reduces hand-offs, bottlenecks and rework. Familiarity with proven methodologies such as Lean, Six Sigma or BPMN, and comfort using mapping tools like Lucidchart, Miro or Visio, will be valuable as you document the current state and model an optimised future state. To keep everything transparent, I expect the engagement to produce: • Current-state work...

I have 175 JPEG images of book pages that I need compiled into a single PDF with one photo per page. The pages should follow the chronological order of each file’s creation date, and I do not want any captions, watermarks, or added text—just the images exactly as they are. Where my thumb or any other background is included, please remove this, but it is important to preserve the page heading and number. You may need to improve the images in some places to ensure legibility. Please preserve the original resolution so the final document looks crisp when viewed at full screen or printed, and keep the overall file size reasonable for email transfer. Once finished, send me the completed PDF along with a quick note on the software or workflow you used (e.g., Adobe Acrobat, Preview...

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...

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...