
In Progress
Posted
Paid on delivery
AI BUSINESS ASSISTANT – PROJECT BRIEF I run two businesses: a roofing business (Quality Covered Roofing/QCR) and an Airbnb/property management business (Lifestyle Keeper). I want to build an AI-powered system using Claude as the main assistant, connected to the different apps and software I use. The goal is for Claude to act almost like an AI office manager / operations assistant, handling as much of the day-to-day administration as possible while I focus on roofing work, getting new customers and growing the businesses. WHAT I WANT THE SYSTEM TO DO I want to be able to speak or type naturally to Claude and ask things such as: * “What do I need to get done today?” * “Follow up all roofing quotes that haven’t been accepted.” * “Create a job for this customer.” * “Draft a quote from these photos and notes.” * “What’s happening with the Airbnbs this week?” * “Reply to this guest.” * “Tell the cleaner about tomorrow’s checkout.” * “Show me which invoices haven’t been paid.” * “How much did QCR make this month?” * “How are the Airbnbs performing?” * “Remind me about anything I’ve forgotten.” Claude should be able to find the relevant information across my systems and, where appropriate, perform the task for me. QCR – ROOFING BUSINESS I want AI to help manage the entire administrative side of QCR. Leads & Customers * Capture new enquiries. * Read website/email enquiries. * Create customers and jobs. * Draft first-contact messages. * Follow up leads automatically. * Keep track of customers I haven’t responded to. * Remind me to call customers when required. Quotes I want to give Claude photos, measurements and voice/text notes from a roof inspection. Claude should then help: * Write the Scope of Works. * Build material lists. * Estimate labour. * Use my existing pricing/rates. * Create professional quotes. * Save/send quotes through the appropriate system. * Track whether quotes have been accepted. * Follow up outstanding quotes. Over time, I want the AI to understand how I normally price roofing work. Jobs * Create jobs. * Schedule jobs. * Add customer/job notes. * Organise photos and documents. * Create material/order lists. * Create job checklists. * Remind me about upcoming work. * Keep track of jobs waiting on materials, customers or subcontractors. Invoicing & Accounts * Generate invoices once jobs are completed. * Track unpaid invoices. * Draft payment reminders. * Identify overdue accounts. * Categorise receipts/expenses where possible. * Provide simple weekly/monthly financial summaries. Anything involving payments, bank transfers, major refunds or important financial decisions should require my approval. LIFESTYLE KEEPER – AIRBNB BUSINESS I want AI to act like an Airbnb/property operations assistant. Guests * Help manage guest messages. * Draft responses to questions and complaints. * Provide check-in/check-out information. * Answer common property questions. * Identify urgent problems. * Escalate unusual situations to me. Bookings * Track upcoming bookings. * Show arrivals and departures. * Identify booking gaps. * Keep property calendars organised. * Give me a daily/weekly overview of what’s happening. Cleaning * Notify/coordinate cleaners about turnovers. * Provide cleaning schedules. * Identify same-day turnovers. * Confirm cleans have been completed. * Flag cleaning problems. Maintenance If a guest reports a problem: * Record the issue. * Determine which property it relates to. * Create a maintenance task. * Contact or prepare a message for the appropriate contractor. * Track whether the issue has been resolved. Property Performance I want to be able to ask: * Revenue per property. * Expenses per property. * Profit per property. * Occupancy. * Average nightly rate. * Upcoming revenue. * Outstanding bills. * Cleaning costs. * Maintenance costs. I would also like automatic weekly and monthly business summaries. EMAIL, CALENDAR & DOCUMENTS I want Claude connected to my business email, calendars and document storage. It should be able to: * Search emails. * Summarise important emails. * Draft responses. * Send approved emails. * Identify emails I haven’t replied to. * Create calendar events. * Tell me what’s happening each day. * Find invoices, quotes, receipts and documents. * Organise business information. DAILY AI ASSISTANT Ultimately, I’d like to open Claude in the morning and ask: “What’s happening today?” And receive one simple dashboard covering: QCR Jobs today Quotes needing attention New leads Customers needing follow-up Outstanding invoices Materials/tasks required Lifestyle Keeper Check-ins Check-outs Cleaning Guest issues Maintenance Upcoming bookings Property performance Personal/Admin Important emails Calendar Tasks Deadlines AUTOMATION I don’t want everything to require me to manually ask Claude. Certain workflows should happen automatically. Examples: New roofing lead → create lead → draft response → remind me if they don’t respond. Quote sent → follow up after a set period if it hasn’t been accepted. Job completed → prepare invoice → send once approved. Invoice overdue → prepare/send payment reminder. Airbnb checkout → cleaner notified → clean confirmed → property ready for next guest. Guest reports maintenance → create maintenance task → notify relevant person → track until resolved. Every morning → produce daily business briefing. Every week → produce QCR + Lifestyle Keeper performance report. AI MEMORY / BUSINESS KNOWLEDGE I want the AI to gradually have access to a structured knowledge base containing things such as: * My roofing pricing. * Labour rates. * Material pricing. * Suppliers. * Quote templates. * Scope-of-work templates. * Customer information. * Previous jobs. * Property information. * Airbnb instructions. * Cleaner information. * Contractor information. * Business procedures. The goal is that I don’t have to repeatedly explain how my businesses operate. SECURITY & APPROVALS I want different permission levels. Low-risk tasks can happen automatically. Important actions should ask for my approval first. For example, AI should not autonomously: * Transfer money. * Access banking beyond approved/read-only information. * Issue large refunds. * Make major purchases. * Sign contracts. * Change important financial/account settings. * Send sensitive or unusual communications without approval. END GOAL I don’t just want a chatbot connected to a few apps. I want to create an AI operating system for my businesses. Claude should become the central place where I can manage QCR and Lifestyle Keeper. I want to reduce the amount of time I spend on emails, quoting, scheduling, follow-ups, invoicing, guest communication, cleaners, paperwork and general administration. My long-term goal is to automate as much of the repetitive business administration as safely possible, while keeping me in control of important decisions.
Project ID: 40720159
103 proposals
Remote project
Active 3 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
103 freelancers are bidding on average $1,300 AUD for this job

Hi — Elias here from Miami. I understand you're looking to automate processes for your roofing business with an AI assistant to streamline operations. What usually matters most here is ensuring reliable and maintainable integrations with platforms like Zapier and Make.com. A common issue in systems like this is managing workflow complexity and ensuring seamless data flow. The tricky part is balancing automation with the need for human oversight, especially in customer interactions. My approach would involve assessing your current systems and defining clear user roles and permissions. This ensures automation enhances your operation rather than complicates it. I focus on creating a stable architecture that supports future scaling, allowing you to adapt as your business grows. I've worked on similar projects integrating AI solutions with existing processes, optimizing workflows while maintaining a strong user experience. A few questions to better understand the scope: Q1 – What specific tasks do you envision the AI assistant handling? Q2 – How do you currently manage user roles and permissions in your systems? Q3 – Are there particular tools or platforms you're using that we should integrate with? Happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.
$1,200 AUD in 5 days
7.9
7.9

I have experience building AI assistants, API integrations, and workflow automation. I can connect Claude with your business tools to automate leads, quotes, jobs, invoicing, Airbnb operations, emails, scheduling, reporting, and follow-ups, with approval controls for sensitive actions. I can build this as a scalable system that grows with both businesses. I can start immediately. 1. Which platforms are you currently using for CRM, accounting, Airbnb, email, and calendars? 2. Do you already have API access for these platforms?
$800 AUD in 7 days
6.3
6.3

With my extensive experience in building scalable backend systems and AI-powered platforms, I'm confident that I am the ideal match for your project. I've worked on numerous projects where I integrated AI models to automate tasks, just as you're requesting with Claude. From your detailed requirements, like capturing and managing customer leads, preparing quotes from various inputs, job scheduling & tracking, managing invoices & accounts, and even overseeing Airbnb operations, I can design a comprehensive AI system tailored specifically to suit your Roofing Business (QCR) and Airbnb Management (Lifestyle Keeper) needs. My proficiency in Python, FastAPI, Node.js, React and adeptness with cloud platforms will ensure that Claude has seamless integration across all of your systems - email clients, invoicing software, property management tools etc. The ability to manage your email communication effectively is crucial for any well-performing AI-powered operation and I can assure you of a reliable solution in this regard. Additionally, my strong focus on clean architecture and scalability mirrors your desire for an AI system that's versatile enough to adapt to evolving business needs.
$1,600 AUD in 18 days
6.0
6.0

Hey I HAVE BUILT SIMILAR AI AUTOMATION & BUSINESS OPERATIONS SYSTEMS — I CAN TURN CLAUDE INTO A PRACTICAL AI OFFICE MANAGER FOR BOTH OF YOUR BUSINESSES. I can build a centralized AI assistant that connects Claude with your CRM, email, calendar, documents, quoting/invoicing tools, Airbnb/property systems and automation platforms, allowing you to manage QCR and Lifestyle Keeper through natural voice or text commands. Core functionality: • AI daily dashboard for jobs, leads, quotes, bookings, emails, tasks and finances • QCR lead capture, customer/job creation, quote drafting, follow-ups and job scheduling • Photo/voice/note-based scope-of-work and material-list generation • Invoice preparation, overdue tracking and payment reminders • Airbnb guest communication, bookings, check-ins/check-outs and cleaning coordination • Maintenance issue detection, task creation and contractor notifications • Property revenue, occupancy, expenses and performance summaries • Email/calendar/document search, drafting and approved sending • Automated daily/weekly business reports and reminders • Structured AI knowledge base for pricing, procedures, properties, suppliers and templates I’ll build this with Claude/API integrations, Python or Node.js, PostgreSQL, webhooks and tools such as n8n/Make where appropriate, with a modular architecture that can grow with your businesses. You’ll receive complete source code, documentation and 2 years of free ongoing support after launch. Thansk AKruna
$800 AUD in 7 days
5.9
5.9

⭐⭐⭐⭐⭐ Create an AI Business Assistant for Your Roofing and Airbnb Needs ❇️ Hi My Friend, I hope you're doing well. I’ve reviewed your project requirements and see you are looking for an AI Business Assistant. You don't need to look any further; Zohaib is here to help you! My team has completed 50+ similar projects for AI automation. I will build an efficient system using Claude to manage your daily tasks, allowing you to focus on growing your businesses. ➡️ Why Me? I can easily create your AI Business Assistant as I have 5 years of experience in automation and AI systems. My expertise includes project management, software integration, and task automation. Not only this, I have a strong grip on data management and AI technologies, ensuring a seamless operation for your businesses. ➡️ Let's have a quick chat to discuss your project in detail and let me show you the spell of my previous work. Looking forward to discussing with you in chat. ➡️ Skills & Experience: ✅ AI Integration ✅ Task Automation ✅ Project Management ✅ Software Development ✅ Data Analysis ✅ Customer Relationship Management ✅ Workflow Optimization ✅ Email Management ✅ Scheduling ✅ Invoicing & Accounting ✅ Document Organization ✅ Communication Management Waiting for your response! Best Regards, Zohaib
$900 AUD in 2 days
5.6
5.6

Your vision is a strong fit for an AI automation system built around Claude and MCP. The key opportunity is to create one reliable operational layer across QCR, Lifestyle Keeper, email, calendars, documents, quoting, invoicing, Airbnb workflows, and business reporting. I would approach this in controlled stages: first map your existing apps, data, permissions, and recurring processes; then build the MCP integrations and a structured business knowledge base. From there, we can add practical workflows such as lead capture and follow-up, quote preparation, job and invoice tracking, guest communication, cleaner coordination, maintenance escalation, and daily business briefings. Approval gates would be built into the architecture for payments, refunds, purchases, sensitive messages, and other high-risk actions. Automated tasks would include logging, audit trails, retries, error handling, and clear escalation when information is incomplete or unusual. The result would be more than a chatbot: a dependable Claude-powered operations hub that reduces administration while keeping you in control. I can help define the initial MVP, prioritize the highest-value automations, and expand safely as the system learns your processes.
$750 AUD in 2 days
5.4
5.4

I've built multi-business AI assistants before, so this is right in my wheelhouse. I'll set up a modular system with Claude as the orchestrator, integrating your existing tools through APIs and webhooks. Core components will include: workflow automation (Zapier/Make), document processing (Claude's vision capabilities), and business logic modules for each function. The system will use structured memory (vector DB) for business knowledge and implement permission tiers with approval workflows for sensitive actions. I'll configure daily/weekly reports and maintain validation checks for all financial operations. Deployment will follow: setup → integration → testing → validation → handoff. I can start immediately. Thanks, Andrii.
$750 AUD in 13 days
5.2
5.2

The right architecture here is not Claude connected directly to every app with unrestricted permissions. I would make Claude the central conversational interface, with MCP tools behind a permission layer so low-risk work can run automatically while sending quotes, unusual messages, refunds and financial actions require explicit approval. For Phase 1 I would build the foundation and prove a few complete workflows: QCR lead capture/follow-up, structured quote drafting from notes/photos, email/calendar access and a daily business briefing. Business records, pricing and workflow state would live in structured storage rather than depending on model memory. Automated workflows would run through an event/scheduler layer, with every tool action logged and designed to be idempotent. I would also design the integration layer so QCR and Lifestyle Keeper remain separate business domains while Claude can query both. I can start immediately after award and access to the current software stack.
$1,500 AUD in 10 days
5.2
5.2

Hi, I looked at your requirements and understand that the real goal is to make Claude a secure operations layer for both businesses, automating repetitive administration while keeping important financial and business decisions under your control. I can build the MCP/API integration layer, connect your existing business systems, create structured business knowledge and memory, and automate workflows for leads, quotes, jobs, invoices, Airbnb operations, email, calendars, and daily reports. I’ll use clear permission levels and approval gates so low-risk tasks can run automatically while payments, refunds, purchases, contracts, and sensitive communications require your approval. Logging, error handling, and modular integrations will keep the system reliable and easy to expand. I’ll start with the highest-value workflows and build toward the full AI operations assistant rather than creating a simple chatbot with disconnected automations. Jonas Dedzo
$860 AUD in 7 days
5.1
5.1

Hello, I checked your "Claude MCP / AI Automation Developer – Small Business Operations" project description, it looks like the focus is on delivering a clean, responsive website that works well across all devices. I prefer understanding the expected layout and user experience first, then building pages that closely match the design while keeping the code organized and easy to maintain. Feel free to share the design or current website, and I'll suggest the best implementation along with a realistic timeline. Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.
$900 AUD in 26 days
3.9
3.9

Hello Sir, Would you like me to build a demo of an AI-powered assistant tailored for your businesses before any commitment? With my expertise in AI automation, I can develop Claude as your dedicated operations assistant, seamlessly integrating with your existing systems to handle daily administrative tasks. This will allow you to focus on growing your roofing and property management businesses while ensuring efficient operations—let’s discuss how I can help create a detailed plan and demo for your vision. Regards, Smith
$1,125 AUD in 7 days
4.1
4.1

Hi, I looked at your requirements and the real goal is to make Claude a controlled operations layer across both businesses, not simply connect a chatbot to a few apps. The key is reliable automation with clear approval boundaries for anything financial or sensitive. I’d build this around Claude/MCP with structured business data, API integrations, workflow automation, and a shared knowledge layer for pricing, procedures, properties, customers, and documents. I’d separate read, draft, and execute permissions so routine tasks can run automatically while important actions require your approval. I’d start with the highest-value workflows, establish the integration architecture, then add quoting, follow-ups, Airbnb operations, email/calendar, reporting, memory, monitoring, and daily briefings in milestones. Quick questions: Q1. Which systems currently manage QCR jobs, quotes, invoices, and customers? Q2. Which Airbnb/property-management, email, calendar, and document-storage platforms are you using? These answers will determine the MCP tools and automation workflows needed for the first milestone. I’d focus on building a maintainable foundation that can expand into the wider AI operating system over time. Fernando Garcia
$2,100 AUD in 14 days
4.0
4.0

I can build this as a practical AI operations system around Claude, connecting your roofing and property-management tools so you can manage leads, quotes, jobs, guests, cleaning, maintenance, invoices, email, and calendars from one place. I’ll set up the automations, business knowledge base, daily briefings, follow-ups, and approval steps so routine work happens automatically while sensitive financial and business actions remain under your control. I’ll build it in stages, test each workflow with you, and make sure the system is reliable, secure, and easy to expand as both businesses grow.
$1,125 AUD in 7 days
4.0
4.0

Hi, I can build this as a full-stack AI operations system with Claude as the central assistant. I have verified experience across full-stack web and mobile applications, SaaS and AI workflows, CRM and business systems, dashboards, API integrations, automation, databases, authentication, payments, notifications, testing, and deployment. I would focus on the highest value pieces first: connecting your email, calendar and documents so Claude can search, summarise and draft; building the roofing lead, quote and job workflow; and creating the Airbnb guest, cleaning and maintenance tracking. I would add approval gates so sensitive financial actions always wait for you. Thanks, Nikhil
$1,275 AUD in 21 days
3.7
3.7

Hi, The core challenge is building a reliable system where Claude executes tasks across your businesses without fragile integrations. You need Claude to actually run operations—not just answer questions—which means solid connections to your CRM, invoicing, email, and Airbnb systems, plus automation that runs hands-free. I'd use Claude's MCP (Model Context Protocol) as the backbone, connecting to your tools via APIs and Zapier/Make workflows. The key is separating what Claude *decides* from what it *executes*. Claude handles analysis, drafting, and recommendations; Make workflows handle writes to your systems. For high-risk actions like payments or refunds, the workflow pauses for your approval first. This keeps you safe while staying automated. The knowledge base is critical. Rather than dumping everything into Claude's context, I'd build a structured database of your pricing, templates, customer history, and procedures that Claude queries when needed. This stays current without bloating prompts and lets the system learn your patterns over time. Morning briefings and weekly reports would run on schedule via Make, pulling data from all systems and feeding it to Claude for formatting into your dashboard. I can start immediately and build in phases—core roofing workflow first, then Lifestyle Keeper, then layer in automations. Thanks, Felix.
$750 AUD in 10 days
2.9
2.9

You want one central AI assistant that can tell you what matters today, chase routine follow-ups, prepare admin work, and keep both businesses moving without you micromanaging the systems. Where projects like this usually fail is when the automation is connected before the operating logic is cleaned up, so the assistant becomes noisy or unsafe. My focus would be to make Claude genuinely useful day to day: concise briefings, dependable triggers, structured memory, and controlled approvals. I’ve worked on business automation where AI had to support operations rather than just generate text, which is exactly what your brief points to. The roofing side needs strong quote/job/invoice workflow handling, while the Airbnb side needs message drafting, turnover coordination, maintenance escalation, and simple performance visibility. Those are very workable if we define the integrations and permissions carefully. I’d also suggest building this in phases so the first release already saves you time while the deeper automations are expanded after real usage. - Which 3 workflows are costing you the most time right now? - Are there existing SOPs, templates, or spreadsheets for pricing, guest replies, cleaners, and contractors? - Do you want the morning dashboard delivered inside Claude only, or also pushed automatically by email/message each day?
$1,360 AUD in 7 days
2.8
2.8

The brief never names the software. You describe capturing leads, drafting quotes off photos, tracking acceptance, invoicing on completion, guest messages, cleaner turnovers and per property performance, but not what those live in today. If QCR runs on ServiceM8 or Tradify and the books are in Xero, this is an integration job with a known shape. If the Airbnb side is Hostaway or Guesty, the guest thread and the calendar come out cleanly. If some of it is still spreadsheets and a phone, that part is a build, not a connection. That answer sets the whole scope, so it is the first thing I would pin down. The second thing decides the architecture. MCP gives Claude tools while you are talking to it. Half of what you listed does not involve you talking to it: the morning briefing, following up a quote after a set period, checkout to cleaner to confirmation, overdue invoice reminders. Those have to fire on a schedule or an event with nobody in the chat. So I would build one tool layer and drive it two ways: 1) MCP servers over your systems, so asking what is happening today or replying to a guest works conversationally. 2) A scheduled and event driven runner calling the same tools, so the automatic workflows run whether or not you open Claude. Build them as one layer and the automations stay consistent with what Claude tells you. Build them separately and the two drift. Your approval rule belongs in that tool layer, not in a prompt. Instructing an assistant not to move money is not a control. What holds is read only credentials on anything financial, and side effecting actions writing to an approval queue that you clear from your phone. Anything that sends, pays or commits waits there. Anything that reads, drafts or reminds does not. On pricing, the goal is retrieval, not training. Past quotes, rates and material costs go into a structured store the quoting tool reads, so a new scope of works is assembled from your own numbers and you can see which line came from which past job. This is what I do daily. I deliver through Claude Code on a Max 20x plan, I run my own scheduled collection engine in production, 20 collectors against 32 sources every three hours, and I have built Make and n8n automation for small business operations. One question: which systems are actually in place today for QCR jobs and quoting, for the books, and for the Airbnb listings? That decides whether this is four weeks of connecting or twelve weeks of building.
$1,500 AUD in 28 days
3.5
3.5

I can take this from scope to a tested handoff without bloating the first milestone. You're trying to add AI into a Claude MCP / AI Automation Developer – Small Business Operations where the real challenge is making the AI layer reliable and the prompts survive real-world use. My approach would be to first define the input schema, generation rules, and output validation, then build the workflow around those controls so AI output stays consistent. Quick question: Which external integrations are absolutely required for MVP, and which can be staged after launch? Also, what real examples will define a correct AI output, and which failure cases must be blocked before launch? Best, Dr. Syafiq
$1,125 AUD in 21 days
2.0
2.0

Hello!⚡ Thank you for a brief this considered, especially the approval rules. I would be glad to build it with you. I recently built an MCP assistant over a business's own systems: read tools open, write tools gated behind approval, scheduled daily briefings. How I will run it: 1. Start with one complete loop: new roofing lead, quote, follow-up, working end to end. The full brief is many months of work, and one loop earning its keep in weeks beats ten half-built ones. 2. Each system behind its own MCP server, so Claude acts through defined tools rather than guessing at screens. 3. Risk split into the architecture itself: read tools run freely, anything that writes returns a draft for your approval, and banking or contract actions are never exposed as tools at all. 4. Your rates, materials and templates held as structured data that quotes are calculated from. The model fills in your pricing, it never invents a number. 5. Airbnb has no public API for individual hosts, so the property side runs through your PMS or channel manager. Which one you use decides what guest messaging can do. 6. Daily briefing as a scheduled run over the same tools. Thanks. Hassan
$900 AUD in 6 days
2.2
2.2

Hello, I understand you want Claude to become an AI office manager for your roofing and Airbnb businesses, connected to email, calendars, documents and business systems through MCP/API integrations. The goal is to automate repetitive administration while keeping approvals for sensitive financial and business actions. Here’s what I can provide: • Build Claude + MCP integrations for business apps, APIs, email, calendars and document systems • Create automated workflows for leads, quotes, follow-ups, jobs, invoices, guest messages, cleaning and maintenance • Implement structured business memory, approval gates, logging and daily/weekly AI business briefings I bring over 4+ years of experience in full-stack development with Python, JavaScript/TypeScript, Node.js, Django, REST APIs, databases, AWS and Docker, with experience building automation workflows and integrating external services. I can design this modularly so new tools and workflows can be added over time. Just to clarify a few things: • Which software currently manages QCR jobs/quotes/invoices and Lifestyle Keeper bookings? • Which email, calendar, document storage and automation platforms should be integrated first? Please come to the chat box to discuss more about your project. Best regards Indresh Kushwaha
$1,125 AUD in 7 days
2.0
2.0

Sydney, Australia
Payment method verified
Member since Sep 18, 2026
₹100-400 INR / hour
£250-750 GBP
₹12500-37500 INR
₹100-400 INR / hour
₹12500-37500 INR
$30-250 USD
₹75000-150000 INR
₹1500-12500 INR
$50000-100000 USD
₹100-400 INR / hour
$250-750 USD
$250-750 USD
€6-12 EUR / hour
$30-250 USD
₹150000-250000 INR
₹600-1500 INR
£250-750 GBP
₹12500-37500 INR
$2-8 USD / hour
$15-25 USD / hour