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# AI Automation & [login to view URL] Workflow Specialist ## Role Overview We are looking for an experienced **AI Automation and [login to view URL] Workflow Specialist** to build an automated prospecting and audit-delivery system for our digital marketing agency. The goal is to create workflows that identify qualified businesses, collect relevant online visibility data, generate personalized business visibility audits, and deliver those audits to prospects automatically. This role is ideal for someone who understands workflow automation, APIs, lead generation, data enrichment, AI-generated reporting, and CRM integrations. ## Primary Objective Build an automated system that can: 1. Find qualified business prospects 2. Collect business and contact information 3. Analyze each company’s online visibility 4. Generate a personalized visibility audit 5. Deliver the audit through email or another outreach channel 6. Track responses, follow-ups, and booked appointments 7. Move qualified prospects into our CRM and sales pipeline ## Responsibilities ### Workflow Design and Automation * Build and manage advanced workflows in [login to view URL] * Connect lead-generation tools, databases, APIs, AI models, email platforms, and CRMs * Create multi-step workflows with filters, routers, branching logic, error handling, and retry processes * Build workflows that can operate reliably with minimal manual intervention * Document each workflow so it can be maintained and improved ### Prospecting Automation * Develop systems for identifying businesses that match our ideal customer profile * Collect company information, websites, locations, industries, contact names, and email addresses * Integrate prospecting and enrichment tools such as Apollo, Clay, Google Maps, LinkedIn data providers, Hunter, Instantly, Smartlead, or similar platforms * Clean, validate, deduplicate, and organize prospect data * Create lead-scoring rules based on business size, industry, location, online visibility, and potential need ### Business Visibility Audits * Build automated audits that evaluate a company’s online presence * Collect data related to: * Google rankings * Website SEO * Local search visibility * Google Business Profile performance * Website speed and technical issues * Competitor visibility * AI search visibility * Content gaps * Reviews and reputation * Social media presence * Conversion opportunities * Connect SEO, analytics, scraping, and business intelligence APIs * Use AI to summarize audit findings in clear, personalized language * Generate branded reports in PDF, Google Docs, dashboards, or web-based formats ### Personalized Outreach * Create personalized email sequences based on the audit findings * Insert company-specific observations, opportunities, and recommendations * Connect workflows to email outreach platforms * Automate follow-up sequences based on opens, clicks, replies, and appointment activity * Ensure outreach avoids generic or obviously AI-generated messaging * Maintain deliverability standards and protect sending-domain reputation ### CRM and Sales Pipeline Integration * Connect workflows to GoHighLevel or another CRM * Automatically create and update contact records * Assign leads to the correct pipeline stage * Trigger tasks, notifications, follow-ups, and appointment reminders * Track audit delivery, prospect engagement, replies, and booked calls * Build reporting dashboards that show workflow performance and conversion results ## Required Skills * Strong experience building advanced [login to view URL] workflows * Experience with APIs, webhooks, JSON, authentication, and data mapping * Experience connecting CRMs, email platforms, spreadsheets, and AI tools * Understanding of OpenAI, Claude, Gemini, or similar AI models * Experience with lead generation and data-enrichment tools * Ability to work with scraping tools and third-party data sources * Experience generating automated reports, documents, or PDFs * Strong troubleshooting and workflow-testing skills * Understanding of data validation, deduplication, and error handling * Ability to explain technical systems clearly and document processes ## Preferred Experience * Experience with GoHighLevel * Experience with [login to view URL], n8n, Zapier, Pipedream, or similar automation platforms * Experience with Apollo, Clay, Instantly, Smartlead, Hunter, PhantomBuster, Apify, or Bright Data * Experience with Google Search Console, GA4, PageSpeed Insights, Semrush, Ahrefs, DataForSEO, or local SEO APIs * Experience building automated SEO, local visibility, or AI visibility audits * Experience working with digital marketing, lead-generation, or SEO agencies * Understanding of cold email deliverability and outreach compliance * Basic knowledge of JavaScript or Python ## Initial Project Deliverables The first phase of the project will include: * A complete workflow architecture and automation plan * Automated prospect sourcing and enrichment * Lead qualification and scoring * Automated visibility data collection * AI-generated personalized audit summaries * Branded audit report generation * Automated audit delivery * CRM integration * Email follow-up automation * Error monitoring and workflow alerts * Documentation and training materials * Testing with a controlled group of prospects ## Success Metrics Success in this role will be measured by: * Number of qualified prospects identified * Percentage of valid contact records * Number of personalized audits generated * Workflow accuracy and uptime * Audit delivery rate * Email open and reply rates * Appointments booked * Cost per qualified lead * Percentage of the process completed without manual work ## Ideal Candidate The ideal candidate is not simply someone who can connect two applications. We are looking for someone who can understand the full business process, identify bottlenecks, design a scalable automation system, and improve the workflow over time. You should be comfortable taking ownership of the automation architecture and recommending better tools or processes when necessary. ## Application Requirements Please include: * Examples of advanced [login to view URL] workflows you have built * A short explanation of a lead-generation or audit automation system you have created * The tools and APIs you would recommend for this project * Your experience with AI-generated reports or personalized outreach * Your hourly rate or project-based pricing * Your estimated availability * A brief description of how you would approach building this system
Project ID: 40591317
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154 freelancers are bidding on average $463 USD for this job

With over two decades of experience under my belt in the realm of software development and AI integrations, I believe I have the skills necessary to excel in this project. I specialize in creating workflows that are automated and efficient using powerful platforms like Make.com. Over the years, I have donned various roles from back-end engineering to API integrations and cloud deployments, which enable me to understand every aspect necessary for the success of an AI-powered automation project like yours. Moreover, building business visibility audits is one of my strong suits having experience connecting SEO, analytics, scraping APIs among others. Integrating AI to summarize audit findings is something I've perfected over time ensuring reports are presented precisely and precisely. My proficient skills in API integration and web scraping come into play when it comes to CRM and Sales Pipeline Integration. From creating and updating contact records to assigning leads to the correct pipeline stage- I can handle it all. Finally, tying everything together to generate comprehensive reporting dashboards that show workflow performance is a natural extension of my work. Choose me for your AI Automation specialist needs because—for me—it's not just about getting the job done but also about assuring sustained growth through innovatively designed solutions.
$500 USD in 7 days
4.6
4.6

Hey, pulling Google Business Profile data into Make is easy, but mapping those API payloads into a clean Google Doc template without breaking the formatting is where things get messy. I usually set up Make routers to parse the JSON and feed it directly into a Google Slides generator for the PDF. The tricky part is managing API rate limits during bulk runs so your scenarios don't freeze. Are you planning to use GoHighLevel for the outreach, or a tool like Smartlead?
$250 USD in 6 days
4.3
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Hi there, we are a team of AI/ML Full Stack Web and Mobile App Developers and we can do this project in no time. Thanks Ashish Kumar.
$500 USD in 7 days
3.6
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I'm Ammar Ahmed Malik, and I'm a highly skilled AI Automation specialist with extensive experience in buildi
$250 USD in 1 day
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Hello! We can build an automated prospecting and audit-delivery system for your agency. 1. Which part should we build first: prospecting, audits, or CRM flow? 2. Do you already have the tools and APIs selected for this workflow? — About us We are dZENcode – a full-cycle IT company for digital product development: from design and programming to integrations and post-release support. We build projects from scratch and also work on existing solutions that need further development, improvements, or technical support. You can find detailed information about our services and rates on our official website: https://dzencode.com. Please review it – after that, we can discuss the details and agree on the next step. ⚠️ After clarifying all details, we will define the scope, the suitable cooperation format – task-based, outsourcing, or outstaffing – and the final cost. Projects are guaranteed to reach release with us: • 10+ years providing IT services; • 90+ in-house specialists; • 250+ public reviews since 2015; • We support products under SLA after launch; • We work under NDA and a company contract!
$500 USD in 7 days
2.6
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Hello, With over 3 years of experience in Digital Marketing, Email Marketing, and Lead Generation, I specialize in helping businesses generate qualified leads through targeted advertising and conversion-focused landing pages. I have a deep understanding of workflow automation, lead generation, data enrichment, and CRM integrations. I have thoroughly reviewed your project requirements and am confident in my ability to build an automated prospecting and audit-delivery system for your digital marketing agency. My approach involves creating advanced workflows, personalized outreach sequences, and seamless CRM integration to ensure a measurable and manageable lead-generation system aligned with your business goals. I would love to discuss your project further and explore how we can work together to achieve your objectives. Looking forward to connecting with you in chat. Best regards
$250 USD in 7 days
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Hi, I can help you build an automated prospecting and audit-delivery system using Make.com. With extensive experience architecting workflows and connecting APIs, I can design reliable processes that find qualified businesses, analyze their online visibility, and deliver designed audits while tracking engagement metrics. In a previous project, I developed similar automation that integrated Apollo and Google APIs, resulting in a 40% increase in qualified leads generated within the first month. I would estimate a timeline of $[Price] in 15 days. What specific tools or APIs do you currently use that should be integrated into this system?
$430 USD in 15 days
1.7
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Building this as a scalable prospect-to-appointment system is the right approach. The value is not in connecting tools, but in creating a workflow that can continuously find qualified businesses, generate personalized visibility audits, and move engaged prospects into the sales pipeline with minimal manual work. I would structure the system in three layers: prospect sourcing and enrichment, AI-powered visibility audit generation, and CRM/outreach automation. The biggest technical challenge is maintaining data accuracy and workflow reliability when multiple APIs, scraping sources, and email platforms are involved. I would handle this with webhook-driven processing, validation rules, deduplication, retry queues, and monitoring alerts inside Make.com. My process would start with mapping the full business workflow, selecting the most reliable data sources (Apollo, Clay, DataForSEO, PageSpeed, Google Business Profile, Instantly/Smartlead, GoHighLevel), then building and testing each module independently before connecting them into a production workflow. A few questions: - Are Apollo, Clay, Instantly, and GoHighLevel already part of your stack? - Do you have a branded audit template, or should the report format be designed from scratch? - Which industries and geographic markets should the prospecting engine target first? I’d be happy to discuss the architecture and pilot rollout.
$2,500 USD in 7 days
1.0
1.0

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently completed a project for a digital marketing agency where I built an automated lead generation and reporting system using Make.com. This resulted in a 40% increase in qualified leads within two months. With over five years of experience in workflow automation and a deep understanding of APIs and AI-generated reporting, I can implement advanced workflows tailored to your specific needs. I understand your goal of creating an efficient prospecting and audit-delivery system. I will leverage the latest tools and AI technologies to ensure seamless integration and automation. My focus is on clear communication, timely execution, and long-term success for your agency. I'm confident that my skills and experience will drive exceptional results for your project. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Patricko098
$400 USD in 7 days
2.9
2.9

Hello! I'll build you a complete AI-powered marketing automation workflow that connects your lead capture, email campaigns, and data intelligence into one reliable system. I've delivered API integration projects that pull live data from multiple sources and trigger automated email marketing sequences based on user behavior. My web scraping work includes building extraction pipelines that feed CRM and marketing platforms, exactly the kind of data flow you need here. I've also built server-to-server integrations for marketing platforms, ensuring clean handoffs between tools without manual intervention. Here's how I'll get you there: - Design the workflow architecture mapping each trigger, data source, and automation action - Build API connectors and web scraping modules to feed your marketing engine with clean, structured data - Implement email marketing automation rules tied to lead scoring and engagement metrics - Test the full pipeline end-to-end and document each integration point for your team What's your current tech stack for lead capture and email delivery, and are there specific third-party platforms you're already using that need to stay in the loop? I'm ready to start immediately and can walk you through the technical plan via Freelancer messages. Best regards, Jordan Rafael G.
$375 USD in 2 days
0.6
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The real value of AI-Powered Marketing Automation Specialist Needed is knowing which campaign produced a qualified lead or sale—not simply copying contacts between platforms. I can preserve click identifiers and UTMs, map them into CRM records, send stage-based offline conversions with value and currency, update audiences, and protect the workflow with deduplication, retries, and searchable logs. Before development, I will define the field and event map with you so every conversion has a clear source and trigger. Which CRM stages should count as Qualified, Won, and Lost, and are the advertising conversion actions already created? Relevant work: https://www.freelancer.in/u/heenafullstacken Best, Heena A Plus IT House
$260 USD in 1 day
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Hi, I guess the real challenge is that prospecting, audit generation, and outreach need to run as one fault-tolerant pipeline rather than isolated Make scenarios, otherwise data drifts between stages and manual cleanup creeps back in. I'd architect this as modular Make scenarios connected via webhooks and a central data store (Airtable or Postgres) acting as source of truth: scenario 1 handles sourcing/enrichment (Apollo, Clay, Google Maps) with dedup and scoring logic; scenario 2 pulls visibility data (DataForSEO, PageSpeed, GBP API) keyed to each record; scenario 3 feeds structured data into GPT-4 with a strict prompt template to produce consistent, non-generic audit copy; scenario 4 renders branded PDFs and triggers delivery via Instantly/Smartlead with reply-based routing into GoHighLevel. Error handling uses router fallback paths and Slack/email alerts on failed executions, with idempotent re-runs so partial failures don't duplicate outreach. I won't touch your existing CRM pipeline stages, just hook into them via API. Deliverable: a documented, versioned Make blueprint set, a working end-to-end test batch of prospects with generated audits and CRM sync, plus a short architecture doc for handoff and future scaling. Built similar enrichment-to-outreach pipelines connecting Clay, GPT-4 summarization, and GHL pipelines for agency clients. I'd love to discuss in more detail. Regards.
$450 USD in 2 days
0.0
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Hi! I'm excited about the opportunity to leverage my experience as a Senior Software Developer to build the automated prospecting and audit-delivery system you need. I have a strong background in creating advanced workflows and integrating various tools, including APIs and CRMs, which aligns perfectly with your requirements. In a recent project, I developed a comprehensive lead generation and reporting system that automated data collection and delivered personalized reports to clients, significantly improving their outreach efficiency. My proficiency in JavaScript, Python, and cloud platforms, combined with my hands-on experience in automation, ensures that I can create a scalable and reliable solution that meets your needs. I am confident in my ability to deliver the best results while adapting to any challenges that may arise during development. I would love to discuss how I can help you achieve your goals. Looking forward to chatting! Best regards, Jayvince
$250 USD in 7 days
0.0
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Hello, I am interested in your project. I have experience in Data Entry, Microsoft Excel, Google Sheets, PDF conversion, and document management. I always deliver accurate work on time and pay close attention to detail. I am ready to start immediately and would be happy to discuss your requirements. Thank you for your consideration.
$350 USD in 7 days
0.0
0.0

Hello, I am bharghav, and I bring 10 years of experience in web scraping to help optimize your prospecting pipeline. I understand you need to extract and analyze business data to generate personalized visibility audits. To achieve this, I will build robust web scraping scripts that target and collect precise local SEO, Google Business Profile, and website performance data from your target businesses. This structured data will feed directly into your reporting tools, ensuring your automated audits are accurate, comprehensive, and highly personalized for each prospect. Let's start a chat to discuss your specific target sources. Best regards,
$525 USD in 3 days
0.0
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Most of the bids here will promise your full scope—prospecting, audits, AI reports, outreach, CRM—for $750. That's how projects stall. I scope Phase 1 honestly and ship something you can test. Your 7 questions, answered: 1) Make workflow example: event-driven pipelines with validation, dedup, retry/backoff, idempotent re-runs—e.g. webhook→validate→store→alert, bad data routed to a failure branch (built in n8n; identical logic in Make). 2) Lead-gen + audit automation: I've built an LLM-extraction→structured-data→auto-report pipeline, tested end to end. Same pattern: prospect data→enrich/dedup→scored list. 3) Tools/APIs: Make + Apollo + DataForSEO/PageSpeed Insights + Claude/OpenAI + Google Docs→PDF + Instantly (Phase 2). I understand CAN-SPAM and domain warm-up. 4) AI reports + outreach: personalized LLM reports from structured data (batch runner tested for idempotency + cost estimation). Outreach sequences = Phase 2. I haven't used GoHighLevel, but it's a standard REST/webhook API—I integrate new CRMs fast. 5) Price: Phase 1 = $750 fixed (prospecting pipeline + visibility data + AI audit report + test-group delivery). Phase 2 (CRM + outreach) quoted separately. 6) Availability: ~20 hrs/week; Phase 1 in 10 days. 7) Approach: build prospect→audit→report core, validate on a small batch, then scale in Phase 2. Ready to lock Phase 1 scope over chat — send your ICP and I'll reply with a concrete workflow map. —Inseong
$750 USD in 10 days
0.0
0.0

Hi, I'm an AI Automation Engineer specializing in **n8n**, AI agents, API integrations, and workflow architecture. I build scalable automation systems that combine lead qualification, CRM integrations, AI-generated content, and business process automation. For this project, I would design a modular workflow that handles prospect sourcing, data enrichment, AI-powered audit generation, CRM synchronization, personalized outreach, and monitoring with proper error handling and logging. I work extensively with REST APIs, webhooks, JSON, OpenAI, Gemini, and third-party integrations, focusing on reliable production-ready workflows. My approach is to build maintainable automations with clear documentation, reusable components, and scalability in mind. I'm also comfortable recommending the best tools based on cost, reliability, and long-term maintenance rather than forcing a specific stack. I'm available to start immediately and would be happy to discuss the architecture, recommended APIs, and the best implementation strategy for your agency.
$350 USD in 7 days
0.0
0.0

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