
Closed
Posted
Paid on delivery
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: 40401278
39 proposals
Remote project
Active 18 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
39 freelancers are bidding on average ₹28,074 INR for this job

Hi there, I have read your project requirement. You need an AI-powered desktop agent that integrates with Zoho Mail to process incoming emails (RFPs, RFIs, JDs), perform classification and data extraction, generate leads, assign tasks, automate follow-ups, schedule meetings, and provide reporting with secure, scalable architecture. We can build a robust AI agent system using Python (recommended for NLP/LLM workflows) with modular architecture. The solution will include email ingestion (Zoho API/IMAP), LLM-based classification and extraction, lead management (DB/Sheets), workflow automation (task routing, reminders), and integrations with Slack/Teams + calendar APIs. A lightweight dashboard (web or desktop UI) will provide visibility, reporting, and manual overrides. The system will support hybrid deployment (local + cloud) with secure authentication and logging. A few questions to clarify before proceeding: ==================================== Do you prefer OpenAI/Claude-based LLMs or a self-hosted model for data privacy? Should the system be fully desktop-first or hybrid with a cloud backend for scalability? Do you already have defined rules for stakeholder routing (skills mapping), or should we design them? Which storage do you prefer for lead tracking (Google Sheets, Excel, or database like PostgreSQL)? Best Regards, Srashtasoft Team
₹35,000 INR in 12 days
6.4
6.4

As a seasoned AI developer with a proven track record of creating autonomous systems, I am more than equipped to handle the undertaking of building your AI-powered desktop email automation agent. My team and I specialize in designing machine learning models and integrating them efficiently into existing workflows, which I believe is vital for your project. Whether it's setting up Odoo ERP, hardware design, or incorporating AI into your software, we've got you covered. In particular, our experience in Natural Language Processing and Long-Term Language Memory will be highly advantageous in implementing email document classification, data extraction and the creation of detailed leads. Additionally, our expertise with Zoho mail integration and the use of tools such as Excel/Google Sheets/Database will ensure smooth functioning and effective management of incoming emails. Furthermore, we have had success with managing large-scale operations in near real-time without compromising on security or performance.
₹35,000 INR in 7 days
6.1
6.1

Hi, I’m Muhammad Adil. I’ve reviewed your AI agent requirements and this is a very well-defined automation system. I specialize in building AI-driven workflows, email parsing systems, and end-to-end business automation using LLMs, APIs, and orchestration tools, and I can deliver exactly what you’re aiming for with a scalable and production-ready structure. I will build an AI-powered agent that continuously monitors your Zoho mail inbox, classifies incoming RFPs, RFIs, and job descriptions using NLP/LLMs, and extracts structured data such as client details, requirements, deadlines, and contacts. This will then automatically generate leads and store them in a configurable database like Excel, Google Sheets, or a structured backend. On top of that, I’ll implement intelligent task routing based on skill mapping, automated calendar scheduling with Google or Outlook sync, and a reminder system for deadlines and follow-ups. The system will also generate email drafts for acknowledgements, submissions, and follow-ups with optional human approval before sending. You’ll receive: • Fully working AI email processing agent • Lead generation + tracking system (RFP/RFI/JD classification) • Automated task assignment + calendar integration • Reminder, follow-up, and reporting engine This will be a clean, modular automation system, and I can start immediately with a clear architecture and fast iteration cycle. Looking forward to working with you.
₹24,000 INR in 6 days
5.6
5.6

Drawing from our extensive experience in both technology development and digital marketing, my team and I at Neetesh have the skills you need to develop and implement your AI-powered email automation agent. We have successfully dealt with similar advanced technologies including AI in numerous sectors, including finance, healthcare logistics, e-commerce, travel; just to list a few. As a full-service provider, we are perfectly positioned to support your project from start to finish, beginning with a thorough understanding of the solution your business needs to grow. My background in Natural Language Processing (NLP) is directly relevant to this project's classification and data extraction requirements. Through my expertise, we can use NLP/LLM for classification and ensure that essential details like client name, project name, role/requirement, skills required are effectively extracted and structured for future use. Our broad technological proficiency also guarantees that email integration will be seamless through an effective monitor system that continuously filters folders for relevant communication.
₹25,000 INR in 10 days
4.8
4.8

Hi, I understand you need an AI desktop agent that automatically processes emails, classifies them into RFP, RFI, and Job Descriptions, extracts key details, and converts them into structured leads with tasks, follow-ups, and reports. I can build a system that integrates with Zoho Mail, uses AI to classify and extract information, and stores everything in Google Sheets or Excel. It will also handle task assignment, reminders, calendar scheduling, and email drafts with approval before sending. The solution will run in the background, be easy to manage, and scalable for future updates.
₹35,000 INR in 12 days
4.6
4.6

Hello, I can build your AI powered desktop agent to automate email processing, lead management, and workflow orchestration end to end. I have experience with AI automation systems, LLM integration, and business workflow tools. I will integrate Zoho Mail to monitor inboxes and classify RFP RFI and JD using NLP models. The system will extract structured data and automatically create and track leads in a database or Sheets. I will implement rule based routing to assign tasks to the right stakeholders with notifications via email or Slack or Teams. Calendar automation will generate meeting invites with context aware details and sync with Google or Outlook. Reminders and follow ups will be automated with configurable timing and approval options for outgoing emails. A reporting system will generate weekly summaries with export to Excel and PDF and optional dashboard UI. The solution will be secure scalable and run as a background service on desktop or hybrid setup. You will receive full source code documentation and a working system ready for deployment. Ready to discuss architecture and start immediately.
₹20,000 INR in 7 days
4.8
4.8

As a seasoned Full-Stack Developer with over seven years of experience, I specialize in engineering end-to-end solutions for complex projects such as AI-powered systems. I have an extensive background in AI and Machine Learning, which includes custom AI model training and implementation within web and mobile applications. My expertise with Python, TensorFlow, PyTorch and OpenAI integrations make me an ideal match for the email automation agent project you've proposed. Having built numerous robust web applications and SaaS platforms to handle large volumes of data, I am well-versed in handling the non-functional demands your project entails. From secure authentication to scalable performance, I prioritize data encrypted transmission and role-based access control to safeguard sensitive information. Clients gravitate towards my ability to write clean, well-documented code that is easy to maintain and scale. The final product I handover is not just functional but also future-proofed—a significant value for any organization. My technical acumen goes beyond the development itself; I assist my clients in making informed decisions that optimize their resources while maximizing project goals. Collaborating with me means gaining an adept problem-solver who can build your vision into reality. If it fits your schedule, I'd appreciate discussing this further at your earliest convenience.
₹35,000 INR in 7 days
4.2
4.2

Hi there, Strong alignment with this project comes from experience building AI automation agents that integrate email systems, NLP pipelines, and workflow orchestration. Clear understanding of your requirement to develop a desktop-based AI agent that processes emails, extracts structured data, creates leads, and automates tasks, scheduling, and reporting. Expertise with Python/Node.js, LLM integrations, email APIs, and workflow automation ensures reliable classification, extraction, and end-to-end process handling. Approach focuses on modular agent design, secure data handling, and scalable automation with optional dashboard visibility. Available to start immediately happy to connect for a quick demo or discussion. Recent work: https://www.freelancer.com/u/chiragardeshna Regards Chirag
₹25,000 INR in 7 days
4.5
4.5

Continuing my sales pitch, I bring substantial expertise in AI, email automation, and efficient information management which align perfectly with your requirements. With a deep understanding of Natural Language Processing (NLP) and Language Logistic Model (LLM), I can develop a robust AI agent that not only classifies incoming emails but effectively extracts crucial details such as client names, project details, roles/requirements, and deadlines - key elements in swiftly generating leads. Moreover, my proven skills in PHP and software architecture make me a suitable candidate for designing a secure system with robust authentication and data encryption measures. Rest assure that your sensitive business communications will remain confidential. Additionally, as an agile developer, I understand the value of scalability when it comes to future growth. Rest assured that my solutions not only meet your current demands but are readily scalable to handle increasing email volumes as your business expands. In conclusion, by leveraging my innovative thinking and extensive experience in web, mobile & SaaS development to support numerous clients in different industries including start-ups as well as established businesses - I am uniquely qualified to transform your vision into a powerful digital solution.
₹30,000 INR in 5 days
4.3
4.3

With my extensive experience in full-stack development, AI automation, software architecture, and project management, I believe I am the ideal freelancer for your AI-Powered Desktop Email Automation Agent project. I am well-versed in technologies such as React, Node.js, Python, PHP and have actively incorporated AI (Chatbots, OpenAI, RPA) into real workflows. This dexterous blend allows me to automate manual operations and build intelligent platforms like the one you require. My past work includes developing SaaS platforms and dashboards with secure financial systems that are competent in handling a plethora of information. These skills will be invaluable when creating your lead generation and management system and the intricate data extraction component your project demands. Moreover, my expertise in working with email systems (including Zoho mail), configuring databases (like Excel and Google Sheets) for data storage and retrieval will greatly help in implementing your required features. The cornerstone of my approach is understanding your business goals so I can provide solutions tailored to meet your needs to suggest suitable deployment modes. For instance, we can have a hybrid solution where the heavy-lifting of AI processing occurs on the cloud while maintaining key components as a background service on local devices for quicker response times as desired.
₹35,000 INR in 7 days
3.7
3.7

Hello, I am excited to offer my immediate availability to develop an AI-powered desktop agent for your email automation needs. I understand the complexity of automating the processing of incoming business communications like RFPs, RFIs, and Job Descriptions. Here's how I can help: - Implement AI algorithms to monitor, classify, and extract key information from incoming emails - Develop a lead creation and management system integrated with Excel/Google Sheets/Database - Automate task assignment and routing based on predefined rules and skill mapping My expertise in NLP and email automation aligns perfectly with your project requirements. I have successfully implemented similar solutions in the past, ensuring efficient communication and task management. I am eager to discuss how we can collaborate further to bring your AI agent to life. Thank you for considering my proposal.
₹12,500 INR in 7 days
3.9
3.9

Hi,I am a seasoned Applied ML/AI Engineer(6+ yoe)& I can build this as a practical AI-assisted workflow system My approach: -Start with a focused MVP: Zoho inbox/folder monitoring,email filtering,RFP/RFI/JD classification,attachment parsing,structured extraction,lead creation,reminders & dashboard/reporting -Use a hybrid rules + LLM pipeline so obvious emails are processed cheaply,while complex RFP/JD documents are handled using structured LLM extraction -Extract fields like client name,project/role,skills,deadline,contact person,thread reference,attachments,confidence score & missing info. -Store leads in SQLite/PostgreSQL/Google Sheets/Excel based on your preference,with editable statuses like New,In Review,Submitted,Won/Lost -Add task routing using configurable skill-owner mappings & notify stakeholders via email/Slack/Teams -Generate acknowledgement,follow-up & submission email drafts with human approval before sending -Add reminder scheduling for deadlines,pending reviews & follow-ups -Simple dashboard for lead tracking,weekly reports,pending actions & export to Excel/PDF -Keep security in mind: OAuth/secure credentials,audit logs Relevant experience: I have built LangChain/LangGraph-based agentic systems,RAG pipelines,workflow automation agents & multimodal search systems.I have also developed agentic search pipelines combining SQL,Elasticsearch,OCR,image metadata & LLM reasoning,along with business automation flows for classification,extraction,routing & reporting
₹25,000 INR in 7 days
2.8
2.8

Dear Client, I am ready to build your AI-Powered Desktop Email Automation Agent exactly as specified. Solution overview: Python-based desktop agent (Windows/Mac compatible) running as background service Real-time Zoho Mail monitoring (IMAP IDLE + polling) LLM-powered classification (RFP / RFI / JD) + intelligent data extraction Automatic Lead creation in Excel/Google Sheets/Database with Lead ID and tracker Smart task routing to stakeholders + notifications (Email/Slack/Teams) Calendar automation (meeting invites with Google/Outlook) Configurable reminders & follow-up email drafts (with optional human approval) Weekly reports + activity logs Deliverables: Complete, clean, well-commented source code Standalone installer / executable Full setup guide + configuration file Activity log and audit trail The agent will process emails in near real-time (1-5 min), be secure, and allow manual overrides. I specialize in AI desktop agents and email automation. Can start immediately and deliver within the timeline. Ready when you are.
₹25,000 INR in 7 days
2.9
2.9

I will build your AI-powered desktop agent that turns incoming RFPs, RFIs, and job descriptions into a fully automated lead‑to‑reporting pipeline – no manual triage, no missed deadlines. ✅ Email integration (Zoho Mail) – continuous monitoring, keyword filtering, attachment handling. ✅ Document classification (NLP/LLM) – auto‑labels RFP / RFI / JD with high accuracy. ✅ Data extraction – client, project, skills, deadline, contact person → structured lead record. ✅ Lead creation & tracker – Excel/Google Sheets/database, status, owner, deadlines. ✅ Task routing – assign to internal stakeholders based on skill mapping or rules; Slack/Teams/email notification. ✅ Calendar & meetings – auto‑create invites (Outlook/Google) from email context. ✅ Reminders & follow‑ups – configurable deadlines, pending reviews, proposal follow‑ups. ✅ Communication automation – draft acknowledgements, submission emails, follow‑ups (human approval optional). ✅ Reporting dashboard – weekly summaries, lead types, submission status, win/loss, export to Excel/PDF. Deployment: local (Windows/Mac) or hybrid; background service runs 24/7. Best, Usman Kokab
₹25,000 INR in 7 days
2.5
2.5

Hi, This is a well thought out automation system and I can help you build it as a reliable, production ready AI agent that actually reduces manual effort instead of adding complexity. I would approach this as a modular system. Email ingestion via Zoho APIs will trigger a processing pipeline where LLM based classification separates RFP, RFI, and JD. Then a structured extraction layer will capture key fields and store them in a central lead system using a database or Google Sheets depending on your preference. Task routing and notifications will be handled through rules and skill mapping, with integrations to email or Slack for real time alerts. Calendar automation and follow ups will be built on top of this flow so everything stays connected and traceable. For the AI layer, I will use a combination of prompt engineering and validation logic to ensure accuracy and reduce noise. The system will include human approval where needed, especially for outbound communication. A simple dashboard can be added for tracking leads, status, and reports, along with export options. The solution will be secure, scalable, and able to run locally or in a hybrid setup. I have worked on similar automation and AI workflows and can deliver this in a structured, maintainable way. Happy to break this into phases and start quickly.
₹25,000 INR in 7 days
2.3
2.3

꧁ ༺ Dear Client ༻ ꧂ I can build a desktop agent that works with Zoho Mail. This agent can watch your emails sort out RFPs, RFIs and JDs pull out details create leads automatically assign tasks, set up meetings and make follow-ups and reports. I will make sure it processes information safely and almost in time. I can also add a tracker that you can customize and a dashboard so you can see everything clearly. I promise that my system will classify your emails accurately store data, in a way route information automatically and grow with your needs while reducing the work you have to do manually. I am looking forward to working with you on this. Let’s talk about how you want to store your data how you want to get notifications and what you need from the dashboard. This way the AI agent I build will fit perfectly with how you work. Thanks.
₹20,000 INR in 7 days
1.4
1.4

Hello, I’m Ankur, a freelance developer with a dedicated team of professionals. I read all your requirements for website and I assure you that I will provide high-quality work at the proper time. Additionally, we also provide you 3 months of support from our side. As a Full Stack Developer, I specialize in Web and App Development, boasting a portfolio of stunning projects with top-notch UI/UX design. My expertise spans Flutter (for both Android and iOS), PHP, and WordPress, and I bring over 7 years of experience to the table. Whether it’s websites, applications, or e-commerce platforms, I’ve got you covered. But I’m not limited to just coding. My skill set extends to graphic design and logo creation, offering you a one-stop solution for all your project needs. With a track record of over 500 completed projects, I am committed to delivering nothing short of excellence. My ultimate goal is your complete satisfaction. Thank you for considering me for your project. I’m ready to transform your vision into a reality that stands out in today’s competitive landscape. Best Regards, Ankur Hardiya
₹25,000 INR in 7 days
0.2
0.2

Hello My name is Priya and with 7+ years experience in building automation systems and AI driven workflows I can develop a reliable desktop based AI agent that streamlines your entire email to lead lifecycle. Your requirement is well structured and I can translate this into a scalable solution that reduces manual effort and improves response speed. I will build an agent that integrates with Zoho Mail to monitor incoming emails in near real time classify RFP RFI and JD using NLP models extract key data and automatically create structured leads in a configurable database or sheets. The system will handle task routing based on skill mapping send notifications and manage timelines with reminders and follow ups. I will also implement calendar automation for meeting scheduling draft generation for communication with optional approval and reporting with weekly summaries exportable to Excel or PDF. Security with role based access encryption and activity logs will be included along with a clean interface for monitoring and manual control. The solution can run locally or in a hybrid setup with minimal intervention and strong performance. For similar AI automation work please connect with me in chat and I will share my portfolio. I am ready to start and deliver a smart efficient system for your workflow. Thanks & Reagrds, Priya
₹18,000 INR in 15 days
0.0
0.0

Hello, I understand you need an AI-powered email automation agent to process RFPs/RFIs/JDs, extract data, generate leads, and automate workflows. I can build a desktop/hybrid agent using Python (NLP/LLM), email integration (Zoho IMAP/API), and workflow automation with lead tracking, task routing, calendar sync, and reporting dashboard. The system will be scalable, secure, and near real-time (1–5 min processing) with clean UI and automation controls. Quick question: Do you prefer a fully local desktop agent or hybrid (local + cloud for AI processing)? Best regards, Thiran360AI Team
₹25,000 INR in 12 days
0.0
0.0

Hi there you’re looking to build an AI-powered desktop agent that automates email processing into leads, tasks, and follow-ups, with integrations across email, calendar, and internal workflows. The real challenge here is not just AI classification, but building a reliable pipeline from email → extraction → structured data → actions (tasks, reminders, replies) while keeping everything accurate, secure, and near real-time. That orchestration layer is where most systems break. I’ve worked on similar automation systems where emails were parsed, classified, and converted into structured workflows with notifications, scheduling, and reporting, using a mix of LLM-based extraction and rule-based routing for reliability. My approach would be to design a modular agent: email listener (Zoho API/IMAP), NLP classification + extraction layer, lead/task engine, and automation modules (calendar, reminders, drafts), all tied together with a clean config system and optional desktop UI. I’d also include human-in-the-loop approval where needed to keep control. I can build this as a scalable, secure system that runs locally or hybrid, with clear logs and maintainable code. Best regards
₹28,000 INR in 9 days
0.0
0.0

Tiruppur, India
Payment method verified
Member since Nov 13, 2025
€8-30 EUR
$10-50 USD
₹12500-37500 INR
$30-250 AUD
min £36 GBP / hour
$30-250 CAD
₹37500-75000 INR
₹12500-37500 INR
$30-250 USD
₹150000-250000 INR
₹37500-75000 INR
$250-750 SGD
₹750-1250 INR / hour
$250-750 USD
₹12500-37500 INR
€8-100 EUR / hour
₹12500-37500 INR
$70-100 USD
₹37500-75000 INR
₹600-1500 INR