Workflow Automation Jobs

I’m gathering a set of fresh, practical ideas that tackle current roadblocks in our product-development flow. My focus is on problem-solving brainstorming rather than broad blue-sky concepts—I need suggestions that can be explored and tested quickly. Here’s what will help me most: • A concise list of at least ten actionable ideas, each aimed at improving product design, feature prioritisation, or the overall build process. • For every idea, a brief note on expected impact, estimated effort, and any relevant tools or frameworks that support implementation (Figma, Jira, rapid prototyping stacks, etc.). • A short rationale showing how each idea addresses a specific pain point or unlocks new value for users. I’ll review the ideas against clarity, no...

I’m looking for someone who already knows their way around HubSpot to tidy up the loose ends in a small, well-defined campaign. You’ll be working with a single product and its matching audience; all contacts and product collateral are ready for you inside the portal. First milestone I need you to map one lead stage and build a three-message sequence aimed at closing the sale. In draft (test-only) mode, the workflow must trigger: • email reminders to the lead • task assignments to the owner • automated notifications to me for oversight When that’s done, send me screenshots of every step, plus the internal test results. Absolutely no live sends until I give written sign-off. After sign-off, I have more sequences to commission at a fixed price per...

I am seeking a quote to create a SharePoint governance system for COPE — Centre of Psychological Enrichment, a psychology and NDIS service provider. We currently maintain our registers in Excel. I would like to migrate up to 10 Excel spreadsheets into connected SharePoint Lists, including existing data, and configure associated forms, actions and automations. The aim is a straightforward system that reduces duplicate entry and makes responsibilities, deadlines and outcomes easy to monitor. 1. SharePoint setup and data migration Please include: Reviewing our existing spreadsheets and recommending a simple list structure. Creating the SharePoint site, lists and relevant document storage. Migrating existing records from the agreed spreadsheets. Converting fields into appropriate dates,...

Our software-trading firm is rolling out Zoho Projects Enterprise as the single hub for back-office task management across HR, Finance and Sales. I need the workspace deployed from scratch, configured so every routine activity carries a clear due date, an estimated effort in hours, and an automatic daily reminder that prompts team members—whether they’re working from home or in the office—to post an update. Key points I must see working inside the system: • A clean project and task taxonomy for HR, Finance and Sales, complete with custom fields for due date and estimated time • Blueprint or workflow rules that trigger follow-ups, escalate overdue items and re-balance work automatically • A live dashboard plus a custom report that measures individual w...

I'm looking for an interactive workflow as a demo / simulation for a B2B web app Essential requirements: - Web-based platform - B2B - Key feature as an example: Customer uploads design -> we share design options / curation and or design your own option Ideal Skills & Experience: - Experience in creating interactive app simulations - Strong understanding of B2B web app functionalities - Ability to incorporate user-friendly workflows - AI application knowhow to create such features Example) Design Your Own Ring Builder

Working on a safety management software previously is huge advantage to win this work. Must speak clear english... #1 requirement, #2 must be available during Eastern Standard Time 8am-5pm... if there is an emergency must be available anytime. Do not send a proposal if you can't meet these requirements. I have a live project already running on Replit and I want to take it to the next level rather than start from scratch. To make that happen, I need someone who understands Replit inside-out—everything from its real-time collaboration space to the built-in Git-style version control and the one-click deployment flow. Here’s what I expect once you step in: clean, maintainable updates to the existing codebase, a smoother workflow that fully leverages Replit’s pair-pr...

Hi I will share the details with the shortlisted candidates. Thanks

I run my daily accounts inside Odoo and need an experienced bookkeeper to tidy things up. The Accounting and Inventory modules are active, yet my bank statements are piling up and expenses aren’t being captured with the consistency I want. Here’s what I need from you: • Complete bank reconciliation for all open statement lines in Odoo, ensuring balances match my real-world accounts. • Design and implement a simple, repeatable workflow for expense tracking so every bill and receipt lands in the right account and links back to inventory where relevant. • Deliver a brief hand-over note (screenshots or short Loom is fine) showing the steps you took and how I can keep the process running smoothly. I’ll provide full access to my Odoo instance along with cu...

Freelance Project Brief Airtable Product Development & Catalogue Management System Client: Woodstock Laundry & Granadilla Swim Project overview We are a South African apparel business operating two brands, Woodstock Laundry and Granadilla Swim. We design, manufacture and sell clothing and swimwear through wholesale, retail and e-commerce channels. We are looking for an experienced Airtable developer to build a centralised product development and catalogue management system. Currently, our team manually creates and maintains PDF catalogues containing product photographs, CAD drawings, descriptions, colourways, fabric specifications, trims and other product information. We want to replace this manual process with a user-friendly, form-based system that allows our team to captu...

Executive Summary Jack Norman is seeking the design and development of a scalable, cloud-based Document Automation SaaS platform capable of generating professional business documents from reusable templates and structured data inputs. The platform will automate the creation of Microsoft Word, PDF, and Adobe InDesign documents through intelligent form-driven workflows, API integrations, dynamic content rules, multilingual localization, customer branding, and enterprise-grade subscription management. The objective is to eliminate repetitive document preparation while providing organizations with a highly efficient, customizable, and scalable document generation environment capable of producing 500+ documents per day. This engagement focuses on the core software platform and automation ar...

WE'RE HIRING: AI AUTOMATION EXPERT! Are you the person who turns complex workflows into seamless automation? Let's build something that flows! VyraFlow AI is looking for a skilled Part-Time / Freelance AI Automation Expert to help us build, improve, and deploy intelligent automation systems. What will you do? Audit and optimize existing n8n workflows Edit, debug, and improve workflows when required Deploy and configure workflows on our hosting server Complete pending automation workflows Build new AI automation workflows as our business grows Integrate APIs, webhooks, and third-party tools Skills we're looking for: Hands-on experience with n8n workflow automation Knowledge of APIs, webhooks, and integrations Experience with AI integrations and automation tools Understanding ...

I’m rolling out Zoho One across the entire company to streamline our day-to-day operations and need a seasoned Zoho specialist to plan, configure, and fine-tune the suite so every department can work from a single source of truth. Selected areas to optimise: • Sales and marketing • Accounting and finance • Human resources • (In short, all departments) Key apps we will rely on include Zoho CRM, Books, People, Marketing and SalesIQ. Workflows must link these modules seamlessly, pass data in real time, and surface actionable reports for managers. Deliverables • System-wide blueprint covering user roles, data architecture and automation logic • Configuration and customisation of each selected module, with branded templates, dashboards an...

Project Overview We are looking for an experienced freelancer who specialises in GoHighLevel (GHL) CRM customisation, setup, and automation. The ideal candidate should have hands-on experience configuring GoHighLevel according to specific business requirements and optimising CRM workflows. Responsibilities • Customise and configure GoHighLevel CRM based on business requirements. • Set up and manage pipelines, opportunities, and contact management. • Create and customise workflows and automation. • Configure triggers, follow-up sequences, and notifications. • Set up forms, landing pages, calendars, and appointment booking where required. • Integrate GoHighLevel with third-party applications and tools, if needed. • Troubleshoot existing configurations and ...

I need an end-to-end n8n workflow that can schedule and send WhatsApp messages without relying on any paid SaaS such as WATI. Here is exactly what the flow must do: • Input: I enter (or import) phone number, send-on date & time, and fully custom content for each recipient—plain text plus, when needed, a single image. • Scheduling: n8n queues each item and triggers at the specified moment, respecting my local timezone. • Delivery: the message is dispatched through a zero-monthly-fee solution—WhatsApp Cloud API, self-hosted gateway, or another cost-free alternative you recommend—and the run result is logged back to n8n for auditing. • Confirmation: success or error returned so I can see what happened. I’m new to n8n, so please include c...

# Hiring Prompt: CRM Specialist Manager We are looking for an experienced **CRM Specialist Manager** with strong, hands-on experience using **GoHighLevel (GHL)** and other well-known CRM platforms. The ideal candidate must specialize in CRM management, workflow automation, and email/SMS marketing automation. The candidate must be capable of independently building, managing, testing, troubleshooting, and optimizing automated CRM systems—not just performing basic data entry or using existing templates. ### Key Responsibilities * Build and manage automated workflows in GoHighLevel. * Create automated email and SMS campaigns with personalized follow-up messages. * Set up recurring follow-up sequences that automatically send messages at scheduled intervals. * Configure triggers, condi...

CRM Specialist Manager We are looking for an experienced CRM Specialist Manager with strong, hands-on experience using GoHighLevel (GHL) and other well-known CRM platforms. The ideal candidate must specialize in CRM management, workflow automation, and email/SMS marketing automation. The candidate must be capable of independently building, managing, testing, troubleshooting, and optimizing automated CRM systems—not just performing basic data entry or using existing templates. Key Responsibilities Build and manage automated workflows in GoHighLevel. Create automated email and SMS campaigns with personalized follow-up messages. Set up recurring follow-up sequences that automatically send messages at scheduled intervals. Configure triggers, conditions, tags, custom fields, pipelines, an...

I have two separate workflow forms already running in Formstack, but maintaining them individually is creating confusion for my team and for the people who submit them. I need a freelancer who can merge these into a single, streamlined form while keeping every existing field, rule, and approval step intact. The combined form must continue to: • accept text inputs, file uploads, and multiple-choice selections exactly as they do now • email any uploaded files to the same recipients the current workflows use (rather than storing them elsewhere) Please map out all conditional logic, consolidate overlapping sections, and then build the new form directly in my Formstack account. Once you are done, I’ll test the end-to-end flow; if everything routes and emails correctly ...

I have a small data-processing routine that needs to live inside Power Automate. The source is Excel (or Google Sheets) files—no databases or cloud apps for now—so the job is simply to create a clean, reusable flow that picks up the sheet, applies the logic I will supply, and outputs the processed rows back to a destination we agree on. Here is what I need from you: • A new Power Automate workflow that connects to the Excel/Google Sheets connector, pulls the data, applies the mapping or transformation rules I provide, and writes the results. • Clear comments inside the flow so I can adjust it later. • A brief hand-off note (or quick Loom/video) that explains the trigger, each action, and any prerequisite permissions. Everything will be built in my Microsoft 36...

Property preservation work-order processing - paid test batch (10 orders), ongoing role for the right person. We are a new US property preservation vendor company (Ohio first) building a remote back office. We need an experienced processor/bid writer who has personally submitted work orders in national portals (Safeguard SafeView, MCS Vendor360, Cyprexx, A2Z, NFR, Guardian or similar). Test batch scope (10 sample orders): - Review field photos and documents, flag missing/failed photos - Write bids with correct line items and pricing (RepairBase/XactPRM or HUD allowables) - Prepare invoices and completion updates in PPW format - Note any chargeback risks you see Tell us in your bid: which portals you have personally submitted in, years of experience, and your availability on US Eastern h...

I need my GoHighLevel account configured so it becomes the single place my team tracks every sales-related task. The priority is customer relationship management, not broad lead gen or complicated funnels, so the setup should center on task management that keeps our sales activities moving without anything slipping through the cracks. Here’s what I’m looking for: • Clean initial configuration of GoHighLevel with the right custom fields, pipelines, and calendars needed for a sales-driven CRM. • Automated task creation tied to key events—new lead enters a pipeline stage, appointment booked, deal moved forward, etc.—so my reps instantly see what they must do next. • Streamlined views that show each rep only their own tasks, deadlines, and follow-ups in ...

GoHighLevel CRM & Automation Specialist Needed I’m looking for an experienced GoHighLevel CRM, Automation & Marketing Specialist to help organize and fully utilize my existing GHL account, website, and client database. I already have: - Existing GHL account and website with multiple features - Current and past client data - Existing leads and contacts - Real estate business with residential & commercial clients - Ideas for generating more business - Existing funnels/automations that need review and improvement What I Need I need someone who can look at the entire system and connect the dots, including: - Audit and organize my GHL account - Clean, segment and structure existing contacts - Build useful CRM pipelines and workflows - Automate lead follow-up, email/SMS a...

We are looking for an experienced Zoho One specialist to help our team properly understand, configure and use Zoho for our business. We already have Zoho One and have started setting up the system. We now want an expert who can work with us practically — not simply explain Zoho features, but show our team how we should actually use Zoho day-to-day. What We Need Help With We would like support with: Zoho CRM setup and best practices Leads, contacts, companies and sales pipeline management Setting up pipelines for potential customers/exhibitors Tasks, reminders and follow-up systems Email integration and email tracking Zoho Campaigns / marketing automation Lead capture from our website and advertising campaigns Forms and enquiry management Zoho Sign for contracts and electr...

I need a specialist who can turn my standard Gmail into a fully-fledged Google Workspace so my team can work under one professional domain, share calendars, and manage roles cleanly. The main objective is simple: smooth team management first, revenue-driving email automation second. Here is what I’m after: • Configure Google Workspace from scratch, linking it to my custom domain, creating users, groups, and the basic security policies we’ll need. • Build automated email sequences—welcome, follow-up, re-engagement—so new leads are nurtured without me lifting a finger. I already know I want these flows; I just need them set up and tested. • Integrate the automation platform you feel is best (Mailchimp, ActiveCampaign, Sendinblue, or another you re...

I need an MS Form to announce an outdoor event and register both food and non-food vendors. The form should also send out invitations to specified vendors and allow them to submit their registration into our SharePoint for record-keeping. Requirements: - Event announcement - Vendor registration (food and non-food) - Send invitations to specified vendors - Submit form into SharePoint Ideal Skills: - Proficiency in Microsoft Forms and SharePoint - Experience in workflow automation - Attention to detail