Workflow Automation Jobs

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...

I want to run an open-source Chinese LLM—most likely Qwen, Deepseek, or Kimi—entirely under my own roof for document analysis, document preparation, and workflow management. My main priority is the hardware side: advising me on whether to buy a single GPU for the long haul, rent a cloud GPU, or start with a more modest card and upgrade later. All three options are on the table, so I need a clear comparison of cost, VRAM requirements, and expected performance. Once the hardware decision is made, I’ll need hands-on help getting the chosen model installed, optimised, and benchmarked on that setup. That includes configuring the runtime, loading the model weights, and confirming that everything runs smoothly on my local network. After it works, please walk me through everyd...

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

I run an SAP Enterprise Portal that fronts our SAP HCM system and I need two things taken care of right away. First, I want to roll out proper Reporting and Analytics so managers can pull real-time head-count, absence and cost-centre figures directly from the portal instead of jumping into the backend. Standard BW queries are already available in the system; what’s missing is the portal-side setup—iViews, role assignments, and a clean, drill-down dashboard that renders well on current browsers. Second, our Content Management area needs attention. We host HR policies, forms and the usual multimedia banners, but versioning, categorisation and search are inconsistent. I’d like you to streamline that workflow so HR staff can publish, update and retire content without ca...

My EPF Member ID is currently showing as deactivated/inactive. I am unable to access or use my EPF account properly. Kindly check the issue and activate my EPF Member ID at the earliest. Please let me know if any documents or verification are required from my side. Thank you.

I'm seeking a ClickUp expert to set up my workspace and build task, project, and team workflows. Ongoing support is also desired. Google Workspace experience is a bonus. The setup should include: - Spaces, Folders, and Lists - Roles, Permissions, and Templates - Task and Project Workflows Ideal skills and experience: - Proficient in ClickUp - Experience in project management and team collaboration tools - Familiarity with Google Workspace

I'm looking for an experienced ClickUp specialist to help me set up my workspace and provide ongoing support. Key Tasks: - Initial Setup and Organization - Creating spaces, folders, and lists - Setting up user roles and permissions - Building templates and views - Customizing Workflows - Task management workflows - Project management workflows - Team collaboration workflows Ideal Skills and Experience: - Proficiency in ClickUp - Experience with workflow customization - Strong organizational skills - Ability to provide ongoing support

We are a six-to-ten-person sourcing and trading company working daily between Venezuela and Guangzhou, and we are rolling out Lark Suite (Feishu) as our single hub for teamwork. The platform will be brand-new to us, so the job covers everything from the initial workspace architecture to end-user hand-off. Core scope Lead pipeline (Lark Base) – capture new leads and track them through stages (Prospect → Quote → Production → Closed), with follow-up dates and reminders. Client project tracker – a status board for active client projects through our sourcing lifecycle (sourcing, factory visits, production, logistics). Messaging & collaboration – organize chats, groups, and video calls as our internal team workspace, replacing WeChat for day-to-day internal...

I need my GoHighLevel account configured so it runs hands-free marketing while giving me a clear view of every lead. The priority is marketing automation, especially through SMS and social media campaigns. Here’s what I want in place: • Robust contact management that keeps prospects and customers organised without manual data entry. • A sales pipeline that tracks each deal from first touch to closed-won, complete with stage-based automation. • Campaign workflows that automatically send the right SMS at the right moment and post to my connected social channels on schedule. You’re free to suggest proven templates or best-practice sequences, but everything must live inside GoHighLevel so I can manage it from one dashboard. I’ll give you branding as...

I run a car-detailing business that already lives inside Zoho CRM, but I still juggle too many steps by hand. I want a dedicated Zoho CRM Kiosk that walks my staff—and occasionally walk-in customers—through every stage of the job on a hybrid interface (touchscreen plus keyboard/mouse). Here is the flow I’m aiming for: • Lead capture & qualification – the Kiosk should pull new leads from web forms, phone enquiries and on-site sign-ins. I do have some qualification ideas, yet I need your guidance to confirm which data points truly matter for this industry. • Deal and service fulfilment – once a lead is approved, the system must auto-create a Deal, populate the correct detailing package, print or email the service checklist, and track progress u...

I'm seeking an expert to set up tailored to my needs. Essential Requirements: - Configure boards for project management, sales CRM, or task tracking. - User-friendly interface for 1-20 team members. - Integrate with tools like Slack, Google Drive as needed. Ideal Skills: - proficiency - Experience in project management software setup - Strong communication skills for clarifying requirements Please provide a brief overview of your experience and how you would approach this setup.

Power Automate Expert Needed for Automated Real Estate Lead Response Flow Project Overview We are a Belgian real estate developer looking for an experienced Microsoft Power Automate freelancer to complete an automation flow for handling incoming property information requests. Current Situation All inquiries are received in the our Outlook mailbox: The email subject always contains the name of the property development project the customer is requesting information about. Examples: New Inquiry - Evergem – Elslo New Inquiry - Adegem New Inquiry - Assebroek Desired Workflow A new email arrives in Outlook. Power Automate reads the email subject. The flow automatically identifies the property project. The flow retrieves the corresponding project information from a SharePoint list or...

I need my entire collection of iCloud Notes exported and delivered as PDFs arranged in strict chronological order. Each note must retain its standard text formatting and embed every image or other attachment exactly where it appears in the original note. You can handle the export in whichever workflow you prefer—Apple Notes export tools, shortcuts, or a custom script—as long as the result is a set of clean, searchable PDFs that mirror the original content. If there is system-generated metadata (creation and modification dates), please preserve it in the PDF properties; that will let me verify the chronological sequence quickly. Deliverables • One PDF per note, file-named with the note date and first few words of the title • A master index (simple CSV or text) ...

I'm seeking an automation and integration specialist to work one day a week. You'll be integrating HubSpot, ClickUp, Xero, and Current. Key tasks: - Automate sales funnel tracking - Streamline task management - Simplify invoicing and billing Ideal skills and experience: - Proficiency in API integrations - Experience with HubSpot, ClickUp, Xero, and Current - Strong workflow automation skills - Excellent problem-solving abilities Looking for someone who can enhance our operational efficiency through smart integrations and automations. Please share relevant experience and approach in your bids.

I need an expert to set up Zoho CRM for our small team of 5. We need to streamline lead management and sales automation. Key requirements: - Lead Management: Capturing, scoring, and nurturing leads across 3 verticals. - Sales Automation: Setting up workflows to automate sales processes. Ideal skills and experience: - Proficient in Zoho CRM - Experience with lead management and sales automation - Ability to complete the setup ASAP Please provide a detailed plan and timeline with your bids. Looking forward to your proposals!

I want to turn Zoho Creator into an AI-powered assistant that shortens the gap between incoming enquiries and a confirmed purchase order. On receipt of a sales request coming in by either Email or WhatsApp, the app must automatically: • pull the full thread, • parse it with NLP to extract the product name, quantity, price and any free-form description, • look up Zoho Inventory in real time and flag exact matches or, when stock is low, surface the closest in-brand or cross-brand alternatives with clear evidence of why each item qualifies. The agent then sends an internal notification to both Sales and Purchase, pre-fills a draft containing customer-facing benefits for every suggested item, and routes it through an approval workflow. Once a configuration is approved, we ...

MASTER PRODUCTION ORDER & INDESIGN DESIGNER INSTRUCTIONS—10,000 FLIP-CARD PROGRAM Act as the Client’s Adobe InDesign production designer, Photoshop production artist, and publishing workflow operator for a scalable multi-project flip-card program. The contemplated program is up to 10,000 completed cards for a potential total value of $10,000. This is NOT a guaranteed one-time 10,000-card order, guaranteed revenue, retainer, or commitment to purchase all remaining cards. Work will be released, reviewed, accepted, and paid in separate batches, normally a minimum of 100 unique completed cards at a time. At the contemplated rate of $1.00 per accepted completed card, a standard 100-card batch equals $100 unless otherwise agreed in writing before that batch begins. Approval of on...

My Zoho Books account needs three tightly-integrated pieces of work: 1. Custom quotation workflow • Build three separate templates (Project, Maintenance Contract, and a generic version) that retain my existing letterhead background. • Each template must let me switch in and out specific sections so I can adapt the quote content without touching the HTML every time. • Once saved, the quote should follow my current approval chain and remain fully editable through the Zoho Books UI. 2. Purchase-order workflow • Create a PO template that mirrors the same letterhead background and visual style as the quotations. • The PO should be generated directly from an approved quote or manually, while keeping Zoho’s delivery-status tracking intact....

Project Overview We are seeking a highly experienced AdsPower specialist to design and deploy custom RPA (Robotic Process Automation) flows. Our goal is to streamline our social media operations by leveraging the absolute latest capabilities of the AdsPower ecosystem to build scalable, efficient workflows. Key Responsibilities - Design & Build: Create robust, custom RPA flows tailored specifically to our social media automation needs. - Leverage Advanced Tech: Fully utilize AdsPower's newest features, including RPA Plus, API integrations, MCP (Model Context Protocol), and Skills to push the boundaries of standard automation. - Optimize Workflows: Analyze our operational goals and implement automated solutions that eliminate manual intervention and scale reliably. - Troubleshoot &...

I am an experienced Software Developer offering a wide range of digital solutions, including Web Development, Website Design, E-commerce Development, Mobile App Development, Custom Software, AI Solutions, Workflow Automation, API Integration, and other technology-driven services. I am looking for a proactive Business Development Executive or Lead Generation Specialist who can help me expand my client base and generate consistent, high-quality project opportunities. **Key Responsibilities:** * Identify and research potential clients who need web development, software, automation, or AI solutions. * Generate qualified leads through LinkedIn, Upwork, Freelancer, Fiverr, social media, email outreach, and other relevant platforms. * Initiate conversations with prospects and understand their ...

My customer-support queue is growing faster than the team can handle, so I want to streamline every repetitive step—from ticket intake to resolution—through smart workflow automation. The goal is simple: design, build, and document a system that lets us resolve more tickets in less time while keeping the personal touch our users expect. Scope of work • Map the current support process across live chat, email, and our self-service portal. • Identify bottlenecks and redundant hand-offs. • Propose a fully automated workflow using the tools we already own (Zendesk, HubSpot, Zapier) or equally effective alternatives you recommend. • Configure, test, and deploy the automations, including trigger rules, routing logic, and escalation paths. • P...

****IF YOU HAVE NOT WORKED WITH BEDS24 BEFORE, YOU WILL BE GIVEN A 1-STAR ON YOUR BID RATING.**** I already run my properties through an active BEDS24 account and now need the channel connections finalised so everything stays perfectly in sync. The integrations I am after are Airbnb, Expedia and, if possible within the same workflow, Vrbo and Trip.com. Key objectives are straightforward: every calendar must mirror BEDS24 in real-time, my dynamic prices need to flow out automatically, and new reservations (or changes and cancellations) must drop straight back into BEDS24 without manual touch-ups. For each channel I expect: • Two-way availability and rate sync verified with a live test booking • Reservation, modification and cancellation mapping confirmed inside BEDS24 ...

I need my brand-new Zoho CRM account configured from the ground up so that I can start managing incoming leads, automate the sales pipeline, and handle day-to-day email interactions all in one place. There is no historical data to migrate, so you can focus entirely on building a clean, well-structured system rather than cleansing old records. Here’s what I expect as the finished package: • Core settings configured (company info, users, roles, profiles, basic security). • Lead management workflow ready to capture, qualify, and convert prospects. • Sales automation rules that move records through each stage and trigger tasks or alerts. • IMAP/POP email integration fully tested so every conversation is logged against the right contact. • Essential reports and d...