Automation Projects

Business Process & Automation Specialist

Seeking a Business Process & Automation Specialist to optimize internal operations and implement seamless integrations among CRM, email, and project management tools. Tasks: audit existing workflows to identify inefficiencies; design and deploy automated triggers using Zapier, Make, or n8n; create clear, comprehensive documentation of updated processes for team adoption. Require demonstrated experience in operational design, workflow automation, and integration setup to deliver efficient, scalable solutions.

SharePoint & Microsoft 365 / Copilot Automation Specialist

We're looking for a SharePoint & Microsoft 365 Automation Specialist to design and implement intelligent workflows, information architecture, and AI-enabled automation across the Microsoft 365 ecosystem — with strong emphasis on Copilot and Microsoft Purview. You'll be the person who turns SharePoint from a static document repository into a well-governed, automated, AI-augmented workspace. If you can architect information governance and build Copilot-powered automation with equal confidence, this role is built for that. What You'll Do - Design, build, and maintain SharePoint sites, document libraries, and information architecture - Implement Microsoft 365 automation using Power Automate, Power Platform, and related tools - Configure and optimize Microsoft Copilot capabilities across SharePoint and the broader M365 environment - Implement data governance, information protection, and compliance controls using Microsoft Purview - Design and enforce data classification, retention, and sensitivity labeling policies - Build automated workflows that reduce manual effort across business processes - Troubleshoot and resolve issues across SharePoint, M365 automation, and Purview configurations - Collaborate with business stakeholders to identify automation opportunities and translate them into technical solutions - Maintain documentation for architecture, automation workflows, and governance policies - Stay current on Microsoft 365, Copilot, and Purview feature updates and best practices What You Bring - Strong hands-on experience with SharePoint architecture, administration, and site design - Experience with Microsoft 365 automation tools, including Power Automate and the Power Platform - Hands-on experience configuring and deploying Microsoft Copilot within M365 environments - Strong experience with Microsoft Purview, including data governance, compliance, and information protection - Understanding of data classification, retention policies, and sensitivity labeling - Ability to translate business process needs into automated, governed technical solutions - Strong troubleshooting skills across the Microsoft 365 ecosystem - Solid communication skills for collaborating with both technical and business stakeholders Nice to Have - Microsoft certifications (e.g., Microsoft 365 Certified: Administrator Expert, SC-400, PL-200) - Experience with SharePoint Framework (SPFx) development - Experience with Microsoft Graph API for custom integrations - Background supporting regulated industries with compliance-heavy requirements

Automation of a Accounting business using Claude code

I am currently exploring the development of a fully automated accountancy practice and am looking for an experienced developer or AI automation specialist to assist with the project. I have reviewed Claude Code and would like to use it as part of the development, together with prompt-based automation tools and integrations. I have already designed the proposed platform, workflows and overall functionality, and I am now trying to find the right person to help build and implement it. The aim is to automate as much of the accountancy business as possible, including client onboarding, document collection, workflow management, accounts and tax preparation, client approvals, communications and administrative tasks, while retaining appropriate human review and approval controls. Please let me know whether you have experience with Claude Code, AI agents, workflow automation or building platforms for accountancy or other professional service businesses. I would also be interested to understand whether you would be able to undertake a project of this nature. Please contact me if you are interested, and we can arrange a call to discuss the project and requirements in more detail. Kind regards, Jai Kainth

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Shopify & Mailchimp Expert for E-commerce Automation

I am looking for an experienced Shopify and Mailchimp specialist to improve our online store and email marketing automation. The project includes: • Shopify store setup and optimization • Mailchimp integration and configuration • Creating automated email campaigns and customer journeys • Setting up product, customer, and purchase tracking • Improving email engagement and conversions Requirements: • Strong experience with Shopify and Mailchimp • Knowledge of e-commerce email automation • Experience with customer segmentation and workflows • Ability to optimize online stores for better performance Please share examples of Shopify stores and Mailchimp automation projects you have completed. Experience Level: Expert

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GoHighLevel Website Developer for Funnels & Automation

I am looking for an experienced GoHighLevel developer to build and customize websites, landing pages, and sales funnels inside the GHL platform. The project includes: • Designing and developing GHL websites and funnels • Creating landing pages and conversion-focused layouts • Setting up forms, workflows, and automation • Integrating CRM features and third-party tools • Optimizing pages for performance and conversions Requirements: • Proven experience with GoHighLevel • Strong website and funnel-building skills • Knowledge of GHL workflows, pipelines, and automations • Understanding of conversion-focused design Please share examples of GoHighLevel websites or funnels you have built. Experience Level: Expert

Email Automation Specialist for Marketing Funnels & Campaigns

I am looking for an experienced email automation specialist to build and optimize automated email campaigns that improve customer engagement and conversions. The project includes: • Creating email workflows and customer journeys • Setting up welcome sequences, follow-ups, and nurture campaigns • Improving email templates and segmentation • Connecting email platforms with websites and CRMs • Tracking performance and optimizing results Requirements: • Experience with tools like Mailchimp, Klaviyo, ActiveCampaign, HubSpot, or similar • Strong understanding of email funnels and automation strategy • Proven experience improving email campaign performance Please share examples of previous email automation projects and results achieved. Experience Level: Expert Duration: 1–3 months (potential ongoing work)

AI Automation Engineer from LATAM full-time

**What We're Looking For** We are looking for a proactive **AI Automation Engineer** who can use AI to automate processes, integrate systems, and drive operational efficiency. If you enjoy building workflows with n8n, Make, or Zapier, and connecting AI models like ChatGPT or Claude into real-world business operations (ads, content, support), we want to talk to you. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ✅ **Essential Technical Requirements** - Hands-on experience building automations with n8n, Make, Zapier, or similar. - Comfortable working with APIs and connecting different tools. - Practical experience using AI APIs (OpenAI, Anthropic, etc.). - Self-starter attitude — you figure things out without hand-holding. - Good communicator, works well async in a remote team. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⭐ **Bonus (Not mandatory but valued)** - Experience in e-commerce or performance marketing environments. - Familiarity with Meta Ads, Shopify, or similar platforms. - Experience with AI image/video generation workflows. - Basic coding skills (Python or JavaScript are a plus, not required).

Custom CRM Web Portal & Lead Automation Platform Development

Seeking an experienced Full-Stack Developer to create a custom CRM-integrated web portal and lead automation backend to replace manual workflows. Deliverables: responsive dashboard for client and pipeline tracking; REST API/webhook integration with web forms, landing pages, and email services (Zapier/Make); automated status triggers, notifications, and task generation; analytics dashboard for deals, conversion, and project health; comprehensive code documentation and a concise video walkthrough. Fixed-price engagement, $1,200–$1,800 USD, 3–4 week timeline.

API Integration & CRM Automation Specialist Needed

API Integration & CRM Automation Specialist Needed (Long-Term Opportunity) We're looking for an experienced API Integration & CRM Automation Specialist to help streamline our business processes and build reliable automation workflows. Responsibilities - Integrate third-party APIs (REST APIs, webhooks, OAuth) - Set up and optimize CRM platforms (HubSpot, Salesforce, Zoho, Pipedrive, etc.) - Build automation workflows using tools like n8n, Make.com, or Zapier - Connect applications such as Google Workspace, Slack, Stripe, Airtable, Notion, OpenAI, and other SaaS platforms - Troubleshoot and maintain existing integrations - Create scalable, well-documented automation solutions Required Skills - Strong experience with REST APIs, JSON, webhooks, and authentication methods - Hands-on experience with at least one major CRM platform - Experience with automation tools (n8n preferred, Make.com or Zapier also acceptable) - Ability to understand business workflows and translate them into automated systems - Strong debugging and problem-solving skills - Good communication and fluent English Preferred - Experience with OpenAI or other AI APIs - Knowledge of JavaScript or Python - Experience with databases such as Airtable, Supabase, or PostgreSQL To Apply Please include: 1. Your top 3 API integration projects. 2. Which CRM platforms you've worked with. 3. Which automation tools you use most. 4. A brief explanation of the most complex workflow you've built. 5. Your hourly rate and availability. We're looking for someone who focuses on quality, reliability, and long-term collaboration—not someone who only connects apps using basic templates.

CRM Developer / CRM Automation Specialist

We are looking for an experienced CRM developer to help design, build, and optimize our customer relationship management system. The ideal candidate should have experience with CRM platforms, workflow automation, API integrations, and customer lifecycle management. Responsibilities: * Configure and customize CRM platforms (HubSpot, Salesforce, Zoho, Microsoft Dynamics, or similar). * Build and optimize sales, marketing, and customer support workflows. * Create custom fields, pipelines, dashboards, and reports. * Integrate the CRM with third-party applications via APIs, webhooks, or automation tools (Zapier, Make, etc.). * Automate lead capture, nurturing, and follow-up processes. * Import, clean, and manage customer data. * Troubleshoot CRM issues and recommend best practices for improving efficiency. Required Skills: * Proven experience with one or more major CRM platforms. * Strong understanding of CRM architecture and business processes. * Experience with REST APIs and system integrations. * Knowledge of workflow automation tools. * Excellent communication skills. * Ability to work independently and deliver high-quality solutions. Qualifications: * Experience with custom CRM development. * Familiarity with SQL, JavaScript, or Python. * Experience integrating CRMs with websites, payment gateways, email marketing platforms, and ERP systems. Please include: * Examples of CRM projects you've completed. * Which CRM platforms you specialize in. * Relevant automation or integration experience. * Your estimated timeline and fixed-price quote. * Your hourly rate for future work. We are looking for a reliable CRM specialist who can recommend best practices, deliver clean solutions, and become a long-term technical partner for future CRM enhancements.

Script for fetching weather data.

I am looking for a Python programmer to work on a script that collects weather data from an API. The script returns useful weather analytics, such as temperature trends, humidity, precipitation, wind speed, and other relevant indicators, so I can use the information to simplify and automate certain tasks.

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Content Automation Dashboard for Existing Algorithm (BIG AL)

I'm looking for an experienced full-stack developer to build Stage 2 of my platform. I already have a working algorithm called Big AL that selects products for TikTok Lives and tracks analytics such as popularity, demand, sales history, conversion rates and live scheduling. I'm not looking to rebuild the algorithm. Instead, I need a developer to build a Content Engine and Approval Dashboard that reads Big AL's data and automatically generates branded social media content. The system should: Connect to an existing algorithm (API/Database/JSON) Read product selections and analytics Populate reusable templates automatically Generate graphics and short animated content Display everything in an approval dashboard Allow simple editing before export Export ready-to-use assets for TikTok, Instagram and my website This is intended to be the foundation of a larger content automation platform, so I'm looking for someone who enjoys designing scalable systems. A full project specification (PDF) is attached. Please include in your proposal: Similar projects you've completed Technologies you'd recommend Estimated timeline Estimated cost Suggestions for improving the architecture Long-term work is available for the right developer. "The existing algorithm developer is available for technical collaboration where required, so this project will involve integrating with an existing system rather than starting from scratch." - full design spec will be given to the right candidate. "How many hours do you think it would take to expose Big AL's data through an API or JSON feed so another application can consume it?" Please give a brief of your understanding, experience and how you would build it? If your interested please read the PDF and designs ideas.

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Excel automate, Power Query, data mapping, dashboard development

I am looking for an experienced Excel and Power Query specialist to complete a multi-level governance and assurance system for a health and social care organisation. The organisation has five service divisions. The workbooks, registers and overall structure have already been designed; I am not looking for someone to start again. I need someone who can review the existing files, improve the formulas and functionality, make the registers smarter and create reliable connections across the system. The required reporting flow is: Service/Practice Observation → Regional Governance → Divisional Governance → Group Governance/Master Dashboard Each division requires its own governance workbook and dashboard. Service and regional information must feed into the relevant divisional workbook, with key information from all five divisions feeding into one Group-level Master Dashboard. Smart governance registers The project includes a suite of existing registers covering areas such as: Risk Safeguarding Incidents and serious incidents Complaints and compliments GDPR and data breaches Restrictive practice Governance actions Service user feedback Audits and improvement Regulatory actions Training and workforce compliance The exact number of files will be confirmed with the successful freelancer following an initial review. The registers need to become functional, consistent and easy to use, rather than simply formatted spreadsheets. Depending on the register, this may include: Unique reference numbers Automated status calculations Open, closed and overdue indicators Due-date and review alerts Automated risk ratings and RAG indicators Dropdown lists and controlled data entry Conditional formatting Automated totals and summary metrics Monthly, quarterly and annual reporting Filtering by service, region, division, category, status and reporting period Identification of themes, recurring issues and required escalations Formula protection without restricting data entry Summary pages or dashboards Connections to the appropriate regional, divisional and Group dashboards The registers will remain the source of truth for individual records. Only relevant totals, themes, trends, risk ratings and outstanding actions should feed into higher-level dashboards. Main requirements The successful freelancer will be required to: Review and inventory the existing workbooks and registers Produce a clear data map showing how information should move through the system Make the registers smarter, more automated and easier to maintain Add, correct and protect formulas across multiple files and tabs Standardise dropdowns, identifiers, categories and reporting periods where required Create calculated metrics, alerts and RAG indicators Link Practice Observation data to Regional Governance workbooks Link Regional Governance workbooks to the relevant Divisional Governance workbook Complete dashboards for each of the five divisions Link all five Divisional Governance workbooks to the Group Master Dashboard Link relevant register data to the correct reporting level Use Power Query or another reliable Excel-based method where appropriate Ensure files work reliably within Microsoft 365/SharePoint Reduce the risk of broken links when files are moved, updated or refreshed Test the complete data flow from source registers through to the Master Dashboard Ensure the system is straightforward for managers with varying levels of Excel experience Deliverables Smart, functioning governance registers Functional Practice Observation templates Regional Governance and Assurance workbooks Five Divisional Governance workbooks and dashboards One Group Governance workbook and Master Dashboard Reliable connections between all relevant files Working formulas, validation, dropdowns, alerts and RAG ratings A complete data map/data dictionary Testing of the full reporting flow Simple refresh and maintenance instructions Final handover and correction of any errors identified during testing Confidentiality The work relates to confidential organisational systems. A Non-Disclosure Agreement must be signed before any files are shared. Anonymised or test data will be used wherever possible. Please include in your proposal: Your experience of creating smart Excel registers and trackers Your experience of linking Excel files stored within SharePoint/Microsoft 365 Your Power Query experience How you would minimise broken connections How you would approach mapping and testing this system Examples of comparable work What you can deliver within the approximate £1,000 budget

Developer to test & harden a local-first automation CLI (paid)

We're looking for a developer (ideally a few) to help test and improve RailCall, a local-first, developer-grade automation tool. This is real paid work, broken into small fixed-price tasks. Start with one; if it's a good fit, there's a steady stream of more. About the tool (so you can scope your proposal accurately): RailCall runs on your own machine. You describe an automation in plain English and it builds a real, governed workflow that runs locally - not in a vendor cloud. Nothing executes until you approve it (dry-run by default), and every run is sealed with a signed receipt you can verify offline. Keys, data and logs stay on your machine. There's a free tier (500 flows/month, no card) so you can install and start straight away. - Site: https://railcall.ai - Docs: https://railcall.ai/docs.html - Install (macOS/Linux): curl -fsSL https://railcall.ai/install.sh | bash - then run: railcall studio The tasks we're paying for (fixed price, per accepted deliverable): 1. A reproducible bug report or actionable feedback - approx £8 each. Accepted when we can reproduce the issue from your write-up (clear steps, expected vs actual, environment) or directly act on the feedback. 2. A shipped fix, or a genuinely useful workflow you've built - approx £20 each. Accepted when the fix is verified working, or the workflow runs and you supply its signed receipt (via "railcall verify"). 3. A standout build, a written how-to guide, or a short demo video - approx £40 each. Accepted when it's clear, accurate, and something we'd be happy to share with other developers. Every milestone is agreed, awarded and paid through PeoplePerHour. These are paid tasks - not spec work, not a free contest. What we're after: - Comfortable on the command line, with git, and installing a CLI on macOS or Linux - Can write a clear, reproducible report (steps, expected vs actual, environment) - Bonus: experience with MCP, agent tooling, or workflow automation How to propose: Send a proposal here on PeoplePerHour. Tell us which task you'd like to start with, a rough delivery timeline, and anything relevant you've built before. We agree the milestone, award it, and release payment on delivery through PPH. Reliable contributors will be first in line for more of the same work - this is ongoing, and the longer-term arrangement is still taking shape, so no promises beyond the paid tasks named above.

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Integrate Hubspot With Jobber, Zapier, and Google Adwords

We're looking for an experienced marketing automation specialist to build an end-to-end lead tracking and reporting system for a service business. Our website runs on WordPress, our CRM will be HubSpot, and our field service management software is Jobber. We want to accurately track marketing ROI from Google Ads (and eventually other marketing channels) all the way through to booked jobs. Project Scope We need someone with proven experience implementing integrations between: HubSpot Jobber Zapier Google Ads WordPress The ideal candidate has completed similar projects for home service businesses and understands both CRM automation and marketing attribution. Responsibilities Configure HubSpot as the primary marketing CRM. Build automation workflows between HubSpot, Jobber, and Zapier. Capture website leads and automatically create customers/jobs in Jobber. Ensure lead source and campaign attribution are preserved throughout the workflow. Configure Google Ads conversion tracking and offline conversion reporting where appropriate. Set up accurate lifecycle stages and lead tracking in HubSpot. Create custom HubSpot dashboards showing: Leads by source Cost per lead Conversion rates Pipeline metrics Marketing ROI Verify that Google Ads conversions match actual qualified leads rather than simple form submissions. Test the complete workflow from ad click to Jobber customer creation. Required Experience Please apply only if you have hands-on experience with: HubSpot CRM HubSpot Workflows HubSpot Reporting & Dashboards Google Ads Conversion Tracking Google Ads Goals / Conversions Zapier Jobber API or Zapier integration WordPress forms (Gravity Forms, WPForms, Contact Form 7, etc.) UTM tracking and marketing attribution Nice to Have Experience with service businesses (pool companies, HVAC, plumbing, roofing, landscaping, etc.) HubSpot certifications Experience importing offline conversions back into Google Ads Knowledge of GA4 attribution and event tracking To Apply Please include: Examples of similar HubSpot + Jobber or HubSpot + field service automation projects. A brief explanation of how you would preserve marketing attribution from Google Ads through Jobber. Which HubSpot dashboards you would recommend for measuring marketing ROI. Your estimated timeline for completing this project. Your hourly rate. We're looking for someone who can become our go-to HubSpot automation specialist for future projects as well.

Roofing g website update to new Ai

Create a brand new modern mobile/SEO/AI optimised site. Automate Updates/maintenance Roofing sector Already have the website in WordPress We can reduce the existing website wording etc

Gmail forwarding for to Dext with Xero integration

I use Gmail, Apple Mail, Dext and Xero. I want my email automated so invoices that are already paid by Direct Debit or account are automatically forwarded to Dext and archived, while invoices requiring manual payment remain in my inbox with clear labels. I also want the workflow reviewed to minimise manual bookkeeping while ensuring no payable invoices are missed.

Print-on-Demand Business (Etsy + eBay via Printify)

Build a fully operational, automated print-on-demand store using: • Printify • Etsy • eBay Using 50 endangered animal images (provided by me) plus 50 newly generated artistic versions SEE ATTACHED BRIEF THE ATTENTION TO DETAIL AND DIRECT EXPERIENCE OF ALL PLATFORMS IS ESSENTIAL

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Business Development for EU Software Sales

We are a software development company based in Japan, specializing in custom web applications, AI solutions, automation, and cloud-based software development. We are looking for an experienced freelance Business Development Specialist or Sales Representative who can help us expand into the European market by identifying and approaching potential clients. Project responsibilities include: • Research companies that may require software development services. • Generate qualified B2B leads. • Contact decision-makers through LinkedIn, email, or other professional channels. • Arrange discovery meetings with qualified prospects. • Maintain a simple record of outreach activities and lead status. • Share feedback on market opportunities and outreach performance. Ideal experience: • B2B software or IT services sales. • Existing knowledge of the European technology market. • Strong communication skills in English. • Experience with outbound sales, lead generation, or appointment setting. About us: • Location: Japan • We provide custom software development, AI solutions, automation, web applications, APIs, and cloud services. • We are looking for a reliable freelancer for an initial project with the possibility of ongoing work if the collaboration is successful. Please include in your proposal: 1. Your experience selling software development or IT services. 2. Countries you have worked with in Europe. 3. Your preferred outreach methods. 4. Examples of previous results or similar projects.

Mailchimp Expert Required - London SW4

Mailchimp specialist required in London SW4 to tidy, consolidate and optimise multiple subscriber databases and improve newsletter delivery. Must be experienced with Mailchimp segmentation, audience merges, deduplication, import/export, automation and deliverability. On-site collaboration (London SW4) at a small business office is essential to review data, resolve syncing issues and implement best practices for clean, efficient mailing lists and reliable campaign distribution. I envisage it taking about 4-6hrs. Many thanks, ant