Phoenix - Your AI AssistantAutomate a business workflow using n8n or Make.com
Delivery in
5 days
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What you get with this Offer
You will receive:
• One custom automation workflow
• Connection of up to 3 apps, tools, or APIs
• Workflow logic and data mapping
• CRM, Google Sheets, Airtable, email, calendar, form, or API integration where applicable
• Basic error handling and failure notifications
• End-to-end testing using sample data
• Basic handover documentation
This offer is designed for a single, well-defined workflow.
Examples include:
• Form submission → CRM lead → team notification
• New lead → AI qualification → Google Sheets or CRM update
• Email enquiry → AI categorization → routed notification
• CRM update → calendar booking → internal alert
• Data sync between business tools and APIs
Please message me before ordering if you need multiple workflows, a WhatsApp Business API setup, a custom dashboard, complex API development, or a full AI-agent system. I will confirm the scope and recommend the right solution.
• One custom automation workflow
• Connection of up to 3 apps, tools, or APIs
• Workflow logic and data mapping
• CRM, Google Sheets, Airtable, email, calendar, form, or API integration where applicable
• Basic error handling and failure notifications
• End-to-end testing using sample data
• Basic handover documentation
This offer is designed for a single, well-defined workflow.
Examples include:
• Form submission → CRM lead → team notification
• New lead → AI qualification → Google Sheets or CRM update
• Email enquiry → AI categorization → routed notification
• CRM update → calendar booking → internal alert
• Data sync between business tools and APIs
Please message me before ordering if you need multiple workflows, a WhatsApp Business API setup, a custom dashboard, complex API development, or a full AI-agent system. I will confirm the scope and recommend the right solution.
What the Freelancer needs to start the work
To get started, please provide:
1. A brief step-by-step description of the current manual process.
2. The exact outcome you want. For example:
“When someone submits our website form, create a CRM contact, notify the sales team, and send a follow-up email.”
3. The tools involved, such as Gmail, Google Sheets, Airtable, HubSpot, GoHighLevel, Notion, calendar software, forms, databases, or another CRM.
4. Screenshots, sample data, process notes, or a short Loom video if available.
5. Confirmation that you can provide the required access, API key, webhook, or team permissions where needed.
6. Any important business rules, approval steps, or exceptions the workflow must handle.