Phoenix - Your AI AssistantBusiness Automation with Zapier
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5 days
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What you get with this Offer
I will design, set up, and optimize smart Zapier automations that save you time, reduce errors, and connect your favorite apps so your business runs on autopilot.
Scope of Work – What I Will Do for You:
Workflow Analysis
Understand your business process and identify tasks that can be automated.
Suggest the best automation strategy to save you time and effort.
Zapier Setup & Integration
Connect your apps (e.g., Gmail, Slack, Trello, Google Sheets, HubSpot, Mailchimp, Shopify, etc.).
Configure Zaps tailored to your workflow (single-step or multi-step).
Custom Automation Design
Build automated workflows for repetitive tasks like:
Lead collection & follow-up
Data entry & syncing across apps
Notifications & alerts
File management & reporting
Testing & Optimization
Test each Zap to make sure it runs smoothly without errors.
Troubleshoot and fine-tune for maximum efficiency.
Documentation & Handover
Provide a simple guide on how your Zaps work.
Show you how to manage, edit, or expand automations in the future.
What You’ll Get:
Fully functional Zapier workflows customized to your needs
Reliable, error-free automations
Time savings, increased productivity, and smoother business operations
Scope of Work – What I Will Do for You:
Workflow Analysis
Understand your business process and identify tasks that can be automated.
Suggest the best automation strategy to save you time and effort.
Zapier Setup & Integration
Connect your apps (e.g., Gmail, Slack, Trello, Google Sheets, HubSpot, Mailchimp, Shopify, etc.).
Configure Zaps tailored to your workflow (single-step or multi-step).
Custom Automation Design
Build automated workflows for repetitive tasks like:
Lead collection & follow-up
Data entry & syncing across apps
Notifications & alerts
File management & reporting
Testing & Optimization
Test each Zap to make sure it runs smoothly without errors.
Troubleshoot and fine-tune for maximum efficiency.
Documentation & Handover
Provide a simple guide on how your Zaps work.
Show you how to manage, edit, or expand automations in the future.
What You’ll Get:
Fully functional Zapier workflows customized to your needs
Reliable, error-free automations
Time savings, increased productivity, and smoother business operations
What the Freelancer needs to start the work
Access to the apps/accounts you’d like connected
A short description of the workflow or tasks you want automated
Any specific rules, triggers, or conditions to follow