Phoenix - Your AI AssistantSet up n8n or Make AI automation for one business workflow
Delivery in
3 days
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What you get with this Offer
Someone on your team copies data from emails into a spreadsheet every morning, or builds quotes by hand, or chases customers for replies. One of those jobs can run on its own.
This offer covers one workflow, for example:
- Reading emails and attachments (PDF, Excel, Word) and putting the data into your CRM or a spreadsheet
- Turning a customer request into a priced quote and sending it as a PDF
- Syncing orders, leads or bookings between tools you already use
- Sending reminders and follow-ups on a schedule
I pick the tool for the job. n8n or Make if you want to edit the flow yourself later, Zapier if you already pay for it, or Python or PHP code when the process is heavy or needs custom logic. AI does the reading and sorting. Every run is logged, and you get an alert when something fails.
You get the working workflow with up to 3 connected tools, tested on your real examples, plus a written guide.
It's close to what I built in SwanLab AI, which reads client emails and attachments, prices the request from a price list and past quotes, replies with a PDF quote and writes to the supplier.
Send me how the process works today and I'll confirm it fits in one workflow before you order.
This offer covers one workflow, for example:
- Reading emails and attachments (PDF, Excel, Word) and putting the data into your CRM or a spreadsheet
- Turning a customer request into a priced quote and sending it as a PDF
- Syncing orders, leads or bookings between tools you already use
- Sending reminders and follow-ups on a schedule
I pick the tool for the job. n8n or Make if you want to edit the flow yourself later, Zapier if you already pay for it, or Python or PHP code when the process is heavy or needs custom logic. AI does the reading and sorting. Every run is logged, and you get an alert when something fails.
You get the working workflow with up to 3 connected tools, tested on your real examples, plus a written guide.
It's close to what I built in SwanLab AI, which reads client emails and attachments, prices the request from a price list and past quotes, replies with a PDF quote and writes to the supplier.
Send me how the process works today and I'll confirm it fits in one workflow before you order.
What the Freelancer needs to start the work
A short, step-by-step description of how the process works today.
Access to the tools involved (email, CRM, spreadsheets) or a test account.
Two or three real input examples, with private details removed if needed.