Description
Summary Summary Hello Upwork Friends, I'm looking for one experienced AI Automation Engineer to help build a relatively straightforward Phase 1 MVP by connecting several existing tools into a clean workflow. This is NOT a custom SaaS platform or a large software project. The goal is to intelligently connect proven tools (GoHighLevel, Airtable/HubSpot, OpenAI, Twilio, etc.) into a simple, reliable workflow that saves time and keeps investor communications organized. ======================== The right person should look at this and think: "This is mostly automation, integrations, prompts, and workflow design." ======================== Phase 1 Includes * Central Investor CRM * AI-assisted investor memory * Investor prioritization * Personalized Email & SMS workflows (with human approval before sending) * Automated follow-up reminders * Referral workflow * Webinar follow-up automation * Executive dashboard ======================== I'm intentionally keeping Phase 1 lean. I'd rather build a simple, polished MVP than over-engineer a large platform. ======================== If you're someone who enjoys simplifying systems and leveraging existing tools instead of writing lots of custom code, we'd probably work well together. If Phase 1 is successful, this is very likely to turn into ongoing work for Phase 2, additional AI capabilities, and long-term maintenance. ======================== If you're interested and available, please answer these 3 questions: 1. Looking at the scope above, approximately how many days/weeks do you think a solid MVP would take you, and what (if anything) would you simplify further? 2. If you were the architect, which tools would you choose for each major component (CRM, automations, AI, SMS, dashboard), and why? 3. One of the core workflows is: A new investment opportunity is added. AI recommends the best investors based on CRM data. Personalized email and SMS drafts are generated. A human reviews and approves them. Messages are sent. Engagement is tracked. AI recommends who to follow up with next. Briefly describe how you would build this workflow using existing tools. Please include examples of similar automation or AI workflow projects you've completed. I'm looking for someone who enjoys building elegant, maintainable systems instead of overcomplicated ones. ======================== I look forward to working with you! 🍻 Khalfani