Description
Summary No contact outside of Upwork otherwise will be reported I run a social media marketing agency and want to bring AI-powered automation into our day-to-day operations. I'm not technical myself, so I'm looking for someone who can scope, build, and document a set of automations end-to-end not just give me advice. Experience working with or for a social media / digital marketing agency is strongly preferred, since you'll understand our workflows (content approval, client reporting, asset management) without much explanation needed. Our current tools: Google Drive, Slack, Notion, and Rella (social media management). Please flag if you've worked with Rella before, or with similarly niche tools that only expose an API/webhook rather than a native Zapier/Make app - I want to know upfront if that changes scope. Kinds of automations I need built: 1. Auto-categorization of content/assets — new files landing in our shared drive get automatically tagged by client, content type, and format 2. Scheduled client reporting pipeline — pulls performance data on a recurring basis, generates a narrative summary (not just raw numbers), and delivers it to Slack/email/Drive automatically 3. Draft-response system for client comments/DMs/emails — AI drafts a response for common inquiry types, a human approves before anything sends (no fully autonomous posting) 4. New client onboarding flow — automating the repetitive admin/setup steps when we bring on a new client Open to your recommendations on tooling, but I expect this will involve Zapier or Make.com, connected to Claude o, plus the tools listed above. What I'm looking for in a candidate: Proven experience building automations with Zapier and/or Make.com (please share 2-3 examples of similar work, ideally for agencies) Comfortable integrating AI APIs (Claude or OpenAI) into a workflow, not just using ChatGPT in a browser Clear communicator who can explain technical decisions in plain English Will provide documentation for everything built, so I'm not dependent on you for every future tweak Deliverables: Working automations for the items above Written documentation of how each one works and how to troubleshoot it A short handoff call walking me through everything one-time setup (possibility of ongoing maintenance retainer for the right person) If this sounds like something you've done before, I'd love to see relevant examples in your application along with a rough idea of how you'd approach scoping this.