Make.com Specialist for Metro 2 Workflow Automation
Budget: $30 – $250 USD
Title: Make.com Expert Needed to Complete Next Phase of Metro 2 Workflow Automation
I am looking for an experienced Make.com automation specialist to continue development on an existing workflow automation project.
The current system has already been partially built, and I am seeking someone who can review the existing architecture and potentially complete the next phase of development.
This may lead to an ongoing working relationship.
WHAT HAS ALREADY BEEN BUILT
The current system reportedly includes:
• Google Drive report intake
• PDF extraction and processing
• Text aggregation and normalization
• JavaScript parsing logic
• Iterator and router-based processing
• Tradeline-level evaluation
• Classification logic
• Flag detection
• AI-generated client summaries
• Consultation talking points
• Google Sheets outputs for testing and visibility
• Dashboard outputs and status tracking
The system was designed to be modular and scalable.
BUSINESS CONTEXT
The system supports a Metro 2 compliance business focused on negative tradelines.
Examples include:
• Collections
• Charge-offs
• Late payments
• Reporting inconsistencies
• Missing or conflicting information
The objective is to automate the analysis process and streamline the implementation workflow.
WHAT I BELIEVE STILL NEEDS TO BE BUILT
I am seeking feedback regarding whether the following items should be considered enhancements to the existing system or separate development phases:
Implementation Logic
• Determine what action should occur after a tradeline is identified as requiring attention
• Create structured outputs that support downstream implementation activities
• Reduce reliance on employee judgment for decision-making processes
Workflow Integration
• Integrate findings into Credit Repair Cloud (CRC) workflows
• Structure outputs so they can support implementation activities within CRC
• Reduce reliance on Google Sheets as the system matures
Monitoring Workflows
• Support ongoing monitoring through SmartCredit
• Feed updated information back into the automation process
• Support recurring client workflows
Employee Workflows
• Generate clear employee instructions regarding next steps
• Create a centralized operational workflow for team members
• Improve consistency across implementation activities
EXISTING SYSTEMS
The broader ecosystem currently utilizes:
• Make.com
• Credit Repair Cloud (CRC)
• SmartCredit
• Google Drive
• Google Sheets
WHAT I AM LOOKING FOR
Please review the information above and provide your thoughts regarding the following:
1. Does the remaining work appear to be an enhancement to the existing system or a separate build?
2. What components do you believe have already been completed?
3. What components would you prioritize next?
4. How would you approach the implementation phase based on the systems currently being used?
5. Do you see any scalability concerns if the business eventually processes 50–200+ reports per week?
6. Would you recommend continuing with the existing architecture or restructuring portions of the system before moving forward?
Please include:
• Your experience with Make.com
• Experience with complex workflow automations
• Experience integrating external platforms or CRMs
• Examples of similar projects (if applicable)
• Whether you would be interested in continuing development after the review process
I am looking for someone who can both evaluate the current architecture and potentially help complete the next phase of development.
I am looking for an experienced Make.com automation specialist to continue development on an existing workflow automation project.
The current system has already been partially built, and I am seeking someone who can review the existing architecture and potentially complete the next phase of development.
This may lead to an ongoing working relationship.
WHAT HAS ALREADY BEEN BUILT
The current system reportedly includes:
• Google Drive report intake
• PDF extraction and processing
• Text aggregation and normalization
• JavaScript parsing logic
• Iterator and router-based processing
• Tradeline-level evaluation
• Classification logic
• Flag detection
• AI-generated client summaries
• Consultation talking points
• Google Sheets outputs for testing and visibility
• Dashboard outputs and status tracking
The system was designed to be modular and scalable.
BUSINESS CONTEXT
The system supports a Metro 2 compliance business focused on negative tradelines.
Examples include:
• Collections
• Charge-offs
• Late payments
• Reporting inconsistencies
• Missing or conflicting information
The objective is to automate the analysis process and streamline the implementation workflow.
WHAT I BELIEVE STILL NEEDS TO BE BUILT
I am seeking feedback regarding whether the following items should be considered enhancements to the existing system or separate development phases:
Implementation Logic
• Determine what action should occur after a tradeline is identified as requiring attention
• Create structured outputs that support downstream implementation activities
• Reduce reliance on employee judgment for decision-making processes
Workflow Integration
• Integrate findings into Credit Repair Cloud (CRC) workflows
• Structure outputs so they can support implementation activities within CRC
• Reduce reliance on Google Sheets as the system matures
Monitoring Workflows
• Support ongoing monitoring through SmartCredit
• Feed updated information back into the automation process
• Support recurring client workflows
Employee Workflows
• Generate clear employee instructions regarding next steps
• Create a centralized operational workflow for team members
• Improve consistency across implementation activities
EXISTING SYSTEMS
The broader ecosystem currently utilizes:
• Make.com
• Credit Repair Cloud (CRC)
• SmartCredit
• Google Drive
• Google Sheets
WHAT I AM LOOKING FOR
Please review the information above and provide your thoughts regarding the following:
1. Does the remaining work appear to be an enhancement to the existing system or a separate build?
2. What components do you believe have already been completed?
3. What components would you prioritize next?
4. How would you approach the implementation phase based on the systems currently being used?
5. Do you see any scalability concerns if the business eventually processes 50–200+ reports per week?
6. Would you recommend continuing with the existing architecture or restructuring portions of the system before moving forward?
Please include:
• Your experience with Make.com
• Experience with complex workflow automations
• Experience integrating external platforms or CRMs
• Examples of similar projects (if applicable)
• Whether you would be interested in continuing development after the review process
I am looking for someone who can both evaluate the current architecture and potentially help complete the next phase of development.