AI Portal for Process Automation
Budget: $250 – $750 USD
I need an AI-driven web portal that takes repetitive office work off my plate. The core goal is process automation:
• Task scheduling – the app must connect to Google or Outlook calendars and push deadline reminders so nothing slips.
• Email handling – automatically sort, tag, and draft responses where it can, leaving only the exceptions for me.
• Report generation – pull data from our CRM and marketing tools, then compile clear PDF or dashboard-style reports.
• Lead management – spot “hot” leads in real time and trigger workflows that nurture or route them, plus run periodic campaigns to generate fresh leads.
A clean browser interface, solid user-management, and well-documented APIs are essential so future features can be added without a rebuild. I’m open to the tech stack, but common choices like Python (FastAPI, LangChain), Node, React, or similar will fit well, and the final code must be container-ready for an easy cloud deploy.
Deliverables:
1. Working portal hosted on a test server.
2. Source code with install scripts and README.
3. Short loom/video walkthrough showing the main automation flows in action.
Once everything passes basic UAT—calendar sync, email triage, automated reports, and lead detection—I’ll move it to production and release final payment.
• Task scheduling – the app must connect to Google or Outlook calendars and push deadline reminders so nothing slips.
• Email handling – automatically sort, tag, and draft responses where it can, leaving only the exceptions for me.
• Report generation – pull data from our CRM and marketing tools, then compile clear PDF or dashboard-style reports.
• Lead management – spot “hot” leads in real time and trigger workflows that nurture or route them, plus run periodic campaigns to generate fresh leads.
A clean browser interface, solid user-management, and well-documented APIs are essential so future features can be added without a rebuild. I’m open to the tech stack, but common choices like Python (FastAPI, LangChain), Node, React, or similar will fit well, and the final code must be container-ready for an easy cloud deploy.
Deliverables:
1. Working portal hosted on a test server.
2. Source code with install scripts and README.
3. Short loom/video walkthrough showing the main automation flows in action.
Once everything passes basic UAT—calendar sync, email triage, automated reports, and lead detection—I’ll move it to production and release final payment.
Related categories:
PHP
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API Development
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