AI Task Automation Coaching
Budget: $15 – $25 USD
I want to master practical, day-to-day task automation so I can reclaim hours now spent on routine admin. My immediate priorities are
• cleaning up and triaging email,
• keeping my calendar up-to-date automatically, and
• eliminating repetitive data-entry work.
I already use ChatGPT and Claude as writing or brainstorming copilots; what I need next is someone who can show me how these (and similar) AI assistants can drive real, behind-the-scenes workflow automation. If there’s extra value in layering tools such as Zapier, Microsoft Power Automate or IFTTT on top, I’m open to it, but the core of the engagement should stay focused on the two LLMs I know and trust.
Scope of the engagement
1. Map out my current processes for email management, scheduling and basic data entry.
2. Design simple, reliable automations that use ChatGPT/Claude (plus any light integrations you recommend) to take those tasks off my plate.
3. Walk me through each setup live over a series of short screenshare sessions, explaining every prompt, trigger and permission so I can maintain it myself later.
4. Leave me with concise step-by-step notes or video snippets as a reference library.
Acceptance criteria
– All three target workflows run end-to-end without manual intervention.
– I understand how to tweak prompts, triggers and API keys on my own.
– Documentation is clear enough that I can rebuild a workflow from scratch if needed.
I’m ready to start right away and will happily schedule the first call as soon as we agree on a plan.
• cleaning up and triaging email,
• keeping my calendar up-to-date automatically, and
• eliminating repetitive data-entry work.
I already use ChatGPT and Claude as writing or brainstorming copilots; what I need next is someone who can show me how these (and similar) AI assistants can drive real, behind-the-scenes workflow automation. If there’s extra value in layering tools such as Zapier, Microsoft Power Automate or IFTTT on top, I’m open to it, but the core of the engagement should stay focused on the two LLMs I know and trust.
Scope of the engagement
1. Map out my current processes for email management, scheduling and basic data entry.
2. Design simple, reliable automations that use ChatGPT/Claude (plus any light integrations you recommend) to take those tasks off my plate.
3. Walk me through each setup live over a series of short screenshare sessions, explaining every prompt, trigger and permission so I can maintain it myself later.
4. Leave me with concise step-by-step notes or video snippets as a reference library.
Acceptance criteria
– All three target workflows run end-to-end without manual intervention.
– I understand how to tweak prompts, triggers and API keys on my own.
– Documentation is clear enough that I can rebuild a workflow from scratch if needed.
I’m ready to start right away and will happily schedule the first call as soon as we agree on a plan.