AI Solutions Architect: HubSpot & AppSheet Workflow Integration
Budget: £10 – £15 GBP
Project Overview
We are developing a sophisticated "Quad-Agent" AI infrastructure designed to automate the transition of raw client data into structured, auditable compliance and impact reports. Our ecosystem relies on a seamless data loop between HubSpot (CRM), Google Gemini (AI Agents), and AppSheet (User Interface).
I am looking for an AI Workflow Engineer to finalize our "System Instructions" and build the technical bridge that ensures data integrity as it moves through our four specialized AI agents.
Scope of Work
- Multi-Agent Orchestration: Optimize the "System Instructions" for 4 distinct Gemini-based agents (Librarian, Compliance, Communications, and Analyst) to ensure consistent data hand-offs.
- HubSpot Integration: Map CRM properties to AI prompts to trigger automated "Knowledge Atomization" when a deal or ticket reaches a specific stage.
- AppSheet Dashboarding: Refine the Google Sheets/AppSheet backend to ingest 9-column Markdown tables generated by the AI, ensuring relational tags (Stage, Dept, Action, Tech) remain searchable.
- Knowledge Base Management: Organize master technical documentation within the AI environment (using NotebookLM or RAG protocols) to ensure "Zero-Hallucination" outputs.
Required "Skills" (Technical Stack)
- AI Architecture: Advanced prompt engineering for Google Gemini (Gems) or Vertex AI.
- CRM Operations: Proficiency in HubSpot workflows, custom properties, and API triggers.
- No-Code Development: High-level expertise in AppSheet (Expression language, Slices, and UX views).
- Data Engineering: Mastery of Google Apps Script (GAS), Markdown, and relational database logic in Google Sheets.
Deliverables
- Optimized System Instructions for 4 production-ready AI Agents.
- A functional data-loop connecting HubSpot triggers to AI processing and AppSheet display.
- A "Master Knowledge Map" for document-to-agent assignment.
How to Apply
Please demonstrate your experience in automated data-triaging. Specifically, explain how you have previously moved unstructured data from a CRM into an AI environment and out to a structured user dashboard without losing data granularity
We are developing a sophisticated "Quad-Agent" AI infrastructure designed to automate the transition of raw client data into structured, auditable compliance and impact reports. Our ecosystem relies on a seamless data loop between HubSpot (CRM), Google Gemini (AI Agents), and AppSheet (User Interface).
I am looking for an AI Workflow Engineer to finalize our "System Instructions" and build the technical bridge that ensures data integrity as it moves through our four specialized AI agents.
Scope of Work
- Multi-Agent Orchestration: Optimize the "System Instructions" for 4 distinct Gemini-based agents (Librarian, Compliance, Communications, and Analyst) to ensure consistent data hand-offs.
- HubSpot Integration: Map CRM properties to AI prompts to trigger automated "Knowledge Atomization" when a deal or ticket reaches a specific stage.
- AppSheet Dashboarding: Refine the Google Sheets/AppSheet backend to ingest 9-column Markdown tables generated by the AI, ensuring relational tags (Stage, Dept, Action, Tech) remain searchable.
- Knowledge Base Management: Organize master technical documentation within the AI environment (using NotebookLM or RAG protocols) to ensure "Zero-Hallucination" outputs.
Required "Skills" (Technical Stack)
- AI Architecture: Advanced prompt engineering for Google Gemini (Gems) or Vertex AI.
- CRM Operations: Proficiency in HubSpot workflows, custom properties, and API triggers.
- No-Code Development: High-level expertise in AppSheet (Expression language, Slices, and UX views).
- Data Engineering: Mastery of Google Apps Script (GAS), Markdown, and relational database logic in Google Sheets.
Deliverables
- Optimized System Instructions for 4 production-ready AI Agents.
- A functional data-loop connecting HubSpot triggers to AI processing and AppSheet display.
- A "Master Knowledge Map" for document-to-agent assignment.
How to Apply
Please demonstrate your experience in automated data-triaging. Specifically, explain how you have previously moved unstructured data from a CRM into an AI environment and out to a structured user dashboard without losing data granularity
Related categories:
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Hubspot
AI Development
AI Agents
Gemini
AppSheet Development