Workflow Automation System: Airtable + Make.com + Twilio + Jotform

Job ID: 40374949

Budget: $30 – $250 USD

PROJECT TITLE
Build Airtable + Make.com + Twilio + Jotform Automation System (STRICT SPEC)
PROJECT DESCRIPTION (COPY EVERYTHING BELOW)
I need a system built EXACTLY as specified. This is NOT a creative project. This is a strict execution project.
You are NOT designing anything. You are following instructions.
PAYMENT TERMS (NON-NEGOTIABLE)
Maximum budget: $250
Payment will ONLY be released if the system works EXACTLY as specified
If ANY part does not work, payment will NOT be released
No partial payment
No “almost done”
This is a PASS / FAIL project.
REQUIREMENT BEFORE STARTING
You must confirm:
“I understand all requirements and will build exactly as specified with no deviation.”
If you do not confirm this, do not apply.
OBJECTIVE
Build a working system that:
Tracks homeowner cases
Enforces deadlines
Sends automated SMS alerts
Prevents missed submissions and incomplete applications
System must require minimal manual work once complete.
TOOLS REQUIRED
Airtable (database)
Make.com (automation)
Twilio (SMS)
Jotform (intake form)
AIRTABLE SETUP (EXACT)
Create table: Property Tax Cases
Fields:
Name → Single line text
Phone → Single line text
Address → Single line text
Stage → Single select
Options:
Stage A
Stage B
Stage C
HOPE Status → Single select
Options:
Not Started
In Progress
Submitted
Approved
Denied
Documents Complete → Checkbox
Missing Documents → Long text
HOPE Deadline → Date
Follow-Up Date → Date
Asset Issue → Checkbox
Risk Level → Formula field
Risk Level Formula (USE EXACTLY)
IF({Documents Complete}=0,"HIGH",IF(DATETIME_DIFF({HOPE Deadline},TODAY(),'days')<=7,"HIGH","LOW"))
JOTFORM SETUP (EXACT FIELDS)
Name (Short text)
Phone (Phone field)
Address (Short text)
Do you own and live in the home? (Yes/No)
Household income (Number)
Do you have more than $12,000 in assets? (Yes/No)
Are your documents ready? (Yes/No)
AUTOMATIONS (MAKE.COM)
1. 14-DAY REMINDER
Trigger:
HOPE Deadline is 14 days away
Action:
Send SMS
Message: “Reminder: Your property tax application must be submitted before the deadline.”
2. 7-DAY URGENT ALERT
Trigger:
HOPE Deadline is 7 days away
Action:
Send SMS
Message: “URGENT: You must act now or risk denial.”
3. MISSING DOCUMENT ALERT
Trigger:
Documents Complete = NO
Action:
Send SMS
Message: “You are missing required documents. Your application will be denied.”
4. WEEKLY FOLLOW-UP
Trigger:
HOPE Status = Submitted
Action:
Send SMS every 7 days
Message: “Checking status of your application. Please respond if needed.”
INTEGRATION FLOW (EXACT)
Jotform → Make.com → Airtable
Airtable → Make.com → Twilio
TEST REQUIREMENTS (MANDATORY)
You MUST prove system works using these tests:
Test 1:
Set HOPE Deadline = 7 days from today
SMS MUST send
Test 2:
Set Documents Complete = NO
SMS MUST send
Test 3:
Set HOPE Status = Submitted
Weekly SMS MUST trigger
If ANY of these fail → project is incomplete
FINAL RULE
If system does not work EXACTLY as described:
DO NOT EXPECT PAYMENT