Build a Self-Hosted AI Business Operating System (n8n + PostgreSQL + PGVector + Claude + Docker)
Budget: $30 – $250 CAD
Project Overview
We are looking for an experienced AI Automation / Full-Stack Developer to build a self-hosted AI Business Operating System that automates email management, CRM, sales, marketing, customer support, and business workflows.
This is a long-term project with multiple milestones.
Phase 1 – Infrastructure
Install and configure:
Debian 12
Webmin
Docker & Docker Compose
Nginx
SSL (Let's Encrypt)
PostgreSQL
PGVector
Redis
Python
Node.js
Git
n8n
Ollama
Claude API
OpenAI API
Automated backups
Monitoring
Phase 2 – AI Knowledge Base
Create a searchable AI knowledge base that can ingest:
Websites
PDFs
Word documents
Excel files
SOPs
Product catalogs
Pricing
Technical manuals
Features:
OCR
Document parsing
Chunking
Metadata
Embeddings
Version control
PostgreSQL + PGVector
Phase 3 – AI Email Assistant
Build an AI email assistant capable of:
Reading new emails
Reading full conversation threads
Searching previous email history
Searching sent emails
Recognizing customers, vendors, and prospects
Classifying emails
Detecting phishing and spam
Detecting urgency
Creating draft replies
Applying Gmail labels
Organizing emails by company
Daily summary reports
Phase 4 – CRM & Customer Database
Automatically maintain customer records:
Contacts
Companies
Devices
Service history
Quotes
Invoices
Notes
Support history
Phase 5 – Business Integrations
Integrate with:
Gmail
Google Calendar
Google Contacts
Google Drive
PHP CRM
PHP Invoicing Software
Website forms
REST APIs
Phase 6 – AI Technical Support
Create an AI agent capable of understanding:
Windows
macOS
Linux
Microsoft 365
Exchange
Networking
VPN
Firewalls
Servers
Backups
Cybersecurity
Phase 7 – AI Sales Agent
Features:
Lead detection
Lead scoring
Opportunity tracking
Follow-up reminders
Quote generation
Appointment scheduling
Phase 8 – AI Marketing Agent
Generate:
Facebook posts
Instagram posts
LinkedIn posts
X posts
Google Business posts
SEO blog articles
Newsletters
Flyers
Marketing content
Phase 9 – Dashboard
Build a web dashboard displaying:
AI agent status
Email activity
Leads
Sales
Marketing
Tickets
Server health
Logs
Reports
Required Skills
n8n
Docker
PostgreSQL
PGVector
Python
PHP
Linux (Debian)
REST APIs
Gmail API
Google OAuth
Claude API
OpenAI API
Git
Deliverables
Fully documented source code
Docker deployment
Installation guide
Architecture documentation
Database schema
n8n workflows
API documentation
Testing and validation
Proposal Requirements
Please include:
Similar AI or n8n projects
Relevant experience
Suggested architecture
Estimated timeline
Milestone pricing
Ongoing support availability
Note: The solution should be modular, self-hosted, secure, well-documented, and designed so additional AI agents can be added in future phases.
We are looking for an experienced AI Automation / Full-Stack Developer to build a self-hosted AI Business Operating System that automates email management, CRM, sales, marketing, customer support, and business workflows.
This is a long-term project with multiple milestones.
Phase 1 – Infrastructure
Install and configure:
Debian 12
Webmin
Docker & Docker Compose
Nginx
SSL (Let's Encrypt)
PostgreSQL
PGVector
Redis
Python
Node.js
Git
n8n
Ollama
Claude API
OpenAI API
Automated backups
Monitoring
Phase 2 – AI Knowledge Base
Create a searchable AI knowledge base that can ingest:
Websites
PDFs
Word documents
Excel files
SOPs
Product catalogs
Pricing
Technical manuals
Features:
OCR
Document parsing
Chunking
Metadata
Embeddings
Version control
PostgreSQL + PGVector
Phase 3 – AI Email Assistant
Build an AI email assistant capable of:
Reading new emails
Reading full conversation threads
Searching previous email history
Searching sent emails
Recognizing customers, vendors, and prospects
Classifying emails
Detecting phishing and spam
Detecting urgency
Creating draft replies
Applying Gmail labels
Organizing emails by company
Daily summary reports
Phase 4 – CRM & Customer Database
Automatically maintain customer records:
Contacts
Companies
Devices
Service history
Quotes
Invoices
Notes
Support history
Phase 5 – Business Integrations
Integrate with:
Gmail
Google Calendar
Google Contacts
Google Drive
PHP CRM
PHP Invoicing Software
Website forms
REST APIs
Phase 6 – AI Technical Support
Create an AI agent capable of understanding:
Windows
macOS
Linux
Microsoft 365
Exchange
Networking
VPN
Firewalls
Servers
Backups
Cybersecurity
Phase 7 – AI Sales Agent
Features:
Lead detection
Lead scoring
Opportunity tracking
Follow-up reminders
Quote generation
Appointment scheduling
Phase 8 – AI Marketing Agent
Generate:
Facebook posts
Instagram posts
LinkedIn posts
X posts
Google Business posts
SEO blog articles
Newsletters
Flyers
Marketing content
Phase 9 – Dashboard
Build a web dashboard displaying:
AI agent status
Email activity
Leads
Sales
Marketing
Tickets
Server health
Logs
Reports
Required Skills
n8n
Docker
PostgreSQL
PGVector
Python
PHP
Linux (Debian)
REST APIs
Gmail API
Google OAuth
Claude API
OpenAI API
Git
Deliverables
Fully documented source code
Docker deployment
Installation guide
Architecture documentation
Database schema
n8n workflows
API documentation
Testing and validation
Proposal Requirements
Please include:
Similar AI or n8n projects
Relevant experience
Suggested architecture
Estimated timeline
Milestone pricing
Ongoing support availability
Note: The solution should be modular, self-hosted, secure, well-documented, and designed so additional AI agents can be added in future phases.