AI-Powered Assistant/Agent
Budget: $10 – $30 CAD
I am looking for an experienced developer or team to build a custom AI-powered assistant that automates my daily workflow. The assistant will streamline task management, KPI tracking, team coordination, email drafting, and planning tools using integrations with Smartsheet, Excel, Utrakk, and other tools as specified below.
This project is focused on improving efficiency, minimizing manual tasks, and providing me with actionable insights.
Key Features and Requirements:
1. Task Management Automation
• WW Team:
a) Automatically retrieve daily orders from Smartsheet and export them into Excel.
b) Create an editable Excel sheet for my team to update their progress on orders.
c) Generate KPIs such as:
• Completion times for orders.
• Missing parts or delays per order.
d) Provide a clear summary of completed orders.
• PP Team:
a) Download two sheets (latest status of orders and a new list of orders).
b) Organize them in chronological order in an Excel sheet for tracking.
c) Include fields for:
• Picker’s name.
• Total boxes.
• Completion time/date.
• Total time per order (to calculate picking efficiency KPIs).
2. Gemba Walks and Coaching Automation
• Integrate with UTRAKK to:
a) Automatically fill out Gemba Walk forms based on predefined parameters (3 times per day).
b) Automate the completion of coaching forms during scheduled team coaching sessions.
3. Project Planning Tools
• Provide an interface where I can input project goals and deadlines.
• Automatically draft a project management plan with:
a) Visual timelines and Gantt charts.
b) Clear tasks, milestones, and deadlines.
c) Suggestions to optimize workflows and achieve results faster.
4. Email Automation
• AI-powered email drafting for various scenarios:
a) Purchase requests.
b) Daily progress reports.
c) Other standard business correspondence.
• The assistant should be able to understand my verbal/text input for email requirements and draft professional responses accordingly.
5. Daily Dashboard Automation
• Consolidate data from Smartsheet into a daily dashboard emailed to me and my team leads.
• Include progress updates, order status, team performance, and KPIs.
• Schedule the report to send automatically every morning.
6. Outlook Email Organization and Suggested Replies
• Integrate with Microsoft Outlook to:
a) Categorize and prioritize emails automatically.
b) Suggest responses using context from previous emails, attachments, and Smartsheet data.
c) Allow me to review and approve AI-drafted replies.
7. Meeting Summaries and Insights
• Integrate with calendar tools (Outlook or Google Calendar) to:
a) Summarize meeting notes from pre-shared data.
b) Draft summaries of meetings after they occur.
c) Suggest follow-up tasks or action points based on the meeting context.
8. Ritual Automation with Utrakk
• Automate regular workflows like tracking team activities and logging progress updates in Utrakk.
9. Customizable User Input
• Provide a simple interface where I can input new plans or strategies.
• Allow AI to create templates, forms, and schedules based on my inputs.
Deliverables:
1. A fully functioning AI assistant with the features listed above.
2. Detailed documentation on:
• How to use the assistant.
• How to maintain/update integrations.
3. Support for deployment and initial troubleshooting.
Technology Stack and Integrations:
• Smartsheet API.
• Excel or Google Sheets API.
• Utrakk platform integration.
• Microsoft Power Automate or equivalent tools.
• OpenAI GPT-4 or other AI language models for drafting emails and planning tools.
• Calendar integrations (Outlook, Google Calendar, etc.).
Ideal Freelancer:
• Proven experience with automation tools like Zapier, Microsoft Power Automate, or custom API development.
• Familiarity with Smartsheet, Excel, Utrakk, and Outlook integrations.
• Expertise in AI-powered assistants (GPT-4 or equivalent).
• Strong project management and communication skills.
This project is focused on improving efficiency, minimizing manual tasks, and providing me with actionable insights.
Key Features and Requirements:
1. Task Management Automation
• WW Team:
a) Automatically retrieve daily orders from Smartsheet and export them into Excel.
b) Create an editable Excel sheet for my team to update their progress on orders.
c) Generate KPIs such as:
• Completion times for orders.
• Missing parts or delays per order.
d) Provide a clear summary of completed orders.
• PP Team:
a) Download two sheets (latest status of orders and a new list of orders).
b) Organize them in chronological order in an Excel sheet for tracking.
c) Include fields for:
• Picker’s name.
• Total boxes.
• Completion time/date.
• Total time per order (to calculate picking efficiency KPIs).
2. Gemba Walks and Coaching Automation
• Integrate with UTRAKK to:
a) Automatically fill out Gemba Walk forms based on predefined parameters (3 times per day).
b) Automate the completion of coaching forms during scheduled team coaching sessions.
3. Project Planning Tools
• Provide an interface where I can input project goals and deadlines.
• Automatically draft a project management plan with:
a) Visual timelines and Gantt charts.
b) Clear tasks, milestones, and deadlines.
c) Suggestions to optimize workflows and achieve results faster.
4. Email Automation
• AI-powered email drafting for various scenarios:
a) Purchase requests.
b) Daily progress reports.
c) Other standard business correspondence.
• The assistant should be able to understand my verbal/text input for email requirements and draft professional responses accordingly.
5. Daily Dashboard Automation
• Consolidate data from Smartsheet into a daily dashboard emailed to me and my team leads.
• Include progress updates, order status, team performance, and KPIs.
• Schedule the report to send automatically every morning.
6. Outlook Email Organization and Suggested Replies
• Integrate with Microsoft Outlook to:
a) Categorize and prioritize emails automatically.
b) Suggest responses using context from previous emails, attachments, and Smartsheet data.
c) Allow me to review and approve AI-drafted replies.
7. Meeting Summaries and Insights
• Integrate with calendar tools (Outlook or Google Calendar) to:
a) Summarize meeting notes from pre-shared data.
b) Draft summaries of meetings after they occur.
c) Suggest follow-up tasks or action points based on the meeting context.
8. Ritual Automation with Utrakk
• Automate regular workflows like tracking team activities and logging progress updates in Utrakk.
9. Customizable User Input
• Provide a simple interface where I can input new plans or strategies.
• Allow AI to create templates, forms, and schedules based on my inputs.
Deliverables:
1. A fully functioning AI assistant with the features listed above.
2. Detailed documentation on:
• How to use the assistant.
• How to maintain/update integrations.
3. Support for deployment and initial troubleshooting.
Technology Stack and Integrations:
• Smartsheet API.
• Excel or Google Sheets API.
• Utrakk platform integration.
• Microsoft Power Automate or equivalent tools.
• OpenAI GPT-4 or other AI language models for drafting emails and planning tools.
• Calendar integrations (Outlook, Google Calendar, etc.).
Ideal Freelancer:
• Proven experience with automation tools like Zapier, Microsoft Power Automate, or custom API development.
• Familiarity with Smartsheet, Excel, Utrakk, and Outlook integrations.
• Expertise in AI-powered assistants (GPT-4 or equivalent).
• Strong project management and communication skills.