Automation App for Client Submissions -- 2

Job ID: 40053934

Budget: $750 – $1,500 USD

I need a small desktop or web-based application that automates my entire client-submission workflow.

Scope of work
1. Input capture
• Accept a Word document or forwarded email.
• Parse both personal and business details (name, address, company, role, phone, email, etc.).

2. Document generation
• Populate a standard Word file using the custom template I will supply.
• Save the file with a clear, client-specific naming convention.

3. Government portal automation
• Log in with stored credentials.
• Complete the online form using the extracted data.
• Upload the Word document generated in step 2.
• Capture any submission confirmation or reference number.

4. Notification
• Email the finished Word document and the portal’s confirmation/receipt to the client automatically.
• CC/BCC configurable.

Key requirements
• Clean, intuitive UI where I can drag-and-drop or select the source file.
• Solid error handling: flag missing fields, failed logins, or upload errors.
• Config file or dashboard where I can update portal credentials and email settings.
• Source code delivered, with brief setup guide and instructions for updating the template.

Preferred stack
I am platform-agnostic, but Python (with docx, Selenium, smtplib), C# (.NET, OpenXML, Selenium), or a similar mainstream solution is ideal as long as it is straightforward to install and maintain.

Deliverables
• Working application covering steps 1-4.
• README or short video walkthrough.
• One revision cycle for minor tweaks after initial testing.

Timeline is flexible; please include estimated milestones.