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AI Sales Automation Engineer: Claude API Audit Tool + Clay/n8n/Instantly Outbound Engine

UpworkUSNot specifiedexpert
Chatbot DevelopmentArtificial IntelligenceMachine LearningClayn8nAPI Integrationworkflow automation
We are an AI automation consultancy building a full-stack outbound and inbound sales automation system for a client in insurance distribution. The system is fully architected. We need a hands-on builder to execute under our technical direction. The project: A managed revenue engine that ingests proprietary industry data (Department of Labor Form 5500 filings), enriches and scores it, routes contacts into persona-specific trigger-based email sequences, syncs everything to a CRM, and auto-generates branded benchmarking reports for prospects. There is also a real-time AI-powered audit tool that lives on the client's website, pulls their proprietary data, and uses Claude API to generate instant custom analyses for visitors. Core stack you will be building with: - Clay (enrichment tables, waterfall enrichment, scoring, AI columns, webhooks) - n8n (workflow orchestration connecting everything, state machine logic, API calls) - Instantly (email sequence execution, domain rotation, reply detection) - HubSpot (CRM configuration, workflows, dashboards, lifecycle management) - Claude API (prompt-driven copy generation, report narrative generation, audit tool engine) - ZeroBounce (email verification) - Nooks (parallel dialer integration) - HTML/CSS/JS or React (lightweight frontend for the AI audit tool) - HTML-to-PDF rendering (branded report output) What you will build (10 components): - Data ingestion pipeline connecting an industry data source into - Clay and HubSpot via n8n. Field normalization, activation-cohort logic, dedupe rules. - Enrichment and scoring engine in Clay. Waterfall enrichment, email verification, 5-factor scoring model, trigger detection rules, suppression logic. - Email infrastructure. 8-10 root domains, 16-24 inboxes, DNS (SPF, DKIM, DMARC), warmup, Instantly workspace configuration, domain rotation, send caps. - Sequence architecture. 6 trigger-based sequence families x 3 persona variants = 18 master playbooks. Claude API prompt templates for dynamic copy generation. Trigger arbitration rules and account-level guardrails. - Outbound execution wiring. n8n state machine connecting Clay to Instantly. Reply/bounce classification syncing to HubSpot. Suppression logic. - CRM SDR cockpit. Custom properties, deal stages, filtered views, automated daily task queues, dashboards, dialer integration. - Benchmarking report engine. n8n workflow querying data APIs, passing to Claude API for narrative generation, rendering branded PDF output. - AI-powered audit tool (the centerpiece). A real-time tool on the client's website where a visitor enters their company name, the system matches against proprietary data, pulls peer benchmarks, - Claude API generates a custom narrative analysis, and results render instantly on the page with a booking CTA. Every completion syncs to the CRM as a high-intent lead. This is a lightweight React or HTML/JS frontend connected to an n8n backend. - Inbound conversion flow. Post-audit nurture sequences, auto report delivery for booked meetings, pre-call briefing cards for the sales team. Analytics, capacity governor, QA, documentation. How this works: You build under our direction. We provide architecture, data schemas, prompt templates, and strategic logic. You execute. Weekly sprints with clear deliverables. Slack for communication. Async-first, 1-2 syncs per week. We review and approve every component before go-live. Required (non-negotiable): - Deep Clay experience. Tables, enrichments, AI columns, HTTP API, webhooks, CRM sync. If you have not built complex Clay workflows with scoring and multi-step enrichment, this is not the right fit. - Strong n8n experience. Multi-step workflows with API calls, webhooks, conditional logic, error handling. Make or Zapier alone is not sufficient. - Instantly setup and management. Domains, inboxes, sequences, warmup, deliverability. - HubSpot admin. Custom properties, workflows, views, dashboards, lifecycle stages. - API integration experience. REST APIs, webhooks, JSON transformation. - Claude API or similar LLM API experience for production use cases. To apply, answer these 4 questions: - Describe a Clay workflow you built that involved enrichment waterfall, scoring, and output to another system. What was the use case and what tools were involved? = Show or describe an n8n workflow you built with nodes, conditional logic, and at least 2 external API integrations. - How many Instantly workspaces have you managed? Highest volume (emails/month) while maintaining deliverability? What was your warmup and domain rotation approach? - What is your production experience with Claude API or similar LLM APIs? Describe a specific implementation, not just chatting. Generic proposals without answers to these questions will be declined. Include 2-3 relevant examples, your availability for the next 5 weeks, and your timezone. Fixed-price proposals only.
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Spent: $19,848.43Rating: 5.0Verified