AI and Automation
UpworkAENot specifiedintermediateScore: 59
Artificial IntelligenceAutomationBusiness Process Automation
AI Automation & Business Systems Architect (CRM, Sales Funnels, WhatsApp AI, GPT Assistants & Workflow Automation)
Overview
We are looking for a highly experienced AI Automation & Business Systems Architect to design and implement a complete automation ecosystem for our clients.
We are looking for someone who understands end-to-end system architecture, automation logic, CRM structuring, AI integration, and scalable operational design.
The goal is to build a fully integrated automation infrastructure covering:
- CRM architecture
- Sales & marketing automation
- AI-powered WhatsApp automation
- AI website & smart lead capture
- Internal workflow automation
- GPT-powered AI assistants
🔹 Scope of Work
1️⃣ Automation Foundation & CRM Infrastructure
We need:
- Full CRM setup and structuring
- Pipeline creation & stage logic
- Custom fields & tagging architecture
- Lead lifecycle mapping
- CRM optimization for automation triggers
- Data organization & hygiene framework
Preferred experience with:
- GoHighLevel
- HubSpot
- Zoho
- Pipedrive
2️⃣ Tool Integration & Infrastructure
- Email system integration
- Calendar automation
- Forms & landing page integrations
- Payment gateway connection
- API/webhook configuration
- Zapier or Make automation
3️⃣ Sales & Marketing Automation
We require:
- Automated lead capture systems
- Smart routing logic
- Instant follow-up sequences
- Email + SMS nurture flows
- Re-engagement campaigns
- Segmentation workflows
- Behavior-triggered automation
- Sales pipeline stage automation
- Task automation for sales reps
4️⃣ AI WhatsApp Sales Automation
- WhatsApp AI chatbot setup
- Lead qualification automation
- Appointment booking automation
- CRM integration
- Objection handling flows
- 24/7 automated response system
Experience with:
- WhatsApp API
- Twilio
- GoHighLevel
5️⃣ AI-Enabled Website & Smart Lead Capture
- Conversion-focused website build or optimization
- AI chatbot integration
- Smart forms connected to CRM
- Automated booking system
- SEO & performance optimization
Platforms:
- WordPress
- Webflow
- Chatbase / Tidio (or similar)
6️⃣ Business Process & Operations Automation
- Client onboarding automation
- Contract & payment triggers
- Task assignment workflows
- Internal notification systems
- Reporting dashboards
- Cross-platform automation
Tools:
- ClickUp
- Asana
- Zapier / Make
7️⃣ AI Assistants (GPT-Based Systems)
We want custom AI assistants trained on our internal processes or on general processes:
- AI Knowledge Assistant
- Trained on SOPs & internal documentation
- Slack/CRM integration
- Internal team support automation
- AI Sales Assistant
- Trained on offers & scripts
- Objection handling logic
- CRM & booking integration
- Sales conversation automation
Must have experience working with:
- OpenAI API
- Custom GPT workflows
- AI prompt engineering
- AI system design
🎯 Ideal Candidate
We are looking for someone who:
- Thinks in systems, not tasks
- Has architect-level understanding of automation
- Can design clean, scalable infrastructure
- Has implemented similar automation ecosystems before
- Can document systems properly
- Can advise strategically (not just execute instructions)
📌 Deliverables (for reference)
- Fully structured CRM
- Documented automation map
- Implemented workflows
- AI chatbot systems
- AI assistants deployed & tested
- End-to-end integration completed
- Clear system documentation
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