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AI Automation & CRM Integration Audit | Claude, n8n, MCP & APIs

Budget
$20.0
Contract
FIXED
Client
United States · ★ 5.00 (71)
Live feed
Upwork

crm, api, python, api-integration, automation, javascript, php, api-development, node.js

Preferred qualifications

  • Experience: Intermediate
I'm looking for an experienced AI Automation and CRM Specialist to conduct a technical audit of an existing automation setup. The goal is to review the current workflows, integrations, and AI components, identify potential issues, and recommend improvements. This is an audit and assessment project. No major implementation or rebuilding is required. Scope of Work I need you to: 1. *Automation Audit* - Review existing n8n, Make.com, or Zapier workflows. - Identify broken, inefficient, or poorly structured automations. - Check workflow logic, triggers, actions, and error handling. 2. *CRM Integration Review* - Examine existing CRM integrations and data synchronization. - Identify potential issues with lead capture, data mapping, and automated follow-ups. - Review API and webhook connections. 3. *AI Integration Assessment* - Review existing Claude, OpenAI, or other AI integrations. - Assess how AI components interact with business workflows. - Identify opportunities for better AI automation and MCP integration. 4. *Recommendations* - Highlight identified issues and their potential impact. - Recommend practical solutions and improvements. - Identify opportunities to improve reliability and efficiency. Deliverables - A brief technical audit report. - Identified issues and their root causes, where determinable. - Recommended solutions and priorities. - Suggestions for improving the existing automation architecture. Requirements - Proven experience with AI automation and CRM integrations. - Knowledge of n8n, Make.com, or Zapier. - Experience with Claude, OpenAI APIs, or AI agents. - Understanding of REST APIs, webhooks, and JSON. - Ability to explain technical issues clearly. Budget Fixed Price: *$20* This is a small initial audit. If the assessment is successful, there may be opportunities for additional implementation and optimization work. To Apply Please answer these questions: 1. Which automation and CRM platforms have you worked with? 2. Have you audited existing AI-powered workflows before? 3. What would you examine first when auditing an existing n8n or CRM integration? 4. Can you share an example of a similar project?
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