AI Workflow Automation Developer
Budget: $20.0 - $135.0
HOURLY / AS_NEEDED
⭐ 4.91 (28)
United States
html5, css3, css
We are looking for a highly experienced AI Automation Engineer to design and build a sophisticated AI Agent ecosystem that automates the day-to-day operations of our engineering consulting and special inspections company.
This is not a simple chatbot project.
We are looking for someone who understands modern AI agent frameworks (OpenAI, LangGraph, CrewAI, AutoGen, MCP, etc.) and can build a secure business workflow automation platform that performs real work across multiple software systems.
Our long-term vision is to build an AI Operations Manager capable of handling 80–90% of our administrative and project management tasks while maintaining human approval where required.
Project Goal
Build an AI Agent platform that acts like a virtual operations team capable of:
Reading emails
Understanding client requests
Creating proposals
Sending invoices
Scheduling inspections
Following up with clients
Updating QuickBooks
Completing engineering forms
Assigning work to employees
Managing inspection workflows
Tracking project status
Phase 1 Requirements
1. Email Intake AI Agent
Monitor Gmail continuously.
The AI should:
Read incoming emails
Categorize requests
Detect new projects
Detect inspection requests
Detect proposal requests
Detect payment notifications
Detect scheduling requests
Detect customer questions
Automatically create internal tasks.
2. Proposal Agent
Generate proposals automatically using predefined company templates.
Examples:
Special Inspection Proposal
Structural Observation Proposal
Concrete Testing Proposal
Engineering Services Proposal
Automatically:
Calculate pricing
Select predefined service SKUs
Create proposal PDFs
Email proposal to client
Log proposal history
3. QuickBooks AI Agent
Integrate with QuickBooks Online.
Functions include:
Create customers
Create estimates
Convert estimates to invoices
Send invoices
Apply received payments
Verify payments
Reconcile invoice status
Generate statements
Create recurring invoices
Use predefined service SKUs
4. Inspection Scheduling Agent
Automatically:
Read inspection requests
Determine inspection type
Determine project location
Estimate inspection duration
Assign inspector
Create calendar event
Email inspector
Email customer confirmation
Update CRM
5. Employee Task Assignment Agent
Assign work automatically.
Examples:
Inspector assignments
Engineering calculations
Report writing
Proposal preparation
Client follow-up
Permit filing
Material testing
Integrations may include:
Gmail
Google Calendar
CRM
Slack (optional)
Microsoft Teams (optional)
6. Follow-Up Agent
Automatically monitor:
Proposal expiration
Outstanding invoices
Missing documents
Inspector reports
Customer approvals
Vendor responses
Project deadlines
Generate reminder emails automatically.
7. NYC DOB Agent
Automate repetitive DOB work where technically and legally appropriate.
Examples include:
Complete TR1 forms
Complete TR8 forms
Populate DOB PDF forms
Retrieve project information from DOB BIS
Retrieve project information from DOB NOW
Prepare filing documents
Assist with Special Inspection sign-offs (with appropriate user authentication and approval)
Validate filing information before submission
Note: Any action involving authenticated government systems or legally binding submissions must include secure authentication and configurable human approval before final submission.
8. PDF Automation Agent
Read and complete engineering documents.
Examples:
TR1
TR8
PW1
AI1
Engineering forms
Client forms
Extract information from:
Email
Existing PDFs
DOB records
Company database
Generate completed forms automatically.
9. Payment Verification Agent
Monitor:
QuickBooks payments
ACH notifications
Credit card payments
Automatically:
Mark invoices paid
Notify accounting
Update project status
10. Inspection Completion Agent
After inspection completion:
Receive inspector report
Verify required documents
Generate invoice
Send invoice
Update QuickBooks
Archive report
Notify project manager
Desired Technology Stack
We are open to recommendations, but experience with the following is highly preferred:
AI
OpenAI API
GPT-5.x
LangGraph
CrewAI
AutoGen
MCP (Model Context Protocol)
AI Agent orchestration
Backend
Python
FastAPI
Node.js (optional)
Automation
n8n
Make.com
Zapier
Temporal
Celery
Databases
PostgreSQL
Supabase
Pinecone (optional)
Redis
Integrations
Gmail API
Google Calendar API
QuickBooks Online API
Google Drive API
PDF processing libraries
OCR
Document AI
Security Requirements
Experience implementing:
OAuth
Google Workspace authentication
QuickBooks authentication
Secure credential management
Role-based permissions
Audit logs
Human approval workflows for sensitive actions
Encrypted storage of API keys
Nice to Have
Experience with:
Construction industry software
Engineering firms
Project management systems
CRM development
PDF automation
Government portals
AI document extraction
Computer Vision
Voice AI
AI assistants
Deliverables
Working AI multi-agent platform
Source code
Documentation
Deployment instructions
Database schema
API documentation
Admin dashboard
Error logging
Monitoring
Testing
To Apply
Please include:
Examples of AI agent systems you have built.
Experience with LangGraph, CrewAI, AutoGen, MCP, or similar frameworks.
Experience integrating with QuickBooks Online APIs.
Experience with Gmail and Google Workspace APIs.
Experience automating PDF generation and form filling.
Experience building secure approval workflows for authenticated systems.
GitHub portfolio or live demos.
Your recommended technology stack for this project.
Estimated timeline for an MVP and a production-ready version.
Your availability for a long-term partnership.
Budget
Open to discussion based on experience and proposed architecture.
This is expected to become a long-term project with continuous feature development and AI expansion. We are looking for a technical partner who can evolve this platform into an intelligent operations system for our engineering business.
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