AI Automation Builder for Investment System

AI Automation Builder Needed – Build an Investment Intelligence & Alert System Project Type Fixed Price Project (with opportunity for ongoing work) Overview I am looking for an experienced AI Automation Builder to create a custom intelligence and alert system that monitors government, regulatory, legal, and industry developments related to specific investment themes and companies. The first use case will focus on monitoring developments related to critical minerals, mining projects, government policy, permitting, strategic resource initiatives, and publicly traded companies affected by these developments. My goal is to create a system that automatically: Monitors dozens of information sources Collects relevant articles, filings, announcements, and government actions Uses AI to analyze and score importance Stores results in a dashboard Sends alerts when significant developments occur I am not looking for a traditional software developer who wants to build custom code from scratch. I am looking for someone who understands modern AI automation tools and can design a practical, scalable solution using existing platforms. English Communication Requirement (Mandatory) Budget is flexible for the right candidate. I am prioritizing expertise, communication skills, and strategic thinking over the lowest price. This role involves: Interpreting government announcements, regulatory filings, legal developments, and industry news Designing AI prompts and automation workflows Creating clear summaries and alert notifications Participating in strategy discussions and making recommendations Applicants must be able to: Read and comprehend complex English-language documents Communicate clearly in written English Participate in Zoom or Google Meet calls in English Document workflows and provide training materials in English This position requires direct communication with the project owner. Strong verbal and written English proficiency is mandatory. If you are not comfortable discussing technical concepts in English during a live video call, please do not apply. Preferred Tools I am open to recommendations, but I expect the solution will likely involve some combination of: Make.com Zapier OpenAI / ChatGPT API Airtable Google Sheets Gmail Slack RSS feeds Web scraping tools (if needed) APIs SMS notification platforms Deliverables Phase 1 Build an automated system that: Monitors predefined watchlists and keywords Collects new content automatically Uses AI to classify and score items Stores results in a dashboard Sends alerts when major developments occur AI Scoring Requirements The AI should evaluate each item and determine: Importance score (1–5) Positive / Negative / Neutral Category Summary Why it matters Recommended action Dashboard Requirements Dashboard should display: Date Source Headline Link AI Score Sentiment Category Summary Notes Alert Requirements High-priority items should trigger: Email alerts Optional SMS alerts Daily digest Weekly digest Required Experience Please apply only if you have experience with: Make.com Zapier OpenAI API AI workflow automation Airtable Google Sheets automation RSS monitoring Building executive dashboards Bonus Experience Highly desirable: Financial markets Investing Government data sources Regulatory monitoring Legal monitoring Intelligence gathering systems Policy research Commodity or mining industry experience To Apply Please answer the following: Describe a similar automation you have built. What tools would you use for this project? How would you structure the workflow? How would you prevent false positives and alert fatigue? Provide screenshots, Loom videos, or examples of previous work. What would you estimate for: Initial build cost Timeline Monthly maintenance cost Required Application Items Please include: Your country of residence Your level of English proficiency Whether English is your first language A short Loom video (2–3 minutes) introducing yourself and explaining how you would approach this project Applications that do not include the requested Loom video will not be considered. Screening Question (Required) In your proposal, explain exactly how you would monitor the following sources and generate AI-based alerts: Federal Register EPA announcements White House Executive Orders Department of Interior announcements Company press releases Please provide a sample workflow showing: Source → Collection Method → AI Analysis → Dashboard → Alert Important I am looking for someone who can think strategically and help design the system—not someone who only follows instructions. This project may expand into multiple monitoring dashboards, AI-powered business automation systems, investment research tools, and executive intelligence platforms if the first project is successful. Please be specific in your proposal. Generic AI-generated applications will be rejected.