Build an AI Business Operations Autopilot | n8n, AI Agents, CRM & API Integration
Orçamento: $200.0
FIXED /
⭐ 5.00 (2)
USA
hubspot, api-integration
Qualificações preferidas
- Experiência: Especialista
Project Overview
We are looking for an experienced AI Automation Engineer to build an intelligent operations layer that sits across our business tools and automatically identifies what needs attention, what can be handled automatically, and what should be escalated to a human.
The idea is not to build another collection of disconnected automations.
We want to create an AI Business Operations Autopilot.
The system should continuously receive business activity from different sources such as CRM, email, forms, website enquiries, calendars, support conversations, sales pipelines, spreadsheets, and internal tools.
It should then understand the situation and trigger the correct next action.
For example:
A lead has not replied for four days → decide whether to send a follow-up.
A customer sounds unhappy → identify the issue, summarize it, update the CRM, and alert the correct person.
A salesperson forgot to follow up → create the task automatically.
A high-value lead enters the CRM → enrich the lead, qualify it, prioritize it, and prepare a personalized response.
A customer asks a common question → let the AI answer it.
A request is unusual or risky → stop the automation and involve a human.
A workflow repeatedly fails → log the issue and notify us instead of silently breaking.
What We Want to Build
We want one central automation layer using n8n as the main orchestration platform.
The system may combine:
AI Automation
AI Integration
n8n Workflows
AI Agent Development
Workflow Automation
API Integration
CRM Automation
AI Chatbot Development
GoHighLevel
Make.com
Zapier
OpenAI API
Claude API
Webhooks
REST APIs
Airtable
Google Sheets
Email and calendar integrations
However, we do not want AI added everywhere unnecessarily.
Part of your job will be deciding whether each task should be handled by:
Normal automation → AI workflow → AI agent → human
Core System
1. Business Event Hub
Different systems should send important business events into one central workflow.
Examples:
New lead
Missed call
Customer reply
Appointment booked
Appointment missed
Deal stage changed
Payment received
Payment overdue
Support issue submitted
Customer sentiment changed
Internal task overdue
2. AI Decision Layer
The AI should analyze the event together with available customer and business context.
It may determine:
urgency
customer intent
lead quality
next best action
whether a response should be generated
whether the CRM should be updated
whether a team member needs to be involved
3. Automated Action Layer
Based on the decision, the system could automatically:
update the CRM
send personalized email/SMS
create tasks
route leads
schedule follow-ups
create internal summaries
update spreadsheets/databases
trigger another workflow
notify Slack/Teams
call external APIs
hand the case to a human
4. Business Memory
We would also like the system to maintain useful context about each customer or lead.
Instead of every automation treating an interaction as completely new, the system should be able to understand previous activity and use that context when deciding what to do next.
5. Automation Health Monitor
This is one of the more important parts.
We want the system to monitor its own workflows.
For example:
If an API fails, a CRM field is missing, credentials expire, or an automation repeatedly errors, the system should capture the failure and generate a useful explanation instead of simply stopping.
Ideally we would have a simple dashboard showing:
workflows running
failed workflows
AI decisions
leads requiring attention
automation savings
tasks handled automatically
tasks escalated to humans
The Goal
We want to move from:
People constantly checking software
to:
Software watching the business and telling people where they are actually needed.
The final system should reduce repetitive operational work while keeping humans in control of important decisions.
What We Are Looking For
You should have strong practical experience with:
n8n
AI Automation
AI Integration
AI Agents
Workflow Automation
API Integration
CRM Automation
OpenAI / Claude APIs
Webhooks and REST APIs
Experience with GoHighLevel, Make.com, Zapier, Airtable, Salesforce, HubSpot, or similar CRM systems is also useful.
We care more about architecture and problem solving than simply connecting apps.
When Applying
Please do not send a generic AI-generated proposal.
Instead, answer these questions:
If you were building this system, what would you use as the central event/orchestration layer?
Which parts would you make deterministic workflows and which parts would you allow an AI Agent to control?
How would you prevent an AI Agent from making an incorrect or risky business action?
How would you design error handling so we know when an automation silently fails?
What would you build first as a proof of concept?
If your approach is strong, this could become an ongoing project where we gradually automate more areas of the business.
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