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upwork.com 🟡 2026-05-12
🔹 Automatisation with Claude and other tools for company processes
👤 Client: 🇨🇭 Switzerland Member since 2026-04-08
💰 Price: ****
🚩 Problem: Optimizing internal processes and enhancing client interactions through automation.
📦 Existing: Not specified
Specifications:
[Target] Lead generation, candidate matching, order handling, communication automation, CRM system setup, integration with MS365.
[Method] Utilize AI agents (Claude) for lead gen via LinkedIn, automate workflows, and build a CRM system on our own hoster. Integrate MS365 for email and presentations.
[UI/UX] Design user-friendly interfaces for internal tools and the new website; ensure seamless integration with existing systems.
[Stack] Python (for AI), Flask/Django (web backend), React/Vue.js (frontend), CRM software, MS365 API, SEO optimization tools.
[Security] Implement secure data handling practices, encryption, and regular security audits for all systems.
[Format] JSON for structured data exchange; HTML/CSS/JavaScript for web development.
Workflow:
1. Define AI agent requirements for lead generation on LinkedIn.
2. Develop and train AI agents to automate candidate matching and order handling.
3. Implement communication automation via email and LinkedIn.
4. Set up CRM system with custom integrations for hoster environment.
5. Integrate MS365 APIs for email and presentation functionalities.
6. Design and develop a clean, high-converting one-pager website using Claude's guidance.