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upwork.com 🟡 2026-05-30
🔹 AI-Driven Gmail Outreach & Lead Management System
👤 Client: 🇧🇬 Bulgaria Member since 2025-10-31
💰 Price: $100
🚩 Problem: Manual matching and personalized outreach for funding calls is inefficient and lacks a scalable tracking and follow-up mechanism.
📦 Existing: Claude API key, Gmail account, partner matching rules, sample scraped data.
Specifications:
[Target] Google Sheets (Custom Workbook)
[Method] Claude AI API for personalized copy generation
[Method] Gmail API for sending and thread tracking
[UI/UX] Manual approval checkboxes (Yes/No) for all sends
[Stack] Google Apps Script
[Security] Do Not Contact (DNC) blacklist enforcement
[Security] 30-day contact cooldown logic
[Format] Multi-tab structure: Partners, Calls for Proposals, DNC, Errors
[Format] Status-based state machine: New -> Draft generated -> Sent -> Reply received -> Closed
Workflow:
1. Scraper deposits opportunity data into Google Sheet.
2. System validates against DNC list and 30-day cooldown rules.
3. Claude AI generates personalized subject/body based on partner profile and call details.
4. Human review and approval via 'Approve to send' column.
5. Gmail API executes send and logs Thread ID/Timestamp.
6. Scheduled polling for replies to update status and capture snippets.
7. Time-based triggers (7/14 days) generate follow-up drafts for manual approval.
8. Automatic closure of lead after second follow-up without response.