Overview: We are seeking an experienced AI & Data Automation Consultant to develop an internal system that automates our PT Weekly Action Plan Report. The goal is to streamline data extraction, processing, and reporting using Google Sheets, reducing manual effort and enhancing data accuracy.
Responsibilities: Integrate MindBody CRM data with Google Sheets. Automate data processing and analysis within Google Sheets. Develop scripts to generate and distribute reports. Implement monitoring and alert systems for data anomalies. Collaborate with our team to ensure the solution meets our operational needs. 2. Required Skills Google Sheets Expertise: Proficiency in advanced functions, pivot tables, and data visualization. Google Apps Script: Experience in scripting for automation within Google Sheets. Data Integration: Ability to connect external data sources (e.g., MindBody CRM) to Google Sheets. AI & Machine Learning: Knowledge of implementing AI-driven insights and trend analysis. Project Management: Strong organizational skills to manage the project timeline and deliverables. 3. Objectives Automate Data Extraction: Seamlessly import data from MindBody CRM into Google Sheets without manual intervention. Streamline Data Processing: Automate data cleaning, structuring, and analysis to produce actionable insights. Generate Automated Reports: Create and distribute structured reports to stakeholders on a scheduled basis. Implement Monitoring Systems: Set up alerts for significant data changes or anomalies to facilitate proactive management. 4. Current Data Flow a. Data Extraction: Source: MindBody CRM Method: Download a custom report as a CSV file. Data Includes: Client names, lead trainers, training dates, service types (e.g., one-to-one, semi-private, discovery package, buddy pass). b. Data Processing: Tool: Microsoft Excel Steps: Import CSV data into an Excel sheet. Use a pivot table to organize and clean the raw data. Apply filters to analyze: One-to-one session usage Semi-private session usage Lead trainer assignments c. Reporting Schedule: Monday Report:Review previous week and current week. Thursday Report:Review current week and upcoming week. Objective: Compare forecasted sessions to actual numbers; identify changes such as cancellations or new bookings. d. Action Planning: Process: Organize data by trainer. List each trainer's clients, categorized by session type (one-to-one or semi-private) and sorted alphabetically. Compare actual session numbers to "perfect week" projections. Assign status indicators: Pink: Client training above target frequency. Yellow: Client training below target frequency. Green: Client is on hold (e.g., vacation, work commitments).
Kenya-Based Garment/T-Shirt Market Organizer Category: Business Development, Business Strategy, Internet Marketing, Lead Generation, Market Analysis, Market Research, Marketing, Research Budget: ₹1500 - ₹12500 INR
Real Estate Investor Portal Build Category: API Development, Database Management, Django, HTML, MySQL, Node.js, PHP, Vue.js, Web Development, Web Design Budget: ₹600 - ₹1500 INR
02-Jun-2026 15:56 GMT
Professional YouTube Video Editing Needed Category: Adobe Premiere Pro, After Effects, Audio Editing, DaVinci Resolve, Final Cut Pro, Video Editing, Video Production, Video Services Budget: ₹1500 - ₹12500 INR
02-Jun-2026 15:54 GMT
Luxury Brand Identity Suite Category: Photoshop, Animation, Graphic Design, Logo Design, Photography, Video Editing, Web Design Budget: ₹12500 - ₹37500 INR
02-Jun-2026 15:52 GMT
AI Checkout Recovery Automation Category: AI Chatbot Development, AI Development, ECommerce, PHP, Shopify, Software Architecture, Twilio, Voice Talent Budget: ₹12500 - ₹37500 INR
02-Jun-2026 15:52 GMT
CPT Coding Accuracy Review Category: Compliance, Excel, Medical, Medical Billing And Coding, Medical Writing, Statistics Budget: $30 - $250 USD
02-Jun-2026 15:49 GMT
Elegant Animated Bridal Entrance Video Category: 2D Animation, 3D Animation, After Effects, Animated Video Development, Animation, Caricature & Cartoons, Storyboard, Video Production Budget: ₹600 - ₹1500 INR
