I seek to optimize my small business operations through automation utilizing the Monday.com work management platform. Currently, I utilize various standalone applications for email communication, scheduling, invoicing and document signing. By integrating these disparate tools into a cohesive workflow within Monday.com, I aim to work more efficiently and streamline key processes.
Specifically, calendar entries and tasks from my email client need to be automatically synced and managed within Monday.com. Invoices issued through my accounting software must trigger follow-ups and reminders to be scheduled directly from Monday.com. And contract documents requiring esignature need to initiate signature requests and verification of completion all within the platform.
The selected freelancer will have expertise in Monday.com automation capabilities as well as the APIs of Outlook/Gmail, Google Calendar, Xero and Docusign. Through the use of Zapier or similar integration tools, critical data needs to flow seamlessly between these applications. Once the automated workflows are established within Monday.com, I expect minimal manual data entry and interruptions to daily tasks. The integrated systems should provide improved visibility across communication, scheduling and client fulfillment processes.
Under Construction Maternity Photoshoot Category: Creative Design, Event Planning, Graphic Design, Illustration, Photography, Photoshop, Visual Arts Budget: $250 - $750 AUD
19-Dec-2025 11:04 GMT
YouTube Automation Channel Creation & Monetization (Faceless) Category: Business Analysis, Content Creation, Digital Marketing, Research, Research Writing, SEO, Social Media Management, Video Editing, Video Production, YouTube Budget: €30 - €250 EUR
Convert Homepage Mockup to CSS Category: Bootstrap, CSS, Frontend Development, HTML, PSD To HTML, Sass, Web Design, Web Development Budget: ₹600 - ₹700 INR