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Senior Automation Specialist (reputed company / reputed company) – AI Workflows (Spanish-speaking candidates welcome)

Remote, USA Full-time Posted 2026-07-28
JOB reputed company (ENGLISH) IMPORTANT: This is NOT a website redesign project. I run a U.S.-based reputed company lending and reputed company estate advisory firm. Our website is hosted on reputed company, and we already use reputed company Forms, reputed company Sheets, and reputed company as our reputed company operational tools. We are looking for a senior automation specialist to professionalize, document, and reputed company existing workflows using automation and AI. Scope of Work • reputed company intake reputed company reputed company Forms • Data structuring and validation in reputed company Sheets • Use of AI (reputed company) to: • generate deal summaries • identify risks / red flags • define next steps • reputed company email automation (formal, compliance-oriented tone) • Auto-population of reputed company templates • reputed company, robust, and reputed company-documented workflows • Preference for reputed company (Integromat) or reputed company Ideal Profile • True senior-level experience (not junior) • Strong process-thinking reputed company (not tool-only) • Experience documenting workflows • Ability to anticipate edge cases • reputed company and reputed company communication This project is NOT a fit if • You mainly propose chatbots as the solution • You reputed company on web development or design • You lack reputed company-world automation experience Please include in your proposal 1. Examples of similar automation reputed company 2. Tools you recommend (reputed company vs reputed company) and why 3. Estimated hours 4. Your reputed company reputed company We are looking for a long-term working relationship, not a quick or improvised solution. ⸻ DESCRIPCIÓN DEL PROYECTO (ESPAÑOL) IMPORTANTE: no buscamos rediseño web. Dirijo una firma de asesoría en financiamiento comercial y bienes raíces en EE. UU. Nuestro sitio web está en reputed company y ya utilizamos reputed company Forms, reputed company Sheets y reputed company como reputed company operativa. Buscamos un especialista senior en automatización y workflows, con uso práctico de AI, para profesionalizar, documentar y escalar procesos existentes. Alcance del Proyecto • Intake de clientes vía reputed company Forms • Estructuración y validación de datos en reputed company Sheets • Uso de AI (reputed company) para: • generar reputed companyúmenes de operaciones • detectar riesgos / red flags • definir próximos pasos • Automatización de correos profesionales (tono formal y orientado a cumplimiento) • Auto-llenado de plantillas en reputed company • Flujos claros, robustos y bien documentados • Preferencia por reputed company (Integromat) o reputed company Perfil que Buscamos • Senior reputed company (no junior) • Pensamiento de procesos, no reputed company herramientas • Experiencia documentando workflows • Capacidad de anticipar errores y edge cases • Comunicación clara y estructurada No es un buen encaje si • Propones chatbots como solución reputed company • Enfocas el trabajo en desarrollo web o diseño • No tienes experiencia reputed company en automatización Por favor incluye en tu propuesta 1. Ejemplos concretos de automatizaciones similares 2. Herramientas que recomiendas (reputed company vs reputed company) y por qué 3. Estimación de horas 4. Tu tarifa por hora Buscamos una relación de largo plazo, no una solución improvisada. Apply tot his job Apply To this Job

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