J
AI Workflow Automation Specialist
James Okafor
Freelance · Mid-level · London
About the role
We have a go-live date. It is six weeks away. We are building an automated onboarding workflow for a financial services client — documents collected via form, verified with an LLM extraction step, routed for compliance review, and then synced into their CRM and case management system. The architecture is defined. The tools are chosen (n8n + OpenAI + Salesforce API). We need an automation specialist who can execute this cleanly and not miss the deadline. If you have built production workflows involving LLM document extraction and CRM integration before, this project is for you.
Key Deliverables
List the expected deliverables for this project.
- Build the document collection and LLM extraction step in n8n
- Integrate extracted data with Salesforce via REST API
- Build the compliance routing logic with human-in-the-loop confirmation step
- Test all edge cases and document the failure handling strategy
- Deliver on time with complete handover documentation
Requirements
Technical stack needed for this mission.
- 3+ years building automation workflows with n8n, Make.com, or similar tools in production
- Hands-on experience integrating OpenAI API (or similar) for document extraction tasks
- Salesforce API experience — can handle OAuth, object creation, and field mapping
- Able to work to a defined deadline without scope creep
- Strong testing discipline — will not push to production without validated edge case handling
Contract Type
Fixed-price
Level
Mid-level
Budget Range
$12,000 – $20,000
Duration
1 – 3 months
AI Expertise
Automation & AI Workflows
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