AI Automation Builder (Fractional CFO Workflow)
Title: Zapier + Notion + AI Workflow Builder (Fractional CFO System)
Overview
I run a fractional CFO practice and need a clean, reliable automation system built. This system will handle meeting outputs, action tracking, and weekly client summaries.
The system must be simple, stable, and easy to maintain. I will not be debugging this myself.
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Scope of Work
Build 3 core workflows:
- 1. Meeting → Action Items → Slack (by client)
- Source: Fathom (meeting summaries)
- Process via OpenAI
- Extract action items + risks
- Send clean summary to correct Slack channel per client
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- 2. Meeting → Structured Data → Notion
- Store meeting summaries in Notion
- Extract action items into a central Notion database
- Each action item must be a separate entry
- Include fields: Client, Task, Owner, Priority, Status, Due Date, Source
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- 3. Weekly Client Summary
- Use Notion data (meetings + action items)
- Optionally incorporate high-level inputs from Slack or client trackers
- Generate weekly summary per client using AI
- Store output in Notion
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- Tools
- Zapier
- Notion (databases + relations)
- OpenAI / ChatGPT
- Slack
- Fathom
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- Requirements
- Strong Zapier experience (multi-step workflows)
- Strong Notion database experience
- Experience using OpenAI in workflows
- Ability to build simple, stable systems (no overengineering)
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- Important Constraints
- No custom code unless absolutely necessary
- Keep workflows modular (3 separate pipelines)
- Avoid fragile integrations (especially external trackers)
- System must be easy to maintain
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- Deliverables
- Fully working workflows
- Clean Notion database structure
- Slack routing by client
- Loom walkthrough
- Basic documentation
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To Apply
1. Describe a similar system you’ve built
2. How would you ensure this system does not break frequently?
3. What would you NOT automate here and why?
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