AI Workflow Developer – Build Automated Follow-Up and Email Agent

I’m looking for an experienced automation developer to build an AI-powered workflow that can monitor hiring triggers (CRM activity, external data sources, email responses, time delays, etc.) and automatically generate and send follow-up emails using AI.

The goal is to create a lightweight “AI agent” that manages outreach follow-ups so that prospects and clients are consistently followed up with based on predefined rules.

Scope of Work

The system should:

• Monitor triggers such as new funding announcements, leadership changes, no email reply after X days, or status changes in a CRM/ATS

• Generate context-aware follow-up emails using AI (OpenAI/ChatGPT API or similar)

• Send emails automatically through Outlook

• Support multi-step follow-up sequences (e.g., Day 3, Day 7, Day 14) leveraging a CRM (Sourcewhale)

• Allow simple editing of prompts/templates for messaging tone and content

• Include safeguards such as optional approval before sending messages

Preferred Tools/Stack

Open to recommendations, but potential tools may include:

• OpenAI API/AI agents

• Zapier, Sourcewhale, or custom workflow automation

• Outlook API integration

• CRM integrations (Thrive TRM and Sourcewhale)

Deliverables

• Fully functioning automation workflow

• Documentation on how to manage or adjust prompts and triggers

• Ability to expand the workflow later (additional triggers, messaging sequences, etc.)

Ideal Candidate

• Experience building AI-powered automation workflows

• Strong API and integration experience

• Familiar with OpenAI or similar LLM APIs

• Comfortable designing trigger-based systems and email automation

Please include examples of similar AI automation or workflow systems you’ve built.

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