We’re looking for an AI / automation freelancer to help us build two simple AI-powered tools used in our sales process.
This is not a complex AI project.
It’s mainly about structured inputs → AI output → auto-filled PDF documents.
We have two tools to build: 1) AI Instant Wins Audit - Used live on a sales call to generate quick insights and then produce a short, branded PDF for the client. 2) AI Roadmap Generator - Used after a consultation call to turn structured inputs into: a detailed, client-facing roadmap PDF and a separate internal version for the salesperson
Both tools already have: -clear input fields -finalised AI prompts -a defined process
Your job is to connect the dots and make it work smoothly.
What you’ll actually be doing -Setting up simple AI workflows using our prompts -Creating 2 branded PDF templates (clean, professional, not design-heavy) -Automatically filling those PDFs from AI outputs -Ensuring data from the first tool flows into the second (no re-typing) -Keeping everything simple, reliable, and easy to use -We are open on tools (Make, Zapier, Google Docs, etc.) and happy to take your recommendation.
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