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reviewing ai agents via desktop or cloud based, claude, agentic, ltm and learning for our small consulting company. I have the overall workflow however am looking to automate with ai on every front. Human in the loop, but would like this agent, co worker or whatever you describe it must be able to handle numerous tasks as I currently use 27+ different systems that are not even linked via api currently and significant strategies and time to get it done. I have never had anyone able to follow along my process as of yet. I Need someone to help review, choose and implement a suite of services and actions from inbound, resource, data input, appending data, reports via canva, quotes and proposals, email follow up and rankings, valuing data, ensuring data is correct and in right place (use 5 different levels of research to accomplish this) and then execute engagement. Looking at using claude desktop, base44, perplexity and others that can work with my chaos and weave numerous parts together and create clarity. I am not fixed on any resource as of yet for AI. Pay for your AI help in research, choosing, workflow overview and implementation of systems
Project ID: 40418976
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94 freelancers are bidding on average $20 USD/hour for this job

TURN YOUR “27-TOOLS CHAOS” INTO A SELF-ORCHESTRATING AI WORKFORCE You don’t need more tools—you need orchestration. I specialize in designing agentic systems that unify fragmented stacks into one intelligent workflow with human-in-the-loop control. Experience: 12+ years building automation, AI pipelines, and integration-heavy systems. I’ve implemented multi-agent workflows using LLMs, data validation layers, and cross-platform orchestration for consulting and ops-heavy teams. Approach: I’ll audit your current workflow → map every system → design a central AI orchestration layer that connects tools (even without APIs via RPA/webhooks) → implement modular agents for each function. AI Stack (flexible): LLMs: Claude + OpenAI (task-specific routing) Research: Perplexity + multi-source validation layers Orchestration: custom backend / LangGraph-style agents Automation: Zapier/Make + RPA (where APIs don’t exist) Data: centralized DB + validation pipelines Outputs: Canva automation, reports, proposals, emails Outcome: One cohesive system that captures, verifies, enriches, decides, and executes—while you stay in control. Why me: I thrive in complex, messy environments and turn them into scalable systems that actually work. Let’s map your workflow and start building clarity immediately.
$15 USD in 40 days
5.0
5.0

Hi there, Strong alignment with this project comes from experience designing and implementing agentic AI systems that unify fragmented workflows into structured, automated operations. Clear understanding of your requirement to evaluate, select, and implement a cohesive AI ecosystem that connects multiple tools, handles data validation, automates reporting, and supports human-in-the-loop decision making. Expertise across LLM platforms, orchestration frameworks, and automation tools ensures the right combination of agents, APIs, and workflows to replace manual processes while maintaining control and accuracy. Risk is minimized through phased implementation, tool benchmarking, data validation layers, and continuous optimization to ensure reliability across complex workflows. Available to start immediately happy to map your current systems, propose architecture, and begin implementation. Recent work: https://www.freelancer.com/u/chiragardeshna Regards Chirag
$15 USD in 40 days
4.2
4.2

Hello There!!! ★★★★ ( AI agent system to unify workflows, automate tasks & optimize consulting ops ) ★★★★ I understand you need help reviewing, selecting and implementing AI tools/agents to connect your 27+ unlinked systems into one smart workflow. Goal is automation across data input, validation, reporting, proposals and follow-ups, while keeping human-in-loop control. ⚜ AI tool evaluation (Claude, Perplexity, etc.) ⚜ Workflow mapping & system unification ⚜ AI agents for task automation ⚜ Data validation & multi-layer research setup ⚜ Integration via APIs/automation tools ⚜ Report, proposal & email automation ⚜ Continuous optimization & scaling I’ve worked on AI workflow automation and multi-tool integrations, helping teams reduce manual ops. I’ll first simplify your process, then layer AI agents step by step so it dont break flow. Let’s connect and bring clarity to your system. Warm Regards, Farhin B.
$15 USD in 40 days
3.8
3.8

Hello! I am a Florida-based senior software engineer with extensive experience in AI and automation. I’ve carefully read your project description regarding the review, selection, and implementation of AI systems. I understand the importance of optimizing AI agents for your consulting firm, and I’m excited to help you achieve that goal. With around 15 years of experience in relevant technologies, I have worked on AI-powered solutions that streamline workflows and enhance decision-making. My background includes integrating models like Claude and developing intelligent systems that adapt and learn over time. To ensure I meet your specific needs, could you please clarify the following questions? 1. What specific outcomes are you hoping to achieve with these AI agents? 2. Are there any particular challenges you've faced with AI systems in the past that I should be aware of? 3. Do you have a preferred timeline for the implementation phases? My approach would involve an initial assessment of your current systems, followed by a tailored selection process for the most suitable AI agents. After that, we can implement and optimize for peak performance. I’m looking forward to the opportunity to collaborate and bring your vision to life. Best, -James
$50 USD in 7 days
2.0
2.0

Your posting caught my attention. Houzez customizations like this need to be done carefully using hooks/child theme, otherwise updates will break the changes. What I understand You want: Clean Houzez setup A dynamic “Sale Count” on agent profiles Count auto-calculated from listings marked as sold Visible on both public profile + agent dashboard My approach Install & configure Houzez on your hosting Create a child theme or small custom plugin (update-safe) Query listings where status = sold and author = agent Dynamically calculate and display count Hook into Houzez templates (profile + dashboard) I will deliver: Fully working Houzez setup Dynamic Sale Count (no manual updates needed) Clean integration matching existing UI Tested on profile + dashboard Short documentation for future reference Focus will be on clean integration + update-safe implementation, not quick hacks. For similar work and case studies: https://www.freelancer.com/u/rajeshrolen Happy to start immediately and implement this properly. — Rajesh Rolen
$20 USD in 40 days
2.0
2.0

✋ Hi There!!! ✋ The Goal of the project:- Review, select, and implement an AI-driven system to automate and streamline your consulting workflow across multiple tools and processes. I carefully read your complex workflow involving multiple systems, AI agents, data validation, and automation needs, and I understand the challenge of unifying everything into a clear and efficient system with human oversight. I am the best fit as I have strong experience in building structured AI ecosystems from fragmented processes. * AI agent selection and integration across multiple platforms * Workflow automation with data validation and multi-level research * End to end system design for reporting, proposals, and engagement I will provide UI design, database management, testing, full source code delivery, and complete system integration. I bring 9+ years experience as a full stack developer and have completed similar AI workflow automation and integration projects. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$15 USD in 40 days
1.4
1.4

Hello, I’m an AI consultant with 8+ years of experience designing and implementing automation systems, including AI agents, workflow orchestration, and multi-tool integrations for complex business environments. I specialize in turning fragmented processes into structured, scalable systems with human-in-the-loop control. Skills & Deliverables: • AI tool selection (Claude, Perplexity, agent frameworks) • End-to-end workflow mapping & optimization • Multi-system integration (APIs, no-code/low-code bridges) • Data validation pipelines (multi-layer verification) • Automated reporting, proposals & email workflows • AI agent design for task execution & coordination I can bring clarity to your current setup and build a unified, intelligent system. Let’s connect to map and implement your AI workflow.
$20 USD in 40 days
1.5
1.5

Hi, I see how much you want to streamline your consulting work and bring all those scattered tools into one clear flow. I’ve built and integrated AI systems for small teams before, including agent frameworks and structured workflows. I can help you sort the tools, pick what fits, and build a setup that reduces the manual load. To make this practical, I’d focus on: - Mapping your full workflow into steps an AI agent can take - Testing Claude, Base44, Perplexity and others with your real tasks - Linking your 27+ systems through small connectors or intermediate automations - Setting up human‑in‑the‑loop checks and data‑quality layers I can start right away and outline the system within a couple of days. Which of your current 27 systems produce the most friction when you try to link them into a single workflow? Greetings, Slavko
$15 USD in 1 day
0.0
0.0

Hi, there, I understand you're seeking a comprehensive AI solution to streamline and automate your consulting firm's processes across multiple systems. With over five years of experience in AI consulting and model integration, I’ve successfully helped businesses like yours transition from fragmented workflows to cohesive automated solutions. Given your current use of 27+ different systems, I recommend we first establish a centralized platform that integrates Claude, Base44, and Perplexity to manage your inbound resources, data input, and reporting needs. This can be achieved through a custom API layer to facilitate seamless communication between systems. Additionally, implementing a robust human-in-the-loop framework will ensure data accuracy and enhance decision-making processes. I’ve previously designed a similar workflow for a client, improving their operational efficiency by 40% through better data handling and automation. I can start immediately and am eager to help you achieve clarity and efficiency in your operations. I am looking forward to working with you. Best Regards, Rosita Iniesta.
$20 USD in 10 days
0.0
0.0

Hi there! Your project sounds really interesting, and it seems like you're at a pivotal point with all your systems and processes. I'd love to help streamline everything using AI. With my experience in reviewing and implementing AI solutions, I can assist you in selecting the right tools like Claude, Base44, or Perplexity that fit your unique workflow needs. Together, we can ensure everything from data input to engagement is seamless and efficient. Let's chat about how we can transform your operations into a well-oiled machine while keeping you in the loop every step of the way. Looking forward to making this journey smoother for you!
$20 USD in 40 days
0.0
0.0

Hello! I'm excited about the opportunity to help your consulting firm integrate AI solutions that can streamline your operations. With extensive experience in AI development and system integration, I understand the challenges posed by managing 27 different systems without API linkage. My approach focuses on reviewing, selecting, and implementing a suite of AI agents tailored to your workflow, while ensuring a seamless collaboration between human oversight and automated processes. I can assist in evaluating platforms like Claude, Base44, and Perplexity to bring clarity to your complex setup. Together, we can create a cohesive strategy that enhances efficiency and drives engagement. Best regards!
$20 USD in 28 days
0.0
0.0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully helped small businesses integrate AI agents by streamlining complex workflows across multiple disconnected systems into cohesive automated processes. From my experience, the key to successfully completing this project is deeply understanding your unique workflow and choosing AI tools that seamlessly integrate while allowing human oversight. Approach: ⭕ Review your current workflow and systems for gaps and overlaps ⭕ Research and test AI agents like Claude, Base44, Perplexity, considering their fit and capabilities ⭕ Design an integrated architecture linking these AI services with your data and apps ⭕ Automate repetitive tasks such as data input, validation, report generation, email follow-ups, and proposal creation ⭕ Implement multi-level research and verification steps to ensure data accuracy ⭕ Ensure human-in-the-loop control points are strategically embedded ❓Could you clarify which 27+ systems you currently use and which tasks are highest priority for automation? I’m confident I can help you bring order to the complexity, build an effective AI-powered ecosystem tailored for your consulting firm, and deliver a scalable, streamlined workflow. Best regards, Nam
$25 USD in 19 days
0.0
0.0

Hi, this is Kris from McKinney, Texas. I've reviewed your project requirements and understand that you are looking to automate various tasks within your consulting firm using AI technology. The key challenge here seems to be integrating and optimizing multiple systems that are currently not linked, while ensuring accurate data management and execution of engagements. My approach would involve conducting in-depth research to identify the most suitable AI tools and services for your specific needs. I would then create a comprehensive workflow that integrates these tools to streamline your processes and improve efficiency. A few additional questions: Q1: Have you identified any specific pain points or bottlenecks in your current workflow that you would like to address with AI? Q2: Are there any preferred AI technologies or platforms that you have already considered for this project? Q3: How soon are you looking to implement these AI solutions into your existing systems? Best regards, Kris Kramer
$20 USD in 40 days
0.0
0.0

Hello, I am Vishal Maharaj, with 20 years of experience in AI Agents, AI Development, AI Model Integration, AI Model Development, AI Research, AI Text-to-text, and Claude (Anthropic). I have carefully reviewed your project requirements for implementing an AI system for your consulting firm. To address your needs, I propose to conduct a thorough review of your current systems and workflows to identify pain points and areas for automation. I will then select and implement a suite of AI services tailored to streamline your processes, including data input, appending, reporting, email follow-ups, and engagement execution. By leveraging tools like Claude desktop, Base44, Perplexity, and others, I will integrate these services to create a cohesive and efficient workflow that aligns with your unique requirements. Let's discuss further to initiate the project. Cheers, Vishal Maharaj
$20 USD in 40 days
0.0
0.0

༺❖༻ Dear Client ༺❖༻ I can help you set up an AI system that works across all your systems. We have 27+ systems that need to be connected. I will use tools like Claude, Agentic and LTM to tasks.. Humans will still be, in control. First I will look at how you do things. Then I will create a system that works well with all your systems. I will make sure all your data is correct and organized. This new system will use AI to do things like: * Handle work * Do research * Write reports * Make proposals * Send follow-up emails *. More I have experience helping businesses like yours. I know how to make AI systems that're clear, efficient and easy to use. I guarantee you will get a solution that works well for your business.
$15 USD in 40 days
0.0
0.0

Hi there, ❤️❤️❤️ I’ve reviewed your project and it aligns strongly with my experience in AI agent strategy, Claude/Anthropic workflows, system integration, and automation design. I can help you review, select, and implement a practical AI-powered operating layer that connects your current 27+ disconnected systems and turns your complex consulting workflow into a clearer, human-in-the-loop process. How I can help: • Audit your existing workflow, tools, data flow, and bottlenecks to identify the best AI/agent opportunities. • Compare and select suitable platforms such as Claude Desktop, Perplexity, Base44, cloud agents, LTM-style knowledge systems, and integration tools. • Design implementation steps for inbound handling, research, data validation, appending, reports, quotes, proposals, follow-ups, rankings, and engagement execution. Relevant experience: I’ve worked on AI workflow automation, agent-based research systems, LLM integrations, and operational process optimization for business teams, and I can start working immediately. Approach: I focus on creating clarity from complexity, building reliable human-in-the-loop automation, and documenting workflows so they can scale. Best regards,
$25 USD in 20 days
0.0
0.0

Hi, I have strong experience in AI consulting, AI agent workflows, Claude-based systems, automation design, and multi-system integration, including building structured workflows that connect fragmented tools into a single operational flow. I can help you review your current process across all 27+ systems, map the full workflow, and design an AI-driven architecture using tools like Claude Desktop, Perplexity, and agentic frameworks to unify data input, research layers, reporting (including Canva outputs), email follow-ups, and decision validation. I’ve worked on building human-in-the-loop automation systems where multiple AI agents handle research, data structuring, and execution while ensuring accuracy through layered verification. Best regards, Juan
$20 USD in 40 days
0.0
0.0

You want a single, reliable agent layer that can tame 27+ siloed systems (Claude, Perplexity, Base44, local LTM) and actually follow your workflow — I get that and it’s exactly the kind of problem I enjoy solving. The core issue isn’t choosing another tool — it’s data plumbing, verification, and predictable human-in-the-loop gates so the AI executes without creating more chaos. I recently built an AI orchestration for a boutique consulting firm that connected a dozen disjoint apps, added multi-step verification, and automated proposals and follow-ups using Claude plus lightweight RPA. My approach: quick audit of your 27 systems, map end-to-end workflows, define a single data schema and 5-level research/validation checks, prototype agent chains (research + reasoning + memory) with connectors (API where available, ETL/screen capture where not), then automate reporting (Canva templates) and email follow-up with HITL checkpoints. Which five systems are mission-critical right now and can you share one workflow that currently fails? My rate is $20/hr.
$20 USD in 7 days
0.0
0.0

Hi there, You’re in the RIGHT PLACE! I’ve worked on SIMILAR PROJECTS multiple times and understand how to deliver this EFFICIENTLY and CORRECTLY from the start. While I’m NEW to Freelancer.com, I bring 17+ YEARS OF EXPERIENCE from other freelancing platforms, successfully delivering HIGH-QUALITY PROJECTS and REAL RESULTS for clients. To provide an accurate SCOPE, TIMELINE, and COST, I’d like to ask a few KEY QUESTIONS. Due to Freelancer’s character limit, it’s difficult to cover everything here. Let’s connect in CHAT so I can: • Share RELEVANT PAST WORK • Understand your EXACT REQUIREMENTS • Propose a CLEAR and EFFECTIVE ACTION PLAN I’m confident you’ll find my approach PRACTICAL, TRANSPARENT, and RESULTS-DRIVEN. If you're ready to get this done the RIGHT WAY, I’d be happy to get started. Looking forward to CONNECTING with you. Best regards, Amit Ranjan
$20 USD in 40 days
0.0
0.0

Integrating 27 disparate systems without API connections is a significant bottleneck that can be transformed through an orchestrated AI workflow. By leveraging Claude for natural language processing and a tailored set of AI agents, we can create a cohesive framework that automates tasks such as data handling, report generation, and client interactions. The solution will ensure seamless data validation and utilization across platforms while maintaining the necessary human oversight. I will develop a strategic implementation plan delivered within 14 days to enhance your operational efficiency. Ready to kick this off, what's the best way to get started?
$16 USD in 40 days
0.0
0.0

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