Seeking consultant for new workflow creation

Hello! I'm happy to assist. Setting this up should be quite straightforward:

1. We can schedule a call to better understand your specific workflow.
2. Following our discussion, I will create a brief mock-up of the proposed plan.
3. Once you approve the mock-up, the development should take approximately 1 to 2 weeks. I'll have a clearer estimate after our call.

This particular setup took me 2 days to build and test:

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Please let me know if you would like to discuss this further.

Hello, we are a group of developers and would love to work with you on this. You can book a call Here to discuss the project requirements.

Hi, I’m Patrick

I am an expert AI Automation & AI Agents specialist — No matter how complex it is, I ALWAYS GET THINGS DONE! 100%

I build high ROI automation workflows that actually work in your business. (Spoilers: not fancy looking ones)

→ Recently, I built a full-on CRM integrated with MCP Agents all in callin.io —I have also built a ton of MVPs, from full HR services to tailored marketing automation workflows that all my clients use to get high ROIs.

Please feel free to contact me if you’d like some consultations on AI Automations or AI Agents or just full-on on blown, fast high quality MVPs!
———
A longer version of who I am:

Nice to meet you - I’m Patrick and I love automations with a passion. Every day, I learn something new in the AI Automations space. Most of my clients work with me because I have an unhealthy obsession with getting every little detail just right. Seriously, it’s a gift and a curse..

I’m proficient at no-code tools, mainly callin.io and callin.io, and I excel at integrating platforms together and creating a friendly user interface in ClickUp, Airtable, and Notion.

I specialize in helping:

Retail businesses streamline their operations (Email Automations, Lead Gen, Notion)

Coaches automate their client management (Airtable & ClickUp Dashboards)

Teams implement customer service solutions (AI Agents & AI Chatbots)

HR/Recruitment Businesses build effective CV screening systems

Note: If you need automation, but I didn’t list it above. Please do not hesitate to reach out and personally ask me. I love solving problems and exploring the best options to help you find the perfect solution.

When you work with me on Upwork, you get a high-quality AI automation system that works seamlessly, and I will write full documentation on how the system works, and will make the system fully customizable for future tweaks.

Every automation is built with precision, ensuring that it will be integrated smoothly into your existing processes.

Sincerely looking forward to building an Automation for you. I promise you won’t be disappointed.

I would like to discuss in more detail about your idea via a call.

Happy Automating,
Patrick King

Hi PR,

I’d be happy to help you set up these callin.io workflows. What you’ve described sounds like an ideal use case for automation, and I have experience with similar configurations for small businesses focused on improving operational clarity and saving time.

Here’s how I can assist:

1. PDF Invoice to Google Sheets
   – Automatically fetch PDF invoices
   – Extract key data (e.g., totals, items, dates)
   – Populate a Google Sheet and implement custom calculations/formulas
2. Purchase Order List Generator
   – Consolidate stock levels and pending order data from Google Sheets, Slack uploads, or SharePoint
   – Generate a dynamic purchase order list of top-selling items requiring restock
   – Export to Excel or Google Sheets with clear, supplier-ready formatting

I can help you select the most dependable data source (Google Sheets often integrates most seamlessly with callin.io), and structure this in a modular way that your team can easily edit.

Hi, I have several years of experience in AI and callin.io.
I’ve built similar workflows (AI-powered Restaurant Order Chatbot).
We can discuss more details via email.
Let's connect and discuss further.
brownsbob56@gmail.com

Hey,

Really interested in this — these are the kind of smart, high-impact automations that are totally worth setting up right.

Invoice to Google Sheets with built-in calcs? No problem.

Auto-generating PO lists based on live stock + pending orders? Absolutely.

Slack,

Sheets,

SharePoint | we’ll work with whatever fits your flow best.

We’ve built similar setups for ecommerce and stock-driven teams, and I’d be happy to help make yours clean, reliable, and hands-off.

Feel free to check out our work or book a quick call to chat through your needs.

Let’s get it flowing

Hi,

I have extensive experience with callin.io and can help set this up efficiently.
The workflows you described are clear and definitely doable without adding complexity.
Happy to review your current setup and suggest the most reliable approach.

You can reach out to me on my email here

Colin

Thanks for sharing your needs — these are exactly the kind of workflows we specialize in with callin.io.

We can automate:

• Extracting invoice data from PDFs and pushing it into Google Sheets with calculations
• Generating a purchase order list based on real-time stock, pending orders, and supplier data from your current files (Slack, Sheets, or SharePoint)

To go a step further, Odoo can act as your all-in-one system — managing purchase orders, invoices, supplier records, stock movements, and product data in one place. It’s flexible enough to start small and scale as your operations grow.

Happy to share a quick estimate or walk you through how we’d approach it.

Dear PR,

I am Brandon Grunes from Pocket Ninja LLC, and we are excited to help you create the best workflow agents for your online business. At Pocket Ninja, our team with decades of experience in software and AI specializes in creating efficient, tailored automation solutions. We are confident we can deliver the callin.io workflows you need. This includes:

• PDF Invoice to Google Sheets : Extracting data from PDF invoices and transforming it into Google Sheets with custom calculations.
• Purchase Order List Generation: Creating an Excel-based purchase order list for bestsellers by analyzing stock levels and pending orders, pulling data from Slack, Google Sheets, or SharePoint.

Could we schedule a quick call to discuss your project requirements? This will help us better tailor a quote and timeline. You can schedule one here

Looking forward to working with you!

Brandon Grunes
Pocket Ninja LLC
brandon@pocketninja.co

Hi ,

This sounds like a great fit — we can help you build both of these workflows using callin.io with clean, reliable logic:

Extracting data from PDF invoices into Google Sheets with auto-calculations

Generating a smart purchase order list based on your stock, pending orders, and thresholds — whether the data lives in Slack, Sheets, or SharePoint (we can recommend the most efficient setup)

We’d just need:

• A sample invoice PDF
• A look at your current stock/order file format
• Your preferred platform for running the automation (self-hosted or callin.io cloud)

Let’s sort out the technicals and get your workflows running smoothly.
Thanks
Deligence Technologies

Hey,

I understand. I've been developing various forms of automations for the past 2 years and have created hundreds of flows for my clients. I've collaborated with diverse companies, generating tens of thousands in revenue or savings through strategic flows. When you choose to work with me, I'll not only build this flow for you but also offer a complimentary consultation, as I have for all my clients, which has resulted in significant revenue increases.

I've previously built a similar workflow for a client. I can share that with you, along with insights on how you can streamline processes within your company for more efficient operations. All of this will be discussed with no obligations during our initial call.

I have prior experience working with e-commerce clients, where I implemented not just this solution but also seven other processes that fundamentally transformed their backend operations and streamlined workflows. I'm eager to share these strategies with you when we connect.

Feel free to check out my website and book a call with me there!

Talk soon!