Automation & Systems Optimization

Project Brief: Automation & Systems Optimization – AGD

Client: Achieve Greatness Daily (AGD)

Project Type: Contracted Automation Projects

Start Date: June 2025

Primary Platform: Make

Project Overview

Achieve Greatness Daily (AGD) is seeking an experienced Make expert to lead a series of automation and system optimization projects. This work focuses exclusively on building and documenting backend automation—not content creation or admin tasks.

Your role will involve auditing current processes, building Make workflows, integrating AI, and delivering clear documentation for internal team training. You’ll collaborate directly with the founder and one VA to implement strategic solutions across social media, data tracking, and AI-based tools.

Project Phases & Deliverables

Phase 1: Social Media Automation

  • Audit current workflow for 50–75 weekly social media posts

  • Build and test Make automations for scheduling through Mastermind

  • Work with our content VA to ensure smooth handoffs and deployment

  • Deliver SOPs including written steps, screenshots (Scribehow), and video walkthroughs (Veed)

  • Outcome: Reduce manual posting time by at least 50 percent

Phase 2: Marketing Data Automation

  • Automate marketing data collection across Facebook, Instagram, LinkedIn, YouTube, and Mastermind

  • Consolidate into a multi-tab Google Sheet dashboard

  • Create a Make or API-based system that runs this data through ChatGPT with company-aligned prompts

  • Output: Monthly insights and top 3 strategic recommendations auto-generated via GPT

Phase 3: AI Integration

  • Optimize our internal GPT (Daily Mindfulness with Rosie)

  • Integrate GPT with our community platform and website

  • Begin mapping integration requirements for future mobile app

Documentation & Handoff Requirements

Each project must include:

  • Step-by-step SOPs (Google Docs)

  • Screenshot-based guides (Scribehow)

  • Video walkthroughs (Veed)

  • Asana task templates for replication

Tools & Ecosystem

Category Platforms

Automation Make, Google Sheets, ChatGPT API

Documentation Google Docs, Scribehow, Veed

Project Management Asana, Google Drive, Slack

Marketing Stack Mastermind (CRM, email, content scheduler)

Channels Facebook, Instagram, LinkedIn, YouTube

You’re a Strong Match If You:

  • Have built multiple automations using Make

  • Are skilled at turning complex workflows into streamlined, documented systems

  • Have experience integrating ChatGPT into workflows or using GPT for data insights

  • Communicate clearly and collaborate well

  • Can work independently and meet deadlines with minimal oversight

How to Apply

Please complete our short screening form and share your project experience: https://forms.gle/5iBGdKKRpD9EJs7z7

We can help you set this up, see our latest work here: Real-World Results: See How Our Clients Scaled Smarter - Scalevise Business Resources

Hello @Achieve_Greatness_Da, welcome to the make Hire a pro section , I would love to work with you on this, you can book a call Here to discuss the project requirements and you can checkout my upwork profile Here