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