I would approach this as a staged production build, not as one large Make.com scenario.
The first step would be to map the full operating flow before building:
payment confirmation → onboarding → Typeform intake → scoring draft → approval gate → report generation → Dropbox Sign → Softr portal delivery → renewal follow-up.
Then I would build the system in controlled milestones:
Airtable foundation
Set up the core tables for employers, contacts, assessments, payment events, scoring states, report cycles, documents, signatures, renewal dates, run logs, and operator tasks.
Make.com orchestration
Build webhook-first scenarios around clear state changes, with duplicate-event checks, retry paths, and operator-visible failure handling.
Scoring and approval control
Store Typeform responses and scoring outputs in Airtable first, keep reports withheld until approval, then release only approved fields to Softr.
Document and portal delivery
Generate the PDF through Documentero, handle Dropbox Sign status, then publish the approved output into Softr while writing every delivery status back to Airtable.
Handover
Document the scenarios, field logic, failure paths, and operator actions so a non-technical person can maintain the system.
Before quoting the full build, I would suggest a small paid architecture milestone to validate the schema, scenario map, webhook events, and first-release scope. After that, the full implementation can be priced by milestone instead of guessing upfront.
Apologies, I missed your later update that you had already moved forward with other candidates. Please disregard this follow-up. Wishing you well with the build.
Hi! I’m Misha, an automation and LLM integration expert. Your project is exactly the type of production automation system I build — not just connecting apps, but designing a reliable operational engine that can scale. I can build your complete workplace risk diagnostic platform using Make.com, Airtable, HubSpot, Typeform, Calendly, GoCardless, Dropbox Sign, Softr, and Documentero with a webhook-first architecture, secure data flow, full audit history, and zero manual intervention. I’ll architect the system around your future phases from day one: payment confirmation triggering onboarding, automated Typeform data processing into an auditable RAG scoring engine, controlled score release after approval, intelligent nudge sequences, anniversary renewals, automatic PDF reporting, and client portal delivery. I understand that for a platform like this, the priority is not simply making scenarios work — it is building something stable, traceable, secure, and easy for a non-technical operator to run. I will provide clean Make scenarios, structured Airtable design, error handling with retry logic, documentation, and handover training so your team owns the system after launch. My approach for this build: Phase 1 architecture and schema design → Phase 2 automation implementation and integrations → Phase 3 testing, edge cases, optimization, and handover. Estimated delivery: 6–8 weeks. Fixed price: £10,000. I’m confident I can deliver a production-ready foundation that supports your entire roadmap instead of creating a fragile automation that needs rebuilding later.