About

I’m starting a company in the AI automation space for financial service providers, and this project is one of the first key steps. The initial scope covers 5 core workflows (intake, booking, reminders, emails, reports, team sync), along with a simple admin dashboard — but these may evolve depending on client needs. I’m looking for someone who has genuine experience building automations that save teams time and cut repetitive work, not just general development. Experience with n8n/Make/Zapier, React or no-code dashboards, and Airtable/Sheets is strongly preferred. Please share relevant case studies or examples — we want the right long-term partner from the start. Preferably were looking for individuals who have experience and case studies ,Automating in the Finance space.