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Project Overview I’m building a modular financial planning intake and analysis system that transforms client survey responses into an automated, personalized financial summary and slide deck. I’m looking for an experienced no-code automation engineer who can architect and build this entire workflow using Typeform or Jotform, Google Sheets, OpenAI/GPT, and Zapier or Make.com. This system will be a key component of our onboarding and prospect experience. Strong candidates may be considered for ongoing work. ⸻ Scope of Work 1. Form Build (Typeform or Jotform) • Build a multi-section intake form (~100 questions) • Implement clean branching logic based on user-selected priorities (home purchase, equity compensation, taxes, retirement, liquidity events, etc.) • Ensure responses output into a structured, automation-friendly format 2. Workflow Automation • Build an end-to-end workflow using Zapier or Make.com: Form → Google Sheets → OpenAI/GPT → Canva or Google Slides → PDF output • Set up data transfer, transformations, and prompt engineering • Structure GPT outputs into reusable content blocks 3. AI-Driven Document Generation • Use OpenAI to generate summaries, insights, recommendations, and scenario analyses • Auto-populate branded slide decks or PDFs • Export a complete, client-ready deliverable 4. QA, Testing, & Documentation • Test all branching logic and automations • Add error handling/fallback logic • Deliver documentation and a Loom walkthrough • Make the system production-ready ⸻ Required Skills • Advanced experience with Typeform, Jotform, or Paperform • Expert-level experience with Zapier or Make.com • Strong knowledge of OpenAI API / GPT integration • Proven experience generating automated PDFs or slide decks • Excellent conditional logic + data structuring skills • Ability to work independently and propose solutions Nice to Have: • Canva or Google Slides API experience • Basic scripting (webhooks, JSON) • Prior work with financial workflows or data-heavy projects ⸻ Deliverables • Fully functional intake form with branching logic • Automated workflow connecting form → sheets → GPT → slides/PDF • Customizable slide or PDF template • Clear documentation and recorded walkthrough ⸻ Ideal Candidate You’ve built multi-step automated workflows before, ideally involving intake forms, GPT, and document generation. You understand how to translate qualitative client inputs into structured outputs. You can manage the project with light direction and communicate clearly. ⸻ To Apply (Required) Please answer the following: 1. Share 1–3 examples of similar automations you’ve built (intake → AI → PDF, onboarding flows, report generators, etc.). 2. Describe your experience with Typeform/Jotform branching logic. 3. Describe your experience integrating GPT/OpenAI API in workflows. 4. Have you built automated slide or PDF generators before? If yes, share examples. 5. Do you prefer Zapier or Make.com? Why? 6. Provide a timeline and suggested approach for this project. ⸻ Project Duration 4–8 weeks, with potential follow-on work.