Looking for a consultant -creating a few new workflows

Jobs
1

Hi,
We are a small online business within the home decor industry and need som help creating a few basic workflows/agents

  1. Retrieve pdf invoice and transform into google sheet with some calculations

  2. Making a purchase order list for our bestsellers in excel based on stock file, and pending orders. Basically checking what needs to be ordered from our manufactures based on our stock file and incoming orders. All information in xls retrievable from Slack, Google Sheets, or Sharepoint. Whatever you recommend.

Quite basic for someone who knows n8n but very valuable for us. Please reach out for more information, or with a quote or suggested compensation.

Looking forward to hearing from you :slight_smile:

PR

2

Hey! Happy to help. It shouldn’t take too long to set this up:

  1. We can get on a chat to understand the exact workflow better.
  2. I’ll go ahead and do a quick mock up of the plan after the call.
  3. Once approved, it shouldn’t take longer than 1 week maybe 2 weeks max to build. I’ll have a better idea after the call.

This took me 2 days to build and test:

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Let me know if you want to chat further. My contact is in my profile.

3

Hello @per1, we are a group of developers and would love to work with you on this, you can book a call Here to discuss the project requirements

4

Hi, I’m Patrick👋😊
I am an expert AI Automation & AI Agents specialist — No matter how complex it is, I ALWAYS GET THINGS DONE! 100%

I build high ROI automation workflows that actually work in your business. (Spoilers: not fancy looking ones)

→ Recently, I made a full-on CRM integrated with MCP Agents made all in n8n —I have also built a ton of MVPs, from full HR services to tailored marketing automation workflows that all my clients use to get high ROIs.

Please feel free to contact me if you’d like some consultations on AI Automations or AI Agents or just full-on on blown, fast high quality MVPs!
———
A longer version of who I am:

Nice to meet you - I’m Patrick and I love automations with a passion. Every day, I learn something new in the AI Automations space. Most of my clients work with me because I have an unhealthy obsession with getting every little detail just right. Seriously, it’s a gift and a curse..

I’m proficient at no-code tools, mainly n8n and make.com, and I excel at integrating platforms together and creating a friendly user interface in ClickUp, Airtable, and Notion.

I specialize in helping:

✅Retail businesses streamline their operations (Email Automations, Lead Gen, Notion)
✅Coaches automate their client management (Airtable & ClickUp Dashboards)
✅Teams implement customer service solutions (AI Agents & AI Chatbots)
✅HR/Recruitment Businesses build effective CV screening systems

Note: If you need automation, but I didn’t list it above. Please do not hesitate to reach out and personally ask me. I love solving problems and exploring the best options to help you find the perfect solution.

When you work with me on Upwork, you get a high-quality AI automation system that works seamlessly, and I will write full documentation on how the system works, and will make the system fully customizable for future tweaks.

Every automation is built with precision, ensuring that it will be integrated smoothly into your existing processes.

Sincerely looking forward to building an Automation for you. I promise you won’t be disappointed.

I would like to discuss in more detail about your idea via a call.

Happy Automating,
Patrick King

5

Hi PR,

I’d love to help you build these n8n workflows — what you’ve described sounds like a perfect fit for automation, and I’ve worked on similar setups for small businesses where operational clarity and time savings are key.

:wrench: Here’s how I can assist:

  1. PDF Invoice to Google Sheets
    – Automatically retrieve PDF invoices
    – Extract relevant data (e.g. totals, items, dates)
    – Populate a Google Sheet and apply custom calculations/formulas
  2. Purchase Order List Generator
    – Combine stock levels and pending order data from Google Sheets, Slack uploads, or SharePoint
    – Create a dynamic purchase order list of bestsellers needing restock
    – Export to Excel or Google Sheets with clear supplier-ready formatting

:file_folder: I can help you choose the most reliable data source (Google Sheets is often the smoothest with n8n), and structure this to be modular and editable by your team.

6

Hi, I’ve serveral years of experience in AI and n8n.
I’ve built similr workflow(AI-powered Restaruant Order Chatbot).
We can discusss more detail on email.
Lets connect and discuss more.
[email protected]

7

Hey PR,

Really interested in this — these are the kind of smart, high-impact automations that are totally worth setting up right.

:page_facing_up: Invoice to Google Sheets with built-in calcs? No problem.
:package: Auto-generating PO lists based on live stock + pending orders? Absolutely.
:speech_balloon: Slack, :bar_chart: Sheets, :card_index_dividers: SharePoint | we’ll work with whatever fits your flow best.

We’ve built similar setups for ecommerce and stock-driven teams, and I’d be happy to help make yours clean, reliable, and hands-off.

Feel free to check out our work or book a quick call to chat through your needs.

Let’s get it flowing :rocket:

8

Hi,

I have extensive experience with n8n and can help set this up efficiently.
The workflows you described are clear and definitely doable without adding complexity.
Happy to review your current setup and suggest the most reliable approach.

You can reach out to me on my email here

Colin

9

Thanks for sharing your needs — these are exactly the kind of workflows we specialize in with n8n.

We can automate:

  • Extracting invoice data from PDFs and pushing it into Google Sheets with calculations
  • Generating a purchase order list based on real-time stock, pending orders, and supplier data from your current files (Slack, Sheets, or SharePoint)

To go a step further, Odoo can act as your all-in-one system — managing purchase orders, invoices, supplier records, stock movements, and product data in one place. It’s flexible enough to start small and scale as your operations grow.

Happy to share a quick estimate or walk you through how we’d approach it.

10

Dear PR,

I am Brandon Grunes from Pocket Ninja LLC, and we are excited to help you create the best workflow agents for your online business. At Pocket Ninja, our team with decades of experience in software and AI specializes in creating efficient, tailored automation solutions. We are confident we can deliver the n8n workflows you need. This includes:

  • PDF Invoice to Google Sheets : Extracting data from PDF invoices and transforming it into Google Sheets with custom calculations.
  • Purchase Order List Generation: Creating an Excel-based purchase order list for bestsellers by analyzing stock levels and pending orders, pulling data from Slack, Google Sheets, or SharePoint.

Could we schedule a quick call to discuss your project requirements? This will help us better tailor a quote and timeline. You can schedule one here

Looking forward to working with you!

Brandon Grunes
Pocket Ninja LLC
[email protected]

11

Hi ,

This sounds like a great fit — we can help you build both of these workflows using n8n with clean, reliable logic:

:white_check_mark: Extracting data from PDF invoices into Google Sheets with auto-calculations
:white_check_mark: Generating a smart purchase order list based on your stock, pending orders, and thresholds — whether the data lives in Slack, Sheets, or SharePoint (we can recommend the most efficient setup)

We’d just need:

  • A sample invoice PDF
  • A look at your current stock/order file format
  • Your preferred platform for running the automation (self-hosted or n8n cloud)

Let’s sort out the technicals and get your workflows running smoothly.
Thanks
Deligence Technologies

12

Hey,

I got you, I have been building all forms of automations since the past 2 years and have built 100s of flows for my clients. Have worked with all sorts of companies and gotten them 10s of thousands in revenue or savings by strategic flows. When you decide to work with me not only will I build this flow out but also give you a free consultation like I have for all my clients that led to these revenue jumps.

I have built a similar workflow like this for one of my clients. I can not only share that but also how you can streamline processes in your company for faster operations. All this with no strings attached on our first call.

I have worked with clients in ecom before and provided not only this but 7 more such processes which completely changed their backend and streamlined operation. I am happy to share these secrets with you whenever we speak.

Here have a look at my website and you can book a call with me there!

Talk soon!