Automation

Zapier & Make Automation Expert Proposal Template

Automation clients describe pain in plain English. Restate their manual process and the hours you'll save.

For: Zapier, Make, Airtable automations, CRM workflowsTone: Solution-oriented & concise

Sample proposal

Copy & personalize
Hi — you're losing time on [MANUAL PROCESS FROM JOB — e.g. copying leads from Typeform to HubSpot and Slack]. I build automations that run reliably without babysitting.

I'm a no-code automation specialist ([Zapier / Make / n8n]) who's connected [CRM / FORMS / SHEETS / PAYMENTS] for [AGENCIES / COACHES / SAAS]. On [PROJECT], I [RESULT — e.g. eliminated 6 hours/week of admin and reduced lead response time to under 5 minutes].

For your workflow I'd:
1. Map triggers, edge cases, and error alerts
2. Build in staging with test records
3. Document the flow + hand off a Loom for your team

Tools: [LIST FROM POST].

What happens today when a step fails — and who should get notified?

Best,
[YOUR NAME]

Tips for this template

  • ✓Restate the manual process in their words — shows you understand the pain.
  • ✓Always mention error handling and notifications.
  • ✓Offer documentation — automations break when only you understand them.

Personalize this template with your profile

Static templates are a starting point. FreelanceAI reads your portfolio, skills, and work history to generate a proposal tailored to each job — with match scoring and multiple length variants.

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