Roles · AI & Automation

AI automation specialists for Zapier, Make and n8n, recruited and managed for you.

Someone who finds the copy-paste work in your business and automates it, with AI where it actually helps. Every workflow comes with documentation and failure alerts your team can follow.

AI & Automation

The wider AI & Automation team

AI work splits into different jobs. Some people connect the tools you already pay for so work moves on its own. Others write code around models, build voice agents that answer calls, or teach software to read images. This page is about the first kind. The others have their own pages:

Writes production code around language models and your data.

Builds and tunes agents that handle phone calls.

Builds systems that detect, read and classify what's in images and video.

One-line chooser: if the job can be done with tools like Zapier, Make or n8n, it's an AI workflow specialist. If it needs custom code, look at an AI Engineer.

Hours of manual work, turned into workflows

Most teams copy data between tools every day: leads from forms into the CRM, invoices from email into accounting, summaries from calls into tickets. An AI workflow specialist maps those processes, automates the repetitive steps, and adds AI for the parts that need reading, sorting or drafting. Each workflow gets documentation and an alert for when it fails.

Automation flow of connected task cards

What they do for you

  • Map a process with the people who do it, and find the steps worth automating
  • Build workflows in Zapier, Make or n8n that connect your CRM, inbox, forms and spreadsheets
  • Add AI steps that classify, extract, summarize or draft, with a human check where it matters
  • Build AI assistants and agents that answer from your documents or carry out multi-step tasks
  • Write and test prompts, and keep a library of the ones that work
  • Set up error alerts and logs, and fix workflows when an API changes
  • Document each automation so your team understands what it does and who owns it

Inside a strong automation specialist's toolkit

Tools they work in

ZapierMaken8nOpenAI APIClaude APIGemini APIHubSpotSalesforceAirtableGoogle SheetsSlackNotionWebhooksREST APIsJavaScript or Python (for custom steps)
A good fit if:
  • Your team spends hours a week moving data between tools by hand
  • You've tried AI tools but nothing is connected to your real processes yet
  • Your current automations break silently, and nobody owns them
Not the right fit if:

Questions for your automation shortlist

01
"Here's how we handle new leads today (sample). What would you automate first, and why?"

Strong answer: they pick the step with the most volume and the least judgment, estimate the time saved, and leave the judgment calls to people.

02
"A workflow failed overnight and 40 leads didn't reach the CRM. What do you do?"

Strong answer: check the error log, fix the cause, replay the failed runs without creating duplicates, and add an alert so it's caught sooner next time.

03
"How would you use AI to sort incoming support emails?"

Strong answer: clear categories, a tested prompt with examples, a confidence threshold that sends unclear cases to a person, and a regular review of mistakes.

04
"When would you choose n8n over Zapier?"

Strong answer: n8n for self-hosting, complex logic, data control or cost at high volume; Zapier for speed and ease when the team will maintain it themselves.

05
"How do you stop an AI step from making things up?"

Strong answer: give it the source data, limit it to that data, ask for structured output, test against known cases and keep a human check on anything customer-facing.

06
"How do you hand a workflow over so it survives without you?"

Strong answer: a written description of the trigger, steps and owner, plus a screenshot of the run history and the alert setup.

Signs of a strong automation specialist:
  • Maps the process before building anything
  • Builds error handling and alerts into every workflow
  • Measures time saved, and is honest when a process shouldn't be automated
Signs of a weak automation specialist:
  • Builds long, fragile workflows nobody else can follow
  • Leaves API keys in shared documents
  • Lets AI act on customers with no review step
  • Can't show what any of the workflows they built actually saved

Zapier, Make and n8n automation

Building and maintaining workflows across your tools, choosing the right platform for the job, and moving workflows between platforms when costs or limits demand it.

AI agents and assistants

Assistants that answer questions from your documents, and agents that carry out multi-step tasks such as researching a lead, drafting a reply or updating records, with limits on what they're allowed to do.

CRM and business-process automation

Lead routing, follow-up sequences, deal stage updates, onboarding checklists and reporting in HubSpot, Salesforce, Pipedrive or Airtable.

Prompt engineering

Writing, testing and versioning prompts for the AI steps in your workflows, with example sets that show whether a change made things better or worse.

Getting an automation specialist on your team

  1. 1

    Talk it through

    We settle the scope, the platforms involved, your overlap hours and the reporting line. For this role: the processes eating the most time, the tools involved, and who should own the workflows once they're live.

  2. 2

    Meet a shortlist and choose

    We test each candidate's builds against your brief and run background and reference checks before you meet them. You run the interviews and choose.

  3. 3

    Start with support in place

    Your specialist is given logins to the tools in scope and a first process to automate, and we follow up once the first workflow is live.

Most automation searches finish within a few weeks. People with both no-code depth and solid prompt work are in demand, so mention it early if you need both.

How pricing works for an automation specialist

Each of our ways to hire works for an AI workflow specialist, from ongoing automation work to a set build period. You choose, and the price follows the role, its scope and how you hire. We can go through what each option involves when we speak.

Who decides, who builds

Swipe to see more →

TaskYouJiveTalent
Which processes get automated, and where AI may actOwn–
Workflows, documentation and failure alertsApprove before go-liveYour specialist builds and maintains them; check-ins look at the value each workflow is delivering

AI automation: your questions

Zapier, Make or n8n: which should we use?

Your specialist picks one with you, based on your volume, the complexity of your processes, data rules and who will maintain it. Many teams use more than one.

Will they work during our business hours?

The hours go into the brief at the start, along with the overlap your team needs for handovers and reviews, so every candidate is hired for them.

Is it safe to send our data to AI tools?

It can be, with the right setup: business accounts with data-retention controls, only the data each step needs, and no sensitive data where your policies forbid it. Your specialist should be able to explain the data flow of every workflow.

What if it isn't working out?

Talk to your account lead. We go through the problem with you and your specialist, and agree how to put it right.

What happens if an automation breaks?

Every workflow should alert someone when it fails. Your specialist monitors those alerts, fixes the cause and replays anything that was missed.

Whose accounts do the automations run in, and who owns any custom scripts?

You own both. Workflows live in your Zapier, Make or n8n workspace and your AI provider accounts, and any custom code steps are stored with them, so everything keeps running under your control if your specialist moves on.

Do we need an AI workflow specialist or an AI engineer?

If the work connects existing tools, it's this role. If you're building AI features into your own software, you need an AI engineer, and we recruit for that role too.

Can you deliver an AI system as a project instead of a hire?

Yes. Managed Project Delivery builds and delivers systems end to end.

How do we see what our automation specialist is working on?

The client app tracks and reports their time, which keeps the hours visible, and the workflow documentation shows what each automation does.

Ready to automate the busywork?

Book a call. We'll agree the brief for your AI workflow specialist and lay out the ways to hire.