We’re looking for a proven Make.com (formerly Integromat) + Monday.com specialist to complete the build of a time-released, multi-step email automation system for our Exit Planning consultancy.
This is not a basic automation setup. It requires precise scenario design, logic control, and integration with manual human review points — all while maintaining strict compliance with our franchise’s FDD regulations.
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Project Scope:
You will complete the build of an automation that:
• Triggers when a contact’s Calculator Drip status (in Monday.com) is set to "Active"
• Fetches the contact’s current Cal Drip Step (1–7)
• Looks up the correct subject/body from a centralized Make.com Data Store
• Emails the content to a human VA (pre-filled: To/Subject/Body)
• Pauses for manual human review (VA sends email manually, no direct client sends)
• Waits based on step number (e.g. 3 days between Step 1 and Step 2, 7 days between others)
• Updates the Cal Drip Step in Monday after each email
• Closes the sequence by updating the Calculator Drip column to Done after Step 7
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Tech Stack:
• Make.com (complex logic handling, scenario routing, Data Stores, delay modules)
• Monday.com (status columns, board automation, item lookup by pulse ID)
• Microsoft 365 email (manual send) — no email automation allowed
• Data Store must support future reuse and expansion (e.g., Seller Readiness, Discovery Drip)
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What You’ll Need:
• Deep working knowledge of both Make.com and Monday.com
• Demonstrated experience with manual-send workflows (not just full automations)
• Ability to design scalable, modular, and auditable logic (no spaghetti automation)
• Comfort working inside FDD-compliant environments (no direct outreach logic)
• A “clean build” mindset — we’ve already wasted too much time in looped setups
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What We’ll Provide:
• The full documented system architecture (see attached spec)
• Active Make.com and Monday.com accounts
• All email templates prewritten and stored
• Data Store structure and sample entries
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Timeline:
We’d like to see the system tested and validated within 5 business days of kickoff.
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