Type: Contract / project-based, with potential to extend into an ongoing engagement Location: Remote (adjust if you want local/on-site) Start: Paid discovery phase, then phased builds
About the Role
We're a private security company looking to automate manual, repetitive operational work using AI-driven workflows and agentic automation. We want to start with a clearly scoped, contract-based engagement — prove out value on one or two workflows — before considering anything ongoing.
What You'd Be Automating
Phase 1 — Foundational (start here)
- Email and calendar triage/routing for scheduling and dispatch coordination
- Timesheet collection and validation ahead of payroll processing
- Routine report/document generation (client reports, shift summaries)
Phase 2 — Operations core (once initial builds prove out)
- Scheduling support: cross-checking TrackTik/Connecteam shift schedules against staffing levels, flagging gaps, no-shows, or conflicts
- Recruiting workflow automation: applicant screening, interview scheduling, offer follow-up
- Invoice generation from timesheet/billing data, synced into QuickBooks
- Collections follow-up: tracking overdue invoices, automated reminder sequences, escalation flags
- Payroll reconciliation across Connecteam/TrackTik and QuickBooks before submission
- Bank transaction reconciliation support (Chase) against invoicing/payroll records
Phase 3 — Growth/outbound (longer-term, higher scrutiny)
- Lead research agent: identifying and gathering public information on prospective clients
- Outbound outreach systems (email/text) to prospects — must be built with email deliverability best practices and compliance safeguards (TCPA for texts, CAN-SPAM for email) from day one
Systems in Use
- QuickBooks — accounting/invoicing
- TrackTik — security workforce management and scheduling
- Connecteam — scheduling, time tracking, team communication
- Chase — banking/reconciliation
- Google Sheets — reporting and ad hoc tracking
Comfort integrating these via native APIs where available, and via middleware (n8n, Make, Zapier) where they aren't, is important — not every one of these tools has a clean public API, so we need someone who can find the workaround, not just the ideal-case integration.
What We're Looking For
- Proven experience building automations with n8n, Make, or Zapier, and/or custom integration work in Python or JavaScript
- Experience building with LLM tools (Claude, GPT, or similar) for agentic tasks — classification, summarization, drafting, decision-routing
- Ability to scope and sequence a multi-phase project rather than just execute one workflow in isolation
- Bonus: experience with workforce management, field services, staffing, or security-industry operations
- Bonus: direct experience with QuickBooks, TrackTik, or Connecteam integrations
- For Phase 3 work specifically: demonstrated understanding of email/SMS deliverability and TCPA/CAN-SPAM compliance for outbound sales messaging — this is a hard requirement before any outbound-to-prospects work begins
Engagement Structure
- Discovery/scoping (paid, fixed fee): audit current workflows across scheduling, recruiting, payroll, invoicing, and collections; deliver a prioritized automation roadmap with rough effort/ROI estimates per workflow.
- Phased builds (fixed scope per workflow or small bundle): each phase has a defined deliverable, a testing period, and a go/no-go before moving to the next.
- Optional retainer: if the initial builds deliver real time/cost savings, extend into an ongoing maintenance and expansion relationship.
To Apply, Please Share
- Examples of similar automation/integration work (workflow diagrams, case studies, or a live demo if you have one)
- Your experience with the specific stack above, or the closest comparable tools you've used
- How you typically scope and price contract work like this
- If pursuing Phase 3 work: your approach to deliverability and compliance for outbound campaigns
Pay: Php120,000.00 - Php200,000.00 per month
Work Location: Hybrid remote in Ortigas