AI Automation Builder (Fractional CFO Workflow)

Title: Zapier + Notion + AI Workflow Builder (Fractional CFO System)

Overview

I run a fractional CFO practice and need a clean, reliable automation system built. This system will handle meeting outputs, action tracking, and weekly client summaries. The system must be simple, stable, and easy to maintain. I will not be debugging this myself. --- Scope of Work Build 3 core workflows: 1. Meeting → Action Items → Slack (by client)

• Source: Fathom (meeting summaries)
• Process via OpenAI
• Extract action items + risks
• Send clean summary to correct Slack channel per client

--- 2. Meeting → Structured Data → Notion

• Store meeting summaries in Notion
• Extract action items into a central Notion database
• Each action item must be a separate entry
• Include fields: Client, Task, Owner, Priority, Status, Due Date, Source

--- 3. Weekly Client Summary

• Use Notion data (meetings + action items)
• Optionally incorporate high-level inputs from Slack or client trackers
• Generate weekly summary per client using AI
• Store output in Notion

--- Tools

• Zapier
• Notion (databases + relations)
• OpenAI / ChatGPT
• Slack
• Fathom

---

Requirements

• Strong Zapier experience (multi-step workflows)
• Strong Notion database experience
• Experience using OpenAI in workflows
• Ability to build simple, stable systems (no overengineering)

--- Important Constraints

• No custom code unless absolutely necessary
• Keep workflows modular (3 separate pipelines)
• Avoid fragile integrations (especially external trackers)
• System must be easy to maintain

--- Deliverables

• Fully working workflows
• Clean Notion database structure
• Slack routing by client
• Loom walkthrough
• Basic documentation

--- To Apply 1. Describe a similar system you’ve built 2. How would you ensure this system does not break frequently? 3. What would you NOT automate here and why? Apply tot his job Apply To this Job