Multi-Tenant AI "Digital Chief of Staff" (Make.com + Claude + WhatsApp)

Budget: $30 - $250

1. Project Overview Build a scalable AI Agent that acts as a 24/7 executive assistant for multiple clients. The agent will monitor Gmail inboxes, triage and summarize emails, draft responses in the user's specific "voice," and deliver a consolidated morning briefing via WhatsApp.

2. Technical Stack Automation Engine:Make.com (formerly Integromat) Database/CRM: Airtable (for client profiles, writing styles, and log history) AI Brain:Anthropic Claude 3.5 Sonnet (via API) Email:Gmail API (using a Custom OAuth2 Google Cloud Console setup) Communication:WhatsApp Business API

3. Scope of Work & Deliverables

Phase 1: Multi-Tenant Database Setup (Airtable) Create a "Clients" table to store: Name, WhatsApp #, Gmail Connection ID, and a "Style Profile" (e.g., "Minimalist/Professional" or "Friendly/Warm"). Create a "Message Log" table to store every email processed, its AI-generated summary, and its priority category (1–3).

Phase 2: The Triage Engine (Make.com) Dynamic Inbox Monitoring:A scenario that loops through all "Active" clients in Airtable. Custom OAuth2 Integration: Must use a Google Cloud Console project so that new clients can securely link their Gmail. AI Analysis:Claude must analyze incoming unread emails and output JSON containing:

1. Category: (1: Urgent, 2: Action Needed, 3: FYI).
2. Summary: A 1-sentence "Bottom Line Up Front."
3. Draft Reply:A response drafted in the specific client’s voice.

• Auto-Drafting: If Category 2, the AI must create a "Draft" inside the user’s Gmail for their review.

Phase 3: The WhatsApp Daily Briefing A scheduled scenario (Daily at 08:00 AM) that aggregates all "Urgent" and "Action Needed" items from the last 24 hours. Deliver a clean, bulleted summary to each client's WhatsApp.

1. Key Technical Requirements (The "Must-Haves") Scalability:The system must be "Multi-Tenant." Adding a new client should only require adding a row in Airtable and a new Connection ID. Error Handling:Set up "Filters" in Make.com to ensure emails aren't processed twice. Implement "Break" modules to notify me if a client's API connection expires. Prompt Engineering: Create a robust System Prompt for Claude that uses the "Style Profile" from Airtable to change its tone dynamically for each user. Security:Ensure all Redirect URIs are correctly whitelisted in Google Cloud (handling the make.com vs. integromat.com mismatch).

2. Freelancer Requirements

• Proven experience with Make.com and Airtable.
• Experience setting up Google Cloud Console (OAuth2, Scopes, and Redirect URIs).
• Deep understanding of Prompt Engineering (specifically Claude or GPT-4).
• Ability to document the "Onboarding Process" for how I can add new clients myself.

1. Success Criteria
2. System successfully processes emails for two different test accounts simultaneously.
3. Emails from Client A never appear in Client B’s logs.
4. The WhatsApp briefing arrives on time with accurate summaries.
5. The system drafts replies in the correct "tone" as defined in Airtable.