Senior Automation Engineer Needed – CRE Deal Intake AI Agent (Email → NDA → OM → Drive)

@AwaisChaudhry

Hi there, I’ve read your CRE Deal Intake automation brief and I’m confident I can deliver a production-grade agent that monitors three Gmail inboxes, extracts OM and NDA data, stores OM PDFs on Drive, completes NDA forms, and navigates gated broker sites to fetch OMs. I will implement a robust, idempotent workflow using Gmail API, Playwright, OCR for PDFs, Google Drive, and a small state-machine to coordinate email, Drive, NDA portals, and deal rooms. The output will be a clean JSON payload ready for your CRM ingestion and a monitored cloud deployment with logging and alerts. My approach focuses on reliability, security, and alignment with your existing automation stack so deployment is rapid and predictable. Timeline: architecture and a working beta in 7–10 days, full production rollout after validation. Next steps: confirm environments/access and security requirements, then I’ll share a kickoff plan. Please confirm the three Gmail inbox addresses to monitor and the access method (OAuth vs service account). What exact JSON structure and CRM mapping do you require for the extracted data (property name, address, price, metadata)? Where should OM PDFs be stored in Drive (folder paths, naming conventions) and what retention policy? How should NDA automation handle PDFs vs DocuSign vs broker portals, and which signatures are required? How will NDA status be tracked per property and what internal notifications are needed when NDA completes? How will you handle multiple NDAs

@neerajdhameliya

Hello, Scaling from email classification to a fully autonomous NDA execution and OM retrieval agent requires moving beyond basic LLM prompts into stateful browser automation and robust error handling. My Technical Approach: => I will deploy Playwright with stealth configurations to navigate non-standardized broker portals. For DocuSign and PDF NDAs, I'll use a coordinate-based mapping approach combined with GPT-4o Vision to accurately locate and execute signature fields using your stored credentials. => Using n8n or a custom Python framework, I'll implement a state machine to track every deal's lifecycle (e.g., Email_Detected → NDA_Pending → OM_Retrieved). This ensures idempotency, no duplicate NDAs or missed downloads if a portal times out. => I’ll use a hybrid of PyMuPDF for text-heavy OMs and OCR (Textract/Azure) for image-based flyers to ensure 99%+ accuracy in extracting property names, addresses, and pricing for your CRM JSON payload. => Each step will include exponential backoff retries and a dead-letter queue for the rare cases where a portal’s UI changes significantly, ensuring the system never "fails silently." Is your priority first NDA automation reliability or OM retrieval across broker websites so we sequence the build correctly? Best regards, Niral

@LiveExperts

Hello, With my extensive experience in both engineering and software development, I am well-suited for your Senior Automation Engineer role. Specifically, my expertise in sophisticated data extraction mechanisms and automation tooling aligns perfectly with your project's needs of dealing with the influx of commercial real estate opportunities. I have acquired a deep understanding of dealing with systems like Gmail API, OMR extraction, LLM orchestration, workflow/state machines, PDF parsing/OCR, Google Drive API, among others - all of which are the key technical components you need assistance with. Moreover, my adeptness in secure credential handling is vital for this project as it involves sensitive information and smooth data handling across various custom broker portals. To ensure seamless operation, I have mastered strategies like retry logic/idempotency to maintain robustness and reliability. In addition to deploying the system in the cloud, a task I'm fully proficient at, I also have familiarity with n8n - an open-source platform which can add another layer of automation that fits well into your project's requirements. Lastly, while not a requirement for consideration but could be advantageous for our collaboration – my core team holds relevant CRE experience. This has given us substantial insights into standard procedures within the real estate industry and hence an added advantage when it comes to fulfilling your specific de Thanks!

@Herculesz

Hi I can build your production-grade CRE deal-intake automation agent, integrating Gmail API monitoring, PDF/URL detection, NDA execution workflows, and automated OM retrieval with robust browser automation using Playwright/Puppeteer. A key technical challenge is handling diverse broker portals, gated NDA flows, and non-standard OM delivery; I solve this with structured workflow/state machines, adaptive selectors, OCR/PDF parsing, and resilient retry logic to ensure idempotent execution. The agent will extract property metadata into clean JSON, manage NDA workflows using stored company profiles and signatures, and finalize OM uploads to Google Drive for downstream ingestion. I’ll implement secure credential handling, fault-tolerant pipelines, and cloud deployment with monitoring so the system runs autonomously across all three inboxes. My background includes LLM-assisted automation, browser scripting, Gmail/Drive integrations, and building enterprise-grade agents for document-heavy workflows. This solution will operate without human approval while maintaining accuracy, reliability, and traceability. Thanks, Hercules

@ShaikhAneesa

Hello, I’ve reviewed your deal intake automation requirements end-to-end and I can confidently build this as a production-grade agent that processes CRE opportunities at scale, not a chatbot. I will make sure manual NDA + OM handling is eliminated while keeping every action traceable, idempotent, and CRM-ready. To complete the project sucessfully, I will first implement Gmail API monitoring for 3 inboxes with robust filtering to detect deal threads and reliably identify OM/NDA links and attachments. Next, I’ll build structured extraction that outputs clean JSON (property name, address, price, metadata) using Python, regex + LLM orchestration, and PDF parsing with pdfplumber plus OCR via Tesseract for scanned OMs. Then I’ll automate OM retrieval: download from attachments or gated links, validate file integrity, and upload to Google Drive via Drive API with confirmation callbacks into your pipeline. After that, I’ll build the NDA engine as a state machine backed by PostgreSQL to track each property’s NDA status across multiple emails, with retry logic and idempotency. Finally, for broker deal rooms, I’ll use Playwright (stealth, captcha-aware patterns) to navigate portals, submit forms, handle DocuSign flows, and retrieve OMs securely. Do you want this deployed as Docker on AWS/GCP, and should NDA completion trigger Slack/email alerts internally? Lets chat and discuss further! Best Regards, Aneesa.

@OutsourceMan

⭐⭐⭐⭐⭐ Dear Valuable Client, CnELIndia, led by Raman Ladhani, is fully equipped to deliver your CRE Deal Intake AI Agent with end-to-end automation. We propose the following approach: Gmail Monitoring & Parsing: Implement robust Python services using Gmail API to detect deal-related emails, attachments, and links across three inboxes. Property Data Extraction: Extract key metadata from emails and OMs using PDF parsing, OCR, and structured JSON output for seamless CRM ingestion. OM & Drive Automation: Automate download of OM PDFs or gated links, validate, and upload to Google Drive, leveraging retry logic and idempotency for reliability. NDA Automation: Complete PDF, DocuSign, and portal-based NDAs autonomously, track status per property, and trigger internal notifications without human intervention. Website Deal Rooms: Use Playwright/Puppeteer to navigate diverse broker portals, submit NDAs, and retrieve OMs, handling non-standardized workflows. CnELIndia ensures secure credential management, scalable cloud deployment, and production-grade automation, aligning perfectly with your technical expectations. We can start implementation immediately and guarantee a robust, fully automated intake pipeline for your inbound deals.

@devendrathakur12

Hello, I specialize in automation systems and built & customized large scale email-to-CRM pipelines. The main challenge here is reliably turning messy broker emails, gated links, and NDAs into clean, completed deal records without breaking or duplicating work. I am certified in automation engineering, and I will solve this by using Gmail API, Playwright browser automation, and a clear state-based workflow so every deal moves step by step until the OM is safely in Drive. I have handled DocuSign flows, PDF parsing, OCR, and Google Drive syncing before, so this can run hands-free in production. A few questions I’d love to clarify: do NDAs always use one company signer? should failed portals retry automatically or flag internally? do you want per-property status stored as JSON or DB rows? how strict is timing on broker responses? This will save hours daily and never miss a deal. Best regards, Dev S.

@hireageek

Hi there, I'm excited about the opportunity to help automate your deal intake process. As a top freelancer from California with extensive expertise in automation systems, I have a strong track record of building production-level solutions that streamline workflows. I've successfully completed similar projects involving Gmail API integration and complex data processing, ensuring that vital information is extracted and processed efficiently. With the requirements you've outlined, I am well-equipped to build an automation agent tailored specifically for your needs. I can ensure smooth functionality for monitoring Gmail, extracting property data, handling NDA automation, and managing diverse broker websites. By leveraging my expertise in Node.js, API integration, and browser automation, I’ll deliver a robust, reliable solution within your timeframe. Please message me right away so we can discuss the specifics and get started; I’m eager to collaborate on this project! What specific timelines do you have in mind for the completion of this automation system?

@yasirk1979

Hi, I went through your project and it’s clear you need a fully automated deal intake agent for CRE emails, NDAs, and OMs. Can you clarify if all broker portals follow a similar form structure? Also, how do you handle exceptions when OM links are gated differently? Should NDA signatures vary per property or stay standard? I have 15+ years in automation, Python, Playwright, and API integrations, and have built similar CRE pipelines before. My bid is a placeholder; we can refine cost and timeline details via chat. Portfolio can be shared on request. Thank you, Muhammad Abrar

@webmasters486

Hey, I’ve reviewed your project and understand you’re looking to build a production grade deal intake automation agent for inbound CRE opportunities, not a chatbot. The focus will be on reliably monitoring multiple Gmail inboxes, extracting deal data, handling OMs and NDAs end to end, and integrating cleanly with your existing Drive and CRM pipelines without human intervention. I can build an automation agent that watches Gmail via API, detects deal related threads, identifies and retrieves OM and NDA attachments or links, and extracts structured property data into JSON for CRM ingestion. The system will download and upload OMs to Google Drive with confirmation, manage NDA completion across PDFs, DocuSign, and broker portals using stored company credentials, and track NDA status per property across multiple emails. For gated deal rooms, I’ll implement robust browser automation with Playwright or Puppeteer to submit forms, execute NDAs, and retrieve documents reliably. You’ll get a secure, idempotent system with state management, retries, logging, and clear internal notifications when NDAs are completed. Let’s connect so I can review your current stack and design the intake agent cleanly around it. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486

@Julian29

Hello, HAVE HANDS-ON EXPERIENCE WITH SUCH PROJECT **** You can track the project’s progress using the tracker. I’m available to work 40 hours per week **** I have 9+ years of proven experience in automation engineering and production-grade integrations, and I confidently understand your CRE deal intake requirements. The goal is to build a scalable, reliable automation agent that converts inbound broker emails into structured deal data, NDA completion, OM capture, and Drive ingestion with zero manual steps. Core features -->> Gmail monitoring across 3 inboxes + deal detection -->> OM extraction (attachments + gated links) and Drive upload confirmation -->> Structured JSON property data extraction for CRM ingestion -->> Fully automated NDA completion (PDF, DocuSign, broker portals) + status tracking -->> Website deal-room navigation and gated OM retrieval. Approach: clean architecture, secure APIs, resilient error handling, and scalable automation workflow with logging, retries, and monitoring. I have some questions in chat to clarify NDA types, broker portal variability, and preferred execution environment (Cloud run vs VPS) before we proceed. I would approach your project by starting with wireframes and getting the UI/UX design completed, before starting the actual development phase. Let's come together and create a platform that not only propels your business but also stands out prominently within the marketplace. Thanks & regards Julian

@iglobalvn

Hello, I’m a Senior Automation Engineer experienced in building production-grade automation systems (not chatbots) for high-volume, real-world workflows involving email, documents, and browser automation. I can build a deal-intake automation agent focused purely on inbound CRE opportunities, designed for reliability, idempotency, and scale. I focus on robust automation, zero duplication, and clear observability, which is critical at your scale. Please send me a PM so we can review your existing pipelines, edge cases, and lock down scope and timeline.

@juanjosec63

Hello, I’m excited about the opportunity to contribute to your deal-intake automation and get this running as a production-grade agent—not a chat bot. With experience building Gmail/Drive API pipelines plus Playwright-based browser automations with state machines, I can implement a robust “email → OM/NDA detection → acquisition → Drive upload → status tracking” workflow that is idempotent, retry-safe, and secure with proper credential handling and audit logs. I’d approach this as an event-driven service (3 inbox watchers) that normalizes every opportunity into a single property “case” record, then orchestrates OM retrieval (attachment or link), structured data extraction to JSON, and NDA completion (PDF, DocuSign, or broker portals) while tracking per-property status across multiple threads and reprocessing safely when new emails arrive. I’ll keep the system resilient against inconsistent broker sites by using a controlled browser runner, deterministic form-filling rules, and fallback parsing/OCR where needed, with clear internal notifications when NDAs are completed and OMs are confirmed in Drive. Best regards, Juan

@toriquldev123

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam

@dtk507

Hello, I understand your need for a dedicated deal intake automation agent to streamline processing broker emails in your real estate firm. My expertise in automating workflows aligns perfectly with your requirements, especially with Gmail API integration and structured data extraction. I will develop a robust system that efficiently monitors your inboxes, extracts crucial property data, and handles document automation seamlessly. This solution will ensure swift response times and optimal organization of incoming opportunities. Please see my portfolios for similar successful projects. Regards, Davide

@Ahmedh058

Hi there, I’m Ahmed from Eastvale, California — a Senior Full-Stack Engineer with over 15 years of experience building high-quality web and mobile applications. After reviewing your job posting, I’m confident that my background and skill set make me an excellent fit for your project. I’ve successfully completed similar projects in the past, so you can expect reliable communication, clean and scalable code, and results delivered on time. I’m ready to get started right away and would love the opportunity to bring your vision to life. Looking forward to working with you. Best regards, Ahmed Hassan

@freelancerjohnr1

Hi — this is exactly the kind of production-grade automation system I build. I have strong experience with Gmail API ingestion, browser automation (Playwright), document handling, and stateful workflow orchestration — the core pieces needed for a reliable CRE deal-intake agent.

@mrresearcher99

Hi there, I’ve reviewed your Node.js project requirements and would love to help. With 5+ years of experience in backend and API development, I specialize in building fast, scalable, and secure applications using Node.js, Express, and MongoDB. I’ll start with a clear architecture plan, provide regular progress updates, and ensure the solution is well-tested, efficient, and production-ready. Let’s connect to discuss your project in detail — I’m ready to get started! Best, Bhargav Node.js Developer | Backend & API Expert

@KarthikTechCon

Hi, I’m Karthik, a senior automation engineer with 10+ years of experience building production-grade workflow automation, AI agents, and document-driven pipelines. I’ve delivered systems that monitor inboxes, extract data, handle documents, and trigger downstream actions reliably at scale. Your CRE deal intake agent is exactly the type of non-chat, production automation I specialize in. How I’ll build this: ✔ Gmail API monitoring across multiple inboxes with smart deal detection ✔ OM/NDA detection from attachments, links, and portals ✔ Property data extraction → structured JSON for CRM ✔ Robust PDF parsing/OCR for OMs & NDAs ✔ Automated OM download + Drive upload with verification ✔ NDA automation (PDF, DocuSign, portals) using stored profiles/signatures ✔ Browser automation (Playwright/Puppeteer) for gated deal rooms ✔ State-machine driven workflows with retries & idempotency ✔ Secure secrets handling and cloud deployment I design for reliability—clear logging, failure recovery, and audit trails so your team trusts the system. Bonus: comfortable with LLM orchestration, n8n-style workflows, and human-in-the-loop extensions if ever needed. If you want a serious, production-ready agent (not a demo bot), I’m ready to discuss architecture and milestones. Let’s build this right.