AI Tool Which extracts Data from Reports Meetings etc

155.0 GBP

155.0 GBP peopleperhour 技术与编程 海外
1天前

详细信息

I am a UK based financial adviser.
I have spoken to a few companies that offer this service on a rental agreement basis but i want a ai product of my own.
If i can explain when i see a client i will record the meeting plus i will complete a digital fact find and then obtain details of there existing pensions etc. I then work on the case and make a recommendation which again has a document.
I want to put all these documents in to an AI tool which holds a template and it completes the suitability letter for me. i know this can be done i just need a tool of my own that works.

免责声明

该外包需求信息来源于站外平台，本站仅提供公开信息部分字段展示与订阅服务，更多请查看免责声明。

立即前往
关注公众号,不定期副业成功案例分享
关注公众号

不定期副业成功案例分享

想领先一步获取最新的外包任务吗？

立即订阅

类似推荐

I have recently taken over an RMA dept. The RMA process this department uses with our customers is highly manually. Currently the process is 1. Customers raises a support request in Zendesk 2. The Zendesk ticket goes to the RMA team 3. RMA team send a PDF form to the customer to gather info like Customer details, what products they want to return, the serials of the products been returned, the fault etc 4. Customer is given a RMA number and returns the goods with the RMA number 5.; Goods are inspected by the inspector and the findings are logged on the PDF 6. PDF is emailed to the. customer for authorisation 7 Customer emails in to authorise payment 8. The RMA is then processed 9. Goods are returned to customer 10. Customer is emailed tracking details etc 11. The faults are logged on a Spreadsheet - no uniformity around fault codes etc so data analysis is difficult. A trello board is used to PM the movement of the RMA through the stages I understand JIRA can integrate with Zendesk. I also understand the JIRA can be used for ensuring fields are filled in by us and the customer etc. I dont understand the extent of how JIRA can automate & streamline this process for us. What Im looking for is to have a meeting to discuss my issues, and have someone describe to me how JIRA can revolutionise this manually process making it better for us and our customers experience. When we ve agreed on the possibilities Jira can offer I require the tool to be built, for a jira board to be set up and to help with its integration into Zendesk.
363.0 GBP 技术与编程 peopleperhour 海外
2天前
I need a PCB design to enable the connection of 168 small load cells to a computer and allow the reporting of weight from these 168 loadcells to a computer using single access point using any protocol (whether USB or other). The reporting should be in real time and there should be no noise (i.e. accurate reporting). this PCB would be placed in the middle of rectangular box that is 140 cm length and 60 cm wide i.e. the farthest loadcell would be around 60 cm far from the PCB. I already have the design of a PCB for 10 loadcells only, I can send it to you to use it for the new design, or to duplicate the same PCB 17 times and then connect the 17 of these PCBs to a micro controller that allows their connection altogether in parallel and in real time Thanks Electronic/Digital Scales dimensions: 33 to 34 mm
100.0 USD 技术与编程 peopleperhour 海外
1小时前
EUWEB 250314 - E-commerce WordPress Developer/Admin 10 Half/Days (where/when you like, by your availability, on your URL and Hw/Sw), budget less of 30€ for full set 10 UoW (each  "UoW - Unit of Work" 4 hours); repeatable job up to 4 times, if both like (the future is open); IF "like work" THEN "send test" ELSE "waste time"; ...plz, if you like (as WordPress Developer/Admin, which we need), ...we like have "your URL/Test", from see your skill on our goal (and your understand it), as make a easy/draft web HomePage by this guide https://www.expotv1.com/EUWEB/SRC/$$$_NFT_TEST/EUWEB_base_xxxx.html (think xxxx a task in 10 us need, just easy/draft on us guide, on your "URL", just easy/draft, not job, ...to know you are real, understand and interested); read before talk, plz; ...the guide's links give you many references and goals project's, current status and above all to examples of LandingPage (a lot very similar, with 3 menus and PresentationSpace that presents our GREEN themes or patents); ...after our OK to "LandingPage basic"  on your URL, follow access for import and GO ON our Hostinger Service; ..."JOBPOST" look availability to work for our GREEN project; ...we browse/check only by default chat and https://www.expotv1.com/EUWEB_Presidio.htm , ...more 100 LandingPages need (team speak only Italian, read/write any); ...a set of 4 items "JOBPOST" we will need, future is open; ===
30.0 EUR 技术与编程 peopleperhour 海外
13小时前

HuntsBot(狩猎机器人)，一站式外包任务、远程工作、产品创意分享与订阅平台，支持钉钉、飞书、企业微信、邮箱、Telegram机器人订阅。平台会以及时、稳定、可靠的技术把外包任务需求、远程工作机会、产品创意等推送给每一位订阅的用户。

简体中文 English

平台

支持

友情链接

联系我们

在使用过程中有任何问题或建议，可以通过以下方式联系我们：

微信公众号: 火星来客

Email: huntsbot@xinbeitime.com

Copyright© 2022-2023 www.huntsbot.com 浙ICP备2022000860号-4 All Rights Reserved.