Automation App for Client Submissions -- 2

Заказчик: AI | Опубликовано: 10.12.2025
Бюджет: 1500 $

I need a small desktop or web-based application that automates my entire client-submission workflow. Scope of work 1. Input capture • Accept a Word document or forwarded email. • Parse both personal and business details (name, address, company, role, phone, email, etc.). 2. Document generation • Populate a standard Word file using the custom template I will supply. • Save the file with a clear, client-specific naming convention. 3. Government portal automation • Log in with stored credentials. • Complete the online form using the extracted data. • Upload the Word document generated in step 2. • Capture any submission confirmation or reference number. 4. Notification • Email the finished Word document and the portal’s confirmation/receipt to the client automatically. • CC/BCC configurable. Key requirements • Clean, intuitive UI where I can drag-and-drop or select the source file. • Solid error handling: flag missing fields, failed logins, or upload errors. • Config file or dashboard where I can update portal credentials and email settings. • Source code delivered, with brief setup guide and instructions for updating the template. Preferred stack I am platform-agnostic, but Python (with docx, Selenium, smtplib), C# (.NET, OpenXML, Selenium), or a similar mainstream solution is ideal as long as it is straightforward to install and maintain. Deliverables • Working application covering steps 1-4. • README or short video walkthrough. • One revision cycle for minor tweaks after initial testing. Timeline is flexible; please include estimated milestones.