Make.com + Monday.com Expert Needed to Build 7-Step Drip Campaign With Manual Email Review Logic

We’re looking for a proven Make.com (formerly Integromat) + Monday.com specialist to complete the build of a time-released, multi-step email automation system for our Exit Planning consultancy.

This is not a basic automation setup. It requires precise scenario design, logic control, and integration with manual human review points — all while maintaining strict compliance with our franchise’s FDD regulations.

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Project Scope:

You will complete the build of an automation that:

• Triggers when a contact’s Calculator Drip status (in Monday.com) is set to "Active"

• Fetches the contact’s current Cal Drip Step (1–7)

• Looks up the correct subject/body from a centralized Make.com Data Store

• Emails the content to a human VA (pre-filled: To/Subject/Body)

• Pauses for manual human review (VA sends email manually, no direct client sends)

• Waits based on step number (e.g. 3 days between Step 1 and Step 2, 7 days between others)

• Updates the Cal Drip Step in Monday after each email

• Closes the sequence by updating the Calculator Drip column to Done after Step 7

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Tech Stack:

• Make.com (complex logic handling, scenario routing, Data Stores, delay modules)

• Monday.com (status columns, board automation, item lookup by pulse ID)

• Microsoft 365 email (manual send) — no email automation allowed

• Data Store must support future reuse and expansion (e.g., Seller Readiness, Discovery Drip)

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What You’ll Need:

• Deep working knowledge of both Make.com and Monday.com

• Demonstrated experience with manual-send workflows (not just full automations)

• Ability to design scalable, modular, and auditable logic (no spaghetti automation)

• Comfort working inside FDD-compliant environments (no direct outreach logic)

• A “clean build” mindset — we’ve already wasted too much time in looped setups

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What We’ll Provide:

• The full documented system architecture (see attached spec)

• Active Make.com and Monday.com accounts

• All email templates prewritten and stored

• Data Store structure and sample entries

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Timeline:

We’d like to see the system tested and validated within 5 business days of kickoff.



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