Workflow Automation Behind the Scenes
When you click "Book a Consultation," here's the automated workflow that springs into action - saving us nearly an hour of manual work.
Ready to see this automation working for your business?
Time Saved
0 mins
1. Meeting Booked via Calendly
Automatically initiates workflow when a new meeting is scheduled.
2. Filter by Zapier
Removes unnecessary or spam meetings based on set criteria.
3. Data Formatting & Cleanup
Standardizes name formatting and company information.
4. Company Information Lookup
Finds additional details about the company (size, industry, recent news).
5. Client & Project Management
Creates or updates client and project records in Airtable.
6. Automated Email Generation & Drafting
Sends details to OpenAI for a personalized email draft saved in Gmail.
7. Internal Notification
Alerts team of new meetings via Slack.
8. CRM Updates
Updates client information in CRM systems.
The Impact of This Single Automation
57
minutes
per meeting
12
meetings
processed weekly
11
hours
reclaimed
This is just one example of thousands of automations we build to eliminate manual tasks for our clients.