How We Save You Time
Have a look at the process in action by seeing what happens when you book a call.
Ready to eliminate manual work and transform your operations?
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.
Total Time Saved Per Meeting
This single automation
saves a total of:
57
minutes
per meeting booked
12
meetings
per week
11
hours
of savings
This is just one of 1000’s of automations that minimize manual tasks for our clients.