Natalie Becker
Funnel System Setup & Testing Online Events, Full User Flows
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AI-Powered Event Operations: Automating Attendee Insights
Overview:
I designed and implemented a custom automation ecosystem for a large-scale online event to eliminate manual data handling. By connecting Typeform, OneDrive, and Slack, I transformed a chaotic manual process into a streamlined, AI-categorized workflow that recovers critical "brain capacity" for the core event team.
The Challenge:
The project faced a massive manual workload behind the scenes. Attendee data had to be exported, analyzed, and filed into spreadsheets by hand. This led to a significant delay in information sharing, leaving the team on Slack without real-time insights during critical event phases.
The Solution:
I built a multi-step automation using Zapier that does more than just move data:
AI Categorization: Integrated an AI step (GPT-4 via Zapier) to analyze and categorize attendee responses in real-time.
Automated Filing: Structured data is automatically filed into a Slack Canvas for immediate team access and a OneDrive Excel sheet for long-term tracking.
Smart Quality Assurance: Built-in filters ensure only relevant, high-quality entries proceed to the team view.
Interval Notifications: To prevent "notification fatigue," I added a digest step that sends a summary report to the Slack channel every three days, including direct links to new entries.
The Results:
- Time Savings: Manual operations were reduced from several hours per week to just a few minutes of monitoring.
- Reduced Dependency: Shifted the process from permanent human dependency to sporadic system maintenance. The client is no longer reliant on a full-time assistant for data handling, only on occasional oversight.
- Scalability: The system is built for "qualified maintenance"—it can be quickly adapted for future events, replacing repetitive copy-pasting with a scalable architecture.
- Deliverables: In addition to the automation, I provided a visual process map (SOP) and a Loom walkthrough to ensure the client’s team can manage the system internally.
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I went through a full purchase flow just recently before our webinar launch — sales page, checkout, upsell, emails, the whole flow.
At first glance, nothing looked off.
But going through it like an actual user, a few things started to surface.
In one path, the upsell linked to the wrong offer.
In another, the welcome email never arrived.
Access only worked because I used the password reset option — otherwise, nothing happened.
These were the kinds of issues that started to surface.
What I notice quite often in funnels is this: everything works in isolation, but the transitions between systems are where things actually break.
And no one really sees it, because most tests follow the expected path, and most testers are part of the bubble in which the flow was originally created.
This is often where it helps to have someone outside the original setup, with an eye for UX, flow logic and the smaller details that tend to be overlooked.
That’s usually where QA becomes less about checking things and more about understanding how the system actually behaves under slightly different conditions.
Not perfect conditions, just ordinary ones.
I’d be curious how you currently approach testing your purchase or access flows.
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Automated Crossposting System (Facebook → LinkedIn + Google Sheets Logging)
Overview:
Built an automated crossposting system for a social media use-case, where new posts from a Facebook business page are automatically published as LinkedIn text posts and simultaneously logged in Google Sheets.
The system ensures consistent publishing, full transparency, and reliable tracking — without manual intervention.
The Challenge:
Crossposting content between platforms required repetitive manual work:
- Switching between Facebook and LinkedIn
- Copying and adapting post content
- Publishing posts individually
- Tracking whether posts were successfully published
This created a time-consuming workflow and introduced uncertainty around completeness and consistency.
The Solution:
Developed a Zapier-based automation that handles publishing and logging in one continuous workflow:
- New Facebook posts are automatically detected
- Content is transformed into LinkedIn-compatible text posts
- Posts are published on LinkedIn without manual input
- Each execution is logged in Google Sheets for transparency and tracking
Zap Architecture (Technical Setup):
Trigger:
- Facebook Pages → New Post
Step 1 – Data Extraction & Preparation:
- Extract post message, links, and metadata
- Clean and normalize text for cross-platform use
Step 2 – Content Transformation:
- Adapt structure for LinkedIn (text-only format)
- Handle formatting differences between platforms
- Prepare final post payload
Step 3 – LinkedIn Publishing:
- Action: Create text post on LinkedIn profile
- Ensure correct formatting and link handling
Step 4 – Logging (Google Sheets):
- Create new row with:
- Post content
- Included link
- Timestamp
- Execution status (success/error)
Step 5 – Error Handling & Iteration:
- Debugging via JSON inspection and payload validation
- Iterative improvements to stabilize the workflow
- AI-assisted troubleshooting to resolve edge cases faster
Key Features:
- Fully automated crossposting workflow
- Platform-specific content transformation
- Built-in tracking and documentation
- Reliable error handling and validation
- Transparent execution history
Results & Impact:
- Saved ~1 to 2 hours of manual work per week (4–8 posts)
- Eliminated platform switching and repetitive publishing tasks
- Reduced uncertainty around publishing status
- Improved consistency across platforms
- Created a reliable, scalable system for ongoing content distribution
Tools Used: Facebook Pages · LinkedIn · Zapier · Google Sheets
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Automated YouTube Content Ideas Intake (Typeform → Slack Canvas)
Overview:
Designed and implemented an automated content intake system for the YouTube Content Ideas use-case.
New submissions are instantly structured, centralized, and made accessible to the team inside Slack Canvas — without any manual processing.
The Challenge:
Content ideas were collected via Typeform but handled through a manual workflow:
- CSV export from Typeform
- Import into Excel
- Manual formatting and structuring
- File storage and retrieval
- Recurring task to ensure updates
This created a repetitive, error-prone process tied to a single responsible person and limited real-time visibility for the team.
The Solution:
- Built a Zapier-based automation that connects Typeform with Slack Canvas and introduces a structured, low-maintenance system:
- Every new submission is automatically captured and processed
- Data is formatted into a consistent structure
- Entries are appended directly into Slack Canvas
- A scheduled notification keeps the team aligned without constant interruptions
Zap Architecture (Technical Setup):
Trigger:
Typeform → New Entry
Step 1 – Data Processing (Zapier Formatter):
- Clean and normalize inputs (text fields, formatting)
- Combine relevant fields into structured sections
- Optional: timestamp formatting for readability
Step 2 – Content Structuring:
- Build a consistent entry format (e.g. idea title, description, target audience)
- Prepare output for Slack Canvas (clean text blocks)
Step 3 – Slack Integration:
- Action: Append content to Slack Canvas
- Placement within predefined section (e.g. “New Ideas”)
- Ensures continuous, chronological documentation
Step 4 – Scheduled Notification (Zapier Schedule):
- Trigger: Every 3rd Monday
- Action: Send message to Slack channel with Canvas link
- Purpose: Batch visibility instead of constant notifications
Key Features:
- Fully automated end-to-end workflow
- Structured and centralized idea repository
- Asynchronous team visibility without notification overload
- Clean, consistent formatting of all entries
- Reliable system independent of individuals
Results & Impact:
- Removed all manual data handling steps
- Reduced operational overhead and cognitive load
- Eliminated single-point-of-failure risk
- Increased transparency and accessibility of content ideas
- Established a scalable system for ongoing content collection
Tools Used: Typeform · Zapier · Slack Canvas
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QA-Driven Testing of Purchase, Access & Email Automation Flows
This work involved QA-driven testing and validation of complete digital purchase and access flows for online products and summit-related offers.
The scope covered functional verification of the full user journey — from checkout to post-purchase access — with a focus on system reliability, logical consistency, edge cases, and real user behavior.
Key responsibilities included:
- End-to-end testing of purchase flows (products, add-ons, upsells, all possible paths)
- Verification of checkout behavior, pricing logic, and product availability
- Validation of redirects, thank-you pages, and upsell sequences
- Testing of post-purchase access logic (email delivery, member area access, product unlocks)
- QA checks of email automation systems (tags, lists, sequences)
- Validation of form logic and embedded workflows (e.g. Typeform)
- Re-testing after implemented fixes to ensure stable behavior
Testing was performed with a strict QA mindset, focusing on functional correctness and system behavior — not on visual design, UX/UI, or business strategy.
Service Output:
Documented QA findings and a validated purchase & access flow, including minor fixes where feasible.
Scope boundary:
This work concludes with documented QA validation and implemented minor fixes. Ongoing optimization, redesign, or long-term system responsibility are excluded.
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Technical Summit Setup & Registration Flow Implementation
This work focused on the technical setup of an online summit system, with a focus on registration workflows and system structure in the pre-launch phase.
The goal was to implement a stable and functioning registration and onboarding flow based on defined specifications.
Key responsibilities included:
- Setup and configuration of WordPress-based summit environments
- Implementation of registration pages and funnel structure
- Setup of opt-in flows including double opt-in and welcome emails
- Integration of email marketing tools (e.g. KlickTipp, GetResponse)
- Configuration of time-based content release logic
- Linking of system components across pages, forms, and email flows
The work focused on translating an existing concept into a functioning technical system with a reliable registration and access flow.
This role focused on technical implementation and system structure, ensuring that all components were correctly connected and working as intended.
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Live Event Technical Support & QA Monitoring (Online Summits & Live Events)
This work involved real-time technical support and QA monitoring during live online events and multi-day summits.
The focus was on ensuring system stability during critical live phases, including event start, livestream transitions, and speaker handovers.
Key responsibilities included:
- Monitoring livestream setups (e.g. YouTube, Facebook)
- Observing WordPress-based event environments
- Validating system behavior against expected configurations
- Identifying technical issues and inconsistencies in real time
- Performing defined interventions where possible
- Documenting issues and handover for further resolution
The work required continuous attention to system behavior under real-time conditions, with a strong focus on reliability and structured issue handling.
This role was not focused on full troubleshooting or event management, but on maintaining technical stability and visibility during live execution.
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Online Summit System Setup & End-to-End Implementation
This work involved the full technical setup and implementation of two multi-day online summits, built end-to-end without external support.
The focus was on translating an existing concept into a functioning system — including funnel structure, access logic, content delivery, and system integrations.
Key responsibilities included:
- Technical setup of the summit system in WordPress
- Implementation of funnel flows (registration, access, email sequences)
- Setup of email automation and participant management (GetResponse)
- Integration of video content and access structure
- Structuring and implementing user flows across the full summit experience
- End-to-end testing of the registration and access process
The work required a strong understanding of how different system components interact — from entry point to content access.
While the project also included conceptual and content-related elements, this work entry focuses on the technical implementation and system behavior.
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