I designed and implemented a comprehensive automation solution for a marketing agency to streamline the creation and distribution of client presentations and marketing strategies. This solution leveraged the power of Monday.com for project management and Google Drive for file storage and delivery, all integrated seamlessly through Make.com (formerly Integromat).

The agency faced challenges with manual content creation and delivery processes, leading to inconsistencies, delays, and potential errors. They sought a solution that could automate these tasks, ensuring high-quality, on-brand content delivery while freeing up valuable time for their team to focus on strategic initiatives.

The solution I developed addressed the following key areas using Make.com's intuitive visual interface and powerful integrations:

Automated Content Generation: Leveraging user-friendly interfaces within Monday.com, the system allowed the team to select the desired operation (e.g., "Generate Client Presentation" or "Generate Marketing Strategy"). Based on the selected operation, Make.com triggered the corresponding content generation process:

Client Presentations: Utilized pre-designed templates and client data fetched from Monday.com to create visually appealing and informative presentations.

Marketing Strategies: Integrated with AI-powered tools to analyze client data and industry trends, producing comprehensive and data-driven marketing strategies.

Seamless Google Drive Integration: Upon content generation, Make.com automatically saved the files (PowerPoint presentations or marketing strategies) to designated folders in the agency's Google Drive. Direct download links for each file were created and automatically updated in the relevant Monday.com board items using Make.com's integration capabilities.

Monday.com Board Updates: The Monday.com board was dynamically updated with the direct download links for easy access and sharing with clients, thanks to Make.com's bi-directional synchronization. The system also tracked progress within Monday.com and logged relevant information for reporting and analysis.

Efficiency: The automated system, powered by Make.com, significantly reduced the time and effort required for content creation and delivery.

Consistency: The use of templates and AI algorithms ensured consistent quality and branding across all deliverables.

Client Satisfaction: Timely delivery of high-quality presentations and strategies enhanced client communication and satisfaction.

Scalability: The solution was designed to accommodate the agency's growing needs and evolving client requirements through Make.com's flexible workflows.

Resource Optimization: The automation freed up valuable time for the agency's team to focus on higher-value activities.

Monday.com integration via Make.com

Google Drive integration via Make.com

Make.com scenario design and implementation

AI algorithms for content generation

This project shows my expertise in developing custom automation solutions using Make.com, streamlining workflows, enhancing productivity, and delivering tangible business results.

I am committed to understanding my clients' unique challenges and crafting tailored solutions that meet their specific needs using the most effective tools and platforms.