Building a Seamless Client Journey with Automated Workflows
AJ - NoCode Dev
This project transformed the client experience with a fully automated workflow system built using Make & Airtable.
Key Features:
Customer Requests: Streamlined request capture in Airtable with a user-friendly interface for internal review and approval/rejection.
Proposal & Project Management: Upon approval, automated proposal generation, followed by project creation for accepted proposals.
Team Collaboration & Tracking: Enabled project progress tracking with automated status updates pushed to Airtable as & when team members update their progress.
Financial Management: Automatic invoice generation with Stripe integration and real-time invoice status tracking.
Communication & Data Analytics: Timely customer notifications and data logging in for in-depth analytics.
This project demonstrates my expertise in:
No-Code Workflow Automation: Utilizing Make & Zapier to streamline complex workflows.
Data Management & Integration: Effectively managing data in Airtable and integrating it seamlessly with other applications. Creating effective dashboards for internal use.
Proposal Generation & Project Management: Automating proposal creation with PandaDoc and managing projects based on client acceptance.
Project Monitoring: Implementing Notion for enhanced team collaboration and project tracking, including automating status synchronization between Notion and Airtable.
Financial Automation: Integrating Stripe for secure payments and automating invoice generation and tracking.
Customer Communication: Utilizing Mailgun for timely and efficient communication with clients.
Project Tech Stack:
Make
Airtable
PandaDoc
Stripe
Mailgun
Notion
Zapier
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Posted Mar 20, 2024
From capturing requests to generating proposals and invoices, the entire process is streamlined while ensuring efficient communication with customers.
