Building a Seamless Client Journey with Automated Workflows
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Automation Engineer
Low-Code/No-Code
Airtable
Make
Zapier
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.
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.
Financial Automation: Integrating Stripe for secure payments and automating invoice generation and tracking.
Customer Communication: Utilizing Mailgun for timely and efficient communication with clients.
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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.
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Tags
Automation Engineer
Low-Code/No-Code
Airtable
Make
Zapier
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