Building a Seamless Client Journey with Automated Workflows

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.