Proposal Generation!
Project goals: To quickly generate proposals based on call transcripts or user-input
Solution: Based on Google sheets entry, information would be fed into OpenAI, which then generates very specific portions of the proposal. Then it would feed it into...
Data Migration!
Project goals: The idea was to have records from an external software platform migrated to Zoho CRM, this would allow for additional marketing automations to be done.
Solutions: Google sheets + make.com made this process a lot easier. All i had to do was filter...
Automated Invoices!
Project goals: Auto-creation of quotation for Customers & Staff to view
Solution: Upon every submission, a quotation is generated via Zoho Books, then downloaded to Google Drive for staff to utilise. The staff would then send the quotation to the customers...
Automated Compliance!
Project goals: To automate the capture of ALL data that flows through WhatsApp (Respond.io ), such that it is viewable to anyone.
Solution: Data must not be missed out; the storage of data would be important. Google Drive was selected due to it's cost...
