✅ Gives Instant Quotes – Auto-calculates rough pricing based on project size so you stop losing leads who just want a number.
✅ Answers Questions Instantly – Handles common inquiries 24/7 with accurate, on-brand responses — no more email back-and-forth.
✅ Captures Hot Leads – Grabs name, phone, and email while interest is high — no forms, no friction.
✅ Works Everywhere – Deploy on your website, Messenger, or WhatsApp in minutes. No dev team needed.
How This Helps Small Business Owners:
✅ Matches Jobs with Subs – Instantly finds and assigns available subcontractors based on skills and availability.
✅ Sends Job Notifications – Notifies subs by email or text with job details and lets them confirm directly.
✅ Tracks Assignments – Updates Airtable with assignment status (Assigned, Accepted, Declined) for real-time tracking.
✅ Streamlines Coordination – Replaces phone tag and spreadsheet chaos with a systemized, automated workflow.
How This Helps Small Business Owners:
✅ Generates Reports Automatically – Pulls client data each month and populates a Google Docs report template.
✅ Converts to PDF & Sends – Finalized reports are converted to PDF and emailed to clients without lifting a finger.
✅ Keeps Clients Informed – Ensures monthly communication is consistent, timely, and polished.
✅ Saves Hours – No more copying data or formatting docs—this entire process runs automatically on a schedule.
How This Helps Small Business Owners:
✅ Revives Cold Leads – Automatically re-engages contacts who haven’t responded in 30+ days with targeted follow-ups.
✅ Personalizes Outreach – Sends light check-ins or re-engagement offers based on how long it’s been since the last contact.
✅ Tracks Response Status – Updates Airtable in real-time based on replies or webhook input, marking leads as “Re-Engaged.”
✅ Fully Hands-Off – Runs on a set schedule and doesn’t require manual list-building or email copy/paste.
How This Helps Small Business Owners:
✅ Captures Leads Instantly – Submissions from Google Forms are instantly stored in Airtable.
✅ Assigns Reps Automatically – New leads are tagged with a default sales rep for fast follow-up.
✅ Sends a Welcome Email – Responds to leads within seconds—no manual copy/paste required.
✅ Keeps Contacts Organized – Airtable acts as a lightweight, searchable CRM.
✅ Reduces Admin Work – Eliminates repetitive data entry and manual tracking.
How this helps Service-Based Businesses:
✅ Standardizes Onboarding – Automatically creates task lists for every new client.
✅ Keeps Teams Aligned – Sends Slack alerts when new onboarding starts.
✅ Delivers a Great First Impression – Sends welcome emails automatically.
✅ Tracks Progress Visually – Status updates live inside Airtable.
✅ Prevents Missed Steps – No more forgetting calls, checklists, or next steps.
How this helps Agencies & Contractors:
✅ Creates Task Lists Instantly – New projects generate pre-built task workflows.
✅ Tracks Overdue Items – Flags tasks falling behind deadline.
✅ Sends Slack Alerts – Keeps teams accountable in real-time.
✅ Centralizes Everything – Airtable tracks project status, timelines, and assignments.
✅ Reduces Chaos – Removes the need for chasing down progress manually.
How this helps Freelancers & Consultants:
✅ Chases Payments Automatically – Sends polite reminders for unpaid invoices.
✅ Checks Daily – Scheduler looks for overdue records every 24 hours.
✅ Sends Email Nudges – No need to manually email clients again and again.
✅ Updates Invoice Status – Airtable marks them as "Overdue" when late.
✅ Improves Cash Flow – No more leaving money on the table.
How this helps Coaches, Creators & Brands:
✅ Posts on Schedule – Automatically publishes social media content via Buffer.
✅ Eliminates Manual Posting – No need to log in or copy/paste daily.
✅ Keeps Your Airtable in Sync – Updates post status once published.
✅ Runs on Autopilot – Set it and forget it—content goes live without a second thought.
✅ Supports Multi-Platform Strategy – Easily scalable for Instagram, LinkedIn, Facebook, etc.
Older Projects I've Built on Zapier...
✅ Saves Time: Eliminates repetitive tasks.
✅ Enhances Client Experience: Personalized onboarding emails.
✅ Ensures No Leads Slip Through: Automated follow-ups.
✅ Zero Extra Costs: No paid software outside of Zapier & ChatGPT.
✅ Multi-Source Lead Capture – No reliance on paid ad platforms.
✅ AI-Powered Lead Scoring – Saves time ranking and prioritizing.
✅ Task Automation – Ensures quick follow-ups via Asana.
✅ No Extra Costs – Uses free tools inside Zapier.
✅ Reduces No-Shows – Automated SMS reminders ensure attendance.
✅ Saves Time – No manual scheduling or reminding required.
✅ Improves Client Experience – Personalized messages make it professional.
✅ Real-Time Updates – Advisors stay informed of cancellations/reschedules.
✅ No Extra Costs – Uses Calendly (free), Google Calendar, and SMS tools.
✅ Fully Google-Based: No need for third-party software.
✅ Compliance-Friendly: Automatically logs meetings & records notes.
✅ Reduces No-Shows: SMS & email reminders improve attendance.
✅ Efficient Documentation: Meeting summaries are standardized & stored.
✅ Auditable Trail: Ensures compliance with industry regulations.
✅ Saves Time – AI handles routine client inquiries.
✅ Prioritizes Urgent Messages – Ensures advisors focus on high-impact emails.
✅ Ensures Compliance – Logs all AI-assisted emails for record-keeping.
✅ Improves Response Time – Reduces client wait times with instant replies.
✅ Maintains Professionalism – AI-generated responses are clear and structured.
✅ Consistent Social Presence – Automates posting without manual effort.
✅ Time-Saving Content Creation – AI drafts posts instantly.
✅ Compliance-Friendly – Advisors can review before publishing.
✅ Engagement Tracking – Helps optimize future content.
✅ Scalable Strategy – Works for multiple social platforms.
✅ Simplifies Event Planning – No manual tracking needed.
✅ Reduces No-Shows – Automated reminders improve attendance.
✅ Ensures Follow-Ups – No lost networking opportunities.
✅ Strengthens Client Relationships – Personalized post-event emails build trust.
✅ Scalable & Cost-Free – Uses Google’s free tools for seamless automation.