Automation

This task help me understand how automation workflow reduces manual work. I now know how to connect different tools together using Zapier, which is also useful in both IT suport and business workflows.

Automation Name: Google Form → Gmail Notification

Purpose: To receive instant email alerts whenever a form is submitted.

Tools Used: Google Forms, Gmail, Zapier

Steps:

1. Created Google Form.

2. Linked to Zapier as trigger.

3. Connected Gmail as action.

4. Tested with sample response.

Result: Whenever someone fills the form, I get an automatic email within seconds.

Benefits: Saves time by avoiding manual form checks.

Automation Name: Google Form → Email + Google Sheet

Purpose: To automatically send an email notification and log form submissions into a Google Sheet for record keeping whenever a new Google Form is submitted.

Results: Whenever someone submits the Google Form, I instantly receive an email with their details, and the information is also added as a new row in my Google Sheet without manual entry.

.

Automation Name: Google Form → Conditional Lead Management (2 Paths)

Purpose: To automatically sort leads into the correct category based on their service request and send tailored welcome emails.

Results: When a form is submitted, the lead is instantly categorized into the correct list, and they receive a service-specific welcome email.

Slack message showing the automated notification