Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Question: I am looking for advice on how to setup Asana for a content creation company. There are two different focuses of the company – we will make make different kinds of content (films, podcasts, social media, etc) and then actively sell this content to brands. I’m a bit confused as to what is a …
Question: I have a Typeform quiz with 10 questions and it has a calculation based on scoring. I need someone to do show me how to do the conditional calculation to deliver a different thank you screen depending on the score. Answer: The client asked for this to be answered privately. If you’ve got a …
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
Setting up Processes with ClickUP, Airtable and Zapier
Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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Question: I am looking for advice on how to setup Asana for a content creation company. There are two different focuses of the company – we will make make different kinds of content (films, podcasts, social media, etc) and then actively sell this content to brands. I’m a bit confused as to what is a …
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Question: I have a Typeform quiz with 10 questions and it has a calculation based on scoring. I need someone to do show me how to do the conditional calculation to deliver a different thank you screen depending on the score. Answer: The client asked for this to be answered privately. If you’ve got a …
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