Скачать или смотреть Automate with AI – ChatGPT, Zapier, Gmail and Google Forms for Custom Client Intake In Seconds

Learn how to build an automated project intake system that helps qualify leads and generates personalized follow-up emails, all without writing a single line of code! In this step-by-step tutorial, we'll show you how to combine popular business tools to create a powerful client screening workflow.
🔧 Tools Used:

Google Forms - For client intake
Google Sheets - For data storage and organization
Google Gmail - For email drafts
Zapier - For workflow automation
ChatGPT - For lead analysis and content generation

⚡ What You'll Learn:

How to create a professional project intake form
Setting up automated data flow between applications
Using ChatGPT to analyze project requirements and budgets
Creating conditional paths based on budget requirements
Generating personalized follow-up emails automatically
Storing and organizing lead data efficiently

Perfect for freelancers, agencies, and small businesses looking to streamline their client intake process and save hours of manual work. This automation will help you quickly identify qualified leads and maintain a professional follow-up process.
🎯 Key Features:

Automated budget analysis
Project timeline estimation
Custom follow-up questions
Professional email draft generation
Organized lead tracking system

No coding experience required! If you can fill out a form, you can build this system.
⏱️ Timestamps:
00:00 - Introduction
00:58 - Setting up Google Forms
02:45 - Connecting with Google Sheets
04:00 - Creating Zapier workflow
08:00 - Integrating ChatGPT
13:45 - Setting up conditional paths
17:00 - Email draft automation
19:00 - Final setup and testing

#Automation #BusinessTools #ChatGPT #Zapier #Productivity #SmallBusiness #Freelance