Скачать или смотреть Complete Loan Process Automation in Monday.com, Typeform & Zapier

In this video, I walk through a complete loan workflow automation built using Typeform, Zapier, and Monday.com.

The system automatically captures loan applications from a Typeform, creates structured loan records in Monday.com, assigns task steps to guide the process, and tracks progress from application to completion. It also prevents duplicate client records, reduces manual work, and provides real-time visibility through a reporting dashboard.

⚠️ Important disclaimer:
All names, emails, loan details, and documents shown in this video are demo data only and do not belong to real clients. This project is presented strictly for demonstration and portfolio purposes.

If you’re interested in workflow automation, CRM setup, or building scalable systems with no-code tools, this video shows how these tools can work together in a real-world scenario.