Automate Lead Follow-up with Relay.app and Notion

Track and Follow Up with Leads Automatically using Relay and Notion

In this video, learn how to set up an automation that adds new leads to your Notion sales pipeline then automate a follow-up sequence using Relay.app.

Sign up for Relay: https://chloeforbesk.com/relay (affiliate)
Sign up for Notion: https://chloeforbesk.com/notion (affiliate)
Sign up for Free Starter Kit: https://chloeforbesk.com/freebies

The process includes email triggers, AI-driven data extraction with ChatGPT, and human-in-the-loop features for decision making.

Follow along as we build the workflow from scratch, map data points, configure email and task reminders, and test the automation to ensure everything runs smoothly. By the end of this tutorial, you will have the skills to customise this automation for your own needs and streamline your lead management process.


00:00 Introduction to Automation Setup
00:34 Overview of the Automation Workflow
03:16 Setting Up the Trigger
04:28 Configuring AI and Data Extraction
09:04 Mapping Data to Notion
12:27 Human in the Loop Feature
15:24 Handling Different Lead Outcomes
23:45 Testing and Troubleshooting
25:27 Common Issues and Fixes
27:01 Final Thoughts and Tips

Thank you so much for spending some time with me today!

If you have any questions, let me know in the comments below. I’ll meet you there.

If you'd like to work with me in automating your own workflows with Relay, you can find me in the Relay Consulting Partner directory: https://partners.relay.app/chloe-forb...


Chloë :)

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About Me:

Hi, I’m Chloë. I'm a business process designer and certified Notion consultant. My work is dedicated to helping teams leverage business strategy and systems to generate more time, space and profit. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to.


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