Built A CRM Workflow With Only an iPad
Big shoutout to this community. Seeing people consistently build and share wins is pushing me to stop overthinking and just execute.
This morning I built an AI intake + CRM follow-up workflow this morning entirely from my iPad.
A form submission now:→ scores the lead→ categorizes the organization→ drafts a personalized follow-up→ updates the CRM→ instantly sends notifications
I’ve mainly used AI over the last 2 years for websites, web apps, and content systems. Now I’m starting to lean deeper into workflow automation for nonprofits, wellness brands, creators, and human-centered organizations.
3
3 comments
Ryan Williams
3
Built A CRM Workflow With Only an iPad
AI Automation Society
skool.com/ai-automation-society
Learn to get paid for AI solutions, regardless of your background.
Leaderboard (30-day)
Powered by