My Recent Project · Brendan's AI Community

My Recent Project

Objective

The client wanted to eliminate repetitive tasks around onboarding, communication, and CRM updates. Manual logging, emails, and scheduling slowed their workflow and increased the risk of missed follow-ups.

Solution

I developed a modular automation in Make that combines intake, authentication, and multi-platform engagement: 1- Intake & Logging: - Captured client inputs via Tally Form webhooks. - Data stored automatically in Google Sheets for tracking. 2- Secure Data Flow: - Signed a JWT token for secure authentication. - Sent structured data to an external API (api.vapi.ai/v1) via HTTP request. 3- Follow-up Automation (via MCP Server): - Gmail: Sent onboarding and follow-up emails automatically. - Google Calendar: Created client calls and event reminders. - Zoho CRM & HubSpot: Generated client records and support tickets for smooth handovers. 4- Modular Design: Each action can be toggled on/off, allowing flexibility for testing and scaling.

Impact

1- Faster onboarding: Reduced setup and communication delays. 2- Error-free records: Automated syncing across CRM, email, and calendar. 3- Stronger engagement: Ensured no client interaction slipped through the cracks. 4- Scalable system: Modular build makes it easy to adapt for future CRM or communication tools.

Tools Used

1- n8n 2- Tally Forms 3- Google Sheets 4- JWT Authentication 5- HTTP Request (Vapi API) 6- Gmail + Google Calendar 7- Zoho CRM / HubSpot CRM 8- MCP Server

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