Reusable Workflows for Modern Automation

Name

How it works

Proposal Creation

Project details are added to task in ClickUp, then, when the status is changed to "in progress", a webhook is called sending the details to a Pipedream workflow. The workflow takes the details and runs them through a trained AI agent (OpenAI) to create a proposal, complete with a project overview, timeline, cost, scope, and disclaimers, then creates a Google Doc with the content which is then uploaded to a sales folder in Google Drive. At the final step, the sales manager is tagged in a comment in the ClickUp task.Estimated savings: 30 mins. per proposal

Recurring Client Check-ins/Upsells

For client's paying for monthly website hosting and maintenance, when a maintenance task is completed in ClickUp, the task's details are sent to a Pipedream workflow where the task details are parsed and the client's information is retrieved from a wiki document in Google Drive. Then, with the link provided in the task, the workflow retrieves the visual data from a Looker Studio analytics report, and passes everything through Gemini to analyze, generate a summary of tasks performed, and come up with 1 or 2 recommendations for website improvements based on the data. A draft email in Gmail is then created and put in the account managers email folder for review prior to sending to the client.Estimated value added: 1 hour per client/mo. plus any recommendations that turn into billable work

New Client Onboarding Form

To help client's complete and share important information on their onboarding form, create a Formyra form and allow user's to naturally and quickly speak their responses, then take that submission data and run it through Gemini to turn it into a summary document and a comprehensive client wiki document for reference, then create the relevant assignments for the team in ClickUp. Finally, create a Gmail draft email for the account manager to use to reply to the client and advise of next steps.Estimated value added: Better service quality and client retention due to having better insight, plus time savings (not having to go back-and-forth with the client)

Blog Post Generator

The user accesses the Google Form containing optional input fields for specific post details, if any, then the form is submitted and details sent to a Pipedream workflow. The workflow retrieves the contents of 2 documents containing information about the business and best practices for blog post content. Then, the workflow crawls the website to get an understanding of the latest content created. With all of that information, the workflow then performs an API call to OpenAI to generate the new blog post, including the post content (with internal links), page title, page description, and a call-to-action. At the last step, the post content is added to a Google Doc and uploaded to the relevant folder.Estimated savings: 2-4 hours per post

Google Review Replies

On a set time interval (i.e. daily), a Pipedream workflow retrieves reviews from the Google Business Profile account and specifically gathers a list of all reviews that have not been replied to. Then, if there are reviews, the workflow pulls the business's information from a wiki document as well as best practices for handling positive, neutral, and negative reviews. Next, the information is passed to OpenAI to generate a reply to the review. Finally, the reply is posted by the business to the customer.Estimated savings: 15 mins. per reply

New Client Setup

In GoHighLevel, an opportunity moves through a pipeline to become a client, then the contact's data is sent via webhook to Pipedream. The Pipedream workflow takes the company's name and sets up a new Google Drive folder as well as a ClickUp folder. Then, the business's information is scraped from Google search and the website, contact information, products, services, competitors are retrieved and analyzed, industry information, etc. and passed through OpenAI for generating client wiki documents. Finally, a client welcome email is created and saved in the account manager's Gmail account.Estimated savings: 2+ hours per new client

Support Email Intake

Every time a new email comes in to support@, a Pipedream workflow is triggered. It pulls information about the services being offered as well as information about the business leveraging the services, then it runs the email request and information through OpenAI to generate an email reply to ideally answer the customer's question, and then it places that email in the draft folder of Gmail for the support@ account. Larger companies may want to instead funnel this through a support interface and include more team members.Estimated savings: 30-60 mins. per email

Generate Website Copy

For a new website development project, when a new task is set up in ClickUp, and a subtask for generating copy is created and set to "in progress", a workflow in Pipedream is triggered. It takes any details added to the subtask's description including information regarding the new sitemap and it crawls the current website, if one exists, scraping the page copy. The workflow then retrieves documentation regarding best practice for generating website copy, making sure it's SEO and AEO optimized, etc. The information is then passed through OpenAI and content is generated and organized by page. A new Google Doc is created with the website copy and uploaded to Google Drive.Estimated savings: 3+ hours per website