11 Make.com Automations You NEED To Start Using Every Day (steal these)

Summary

In this video, Jonno shares 11 high-impact Make.com automation scenarios that he uses daily, claiming they save the effort of hiring 30 full-time employees monthly. The scenarios range from lead generation and CRM integration to document creation with PandaDoc, updating CRM post-transaction, and recruitment process automation. Other workflows include a Yellow Pages scraper for lead generation, a blog post generator with SEO optimization, a TikTok content scraper, project management integration with ClickUp, sales and marketing analytics tracking, and a CRM data dump for easy team access. Each workflow is designed to streamline business processes, save time, and potentially increase revenue.

Takeaways

• 😀 The speaker, Jonno, is excited to share 11 Make.com automation scenarios that save significant time and resources.
• 📈 These automations are claimed to be equivalent to hiring 30 full-time employees monthly, indicating high efficiency.
• 🔗 The first scenario automates lead collection from websites and CRM integration, which can increase conversion rates significantly.
• 💼 The second scenario involves generating contracts and invoices using PandaDoc, streamlining the sales process.
• 📑 The third workflow updates CRM with exact client purchase details post-transaction, ensuring data accuracy.
• 👥 A recruitment workflow automates the hiring process, from applicant screening to interview scheduling, saving considerable time.
• 📊 The Yellow Pages scraper is used to collect leads and generate personalized content, enhancing lead generation strategies.
• ✍️ Blog post generation is automated using keyword research and AI writing tools, improving content production efficiency.
• 📈 A TikTok scraper helps find viral content ideas, aiding in creative content production for social media.
• 📋 ClickUp integration allows for task assignment and project management, ensuring client services are rendered efficiently.
• 📊 Analytics tracking is emphasized for monitoring sales and marketing performance, providing insights into team and campaign effectiveness.
• 📝 A final workflow involves exporting CRM data to a spreadsheet for easier access and visualization of client information.

Q & A

What is the main benefit of automating lead generation and CRM integration mentioned in the script?

Automating lead generation and CRM integration can save the equivalent of hiring 30 full-time people every month, increasing efficiency and potentially the conversion rate by 391% when calling leads within 60 seconds.

How does the speaker use Pandadoc in their workflow?

The speaker uses Pandadoc to generate contracts, invoices, and other documents based on information collected during sales calls. It automates the creation of line items, discounts, and upsells, and integrates with CRM to update client details.

What is the significance of updating CRM with the exact numbers from a signed agreement?

Updating CRM with exact numbers from a signed agreement ensures that the CRM reflects the final agreed-upon terms, which is crucial for accurate record-keeping and financial reporting.

How does the recruitment workflow described in the script help streamline the hiring process?

The recruitment workflow automates the process of sending emails and updating CRM based on applicant status, such as approval, rejection, or scheduling interviews, saving time and reducing manual effort.

What is the purpose of the Yellow Pages scraper workflow mentioned in the script?

The Yellow Pages scraper workflow is used to automatically gather leads, extract contact information, summarize services, and create personalized content offers to generate new business opportunities.

How does the speaker's team use AI to generate blog posts?

The team uses AI tools to conduct keyword research, create outlines, draft blog posts, adjust tone, check for errors, and optimize for SEO, then publishes the content across various platforms.

What is the benefit of using a TikTok scraper in the content creation process?

A TikTok scraper helps find novel and viral content ideas within a niche, allowing the user to create similar content that has a higher chance of engagement and success on social media.

How does the ClickUp integration in the workflow help manage client projects?

The ClickUp integration allows for the creation of tasks, assignment to team members, and tracking of progress, ensuring that client projects are completed efficiently and on time.

What kind of analytics does the speaker track in their sales and marketing workflow?

The speaker tracks various analytics such as lead conversion rates, call conversion rates, average deal size, lead sources, quality scores, and the performance of Google ad campaigns.

Why is it useful to have a separate worksheet for paying customers outside of the CRM?

Having a separate worksheet for paying customers provides a clear, easily accessible overview of client information, which can be helpful for quick reference and strategic decision-making by the team.

Outlines

00:00

🚀 Automating Business Workflows for Efficiency

The speaker, Jonno, expresses excitement about sharing 11 Make.com scenarios that automate various business processes, which he claims saves the equivalent of hiring 30 full-time employees monthly. He emphasizes the broad applicability of these workflows, from freelancers to large businesses. The scenarios will be presented quickly without detailed setup instructions, but links to full tutorials are promised in the video description. The speaker encourages viewers to subscribe and engage with the content, hinting at daily uploads and the potential for significant productivity gains through automation.

05:01

📈 Lead Conversion Automation and Document Generation

The first scenario discussed is a two-step process for automating lead collection from a website and immediate follow-up within 60 seconds using a CRM system, which can significantly increase conversion rates. The second scenario involves generating contracts and invoices using PandaDoc, which integrates sales call data to automate document creation. This not only speeds up the process but also ensures accuracy and consistency, showcasing the power of integrated systems in business automation.

10:02

💼 Streamlining Sales and Recruitment with Automation

The third workflow automates the update of CRM data once a client signs and pays, ensuring that the CRM reflects the final agreement details accurately. This is crucial for accurate record-keeping and future business decisions. The fourth scenario focuses on recruitment, where the company handles 4,000 applicants monthly. The workflow automates the process of screening, testing, and interviewing, significantly reducing manual effort and improving efficiency. The speaker highlights the transformative impact of such automation on recruitment processes.

15:02

🔍 Lead Generation and Content Creation Automation

The fifth workflow involves scraping leads from directories like Yellow Pages and generating personalized content offers, which are then sent out automatically. This approach not only gathers leads efficiently but also initiates engagement with valuable content. The sixth scenario discusses the automation of blog post generation using keyword research and AI writing tools, which are then optimized for SEO and distributed across social media platforms, showcasing a comprehensive content marketing automation strategy.

20:03

📊 Analytics and Project Management Automation

The seventh scenario is about using a tool like ClickUp for project management, automating task assignments and tracking, which is essential for service delivery in agencies. The eighth scenario involves tracking sales and marketing analytics to monitor team performance and campaign effectiveness, providing valuable insights for business strategy. The final workflow discussed is exporting CRM data into a spreadsheet for better visibility and accessibility of customer information, highlighting the importance of data organization in business operations.

📹 Wrapping Up the Automation Strategies

In the concluding part, the speaker thanks the viewers for watching and encourages them to explore the provided links for detailed tutorials on the discussed workflows. He also prompts viewers to like the video, subscribe to the channel, and leave comments if they have questions, emphasizing the ongoing support and educational content available for those interested in business automation.

Keywords

💡Automation

Automation in the context of the video refers to the use of technology to create workflows that perform repetitive tasks without human intervention. It is central to the video's theme as it discusses how automating processes can save significant time and resources, equated to hiring 30 full-time people. An example from the script is automating the process of getting leads from a website and sending them into a CRM, which can increase conversion rates by 391%.

💡CRM (Customer Relationship Management)

CRM in the video is a system used to manage a company's interactions with current and potential customers. It's integral to the workflows discussed, as it serves as a database for customer information, which can be automatically updated and utilized to improve sales and customer service. The video mentions automating the process of sending lead data into a CRM for immediate follow-up, showcasing its role in enhancing efficiency.

💡Workflows

Workflows are sequences of connected steps or processes that can be automated. The video emphasizes the importance of workflows in streamlining business operations. Each workflow mentioned is designed to automate a specific task, such as generating contracts or managing recruitment, highlighting how they can be a 'game changer' for businesses by saving time and improving productivity.

💡Pandadoc

Pandadoc is a document generation and eSignature platform mentioned in the video for creating and managing documents like contracts and invoices. It's used within the workflows to generate documents based on customer information collected during sales calls, automating the creation of personalized agreements and streamlining the sales process.

💡Lead Generation

Lead generation is the process of attracting and capturing interest from potential customers, which is discussed in the video as a critical aspect of sales and marketing. The video outlines workflows for automating lead generation from sources like websites, emphasizing the importance of quick follow-up to increase conversion rates.

💡Appify

Appify is a no-code solution for automating tasks and workflows, as mentioned in the video. It's used to scrape leads from platforms like Yellow Pages, extract contact information, and even generate content, showcasing its utility in automating data collection and content creation processes.

💡Google Sheets

Google Sheets is a spreadsheet tool used in the workflows described in the video. It serves as a platform for collecting, organizing, and analyzing data, such as leads or recruitment information. The video describes how changes in Google Sheets can trigger workflows, automating various business processes and tasks.

💡Recruitment

Recruitment in the video refers to the process of attracting, screening, and hiring new employees. The speaker discusses a workflow that automates various stages of recruitment, from applicant screening to interview scheduling, to streamline the hiring process and save time.

💡Make.com

Make.com is a platform for building and automating workflows, as mentioned throughout the video. It's used to create the various scenarios discussed, such as lead generation, document creation, and recruitment automation, emphasizing its role in enabling businesses to automate repetitive tasks and improve efficiency.

💡SEO (Search Engine Optimization)

SEO in the video refers to the process of optimizing content to rank higher in search engine results. The video discusses using tools like Semrush for keyword research to create blog posts that are likely to rank well on Google, illustrating how SEO is crucial for driving organic traffic to a website.

💡ClickUp

ClickUp is a project management tool mentioned in the video for managing tasks and projects. It's integrated into workflows to automate the assignment of tasks to team members once a client agreement is signed and paid, highlighting its role in ensuring tasks are completed efficiently and on time.

Highlights

Introduction to top 11 Make.com scenarios that save significant time and resources.

Automating lead generation from websites and CRM integration to increase conversion rates.

Utilizing webhooks and HTTP modules for real-time data transfer and client communication.

Generating contracts and invoices using PandaDoc for streamlined document creation.

Automating sales call data collection and immediate follow-up actions.

Updating CRM with exact purchase details post-agreement signing for accurate record-keeping.

Recruitment process automation with applicant tracking and decision-making workflows.

Yellow Pages scraper for lead generation and content creation for lead magnets.

Using SEMRush for keyword research and generating blog posts with AI.

Scheduling and automating social media posts from approved blog content.

TikTok scraper for content idea generation and filtering for viral potential.

ClickUp integration for project management and task assignment automation.

Sales and marketing analytics tracking for performance measurement and improvement.

CRM data export for comprehensive customer information in a spreadsheet format.

Encouragement for viewers to subscribe for more content and access to detailed walkthroughs.

Transcripts

what is going on guys this jonno I'm so

excited because I'm going to share with

you my top 11 make.com scenarios that I

use every freaking single day literally

saves me the equivalent of hiring 30

fulltime people every single month and

that's on the conservative end it's

probably more than that so whether

you're a freelancer or whether you run a

business that has a thousand people I

bet you that these workflows at least

some of them are going to really really

be a game changer for you now keep in

mind that we're going to be going

through these super fast right so we're

not going to be building them out from

scratch but rather I'm just doing a

highle overview if you like any of the

material in here there's going to be

separate videos for all of these

different scenarios in the description

down below that you can go to where I

walk through step-by-step how to build

them the blueprints are going to be in

those videos as well for free just make

sure to subscribe to this channel if

you're new and you like content just

like this cuz I will be releasing

content just like this video pretty much

every single day make sure to like and

also make sure to comment if you have

any questions let's dive into it right

[Music]

now so the first one is actually really

simple it's it's just a two-step

scenario here and what this does is it

allows you to automate the process of

getting leads from places like your

website and then sending them into your

CRM so that within a matter of 60

seconds you can call a client now the

data is out if you call somebody in 60

seconds it will increase your conversion

rate by 3 91% right that's that's a lot

you can make four times as much money by

doing no extra work so why not start

with something easy and Implement

something like this we use this every

day so many times every day so think

about it this way somebody comes to your

website right and on your website you're

going to have a get a quote section

likely and you're going to ask questions

first name last name email phone number

somebody's going to fill this in right

and what's going to happen is there's

going to be a web hook set up on this

form that when this is filled out it's

going to automatically send that

information into your web hook and then

you can just send that in an HTTP module

into your CRM like go high level right

and in go high level what you can do is

just send out text messages emails

immediately to the person so if I was to

take a look at one of the text messages

I send out like literally within two

seconds it says Hey contact first name

it's user first name which is the sales

rep from my company I just saw you fill

form on our website and I'd love to talk

more about how we can help right so of

course you can set up a module like that

you can also quickly add in a call

module here I know this is a bit outside

the scope of make.com but you could call

them within 10 seconds within 5 seconds

so it's it's really powerful stuff the

second scenario that we're talking about

today is how we can generate contracts

invoices documents anything right and

how we generate these these documents is

using something called Panda do so it

makes proposals right this is kind of

what it looks like but more so than just

making a document it's the power of this

workflow comes in when you think about

how the whole system works together so

in other words we have sales calls right

we we have so many sales calls with

clients every single day our companies a

bit sales heavy and um we collect all

this information about a particular

client so for example uh we're the

wedding space so we'd ask the date of

their wedding we'd ask um the location

we'd ask things like the start time the

end time all of these details and then

what happens is when our sales staff is

done they're going to submit this form

and as soon as they get off the form

right they populate all the details we

just got from that client on the sales

call it's going to take that information

and then it's going to run it through a

scenario like this right where it

generates an invoice number in the

Second Step here it updates our CRM go

high level with that invoice number it

generates the line items based on the

conversation we had like take a look at

this this is so cool like we can ask for

uh total price we can add discounts in

there we can do line items we can add

upsells on the side here all of these

it's going to automatically generate a

contract based on the information that

we collected on the sales call so we go

through we create all the line items

this is you know here creating the line

items and then we just Stitch it back

together essentially and then we send it

to pandadoc and this is kind of what our

agreement would look like so after that

sales form is filled out it's going to

add in the person's name and email and

phone number and all the details about

their event too like the date and the

start time end time duration the amount

that it's that it's worth um all the

upsells that you may have selected on

that initial form right so you select

those upsells on the sidebar here

they're automatically inserted into the

agreement how cool is that you can have

multiple Services we have a schedule B

for photography schedule a for DJing

Schedule C for videography Services here

and then we have all of these line items

automatically generated based on a form

right this is ready to go ready to

immediately send out now the third

workflow that I want to cover today is

how we can take an agreement just like

this right once the client actually pays

and they sign that exact agreement how

we can take that data that we just got

right and how we can update the CRM

because what often happens in a sales

cycle is maybe you go back and forth to

the client back and forth and you're

like hey this price they're actually

they're like actually I want to remove

this but I want to add that I want to

change this can you give me like a

slight discount on that like all the all

this BS right and anyways um by the time

you actually get them to sign and pay

what the document looks like is nothing

potentially compared to what what it was

at the beginning right so that's why

having a workflow like this is handy

because it's going to take the exact

line items on that agreement ments right

it's going to go through all of these

and it's going to update the CRM with

the exact numbers that they purchase for

update with all the information from

that agreement right and then we send it

into a Google sheet as well so that uh

you can't see it in here the Google

sheet is from the CRM side of things but

we send all those numbers in so we have

a detailed um list of all the

calculations you can enter it into

QuickBooks you can enter it into your

accounting software automatically

straight through uh make.com now the

thing about this is like it's boring to

look at like honestly it's it's not sexy

it's not a peel like I don't look at

that and think like oh my God this is

like the most beautiful like

gamechanging thing ever it's like no

it's just boring but the thing is is the

most boring workflows the ones that are

probably going to save you the most time

and if it's boring to think about

automating this just imagine how boring

it would be to spend the rest of your

life doing this manually every single

day right obviously you don't want to do

that so workflow like this is going to

be awesome cuz you can do it once and

then forget about it for the rest of

your life okay perfect and and also

right just to give you perspective let's

say we had these upsells they bought

right all these additional upsells here

um it's going to automatically add that

into the CRM here right it's going to

add things like extra speakers if they

bought that or wireless microphone or MC

services or drone it'll give you the the

calculation for how many they bought

it'll give you the calculation for how

much money they spent all that kind of

stuff next one is recruitment oh my gosh

this is such a game Cher for me um so

with my company we get about 4,000

people applying every single month um

for all of our jobs right and the thing

is is That's So Many people to go

through usually how we get applicants is

through indeed we automate the process

of getting uh you know emails and

messages sent straight to people on

indeed we get them into this uh

worksheet here and all we do is we have

these boxes right and if I approve

somebody based on their screening

questions all I have to do is click this

check mark here it's going to send an

email to the person if I reject them

here I just click this check mark it's

going to automatically update uh our CRM

and say hey I'm sorry unfortunately

we're moving in a different direction if

they have to pass a test maybe they're a

Content writer or they're an editor and

I want to test their skills before I set

up an interview with them I can check

this off it's going to send them a test

automatically then we can check off this

to schedule first round interview check

off this to schedule a second round

interview so on and so forth so this

saves a lot of time what this workflow

looks like is just simply there's more

than just this one workflow but

essentially how this works is that we

have a watch changes step on Google

Sheets here and anytime any of these

fields are changed right any of them

it's going to automatically send that to

here and then if we checked the right

box on the right row so if we checked

this box it's going to pull all the

details from from line 1,201 it's going

to pass that in so we know who we're

dealing with and we know that they

checked off you know screening so it's

going to go down the screening path if

we check out rejected it'll go down the

rejected path um this is a game changer

for me I save so much like holy cow talk

about saving time every single day this

is oh my gosh this is something if you

do a lot of recruitment you're going to

definitely want um next workflow is

Yellow Pages scraper here so we

automatically scrape hundreds thousands

tens of thousands of leads using a

system like this think about the process

of generating leads manually right you'd

have to go into Yellow Pages you'd have

to type in plumber and then once you

type in Plumber you'd have to type in

the location then click search and then

you'd probably have to painstakingly go

through one at a time this cracks me up

every time drain Kings plumbers that is

like the most sexual name I've ever

heard for a business it's like I'm like

are you in plumbing are you and

something else I don't know um but

anyways uh aside from that if you wanted

to get these individually you'd have to

go through all of these different

listings right pull out the email pull

out the phone number all that kind of

stuff with a workflow like this we just

use a no code solution like appify it

just scrapes all those leads right it

scrapes those leads and because

unfortunately Yellow Pages doesn't

provide emails for these people we take

the websites that they have we scrape

those websites to find the emails and

all the missing information and then

once we find that we also analyze their

website to summarize the services they

provide just to give us context and then

we create a lead magnet that's too good

to refuse right we offer them a Content

calendar like this where we have content

pieces for Instagram and Facebook and

blog and Twitter these are all AI

generated right so we're generating this

automatically for the person and then

we're sending it to them automatically

and this is just a starting template

right you can customize it any way you

want to but imagine having a tool where

you can reach hundreds of thousands of

people and deliver a I generated content

that's really high value right instead

of being like hey excuse me can I please

have a job can you please pay me you

could be like hey you know I just saw

your website I wanted to give you

something for free I just wanted to

provide value up front and you know if

you like it you know maybe maybe we can

have a conversation but if not no

worries and I I hope you have a

wonderful day right such a so much more

of a powerful message when you're not

necessarily asking for anything in

return you're just giving giving giving

and then asking after they feel either

indebted to you or they feel like they

want to hire you because you've done

such a good job so the system like this

allows you to scrape that create the

content calendar and then email that to

the person right away so really good

opportunity to generate leads there

another system here is to generate blog

posts our team we have two full-time

writers on our team that use uh scripts

like this in make.com we generate blog

posts firstly what we do is we use

semrush actually to generate keyword

research so in semrush this does cost

$200 a month you don't need semrush you

can use Google um ads they have like a

Keyword Planner in there you can use

that there's a lot of free tools as well

but like sticking onto the plumbing

theme you could be like Plumbing right

in the keyword magic tool here and all

you have to do is come in here find um

keywords that have a high enough volume

maybe you want something above a 100 but

you want the keyword difficulty to be

below 20 which means that there's a high

volume for that keyword but it's not

difficult so if wrote a blog post and

assuming you had a relatively good

website with uh you could probably rank

for these Pages like literally on day

one once you get an index on Google and

I I know that sounds crazy you might be

thinking there's no effing way and

that's exactly what I thought until I

writer started literally indexing on the

same day on page one for terms that

nobody else really wrote for um so you

can find really good golden nuggets

using Sam rush and then you can plug

them into a spreadsheet like this and

then all you have to do is just get them

to essentially um approve this and then

or sorry yeah approve it and then it's

going to generate this blog post it's

going to go through multiple steps here

this is a slightly different variation

that I'm showing you here but you'd have

a Google sheet uh uh trigger here

instead of like a a chat GPT trigger it

would take that concept it would write

an outline for it and then it would

write a blog post based on the outline

then you change the tone of voice for

that initial blog to make it maybe funny

maybe bit more interesting because

nobody nothing's worse than reading a

dry piece of content on a boring topic

anyways and then uh making sure that you

correct it for any error spelling

punctuation you make it so that it seems

like a grade five rot it so the

comprehension is on par with the average

reading comprehension online so it's

easy to read which is going to increase

your readership and then yeah you just

SEO optimize it using Ai and then you

pump it out to Google Sheets or upload

it into WordPress so that's pretty

awesome here and then on the flip side

of things when you do approve that blog

post you can take the next workflow here

which has a Google um Google Sheets

trigger and once that's approved they

flip it from pending to approved it's

going to automatically take that blog

post we're going to pull the um the

image off of that blog post so it's

going to go to that website get the blog

post pull that image off of the blog

post it's a bit complicated you can skip

over this if you don't want to because

it's not super important we're taking

that blog post and we're posting it on

Facebook on Instagram on uh Twitter or X

on Tumblr on Pinterest on LinkedIn on

Facebook uh actually we already covered

Facebook so we're pasting it on all

these you can put it on medium as well

you can put it on Google my business

there's so many other places that we use

every day save s a ton of time so the

next thing here is a Tik Tok scraper so

what you can do here is use appify to

find really novel ideas so you know when

you're doing content creation it's hard

to be creative it's hard hard to come up

with ideas every single day especially

if you're doing 5 10 20 unique pieces of

content something like this will allow

you to scrape uh tons of different ideas

in your Niche paste it into Google

Sheets and then you can have filters

like how many views are there um what's

the the title of it or what's the um

view ratio like view ratio to following

Ratio or how old is that particular um

post and then you can find just really

golden good golden uh that doesn't make

any sense what am I trying to say here

you can find golden nuggets uh or

needles in a Hy stack that's a much

better way of saying it you could find

needles in a hay stack just really good

viral pieces of content that you could

potentially produce yourself next one is

um clickup so this is boring right but

it's also something that just works

really well when clients pay and sign an

agreement with you um let's say you're

marketing agency well you're going to

have to render that service right and

there's no better way to do this than

having a clickup project in uh clickup

so or a project management project in

clickup what that practically looks like

so you guys can take a look here is you

just send all of the tasks that you have

to do for that particular client in

clickup and then you assign it to the

people on your team for them to get it

done by with a due date with a priority

how long it takes and then you can start

tracking all the tasks that are due and

making sure they're getting done so this

is great of course you could just

duplicate a clickup produ project in

here right and duplicate this list but

the thing is is if you duplicate the

list you can't put in uh at the outset

when you create the template things like

the name of the client or you can't add

any customizations to who is assigned to

it if there's you know if you're

rotating this 90s stuff like that you

can only do through clickup or sorry

through make.com so super powerful I use

this every single day um another thing

you can do is analytic tracking so what

we do here is we track um our sales and

our marketing analytics so case in point

let's say we have four stages between um

in the lead cycle so when a lead comes

in from the from your website right then

you jump on a sales call then you have

contract signed and deposit paid you can

send information to a workflow like this

and track all those stages and see how

well everyone in your team is doing how

many um how many uh new leads they're

claiming how many quotes they're sending

out how many contracts are being signed

deposits paid how much revenue are they

generating what their lead conversion

rate is from new lead you know somebody

inquires all the way up to the point in

time that the the deal is closed or the

call conversion rate what percentage of

people are they getting on the phone and

then closing right average deal size all

of these stats you can graph and then

you can also get um different marketing

uh marketing stuff too so for example we

like to track which sources these leads

are coming from right what the quality

score is what the average conversion

rate is there's a million things that

you can track here but these are kind of

like the basics that we like to track

we're in multiple cities so we want to

track which city are the leads coming

from which um area are they coming from

is it Google ads mostly is it wedding

wire bark um SEO you can see the

different split of services that people

are asking for once again we're in the

wedding space so it's mostly Weddings

But we also do corporate events and all

these other things too you see the

languages that people speak uh it's

mostly English but sometimes we do offer

clients or services in French as well

you can see the days of the week that

people are inquiring in the time of the

day this is so powerful especially if

you're trying to schedule your sales

team you don't know when you should be

scheduling them this is like oh my God

this is gamechanging if you know when

the leads are actually coming in then we

also track our Google ad campaigns we

track the keywords what do well and what

do not do well the next um Step that we

have here and the last one is a simple

one but a really effective one as well

usually you you know you have a CRM you

dump all the data in there but sometimes

the CRM just it just doesn't display the

information properly another the way I

would like it to at least so with a

workflow like this what you can do is

you can dump out all the paying

customers that you have into one

worksheet here and you can just list out

all the information so that at a given

moment in time anyone in your team can

go through through and see all the

information so you can take a really

simple workflow like this where you send

information from your CRM and then you

automatically create a um a row in that

particular spreadsheet based on the

client information so thank you guys so

much for watching if you guys liked any

of these workflows there's going to be

links to pretty much all of them in the

description where I walk through step-

by-step how to build them and um yeah if

you guys have any questions just leave

in the description down below make sure

to like this video if you did like it

and also subscribe if you want to see

more videos just like this one thank you

guys once again for watching and I look

forward to seeing you guys in the next

video bye-bye