Our Work 4
This project demonstrates how far you can push automation for a business coach running a 6-week program. The program includes bi-weekly meetings and access to online tools designed to help grow the customer’s business. This automation integrates Zoom and Google Docs for recording calls.
Industry
Hotels
Service
Design + Development
Tools Used
AI Agents and Pattern Chains
Completion Timeline
5 Weeks
Main features
1. Trigger via Stripe Payment:
The process begins when a payment is received via Stripe (often during the call).
2.QuickBooks Invoice: An invoice is automatically emailed to the client via QuickBooks.
3.Welcome Email: The client receives a thank-you email along with access to the course materials.
4.Booking Initial Meeting: The client is prompted to book their first official meeting through Calendly. The booking information and a survey are emailed to the client.
•Survey Data: The survey collects additional pain points, reasons for choosing the service, and other data. This information is processed by AI and sent to the coach and team.
5.Google Drive Integration: The call recording is saved and transcribed using GPT Whisper.
•AI-Generated Check-ins: AI drafts check-ins for the 2-week, 3-week, and 4-week marks.
•Meeting Summary: A transcription and meeting summary are sent to the client, detailing the 6-week plan and agreed-upon actions.
Key Features
Automated Invoicing
Efficient Communication
Easy Scheduling
Insightful Surveys
Documentation Summary
Minimal Manual Intervention
