Automate Your Post-Meeting Workflow with AI: Client & Sales Calls Simplified
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3 ماه پیش
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Get 5 Custom Automations Based on the Pain Points in YOUR AGENCY (Plus Access 20+ Page Breakdown) → https://ctaoq1fxqm7.typeform.com/to/Z...
Book a Demo call with our team → https://calendly.com/fluxomate/demons...
Want to work with us to save 100 hours a month in your agency with a scalable system that will allow you to take on more clients without ruining your service delivery or profit margins?
Check out this quick video going over what we do! https://www.fluxomate.com/agency-acce...
SUBSCRIBE → @fluxomate
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In this video, I’ll be showing you how you can use Fireflies AI to automate everything that happens after client and sales meetings in your agency. This is an easy automation system you can set up to automatically create follow-up tasks after meetings, share notes with clients, force your closers to update your CRM and maintain an up-to-date meeting database. These two automations are great examples of the different ways you can optimise your meeting workflows using AI and automation tools like Zapier!
As always if you have any questions about anything in this video do not hesitate to drop a comment below we are here to support you!
0:00 - Automate Your Post-Meeting Workflow with AI
0:58 - Why you should use this??
2:31 - Plan for the tutorial
4:40 - The tools we’ll be using
06:24 - Setting up Fireflies AI
09:19 - Automation Recap
10:29 - Live build of Client Meeting Automation
10:49 - How to connect Fireflies AI to Zapier
11:25 - Live build of Client Meeting Automation
21:36 - Live Build of Sales Meeting Automation
30:40 - Summary of Automations
32:54 - Free Resources
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My name is Leo and I’m the owner of Fluxomate an automation agency that specializes in creating custom solutions for SMM agencies looking to scale...
We release all of this content for free to get you started on your automation journey to begin removing yourself from the day-to-day in your agency and focus on the important stuff!
The only thing we ask from you?
Take 20 minutes of your day and implement this in your agency - It’s a complete game changer.
---
Follow us on our other platforms:
Instagram: Instagram: fluxomate
Tiktok: TikTok: fluxomateai
Twitter: Twitter: fluxomate Here are some links for different tools & software I use (some are affiliate links)
Make.com (automation) → https://www.make.com/en/register?pc=f...
Skool (community) → https://www.skool.com/refer?ref=ef4af...
Noloco (no code app builder) → https://get.noloco.io/qfgvhq8pf1j2
Pandadoc (contracts) → https://pandadoc.partnerlinks.io/mxb1...
Notion (documentation) → https://affiliate.notion.so/urbcha826a5z
Fireflies (meeting AI) → https://fireflies.ai/?fpr=fluxomate
Blitzit (productivity) → https://blitzit.app/?via=leonardo
Typeform (forms) → https://typeform.cello.so/xIO45JECDEC
Find more information here → https://www.skool.com/scaleproof-agen... FREE BLUEPRINT ➡️ https://fluxomate.gumroad.com/l/xhwgk
Get 5 Custom Automations Based on the Pain Points in YOUR AGENCY (Plus Access 20+ Page Breakdown) → https://ctaoq1fxqm7.typeform.com/to/Z...
Book a Demo call with our team → https://calendly.com/fluxomate/demons...
Want to work with us to save 100 hours a month in your agency with a scalable system that will allow you to take on more clients without ruining your service delivery or profit margins?
Check out this quick video going over what we do! https://www.fluxomate.com/agency-acce...
SUBSCRIBE → @fluxomate
---
In this video, I’ll be showing you how you can use Fireflies AI to automate everything that happens after client and sales meetings in your agency. This is an easy automation system you can set up to automatically create follow-up tasks after meetings, share notes with clients, force your closers to update your CRM and maintain an up-to-date meeting database. These two automations are great examples of the different ways you can optimise your meeting workflows using AI and automation tools like Zapier!
As always if you have any questions about anything in this video do not hesitate to drop a comment below we are here to support you!
0:00 - Automate Your Post-Meeting Workflow with AI
0:58 - Why you should use this??
2:31 - Plan for the tutorial
4:40 - The tools we’ll be using
06:24 - Setting up Fireflies AI
09:19 - Automation Recap
10:29 - Live build of Client Meeting Automation
10:49 - How to connect Fireflies AI to Zapier
11:25 - Live build of Client Meeting Automation
21:36 - Live Build of Sales Meeting Automation
30:40 - Summary of Automations
32:54 - Free Resources
---
My name is Leo and I’m the owner of Fluxomate an automation agency that specializes in creating custom solutions for SMM agencies looking to scale...
We release all of this content for free to get you started on your automation journey to begin removing yourself from the day-to-day in your agency and focus on the important stuff!
The only thing we ask from you?
Take 20 minutes of your day and implement this in your agency - It’s a complete game changer.
---
Follow us on our other platforms:
Instagram: Instagram: fluxomate
Tiktok: TikTok: fluxomateai
Twitter: Twitter: fluxomate Here are some links for different tools & software I use (some are affiliate links)
Make.com (automation) → https://www.make.com/en/register?pc=f...
Skool (community) → https://www.skool.com/refer?ref=ef4af...
Noloco (no code app builder) → https://get.noloco.io/qfgvhq8pf1j2
Pandadoc (contracts) → https://pandadoc.partnerlinks.io/mxb1...
Notion (documentation) → https://affiliate.notion.so/urbcha826a5z
Fireflies (meeting AI) → https://fireflies.ai/?fpr=fluxomate
Blitzit (productivity) → https://blitzit.app/?via=leonardo
Typeform (forms) → https://typeform.cello.so/xIO45JECDEC
3 ماه پیش
در تاریخ 1403/03/24 منتشر شده
است.
178
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