Watch Me Build a Client Onboarding Automation (It's Messier Than You Think!) скачать в хорошем качестве

Watch Me Build a Client Onboarding Automation (It's Messier Than You Think!)

Let's build something cool together! In this video, I'm taking you behind the scenes as I create a client onboarding automation from the ground up. No shortcuts, no edits, just the real process of figuring things out. From brainstorming with AI to visualizing the flow and hitting roadblocks in N8N, you'll see it all. We'll get the first crucial part - the webhook trigger - working by the end. Come for the automation, stay for the problem-solving! Subscribe so you don't miss Part 2 where we build the full welcome sequence. TIMESTAMPS: 0:00 – Let's Get Started! 0:55 – The Goal: Systematize & Automate 1:20 – Why I'm Showing You the Messy Middle 1:55 – Using ChatGPT to Brainstorm Our Workflow 8:51 – Drawing Out Our Plan 15:01 – Digging into Zoho CRM 36:56 – Success! Testing Our N8N Webhook 44:36 – What's Next (Part 2 Coming Soon!) Tools I use: N8N - Get started here: https://n8n.partnerlinks.io/91jik655gki9 ChatGPT Tldraw Zoho CRM #N8Ntutorial #BuildWithMe #ProcessAutomation #SmallBusiness