I’ve tried automating, but I need to hand it to someone who knows what they are doing.
I need automation involving Smartsheet, Workspace Gmail, Dialpad, Box, and Zoom.
Please choose the ones you’re interested in and provide an estimated timeline and cost. If you are on Fiverr, even better.
Projects:
Smartsheet Client Summary Automation – Automate the creation and population of a Smartsheet Client Summary sheet based on client data from multiple sheets.
Email Automation: Smartsheet → GPT → Gmail – Extract data from Smartsheet, generate personalized email responses using GPT, and have drafts in Gmail.
Show Client Summary from Smartsheet With Inbound Calls: Smartsheet & Dialpad – When a client calls via Dialpad, pull and display their Client Summary from Smartsheet automatically.
Move Zoom Recordings to Box.com – Automate the transfer of Zoom recordings to Box.com upon meeting completion.
Open to ideas . . .
Comment below or send me a direct message.