Zack @ InnerDev Solutions
Zack @ InnerDev Solutions
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Automate Email with this AI-Powered Triage System
Learn how to transform your email management with a powerful no-code automation workflow using SmartSuite and Relay.app. Discover how AI can instantly categorize, summarize, and route emails to the right team automatically.
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Learn more here ⬇️
Contact Us - innerdevsolutions.com
LinkedIn - www.linkedin.com/in/zackstevenson
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Table of Contents 📖 ⬇️
00:00 Introduction to Automated Email Sorting
00:34 Tools You Will Need
01:21 Setting Up the Workflow in Relay
02:50 Creating the AI Prompt
03:35 Configuring Smart Suite
04:57 Integrating Relay with Smart Suite
07:51 Setting Up Slack Notifications
11:29 Testing the Workflow
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Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - partners.smartsuite.com/zack
Relay - relay.app/?via=zack
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#zackstevenson #EmailAutomation #aiworkflow
Переглядів: 11

Відео

Get EXPENSE APPROVALS AUTOMATED in Just 10 Minutes with Fillout!
Переглядів 8616 годин тому
Struggling with slow approval processes? Learn how to create and automate approval workflows with Fillout! In this tutorial, we’ll build an expense approval form step-by-step, helping you streamline requests and keep your team moving efficiently. This video covers everything you need to set up Fillout’s Approvals Workflow, from designing the form to integrating workflows that notify managers. W...
Automate Project Management with Relay.app & SmartSuite
Переглядів 13214 днів тому
Managing projects can be overwhelming - emails, deadlines, and updates piling up. What if you could automate these tasks and focus on what matters most? In this tutorial, I’ll show you 4 powerful ways to automate project management using SmartSuite and Relay.app. Watch how these workflows simplify task creation, reminders, status updates, and surveys. Learn how to: ✅ Turn emails into tasks ✅ Se...
Tired of Repetitive Emails? Automate Responses with Relay.app
Переглядів 7421 день тому
Automate your work with Relay.app! 🚀 Are you tired of answering the same product and pricing questions? In this video, I’ll show you how to set up an email automation workflow with Relay.app that lets you respond to inquiries effortlessly. This step-by-step tutorial walks through everything you need: from integrating Gmail and Google Sheets to setting up automated triggers and using AI to extra...
Automate Custom PDF Creation (HTML to PDF) | Using Airtable
Переглядів 16828 днів тому
In this video, I demonstrate how to automate the creation of custom PDFs using Airtable and an HTML to PDF API endpoint. We'll walk through setting up a database in Airtable, integrating it with Make and PDF Monkey, and designing a template for estimates or proposals. This method is cost-effective and flexible, ideal for generating large quantities of PDFs with specific customizations. I'll als...
Create Invoices in Xero from Airtable
Переглядів 139Місяць тому
Are you tired of duplicating order and invoice details across multiple platforms? Save time and resources by automating your invoicing process! In this step-by-step tutorial, I’ll show you how to create invoices in Xero directly from Airtable using Make.com. Whether you manage your data in Airtable, Google Sheets, SmartSuite, or other no-code tools, this guide will help you automate your invoic...
Master Automated Invoicing & PDFs with SmartSuite
Переглядів 151Місяць тому
In this video, I'll walk you through the complete process of automating your invoicing system using SmartSuite. We'll cover everything from building and linking invoice tables to setting up auto-generated invoice numbers, and calculating due dates. You'll learn how to incorporate dynamic fields, sum functions, and roll-up fields to calculate subtotals, taxes, and totals seamlessly. Additionally...
Create PDF Documents from Form Submissions - Google Alternative
Переглядів 164Місяць тому
Need a simple way to turn Google Form submissions into PDFs? Check out this free alternative-it’s packed with more features and makes creating PDFs a breeze! In this video, I’ll show you how to use Fillout, a powerful tool with a generous free tier that helps you create custom forms and turn submissions into PDFs. I’ll walk you through setting up an account, designing forms, and automating the ...
How to use Airtable Interfaces for Orders and Projects
Переглядів 300Місяць тому
In this video, I guide you through using Airtable's enhanced interface tools to create custom solutions for managing your order and project workflows more efficiently. Whether you're new to Airtable or looking to enhance your existing tables, I provide a high-level overview and dive into building interfaces. Learn to manage orders, line items, and projects, explore various interface options lik...
How to Improve your Order Management with SmartSuite Dashboards
Переглядів 1322 місяці тому
In this video, I'll guide you through the new dashboard features in Smart Suite that can elevate your order management system. Discover how to create and use dashboards, add widgets, and streamline your workflow with powerful tools. Whether you're new to Smart Suite or looking to optimize your current setup, this tutorial will show you step-by-step how to enhance your order management process. ...
Schedule Meetings for Free with FIllout: Calendly Replacement
Переглядів 892 місяці тому
Stop paying for expensive scheduling tools like Calendly. In this video, I'll show you how to schedule meetings for free using Fillout forms. We'll go through everything from setting up your Fillout account, connecting your Google calendar, setting availability, and creating various scheduling links for one-on-one and collective meetings. Additionally, I'll cover how to customize notifications,...
How to Collect Stripe Payments with Fillout Forms
Переглядів 2882 місяці тому
In this video, I'll show you how to create custom payment forms using Fillout with Stripe integration. You'll learn how to set up forms for one-time payments, subscriptions, and donations without any coding skills. I'll guide you through building a form with conditional logic and automated calculations, making it easy to manage individual and package purchases. Fillout offers 0% additional fees...
Fillout Basics 2024: Simple Guide to Advanced Forms
Переглядів 5132 місяці тому
Explore Fillout, an all-in-one form builder with customizable layouts, drag-and-drop design, and seamless integrations with tools like Airtable, Notion, Google Sheets, and more. Learn to generate PDFs, automate workflows, schedule appointments, and update database records with ease. Follow along as I demonstrate creating and customizing forms, integrating with databases, and utilizing advanced ...
How to Create Pivot Tables in SmartSuite Dashboards
Переглядів 973 місяці тому
In this tutorial, I'll walk you through creating pivot tables in SmartSuite Dashboards. Pivot tables are a powerful feature that allows you to summarize and analyze your data efficiently, making it easier to gain insights into your business operations. You'll learn how to set up pivot tables in SmartSuite Dashboards and get tips on organizing your data to maximize their effectiveness. I'll prov...
Automate Work Order Intake with Fillout Workflows & Airtable
Переглядів 2413 місяці тому
In this video, I’ll guide you through automating your customer intake process using Fillout’s latest workflow features integrated with Airtable. Building on our previous work order system, we’ll add a customer intake table linked to Fillout forms, making your data collection seamless and automated. You’ll learn how to set up the table with essential customer information fields, implement logic ...
How to build a Work Order Management System in Airtable
Переглядів 3673 місяці тому
How to build a Work Order Management System in Airtable
New Feature: Fillout Forms Workflows (Built in Automation)
Переглядів 4853 місяці тому
New Feature: Fillout Forms Workflows (Built in Automation)
Extract Data from Invoices & Documents with AI | Relay.app
Переглядів 3094 місяці тому
Extract Data from Invoices & Documents with AI | Relay.app
Generate Invoices Automatically with Noloco & DocsAutomator
Переглядів 1204 місяці тому
Generate Invoices Automatically with Noloco & DocsAutomator
Order Management Series Part 6: Inventory & Workflows in Noloco
Переглядів 2504 місяці тому
Order Management Series Part 6: Inventory & Workflows in Noloco
Order Management Series Part 5: Sales Orders in Noloco
Переглядів 1965 місяців тому
Order Management Series Part 5: Sales Orders in Noloco
Order Management Series Bonus 1: Automate Quote & Order Entries
Переглядів 1315 місяців тому
Order Management Series Bonus 1: Automate Quote & Order Entries
Order Management Series Part 4: Inventory & Purchase Orders
Переглядів 2725 місяців тому
Order Management Series Part 4: Inventory & Purchase Orders
Order Management Series Part 3: Sales Orders in SmartSuite
Переглядів 3275 місяців тому
Order Management Series Part 3: Sales Orders in SmartSuite
Order Management Series Part 2: Database Design & Data Schema Creation
Переглядів 5765 місяців тому
Order Management Series Part 2: Database Design & Data Schema Creation
Order Management Series Part 1: Process Planning & Workflow Mapping
Переглядів 5096 місяців тому
Order Management Series Part 1: Process Planning & Workflow Mapping
Stripe to Google Sheets: Automate Payments & Data Entry with Make.com
Переглядів 5916 місяців тому
Stripe to Google Sheets: Automate Payments & Data Entry with Make.com
How to organize work tasks with SmartSuite
Переглядів 4076 місяців тому
How to organize work tasks with SmartSuite
Automating Email Support and Task Assignment with AI
Переглядів 5096 місяців тому
Automating Email Support and Task Assignment with AI
SmartSuite SmartDocs - Built in document editor
Переглядів 6527 місяців тому
SmartSuite SmartDocs - Built in document editor

КОМЕНТАРІ

  • @cestarman
    @cestarman 14 годин тому

    Thank you so much mate, great video and useful.

  • @SaifAli-xz3cc
    @SaifAli-xz3cc День тому

    I want to create an inventory system that can scan QR codes using a barcode scanner, with the data automatically updated in the database. Additionally, I want the admin to have the ability to customize user permissions, such as who can view, edit, or create records, and also view the activity log or last updated information. Do you have any suggestions or ideas related to implementing this system effectively?

    • @zackstevenson
      @zackstevenson День тому

      Using SmartSuite or Airtable as your database and Noloco as your front end might be an option worth exploring

  • @fillout
    @fillout 7 днів тому

    Great overview and use case, thank you Zack!

  • @guilhermeovalle5320
    @guilhermeovalle5320 7 днів тому

    Hey, Zack! I am running a similar scenario, but I have not received the email or any info from the customer after running it. Can you help me figure out what happened? Thank you!

  • @yadatov
    @yadatov 8 днів тому

    Hi, thanks, how can I test with stripe in test/dev mode the full process of payment ?

  • @itslike123
    @itslike123 21 день тому

    Poor thing how many tasks John Smith have to do across all crms around the world

    • @zackstevenson
      @zackstevenson 21 день тому

      He's very busy, luckily also very efficient! 😂

  • @dancingangel411
    @dancingangel411 21 день тому

    This was really helpful, thank you! Random, but can you also share the platform you used to screen record? Your setup is so much more aesthetically pleasing than Loom.

    • @zackstevenson
      @zackstevenson 21 день тому

      Loom is great, depending on what you are looking for it is limited. I use Descript, it has a lot of built in functionality that I need.

  • @mohamedalkooheji2605
    @mohamedalkooheji2605 24 дні тому

    ChatGPT referred me to your video

  • @alrives
    @alrives 26 днів тому

    Where can I find the link to part 1?

    • @zackstevenson
      @zackstevenson 26 днів тому

      ua-cam.com/video/mzbjb1eVMfA/v-deo.html

  • @marcose2386
    @marcose2386 Місяць тому

    Hi, just wondering: why do we need to create an extra link attribute for connecting relationships if we already have a unique Sales Order ID? Much appreciated.

    • @zackstevenson
      @zackstevenson Місяць тому

      I'm not sure I understand your question. Are you wondering why I am creating a Sales Order Table and link it to the Sales Order Items Table?

    • @marcose2386
      @marcose2386 Місяць тому

      ​@@zackstevenson Thanks for the reply. I'm a bit confused about why it's necessary to create an additional 'Linked Record' column to connect tables. In traditional database design, we usually specify relationships directly through unique IDs (e.g., Item ID), which serve as primary and foreign keys. Say in your Inventory app, is it possible to link tables using an existing unique ID column, like Item ID, instead of creating a separate Linked Record column? This is my first time using SmartSuite, so I might be missing something.

    • @zackstevenson
      @zackstevenson Місяць тому

      @@marcose2386 Thanks for clarifying and I understand the confusion. The nocode database tools that I have used such as SmartSuite and Airtable need to have the direct link to reference records from other tables. I think the purpose of this is to simplify things for users and allow non-technical people to build tools for themselves. There are certainly some downsides however.

  • @motivat0r_2.0
    @motivat0r_2.0 Місяць тому

    Formula order line "line item" not working

  • @fillout
    @fillout Місяць тому

    Great overview, thanks for sharing Zack!

  • @bolainarf9094
    @bolainarf9094 Місяць тому

    MUY BUENA INFORMACION, MUCHAS GRACIAS

  • @stephanreichmannvideos
    @stephanreichmannvideos Місяць тому

    the only way to connect Stripe and Google Sheets is through other systems?

  • @Nielsxoxo
    @Nielsxoxo 2 місяці тому

    The series is super helpful. How can I achieve the same outcome with the new Interface builder, as Add Element has been removed? Anyone to help?

    • @zackstevenson
      @zackstevenson 2 місяці тому

      Adding the record review page will get you a similar outcome. One added, you can add your linked record field that links to line items. Then display as list view. I'm sure there's some other videos out there with the new interface. It's on my roadmap as well.

  • @nn87543
    @nn87543 2 місяці тому

    Great video! At the end you mentioned using an automation to create a PDF. Do you have a video on that? I need to automatically generate a PDF to email to clients with their order information as soon as they fill out the form. The PDF would have the form info as well as calculations from dependent fields in the base. Thanks for any insight!

    • @zackstevenson
      @zackstevenson 2 місяці тому

      I do have a a couple of examples, but I don't think I have anything that goes into detail with line items. If you are a google user, check out the tool DocsAutomator - docsautomator.co/?via=zack it's fairly easy to get started with, there's lots of PDF generators out there now.

  • @fillout
    @fillout 2 місяці тому

    Thanks for this great overview of Fillout Scheduling, Zack!

  • @fillout
    @fillout 2 місяці тому

    Thanks for the overview video Zack! Stripe and Fillout are a great combo.

  • @Caulmare
    @Caulmare 2 місяці тому

    Yes but is every doc start blank in every record ? I mean it would make more sense to me if every smart document for every record in that app / solution started as a template not a blank doc. That's not smart that's just a rich text option in each separate record right ?

  • @Fahrschulstudio
    @Fahrschulstudio 2 місяці тому

    Hi Zack, I've been following all kinds of channels from you, GAP, Dan Leeman, Demetri, Smartsuite, Noloco and a few other no-code and automation specialists for a long time. Fillout is definitely one of the best form builders. Unfortunately, I am missing a special feature that allows me to set up multiple columns and not just 2. Is there a way to design more than just one column? A good example for this would be Formcan. Cheers Axel

    • @zackstevenson
      @zackstevenson 2 місяці тому

      Hi Axel, at this time I'm pretty sure you can only have two columns by setting up a field as 'half width'. Not sure what the roadmap is for Fillout on this type of functionality.

  • @fillout
    @fillout 2 місяці тому

    Great overview, thank you for sharing Zack!

  • @danquixote6072
    @danquixote6072 2 місяці тому

    I was about to say how great I thought Fillout was for a portfolio project I have done. Then I was going to moan about how pricey all these top end form builders are. But checked their pricing and I think $15 for what it potentially can do, is pretty good. Using it with SmartSuite too.

  • @JBV7272
    @JBV7272 2 місяці тому

    Extremely useful, thank you! Airtable's interface changed a little bit, and line items in the form look different but still super useful. I wonder, how can I pull the line items form an existing list? That list being my main items list, I alreaf have a list of items I sell, so I dont need to add all fields of an item when adding it to a PO.

    • @zackstevenson
      @zackstevenson 2 місяці тому

      Yes, the improvements to Airtable interfaces have been great. In your case you will need to add an additional table 'Products' or something along those lines and link it to the line items table. So you will have Orders which contain Line Items which contain Products. Usually the products store information specific to the product like name, description, unit price etc.

  • @greginfla_1
    @greginfla_1 2 місяці тому

    It surprises me smartdocs are not smart enough to bring in field values from the record it exist in. It can link a record, but can’t bring any values to the document as text

  • @George-xl7vf
    @George-xl7vf 3 місяці тому

    Thanks Zack. Nice demo. In my case i want to upload my suppliers invoices to invoice out to my customer wih my pricing and product name). Would the below work? 1) Replace supplier product description with my systems product description and 2) Replace the supplier price (my buy price) with my sell price.

  • @George-xl7vf
    @George-xl7vf 3 місяці тому

    Thanks Zack. This is working great for my business. Can you make a video on how to send out the forms via a button within Airtable which sends an email to customer for them click to action (sign, approve button etc). I need to be able to prompt them to sign Or approve the below: Quotes: Customer to approve quote I send via a form. I need an automation which links Quotes table to Order table upon customer approval. Proof of Delivery: I need to prompt users with the packing slip as you do for customers to be notigied to sign as a proof of delivery.

  • @mehridealekundenbyclaus
    @mehridealekundenbyclaus 3 місяці тому

    Is the ID a kind of a product number?

  • @fred3853
    @fred3853 3 місяці тому

    Hello, I only have 4 days left of Smartsuite trial. I have to decide which tool will be best for my business and Smartsuite is very good but I have difficulties with the formulas and I am not an expert. My problem for 2 days is the following: I would like to multiply 2 fields of my table, the first is the result of this formula: " [Total Morning] + [Total PM] + [Total Evening]" (in number) and the second is a sum (currency) coming from another table. On airtable I write in the following way and it works perfectly: [Total day] * [Rate]. Do you know why it does not work with Smartsuite? and why is it so complicated to write such a simple formula? Thank you dear friends

  • @AllisonWells-t2d
    @AllisonWells-t2d 3 місяці тому

    I need to add a date in one field and have it create another date either one or 2 days later in a different field. Cant find this anywhere?

    • @zackstevenson
      @zackstevenson 3 місяці тому

      Check out the date add function. help.smartsuite.com/en/articles/4758198-date-based-formulas

  • @fillout
    @fillout 3 місяці тому

    Great overview on how to make a flexible booking form with workflows, thank you Zack Stevenson!

  • @WastelandEquipmentCo
    @WastelandEquipmentCo 4 місяці тому

    This channel is awesome... so glad I found your videos! What I cannot understand is NO ONE has made a video about EQUIPMENT RENTAL!? At least I can't find it..... you are my best hope. The order management series would probably get me there but I would love to see a template that has Clients/Companies, Bookings, Equipment In/Out tracking, Formulas for adding $ per day over the date range (due date range), Services(line items), Delivery charging/distance per mile. I would love to show you what I have so far and get your input... It's a mess......

  • @davidderbyconsulting
    @davidderbyconsulting 4 місяці тому

    Excellent video. Would love to see an example creating an invoice with multiple line items from Airtable. TY!😊

  • @BooleanAutomation
    @BooleanAutomation 4 місяці тому

    Has anyone figured out how to show all the linked records to a project/task that is scheduled for a given day. For example, if you had 3 people assigned to work on the task in your video, could I show all 3 of those peoples records nested under that record in the timeline or calendar view? It's kind of like I want to see a calendar or timeline view of my people table but grouped by project. The only problem is that there are no dates on my people table. My people are linked to my project table and those are the records that have the dates. I don't know if I'm making sense ;-)

  • @chaimspiewak
    @chaimspiewak 4 місяці тому

    This was a really good demo, it could really come in handy. I'm wandering if there is a way for the invoice to automatically be uploaded to SmartSuite and then continue the rest of the steps?

    • @zackstevenson
      @zackstevenson 4 місяці тому

      Thanks! Yes, you can upload files/attachments to SmartSuite with Relay. For example, you could setup a label/folder in Gmail or Outlook and then move emails that have the invoices attached to that folder. In Relay you can set this as your Trigger and then build the rest of the automation.

  • @agoogleuser6937
    @agoogleuser6937 4 місяці тому

    Can relay use our chatgpt assistants?

    • @zackstevenson
      @zackstevenson 4 місяці тому

      Not yet. I would think that's something they have on the map.

  • @relayapp
    @relayapp 4 місяці тому

    What a great use case! Thanks for sharing this Zack!

  • @jacobbank89
    @jacobbank89 4 місяці тому

    Really useful!

  • @MrFahrigs
    @MrFahrigs 4 місяці тому

    Would love to see a video how to do the same with line item support.

    • @zackstevenson
      @zackstevenson 4 місяці тому

      I’ve tried figuring that out and unfortunately it’s not that simple to add tables via the api in Docs. There’s a tool called docsautomator that’s fantastic for this. docsautomator.co/?via=zack

  • @DocsAutomator
    @DocsAutomator 4 місяці тому

    Thanks a lot, Zack! If anyone needs help generated documents from Noloco, don't hesitate to reach out :)

  • @jean-philippeghyoot3730
    @jean-philippeghyoot3730 4 місяці тому

    Hi Zack, awesome video, thank you. Any idea why SmartSuite would successfully link to the line items from the order record but not vice versa?

    • @zackstevenson
      @zackstevenson 4 місяці тому

      Couple reasons. The service could have some temporary issues causing things not to process properly. Or because of a temporary bug it's linked but not displaying properly. Usually after a few minutes or a window refresh it will show up.

    • @jean-philippeghyoot3730
      @jean-philippeghyoot3730 4 місяці тому

      @@zackstevenson Thank you, deleting the fields, recreating and setting up in filllout resolved the issued.

  • @CharliesCustomClones
    @CharliesCustomClones 4 місяці тому

    Now, I just need to figure out how to use the bar code scanner without moving my mouse to the app.

  • @2000gillco
    @2000gillco 5 місяців тому

    How would you compare and contrast your work in Smart Suite to AirTable? I think you did an example with Air Table very similar, right?

  • @2000gillco
    @2000gillco 5 місяців тому

    why did you choose Noloco?

    • @zackstevenson
      @zackstevenson 4 місяці тому

      Good people and team at Noloco, the tool works well and a lot of custom interfaces and workflows can be developed to fit your needs.

  • @2000gillco
    @2000gillco 5 місяців тому

    Do you think you could automate SmartSuite with Hubstaff to handle timekeeping and monitoring and map to SmartSuite Tasks?

    • @zackstevenson
      @zackstevenson 4 місяці тому

      I have never used Hubstaff, but assuming there is an API available I am sure it can be done.

  • @joellemorris5684
    @joellemorris5684 5 місяців тому

    Thanks a lot! I'm trying to figure out to use a formula to display a smartdoc field of a linked record. I don't find a way to do it. Apparently it's not possible.... Do you have a solution?

    • @zackstevenson
      @zackstevenson 5 місяців тому

      Formulas and lookups won't work for SmartDoc fields, unfortunately.

  • @nishatahmed7646
    @nishatahmed7646 5 місяців тому

    thanks for the help man <3

  • @peterland001
    @peterland001 5 місяців тому

    thankyou

  • @agoogleuser6937
    @agoogleuser6937 5 місяців тому

    is this feature available in airtable?

  • @MyAfghan
    @MyAfghan 5 місяців тому

    Do you sell templates?

    • @zackstevenson
      @zackstevenson 5 місяців тому

      I do have some, what specifically are you looking for?

    • @MyAfghan
      @MyAfghan 5 місяців тому

      @@zackstevenson Looking for a solution to place orders for a food truck

    • @AmandaPentonOf
      @AmandaPentonOf 5 місяців тому

      I'd buy that template too

    • @AmandaPentonOf
      @AmandaPentonOf 5 місяців тому

      ​@@zackstevensonwhere can we find the templates you sell?

    • @zackstevenson
      @zackstevenson 5 місяців тому

      @AmandaPentonOf I don't have a public directory for them currently. I didn't think there would be much interest. I do have some order based templates. What do you need it to accomplish? Taking orders with line items based on a set list of products?

  • @SRiech
    @SRiech 5 місяців тому

    This series was a great benefit for me. Thanks a lot.