Building An Automated Client Outreach Assistant (ChatGPT & Make)

Today we are going to build an automated client outreach assistant that will automatically email our clients personalized messages on special occasions!
ChatGPT can be a powerful tool for automating client outreach in a variety of ways. With its ability to generate human-like responses, ChatGPT can engage with clients in real-time, answering their questions, providing relevant information, and addressing concerns. This automation saves valuable time and resources by reducing the need for manual intervention, allowing businesses to reach out to a larger number of clients simultaneously. By harnessing the power of ChatGPT, businesses can streamline their client outreach process, enhance customer satisfaction, and ultimately drive growth and success.
In this video we are going to do just this. We are going to build a workflow that automatically sends our clients an email on their birthday each year. The message will be personalized to each client and will run without requiring manual intervention. While today I will be building this workflow with AirTable and Gmail, you can apply the same principles to automate this workflow with any CRM or email service you are using!
The no-code revolution saves time by enabling non-coders to create applications and automate processes easily. Visual interfaces and drag-and-drop functionality accelerate development, allowing for faster iterations and empowering individuals to focus on innovation and problem-solving. This leads to increased productivity and quicker time-to-market for businesses and individuals.
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#chatgpt #make
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Resources -
🦾 ChatGPT: openai.com
🔮 Make.com (Signup here for one FREE month!!): www.make.com/en/register?pc=s...
🏓 AirTable: airtable.com
Other -
🔗 Connecting Make with Gmail: • Gmail App - OAuth Setu...
🎂 Birthday Formula: IF(DATETIME_FORMAT(Birthday, "MMDD") = DATETIME_FORMAT(SET_TIMEZONE(NOW(), "America/Los_Angeles"), "MMDD")=1,"Yes","No")
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Timestamps -
0:00 👋 INTRO
0:53 🍼 Step 1
1:43 🔮 Step 2
3:18 🦾 Step 3
5:50 🧪 Test!!!
7:18 ✌️ CONCLUSION
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✉️ Business Inquiries: [e-mail]
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👨 WHO AM I -
I'm Alex, a 27 year old Financial Analyst who lives in Nashville, TN. On this channel, we explore the no-code strategies and tools that can help us launch the projects that inspire us and, consequentially, lead the lives we've always dreamed about.
If that sounds interesting, consider subscribing! See you in the next video 😀

[@maciekjutrzenka3844]

Thanks! Good work!

[@wgaitanartunduaga]

```markdown
This is a fantastic walkthrough! Automating personalized emails for clients' special occasions is a game-changer for maintaining those crucial connections. Your step-by-step guide was clear, making it easier for anyone to follow along. Great job emphasizing the importance of maintaining relationships while saving time. Kudos to you! 👍
```

[@adammulnix]

Your videos are so valuable man. Appreciate it a ton.

[@avitavi2681]

Sent you an email! :D

[@Ron-van-Schaik]

Fantastic!

[@alexleischow]

Thanks!

[@medachrefkhelifi5643]

Great video

[@alexleischow]

Thanks man!