Too much manual work slows teams & businesses down and costs time and money.
I am Courage, an AI Automation & Operations VA. I help teams cut manual work and run smarter systems using:
• Zapier
• Notion
• Airtable
This year, I am documenting:
– Real automation builds
Overall, this case study pushed me a lot and helped me to think beyond just connecting tools and really focus on process and decision-making. It was quite rewarding to see everything work together end-to-end.
I am very open to automation projects and practical use cases.
Pt2
For the second Zap, for each time that Calendly link was booked, a new folder with the client's name (3 folders - Intake, Resources and Sessions, were also created inside) was created in google drive. Then the client was sent a welcome email and it was also updated on the
Let me give you a solid project for your AI Automation portfolio if you don't have one..
===
Project:
Coaching Business: Intake-to-Onboarding Automation
Business Scenario: A business coach spends 3-4 hours daily on admin work: screening discovery call requests, sending calendar links, collecting intake forms, creating client folders, setting up recurring tasks. She's turning away clients because she's drowning in busywork.
Problem: Every new lead requires 8+ manual steps across multiple platforms. Information lives in her head, not her systems. She loses potential clients who don't hear back within 24 hours.
Solution: Automated qualification funnel starting with Typeform. Based on answers, leads are scored and routed differently: qualified leads get immediate Calendly link + welcome sequence, unqualified get resource packet, high-potential gets email notification to coach for personal outreach.
Once booked, auto-creates Google Drive folder structure, sends intake form, adds to CRM with tags, schedules follow-up tasks in ClickUp.
Key Tools: Typeform webhook, Calendly or Cal dot com, Google Drive API, Sheets/Airtable CRM, ClickUp, Gmail, AI for lead scoring..
Now paste this prompt below into chatgpt or Claude (I recommend cluade)
===
prompt:
I want to build the project below as a portfolio piece.
[copy the whole project above and paste here]
Give me:
- A realistic company background, data and scenario
- The complete workflow architecture
- A phase-by-phase build plan I can execute over 3-5 days
Treat this like a real client project with real constraints.
===
This project is a real one.. and will teach you a lot about business..
I'll also build this..
let me know if you'll join me..
Airtable base that the client was booked. Then 2 Clickup tasks for the coach were created to:
- Prepare for the first session
- follow up after session.
Then each client's details was saved on an airtable base with the appropriate tag.
The second Zap is going to be my next post which is on Booking & Onboarding.
Pt1
So I decided to try my hands on this case study, but instead using Zapier.
I actually had fun building this automation but it was a bit stressful. So let me breakdown my process.
So I broke the project into 2 phases or rather zaps:
- Zap 1 - Lead Intake & Qualification
Let me give you a solid project for your AI Automation portfolio if you don't have one..
===
Project:
Coaching Business: Intake-to-Onboarding Automation
Business Scenario: A business coach spends 3-4 hours daily on admin work: screening discovery call requests, sending calendar links, collecting intake forms, creating client folders, setting up recurring tasks. She's turning away clients because she's drowning in busywork.
Problem: Every new lead requires 8+ manual steps across multiple platforms. Information lives in her head, not her systems. She loses potential clients who don't hear back within 24 hours.
Solution: Automated qualification funnel starting with Typeform. Based on answers, leads are scored and routed differently: qualified leads get immediate Calendly link + welcome sequence, unqualified get resource packet, high-potential gets email notification to coach for personal outreach.
Once booked, auto-creates Google Drive folder structure, sends intake form, adds to CRM with tags, schedules follow-up tasks in ClickUp.
Key Tools: Typeform webhook, Calendly or Cal dot com, Google Drive API, Sheets/Airtable CRM, ClickUp, Gmail, AI for lead scoring..
Now paste this prompt below into chatgpt or Claude (I recommend cluade)
===
prompt:
I want to build the project below as a portfolio piece.
[copy the whole project above and paste here]
Give me:
- A realistic company background, data and scenario
- The complete workflow architecture
- A phase-by-phase build plan I can execute over 3-5 days
Treat this like a real client project with real constraints.
===
This project is a real one.. and will teach you a lot about business..
I'll also build this..
let me know if you'll join me..
Depending on the total score, each client was put into different categories: Unqualified <= 3, Qualified <=7, High Potential >=8.
Each client was either sent resources (unqualified), booking link (qualified) or an alert about their details was sent to the coach (high potential)
– Practical ops systems
– Lessons from social impact & digital work
– How teams and businesses can save time without complex tech
If you care about working smarter (not louder or harder), you will like it here.
Too much manual work slows teams & businesses down and costs time and money.
I am Courage, an AI Automation & Operations VA. I help teams cut manual work and run smarter systems using:
• Zapier
• Notion
• Airtable
This year, I am documenting:
– Real automation builds
This International Women’s Day, let's celebrate every woman who has dared to break barriers, challenge expectations, and create a future that reflects her true potential.
The world doesn’t get to decide your limits, you do.
PS: I designed all of them.
#IWD2025
Happy International Women's Day!
Women are powerful, we are innovators, we are leaders, we are change-makers. We are more than the roles assigned to us; we define our own paths.
Hello, I'm Aaron Jeremiah & I'm contestant in the Accesspreneur NYSC Business Plan Programme at Enugu State Camp sponsored by Access Bank Plc.
Please like & retweet this post to increase my chances of winning the competition. Thanks 🙏
#MyAccessBank#Access_more#Access
@nysc360 Please for those of us that revalidated the last time, but were not posted, are we to revalidate again? (Click on mobilization button - then on revalidation - and follow the steps through) or we should leave it?