Courage Umunna | AI Automation & Ops VA

I help teams save time & cut manual work with smarter workflows |
Zapier • Notion • Airtable |
Sharing builds & lessons

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

@RealBuharii @EemanBintSulaym @ObadofinTemi Thank you

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

@TrueTorontoGirl This is what I do, and I would genuinely love to support you.

[Nathaniel Bassey @nathanielblow]

#HallelujahChallenge
Let’s retweet until retweet is tired 😂

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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.

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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

[Elewachi | AI Automation Engineer ⭐ @elewachii]

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..

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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.

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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.

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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

[Elewachi | AI Automation Engineer ⭐ @elewachii]

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..

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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)

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

– 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.

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

@elewachii Yessss

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

Happy New Year 🎊❤️

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

@Ajelion1 @Webfalainitiat1 Accountability is for all of us. Let's track it.

[YoungHoon Kim @yhbryankimiq]

The Bible is the answer to every problem you have.

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

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.

[Enna @ennadraws66]

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

[Courage Umunna | AI Automation & Ops VA @SoftDevChi]

@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?