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Hi, I'm Danica Martin đź‘‹

Workflow Automation Specialist

I help businesses save time, reduce manual work, and achieve faster growth through smart automation, CRM design & workflows, and effective SEO.

Let’s discuss your goals and identify the highest-impact automations for your CRM and funnel.

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Select To See Other Works For: GohHighLevel | Salesforce | Make.com 

Zapier Automation

Zapier - Asana CRM Automation Stages

Click the title to see a video overview of this workflow.

Asana Automation

Automates your CRM pipeline using Asana, Zapier, Gmail, Google Drive, and Sheets.

When a task moves sections (Ready to Start, No Response, Quoted, Approved, Paid & Closed), the flow branches to create client folders, add subtasks, log results, send follow-ups/welcome emails, detect the right service tier (Beginner/Apprentice/Expert).

It removes repetitive admin, prevents missed follow-ups, and keeps assets organized so sales-to-delivery handoffs are fast and consistent.

  • Always-on follow-ups and onboarding

  • Standardized steps per stage/tier

  • Centralized files and logs for visibility

We can add more or call another zap inside this zap if we want to do more process.

Description
asana in zapier automation

Zapier - Repurposing Content of mp3 or mp4 file

Click the title to see a video overview of this workflow.

Content Repurposing

Turns a single audio/video file into ready-to-publish assets. When an MP3/MP4 is added to Google Drive, the zap transcribes it, drafts two blog titles and posts with AI, generates an image, compiles everything in a Google Doc, then prepares share updates for LinkedIn and Instagram (and emails you a copy).

It removes copy-paste work, speeds up publishing, and keeps messaging consistent across channels.

  • Source: Google Drive upload → auto-run

  • Output: 2 blog drafts + image in Google Docs

  • Distribution: email review + social posts (LinkedIn/Instagram)

This can be tailored for your brand voice, approval steps, captions, scheduling, or extra channels.

Description

Zapier - Scheduled Follow-Up Automation for Unresponsive Leads

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Scheduled Follow-Up Automation

Runs on a schedule (e.g., daily) to check Asana project/section for leads that haven’t replied.

It loops through tasks, filters against rules (overdue / no-response), then branches: either just update the task, or stamp the next follow-up date, increment a follow-up counter, update Asana, and send a Gmail, so no lead goes cold.

  • Scheduled scans, no manual checking

  • Auto-updates Asana fields (date, count) for clear history

  • Sends consistent follow-up emails at the right time

This can be customized more depends on the business wants like timing, filters, email copy, owners, plus extra channels (SMS/Slack).

Description
scheduled automation in zapier

Zapier - Welcome Email Automation

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Welcome Email

When an Asana task is moved into a specific section (here it moves for ready to start section), then this zap finds the task, formats key details (email, assignee, link), and sends a Gmail message to the them to welcome them on the group with next steps.

It removes manual emailing and prevents handoff delays.

  • Instant, rules-based email on task movement

  • Consistent message template every time

We can add more into this like sending an internal notification or include the contracts.

Description

Zapier - Send Order

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Send Order

When a WooCommerce  or if we update a google sheet to add a order, it looks up the SKU/supplier in Google Sheets, texts the supplier via Twilio with order details, and logs the order to a sheet (order ID, SKU, quantity, supplier, timestamp).

I use googlesheet here to simulate the process but we can connect your Ecommerce to do the same thing.

Description

Zapier - Tracking Supplier

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Supplier Tracking

This is related to Send Order Zap, but this is for supplier google sheet to have a tracking updates.

When that sheet row is added/updated (e.g., supplier adds a tracking number or status), Zapier then sends a tracking email to the customer (and/or your team).

Simple but it will makes your process easier and you can make this more customize.

Description

GoHighLevel Automation

Getting Facebook Lead

Click the title to see a video overview of this workflow.

Captures Facebook Lead

When they submit the form we created on Facebook it is then being passed to GHL and can be turns into contact then opportunities.

This automation works when a form is submitted, it sends an instant thank-you/next-steps email, creates & links the Opportunity, alerts your team for fast follow-up, and tags the lead for clean tracking. This removes manual data entry, shortens response time, and prevents loss leads, to aim more inquiries convert.

  • Auto-reply with booking link or offer

  • Create Opportunity in the right pipeline/stage

  • Team alert (email/SMS/Slack) with lead details

  • Apply source/campaign tags for reporting & nurture

We can add more or customized this based on how your business works.

Description

Appointment Reminders w/ Reschedile and Cancelling Included

Click the title to see a video overview of this workflow.

Appointment Reminders

Automates pre-appointment outreach and response handling. When an appointment is created or its status changes, the workflow tags the contact, sends SMS reminders, waits for replies, and branches:

Confirm → mark confirmed + notify team.

Reschedule → send one-time scheduling link + alert staff

Cancel/No-show → update status, remove tags, and optionally clean up the record. Timeouts trigger internal notifications so no one is missed.

  • Cuts no-shows and last-minute cancellations

  • Speeds up rescheduling without back-and-forth

  • Keeps your team informed in real time

This build can be expanded in many ways like email steps, stricter retry logic, custom tags/stages, language variants, and more to fit your process.

Description
appointment reminders in go high level

Order Reminders - Abandoned

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Order Reminders (Abandoned Checkout)

When a checkout is abandoned, this workflow sends an immediate SMS with a link, waits, checks if the cart is still not empty, then branches.

If not recovered, it sends a second timed SMS then when a cart total exists and payment still isn’t made, it sends a final SMS followed by an email.

The goal is to closes revenue leaks without manual chasing and keeps follow-ups polite and timely.

  • Trigger on abandonment

  • Smart checks (cart still open / cart value)

  • Staggered reminders: SMS → SMS → Email

We can customize with coupons, high-value segments, frequency caps, languages, and CRM tagging.

Description

Opportunity Stage Automation

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Opportunity Stage

Whenever an opportunity is  created or pipeline stage changed. Applies/removes tags, creates a task, generates a one-time booking link, emails the client, updates the opportunity, and sends internal notifications.

  • Standardized actions per stage

  • Faster responses and clear team alerts

Description

Simple Payment Course Automation

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Payment Course

When Payment Received, automatically grants course/offer access and notifies the team. Instant fulfillment with zero manual steps.

  • Immediate enrollment

  • Clear internal visibility

Description

Simple Newly Sign Up Course Automation

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New SignUp

On New Signup, sends a friendly welcome email with next steps (e.g., login/booking/info). Simple, reliable first touch to feel connected to the enrollees.

Description

Salesforce

Assign Lead After Pardot Engagement

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Assignment Lead

Record-triggered on Lead (on update).

The flow checks a bypass switch, then evaluates whether routing-relevant fields from Account Engagement/Pardot changed. If yes, it flips a Trigger LAR checkbox to re-run the Lead Assignment Rules, ensuring the lead is re-owned by the correct rep/queue.

This helps to automatically assign to sales rep.

Description

Email Sent for different User

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Email Automation

Sends the right RMA email automatically when a Case is created/updated.

The flow checks case type/status (Repair, Support Pending Receipt, Completed, Closed, etc.) and fires the matching email template.

So the reps will get a clear message on the next steps..

  • Consistent messaging and faster replies

  • Less manual typing, fewer mistakes

Description

Lead Follow Up after
3 Days

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Lead Follow Up

Runs daily, finds leads that have stayed in the same status for 3 business days, then loops through them to send a follow-up email and log a task.

  • Prevents missed opportunities.

  • First escaltion without manual checks.

Description

Order - Upon Account Change

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Order Received

When an Account is updated, the flow checks if CS or BDM changed. If yes, it fetches all open Orders, loops through them, and updates each order with the new owner fields, keeping delivery and communication aligned without manual edits.

  • Prevents orders from pointing to the wrong rep

  • Ensures timely handoffs and accurate reporting/commissions

  • Reduces bulk-update admin work

Description

Lead - Optimized
Process

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Lead Oprtimized Process

Consolidates multiple Lead automations into one optimized flow to reduce conflicts and duplicates.

Handles key rules (field checks, routing, dedupe triggers, updates) in a single workflow.

  • Fewer duplicates easier maintenance.

  • Clearer audit trail and faster performance.

 
 
Description

Make.com formerly (Integromat)

Gmail Integration

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Gmail Integration

In this scenario whenever a certain email like a leads or order then we are using chatGpt to make some api calls to customized a respond then this will be generated as files like pdf then be uploaded to Google Drive.

After Uploading to Google drive the link will be attached in Google sheets and it will send a confirmation to our gmail that the processed is done.

Note: Dry Run - Actions disabled

Description

Contractor Onboarding

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Contractor Onboarding

Watches Zoho CRM for a new/updated contractor, sends a welcome email, issues a DocuSign agreement, then updates the contact, creates/updates onboarding tasks, and sends a confirmation via Gmail.

  • Faster start dates and consistent onboarding steps

Note: Dry Run - Actions disabled

Description

Export Account
Transaction

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Export Account Transactions

When a related Asana task is completed, the scenario calls the Xero API, routes the data:

(1) iterates transactions to add the data in google sheet.

(2) It compiles a report, attaches it back to the Asana task, then clears the sheet for the next run.

  • Clean record for ops/accounting and easy sharing.

Note: Dry Run - Actions disabled.

Description

Team up, 🤝
make work feel easier.

Have a project in mind?
I connect forms, CRMs, and calendars so leads, tasks, and messages flow automatically from capture to follow-up.

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