What's Zap: Zapier x GSuite Workshop
MAKE SOME SERIOUSLY TIME-SAVING MAGIC WITH ZAPIER + GSUITE
Applicant Reviews with a Click:
When someone sends in an application form, just tick ☑️ the box for "accepted" or "rejected." The zap will take care of sending either their next steps (if they're accepted), or a personal note (if they're rejected).
Hands-Free Client Folders
When a new client signs on (congrats!), skip the ughhh now I have to onboard them phase. Let Zapier take care of everything from creating their client folders, to adding their onboarding documents in there, to sending it over!
Easy-Reference Intake Forms
When a new client or student fills in their intake form, let's make sure you have it handy. Have the zap send you a copy, and then, because no one finds anything in their inbox 😄 it'll add it the form to their client folder (the hands-free one we just made) and the link it into your master student database. Easy reference whenever you need it!
One-Step Project Submissions
Project all done and ready for turnover? Type in the project number into a form. That's it. The robots will find your draft on Google Docs, make a clean (aka no revision history) copy of it, and take care of emailing the finished product to client!
AND MORE!
GET INSIDE WHAT’S ZAP FOR $77
What Zapier plan will I need?
These are multi-step zaps, so you'll need at least their Starter plan (the lowest paid tier). It starts at $19.99/mo (billed annually, or $29.99 billed month to month).
Zapier has a 14-day free trial if you sign up for a new account!
What other apps do I need for the Zaps?
All the zaps will be using GSuite (Docs, Sheets, Drive, Forms, GMail). Extra automations discussed in the Q&A of the workshop involve Slack and SMS!
And a lot of the principles are transferable to apps you have (e.g. using ActiveCampaign ConvertKit instead of GMail. You’ll learn how each zap works and the why behind the tech, so you can take the ideas you learned here and tweak them!
Is this a live workshop?
It was! This is now the replay with everything we discussed in the workshop and all the activities.
Does it have templates?
Templates are an optional $47 upgrade — in case you’re more of the plug and play type!
Support
For any help or questions with the workshop, send us an email at support@heymikli.com, or DM me on Instagram at @heymikli
Refund policy
As this is a digital product that gives you instant access to the workshop and templates, this product is non-refundable. Know of course that you can ask us questions anytime!
MAKE SOME SERIOUSLY TIME-SAVING MAGIC WITH ZAPIER + GSUITE
Applicant Reviews with a Click:
When someone sends in an application form, just tick ☑️ the box for "accepted" or "rejected." The zap will take care of sending either their next steps (if they're accepted), or a personal note (if they're rejected).
Hands-Free Client Folders
When a new client signs on (congrats!), skip the ughhh now I have to onboard them phase. Let Zapier take care of everything from creating their client folders, to adding their onboarding documents in there, to sending it over!
Easy-Reference Intake Forms
When a new client or student fills in their intake form, let's make sure you have it handy. Have the zap send you a copy, and then, because no one finds anything in their inbox 😄 it'll add it the form to their client folder (the hands-free one we just made) and the link it into your master student database. Easy reference whenever you need it!
One-Step Project Submissions
Project all done and ready for turnover? Type in the project number into a form. That's it. The robots will find your draft on Google Docs, make a clean (aka no revision history) copy of it, and take care of emailing the finished product to client!
AND MORE!
GET INSIDE WHAT’S ZAP FOR $77
What Zapier plan will I need?
These are multi-step zaps, so you'll need at least their Starter plan (the lowest paid tier). It starts at $19.99/mo (billed annually, or $29.99 billed month to month).
Zapier has a 14-day free trial if you sign up for a new account!
What other apps do I need for the Zaps?
All the zaps will be using GSuite (Docs, Sheets, Drive, Forms, GMail). Extra automations discussed in the Q&A of the workshop involve Slack and SMS!
And a lot of the principles are transferable to apps you have (e.g. using ActiveCampaign ConvertKit instead of GMail. You’ll learn how each zap works and the why behind the tech, so you can take the ideas you learned here and tweak them!
Is this a live workshop?
It was! This is now the replay with everything we discussed in the workshop and all the activities.
Does it have templates?
Templates are an optional $47 upgrade — in case you’re more of the plug and play type!
Support
For any help or questions with the workshop, send us an email at support@heymikli.com, or DM me on Instagram at @heymikli
Refund policy
As this is a digital product that gives you instant access to the workshop and templates, this product is non-refundable. Know of course that you can ask us questions anytime!
MAKE SOME SERIOUSLY TIME-SAVING MAGIC WITH ZAPIER + GSUITE
Applicant Reviews with a Click:
When someone sends in an application form, just tick ☑️ the box for "accepted" or "rejected." The zap will take care of sending either their next steps (if they're accepted), or a personal note (if they're rejected).
Hands-Free Client Folders
When a new client signs on (congrats!), skip the ughhh now I have to onboard them phase. Let Zapier take care of everything from creating their client folders, to adding their onboarding documents in there, to sending it over!
Easy-Reference Intake Forms
When a new client or student fills in their intake form, let's make sure you have it handy. Have the zap send you a copy, and then, because no one finds anything in their inbox 😄 it'll add it the form to their client folder (the hands-free one we just made) and the link it into your master student database. Easy reference whenever you need it!
One-Step Project Submissions
Project all done and ready for turnover? Type in the project number into a form. That's it. The robots will find your draft on Google Docs, make a clean (aka no revision history) copy of it, and take care of emailing the finished product to client!
AND MORE!
GET INSIDE WHAT’S ZAP FOR $77
What Zapier plan will I need?
These are multi-step zaps, so you'll need at least their Starter plan (the lowest paid tier). It starts at $19.99/mo (billed annually, or $29.99 billed month to month).
Zapier has a 14-day free trial if you sign up for a new account!
What other apps do I need for the Zaps?
All the zaps will be using GSuite (Docs, Sheets, Drive, Forms, GMail). Extra automations discussed in the Q&A of the workshop involve Slack and SMS!
And a lot of the principles are transferable to apps you have (e.g. using ActiveCampaign ConvertKit instead of GMail. You’ll learn how each zap works and the why behind the tech, so you can take the ideas you learned here and tweak them!
Is this a live workshop?
It was! This is now the replay with everything we discussed in the workshop and all the activities.
Does it have templates?
Templates are an optional $47 upgrade — in case you’re more of the plug and play type!
Support
For any help or questions with the workshop, send us an email at support@heymikli.com, or DM me on Instagram at @heymikli
Refund policy
As this is a digital product that gives you instant access to the workshop and templates, this product is non-refundable. Know of course that you can ask us questions anytime!