Nmesomachi Miriam Kanu

Workflow Automation Project with Zapier Project: Tobby Tech Solutions has launched a beta access sign-up form to collect interest in its new AI-driven reporting tool. The internal operations team needs an automated system that captures form responses and immediately triggers welcome emails, CRM updates, and task creation. As the operations assistant, I had to design, simulate, and document a system that does the following: • Collects beta user sign-ups using Google Forms. • Stores entries in a live database or CRM • Sends automatic welcome emails • Creates internal follow-up tasks My task was to: Design and simulate an automated multi-tool workflow using Zapier + Google Forms to move data seamlessly across your tool stack. 1. Create a Google Form for Beta Access Set up a Google Form titled: AI Tool – Beta Access Request Collect the following fields: First Name, Last Name, Phone Number, Company Name, Work Email, Job Title, Why do you want early access? Then link the form to a Google Sheet automatically for tracking responses. The Google form I created is seen below: The responses from the Google Form are linked to a Google Sheet: 2. Design a Zapier Automation Flow Use Zapier to automate the following 3 actions (in the same or separate Zaps): Action 1: Send a personalised welcome email (via Gmail or Email by Zapier). Subject: Welcome to Tobby Tech’s Beta Access 🎉 Include: Confirmation of request and estimated review time Action 2: Add new responses as records in HubSpot. Track fields like Name, Email, Job Title, Company, Date of Submission, and Status. Action 3: Create a new task, ticket or card in Hubspot, Trello, Asana, ClickUp, or Monday.com, So I created a task in Trello: Emails were sent, CRM/database records created and tasks appeared in my task manager.