Maven Web Site Relevancy Review – Client Notification Automation

TL;DR.

Maven X showcases its efficiency in managing bi-annual site relevancy reports. The automation streamlines report delivery while ensuring accuracy and client engagement. This initiative not only alleviates manual effort but also improves client satisfaction and strengthens service reliability. Explore tailored automation solutions with Maven X.

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Script Content

Introduction.

Hi, I’m Noah from Maven X. In this video we’ll see how Maven X uses automation to manage and send bi-annual site relevancy reports to our clients efficiently. This automation goes hand in hand with our other automation, Maven Web Site Relevancy Review – Maven X Notification.

This is part of our business automation series, where we showcase how automation has helped Maven X streamline operations, drive growth, and ensure precision. As you watch, consider how automation can save your business time, eliminate repetitive tasks, and enhance accuracy, ultimately boosting your productivity.

Problem Statement.

One of the challenges we face with most of our services is timely engagement for recurring work. In the case of our Maven Web Site Relevancy service, it includes the manual distribution of client reports, which can be time-consuming and prone to errors. Managing these processes efficiently is crucial for maintaining strong client relationships, ensuring timely communication, and keeping up with client service commitments.

High Level Explanation.

That’s why we created our Maven Web Site Relevancy Review – Client Notification automation. This solution ensures that each bi-annual site relevancy report is prepared and delivered to the right client with minimal manual intervention.

Demonstration.

Now let’s see how the automation works:

1. Custom Webhook Trigger: The automation begins when a custom webhook is triggered, signaling that a site relevancy report is ready to be sent. This is done within our Airtable base where we manage the sites and site relevancy details. Once the report is ready to be sent to the client, the team member clicks a button that triggers the automation.
2. Retrieve Client Information from Airtable: The automation pulls the relevant client and report details from Airtable.
3. Download Report File: The report file is downloaded from Airtable.
4. Create Email Draft in Gmail: A draft email is generated in Gmail, addressed to the site owner, with the report attached and key highlights included in the email body. The reason this doesn’t send immediately is that we add custom highlights to the report ensuring that the client can quickly glance at the email and be assured that their website is still performing efficiently.
5. Send Slack Notification: A message is sent to the team via Slack, notifying them that the report email draft is ready for review and to add the remaining information to send the email.
6. Update Airtable Record: The report status in Airtable is updated to ‘Delivered,’ and the delivery date is logged.

Benefits Recap.

By automating this process, we gain a few benefits like:

• Accuracy: Automated data retrieval ensures that each report is sent to the correct client with the appropriate details.
• Consistency: Ensures every client receives their report on schedule, maintaining a high level of service and reliability.
• Visibility: Slack notifications keep the team informed about report deliveries, ensuring that everyone is aware of the status.
• Enhanced Client Experience: Clients receive timely and well-prepared reports, enhancing their satisfaction and trust in our services. Not only that, we are fulfilling our service delivery items to the client effectively and efficiently.

Maven X Services & AI Automation Assessment.

At Maven X, we specialize in crafting custom automations to meet your business needs. If you’re interested in automating your business, check out our free Client Automation Assessment tool. This tool allows you to input your specific challenges and goals, and our AI generates tailored automation solutions for your business. It’s the perfect starting point to explore how automation can enhance your efficiency and success.

If any of the suggested automations are what you’re looking for, or if your automation is more complex, reach out to us at [email protected] to speak with our automation experts.

Closing.

Thank you for watching! We hope this video has inspired you to consider the benefits of automation for your business. Be sure to check out our other videos for more automation solutions and success stories.

Ready to take the next step? Visit our website in the description to try the Client Automation Assessment tool and discover the perfect automation for your needs and to contact us.

Until next time, happy automating!