Getting Started with Airtable, Make.com & AI | Client Management Automation Suite

Streamline your client onboarding, task management, and proposal generation with this all-in-one automation system! Designed for agencies, consultants, and freelancers, this toolkit saves hours of manual work by automating research, proposal creation, Slack channel setup, file organization, and more.

What’s Included:
✅ 4 Ready-to-Use Make.com Templates

• Lead Research Automation: Auto-generate company/contact research using AI (Perplexity/ChatGPT).
• Proposal Generator: Turn meeting notes into polished Google Doc proposals in seconds.
• Slack Channel Creator: Automatically create client-specific Slack channels.
• Client Folder Setup: Organize proposals and files in Google Drive with one click.

✅ Airtable Base (Fully Cloneable)

• Pre-built tables for Clients, Tasks, Meetings, Employees, and Automation Logs.
• Custom views for tracking leads, proposals, and onboarding stages.

✅ Google Doc Proposal Template

• Plug-and-play template with placeholders for AI-generated content.

How It Works:

1. Capture Leads: Submit a form → Auto-schedule meetings and trigger AI-powered research.
2. Generate Proposals: Click a button in Airtable → AI drafts a proposal in Google Docs.
3. Onboard Clients: Move to "Onboarding" → Auto-create Slack channels and organize files.

Perfect For:

• Teams tired of manual client management.
• Businesses scaling their processes with automation.
• Anyone who wants to impress clients with speedy, professional workflows.

What You’ll Need:

• Airtable, Make.com, Google Workspace, and Slack accounts (free tiers work!).

Watch the Demo Video (Video Walkthrough) to see the system in action!

ProcessBlueprint.AI