Easy Guide to Business Automations for Beginners!
Let's build with Zapier and AI (100+ videos)📅 2023-08-30
Transcript
[00:00] welcome back to Corbin AI we do daily artificial intelligence videos for your personal and business life in today's video we're going to be showing you automations you can set up right away as a complete beginner for your business now typically on this channel we do a lot of videos when it comes to artificial intelligence and integrating that into your business for today's video we're going to show you some automations that don't have artificial intelligence and some automations that do so we have the best of both worlds if you're a complete beginner to zapier and automation stay tuned here as you're going to learn some pretty fundamental
[00:30] ones you can start integrating into your business now to streamline workflow and really expediate time when dealing with certain labor now with that being said make sure to like the video for the value we're about to give here we're going to be showing you some of the automations we use here at web Cafe AI but without further Ado let's go ahead and jump in here one thing I want to point out here is you know you might read it right off the bat right up there says last zapier tweet what does that mean I'm not sure when you're watching this video but today is the last day zapier will integrate natively with Twitter and essentially this is going to
[01:02] be the last zapier tweet ever done using the native integration of a uh Twitter we set it up so the timing is exactly when it deprecates pretty cool stuff here so check us out on Twitter without further Ado here let's go ahead and jump into our first automation that you should start using in your business right when you want to get started so I would say the first most fundamental automation you can start adding to your business has to do with maybe more service based businesses or businesses where you have templates set up and essentially you get a lead coming in so in this context we use webflow here on our backend you get a lead coming in for
[01:34] a service and then typically with depending on the type of lead you would respond with XYZ templates that best fits that leads needs so for this context if you're familiar here at webcaf AI when you fill out our form I'm going to show you that real quick fill out our form here it says which option best describes you and each one of these has its own Associated template that we found best is optimized for that potential lead here so for this specific context this is if a business were to reach out to our agency for services as you see here this is why we set up a
[02:05] filter so we're going to go ahead and say if the data field in this context would be that form submission part exactly matches business owner then we're going to go ahead and perceive this flow now in theory if it didn't match business owner then it would go ahead and alternatively use a different flow that you could set up in a different zap or set up as a pass from here we like setting up a delay by zapier to give a little bit of time so when an individual fills out a form it isn't instantly sent we have a 15 minute delay here and then the next step here that we have that you might be find interesting is that we essentially
[02:35] attach a file to our email so let's go ahead and show you the email here and let me give you a real quick tip when it comes to adding files to automatic emails when you attach files to automatic emails you've got to make sure that the underlying folder is available and accessible by anyone who has the link this is going to allow zapier to get access to it so for our guard Tech context here we essentially provide a lead PDF with our underlying email here so we go ahead and jump in here we're essentially going to find the file name here let me go ahead and change how this
[03:07] looks UI wise so we're going to go ahead and do find file do actions here and essentially put in the file name you could go by folder as well if you want to specify even further here and then essentially it'll find the underlying file that we want to deal with here now let's go ahead and jump over to the email where essentially we'll automatically send an email 15 minutes after the individual fills out our lead form I went ahead and just changed this individual's data here I modify the record so you know obviously we're protecting them and they don't have to have their information on the internet so from here essentially we
[03:38] went ahead and set the action put in the data of the email from the form here as you see here put in the email form here proceeding here we have a fixed text subject like we could a theory add a little bit of AI there if we wanted to and then right here we have our underlying individual's name from the lead form that essentially we grab from a form submission now this can apply to any of your backends we use webflow this could be Shopify this could be WordPress and so on they all integrate with zapier here and then from here once we do that we've set up our HTML if you don't know how to code into
[04:10] HTML I would suggest using something like chat gbt to help you out in this process and finally we have our signature associated with email and then we have that file that we found earlier in find file attached to it so when an individual leads or sends us an email through that lead form we're going to automatically send them all the relevant information we're going to send them a booking calendar link and so on pretty effective stuff for our first automation all right so the second automation you can start adding to your business right away is going to be a way of adding Google Tags tags if you run Google ads
[04:41] locally or as a business is a pretty powerful one so the context that you can use this is when you essentially get a trigger to associate with an event that essentially an individual provides an email or name now essentially what I mean by this is one of our platforms that we use here is kajabi this is where we provide a lot of our training material and one of the triggers that happens in kajabi is when an individual fills out one of our lead forms or is provided with some free material and they provide their email and name we are going to go ahead and grab that data here and for all future automations
[05:13] you'll see here I'm going to be using test data because obviously I want to protect people and then essentially when we do that we can set up an app and events here add contact to customer list with email go to actions here and then use your Google ads and put it in the customers list that you've Associated and provide the email so essentially what this does here is now we're going to be building up a automatic list that we can go ahead and Target later on in Google ads which is pretty powerful stuff and next question might be asking here okay so weapon if I don't use kajabi I use other other platforms then in your context go ahead and find how
[05:45] you're currently using your top of the funnel when two Source cold traffic what I mean by that is are do you currently have a landing page where you provided free pdf if you provide an email that's the trigger if you have other context where essentially someone signs up for your newsletter and you want to go ahead and put them into a automation like this individual provides email on your newsletter and now we're going to go ahead and add you to a contact customer list to Google ads that can be done as well purposes of this is to really help with your ad traffic when it comes to paid traffic and retargeting ads now the
[06:16] third automation that you should start using right off the bat in your business is a little bit unique a little bit Niche so I know in business sometimes you can set up lead forms that maybe are outdated but you still get leads in them or there might be a context where something happens within your business and there isn't a really a way that you get notified in regards to that so the context you're seeing here is this is one of our lead forms um that we used in the past we don't use currently but the thing is is that essentially this lead form that we created here with zapier interfaces uh
[06:48] sorry for the positive I thought I revealed so much data but essentially this lead form we created with zapier interfaces is the link still exists it's still out there in the internet so there's probably a couple of videos on this channel that uses this link rather than our new link but I need to get notified if someone uses their Old Link like that still so what you can do in whatever context that you typically get notifications we here use email is you can go ahead and send yourself an email so for us we can go ahead and just say send email and then come down here that's our main account
[07:18] so we're gonna see who we're gonna send it to we're gonna send it to ourselves and then essentially what I like to do here is just get the subject line give context of where this notification is coming from for us it'd be old lead form message and then that notifies me okay so maybe I gotta go ahead go ahead and check the old lead form here see who left some information and go ahead and contact them this could be used in any context this trigger here could be a slack Channel any CRM that you're currently using within your operations use this as you will I just found this useful in my certain context where essentially I need to get notified about stuff that isn't readily obvious to me
[07:52] on a day-to-day operation I don't want to go out of my way and check this old lead form and stuff of that nature number four automation that you can start using in your business and this is all contextual on the software that you currently use for your business business is when you get submissions from your main website sending them off to a potential newsletter or email list in this context is very valuable so for us our main newsletter runs on the back end of kajabi as you see here but your newsletter might be cavio MailChimp or whatever the context may be I'm gonna go
[08:22] ahead and edit this app so we can kind of see a better structuring of this so obviously when an individual fills out a certain form on our website after the pause again just making sure that I'm not using anyone's data or showcasing anyone's data here we're going to go ahead and use a guide their email from that underlying form submission here and then for us we can go ahead and push it forward to whatever our trigger is in order to subscribe someone to a newsletter so for this specific context what you're seeing here let me show you what it looks like in the front end so if you come to our website here and you
[08:54] go to our resources and if you want to go to gbt you know get some free prompts on how to use chat gbt and an individual is reading one of these AI article Generations if the individual leaves their email here that is what's going to trigger that flow due to the fact that we need to essentially grab the data from there send it to our real newsletter as our newsletter isn't built on the back end of webflow and I don't think it's possible to build a newsletter in the back end of webflow so this is a useful tool to use in the context of sending data from one of your
[09:25] form submissions where the two different uh you know where you do your newsletters where is different where you collect the form submission if that makes sense to connect Both Worlds all right so number five important automation you can start using within your back end is going to be a repurposing of content so in this context we are using an AI blog here so if you're not familiar at all gbt of any context when it comes to automation you can check out one of our full in-depth videos uh in our channel here but from here as you see here essentially the purpose of this is when we get a
[09:56] Instagram post we're going to essentially grab that Instagram post and push it as a Pinterest post let's go ahead and dive a little deeper here we're gonna say New Media posted to account foreign get the relevant data associated with that I'm going to go ahead and format this so what we did in our context here is we wanted to split the text and you might be asking yourself what does split text even mean essentially we wanted to split the test text so we can go ahead and separate the different blocks so we have the you know initial caption here then we have the hashtags more hashtags
[10:28] you know really uh make it so that the data isn't just one big block of that here's everything associated with the caption we're going to go ahead and separate it into multiple blocks that we can grab upon and if that doesn't make sense you'll see it right here essentially we're going to use a conversation with chat gbt then we're going to say based off this caption provide all of the relevant context here generate and SEO optimize Pinterest title 3 to 10 words Max come over here and then we'll get our Title Here floating book Island skybound literary Adventures we do more of like AI image Art on our Instagram then we're
[11:00] gonna go ahead and create a pin here go to actions and essentially as you see here we can grab our board we're gonna grab the underlying image from Instagram here so just simply click there and then we're gonna go ahead and provide a link that's gonna be a link tree and then as you see here these are the formatted blocks that we had grabbed earlier so we're going to be using hashtags in this context here so we're gonna have the title with Pinterest and then these are the formatted blocks to clarify even further this is better than me grabbing just the straight caption here because as you'll see look how much information
[11:30] that is we don't want all that information we just want to have we want to select our information in order to do so we'll go ahead and select it and itemize it by doing output one coming down here to iport 8 providing that relevant information and good to go so now when a Instagram post occurs we're going to automatically send it to Pinterest with an AI generated title and the relevant information now at one point I want to point out before we move on to automation number six is that this flow can be applied to anything so in theory I could say new Pinterest posts create an Instagram post I can say
[12:01] Instagram posts go to Facebook and so on you can really use this in context of repurposing content for other social media platforms automatically uh this obviously really saves on time because no one wants to go out of the way and post the same thing on Instagram to Pinterest and you know the time and labor associated with that all right this is number six this is kind of a bonus one I think this would be pretty cool for people to understand that you can do this in automation but essentially let's say you have for this context we're using Cynthia Cynthia ai's uh AI um AI Generation video software
[12:32] but in this context it says shorts ready but in theory this could be YouTube Ready this could be Google Drive upload and essentially what I mean by that essentially is you know we're grabbing a video file let's go ahead and hit edit here and show you the whole process of what's incurring here so essentially the purpose of this flow right here and this might help someone really out so this helps you out make sure you like the video for the value here is we're going to grab a 9x16 video the landscape version of a video and we're going to make it 16 by nine automatically in order to do so essentially you would
[13:02] grab the underlying file we're dealing with here as the trigger and we're going to use a software called credomate Credo mate is going to allow us to create a single render of that in a different format in order to do so you're going to go ahead and make sure you basically build the template out in Credo mate it's one of these standard ones where essentially we just have it so we're going to crop and resize the video to 9 to 16 and then you would provide the template which is one of the ones that they already provide on their platform and from there what we did in this context is we provided a title using gbt
[13:33] here to create the shorts title so for us we went ahead and grabbed the underlying videos name and we repurposed it and changed it into a shorts title that we could use and as as you see we come down here it's using the data or the name of the file as context of what the name for the YouTube shorts title should be and is providing an output like Master business consulting which igbt tutorial then you show those little quotation marks would come down here you can remove them with this by replace and then we can finally just automatically upload that video to YouTube or any other platform that you
[14:04] want to another one number seven so this one's gonna be more specific if you use the API of strike this could also be done with PayPal now the context this can apply to is plenty of things so for this context this has to do with a subscription service we offer here with bot brew and twenty dollars a month essentially what this does and this flow does is when an individual is past you on their payments we're going to send an email and we're going to remove them if they do not pay up within x amount of time the context this may apply to your business is maybe if a playmate a
[14:35] payment fails you can say up at the notification to your email you can also set up a follow-up email automatically and so on so let's go to walk through this to really understand what's going on here essentially for us is when a failed payment incurs essentially we'll grab the data there and for us the way we filter it is that the amount we charge for the underlying service here is 20 a month so we go ahead and grab the amount variable found in that fail payment and say has to exactly match 20 in order to continue the flow this is to ensure that if an individual fails payment on a different type of
[15:05] subscription service or an invoice we don't go ahead and proceed the same flow here therefore because we know that we're dealing with the exact Subscription Service of Bob Brew we can go ahead and send up a personalized email right away so we're going to say send email and say send email sorry I had to change the data again I hit uh action here and as you see here we're going to put the two to the customer's email here coming down here we have the individual's name that we have within the receipts here provide the relevant information in regards to like hey looks like there was an unsuccessful charge
[15:38] um you know we're gonna give you 72 hours to either give the correct payment information or we'll have to remove you from the service and this sends automatically so once that happens we give a delay of around three days so we can do three days and then we go ahead and proceed by finding that underlying subscription with that individual by essentially putting in the payment ID here so we're going to hit actions here and as you see we can do the customer ID and then from there we can go ahead and say only continue if hit continue and if the status contains past due so if that
[16:09] record of that subscription has the variable of pass due then we are going to essentially continue this flow now in context if that record had the variable of active we would stop the full here it's active payment goes through don't have to worry about it then finally the last step here is setting up an API request and essentially the leading the individual who is subscribed not familiar with API we did a whole video showing you how to use jgbt with API documentation to help you even if you're a complete beginner here but this was
[16:39] pretty easy essentially all what I needed to do was set up an HTTP method delete provide the link and then it would just delete the underlying individual this is a little bit more complex than it probably should have been in this video but I felt like this is pretty powerful due to the fact that you know a lot of people use stripe a lot of people will use PayPal and there's a lot of financial stuff um that you have to automate or you can automate that maybe you don't realize you can which brings us to automation number eight this is an example of essentially someone either pays for an invoice gets a subscription setting them up a follow-up email to welcome them so
[17:11] we got new subscription from stripe here only continue with and this is my way of identifying these specific service being offered here because a lot of times it's you know you have very specific fees for us is the 20 item price uh item plan amount is 20 here for me this is just creating a new user in the back end of user interfaces for the purposes of the platform that they're subscribing to and then perfectly we can go ahead and send them an email as you see we got to the email and then coming down here we have the fixed text of the subject line and then the underlying HTML associated with
[17:44] the service they're getting offered and will automatically send that so I don't have to do anything when an individual subscribes to this specific service we get automatic emails so the last one is going to be a bonus one here essentially I want to show you a platform that you may want to start using in your business when it comes to social media content and that specific platform is Banner bear so in this specific context essentially what we're doing is we're making a randomized prompt to create an AI image and then we're using Banner bear to essentially send that image to and create a template out of I'm not at all sponsored by Banner bear and if
[18:15] there is a link for Banner bear down there it'll probably be an affiliate link so there's your disclaimer but essentially I wanted to give you this bonus one real quick because of the fact that benefit is pretty powerful I want you to think of banner bear like the canva of API and what I mean by that essentially is as you know with canva right now if you wanted something designed you'd have to either hire a freelancer or you would do it yourself or you'd contract it or you'd have an employee in this context think of this as the software we're freelancer where as you see here we can change the underlying text the underlying image the underlying format of the image and
[18:48] everything associated with design using Banner bear and what this means for us essentially is we can really start automating a lot of our social media content to the point where maybe all we want to do is provide an Instagram post every Monday Wednesday Friday and have a preset template and branding style of our business you can use Vander bear for that you can upload images of that we do a pretty in-depth video I think it's like 30 minutes long video on band aware so if you want to check that out you can check that out on this channel just want to give this one last bonus one here but in all these are some of the main
[19:19] automations that you should start looking towards when building out or starting Automation in your business I feel like you learned something make sure to like the video it's completely free and it helps us here at Corbin AI if you want to learn more about artificial intelligence and Automation and how to start integrating that into your business's back-end I'm going to link a playlist here at the end where essentially we're diving into a bunch of different platforms that exist now and these are like 30 minute plus videos so you're gonna get the whole 10 yards everything you need to know about the software and the platform what it can do and even if it's a right fit for your
[19:51] company as you know that's a pretty important indicator you want to even entertain something um and you know you can watch these in and out and see which one fits best for your business without further Ado make sure to subscribe if you want daily artificial intelligence content we do a lot of stuff when it comes to business a lot of stuff when it comes to your personal life overall our ways of approaching artificial intelligence is pragmatic value we don't want to waste your time I mean that's why you saw a very limited editing in this video uh in the sense of like you didn't see like like text everywhere slides I'm gonna just show you a random b-roll of like
[20:22] code or show you a random b-roll if robots no that's not really the style of this channel this style this channel is very I'm here not to waste your time I'm here to give you value so without further Ado I'll see you in the next video thanks for tuning in and yes surprise I'm an AI Avatar make sure to explore more here at web Cafe where we demystify AI for your personal and business life until next time foreign