Easily Automate Business Tasks - No-Code Automation Course PDF

Easily Automate Business Tasks – No-Code Automation Course Transcribed by TurboScribe.ai. Go Unlimited to remove this message. Learn how to effectively use automation to streamline your tasks, both for business and personally. Popular creator in FreeCodeCamp.org, team member Anya Kubo created this...

Easily Automate Business Tasks – No-Code Automation Course Transcribed by TurboScribe.ai. Go Unlimited to remove this message. Learn how to effectively use automation to streamline your tasks, both for business and personally. Popular creator in FreeCodeCamp.org, team member Anya Kubo created this course. It covers a bunch of use cases and examples, including AI-enhanced email automation, automating task management, automating lead management, and way more. You'll do it all with Make, who provided a grant to make this course possible. Have you ever wanted to learn how to automate tasks in your business so that you can free up time to take on the bigger challenges? My name is Anya Kubo, and I'm a software developer as well as course creator here on FreeCodeCamp as well as on my own channel, and I'm gonna be your guide today into learning all about automation and how to do so. Now, usually you might see coding tutorials from me, but this course is for everyone, meaning that no code will be required. This makes this course perfect for anyone from founders, marketers, sales reps, or operational gurus. I'll be showing you how to make automation pipelines, ranging from simple to advanced. We will also have all of these application integrations to our disposal. So as you can see, there's a lot. And if you have your own app, you can also hook it up as well. For the purpose of this course, we will focus on a variety of verticals to try to cover as many interests of users as possible. In fact, here's a breakdown of what we will be building in this course. So first off, I'm just gonna start with the introduction in which I'm gonna introduce you to make.com, which is where the no code automation tool that we will be using lives. After getting to grips with it through a short tutorial, I will then move on into talking about lead management automation. In this section, I will start off with a use case for this automation so that you can get to grips with what you can do with it. After understanding how lead management automation can be useful for you or your company, I will then go into building our first automation pipeline, which is a basic one that will essentially take your Facebook leads from a Facebook advert and put them into a Google Sheet for you. Next, we will move on to a more advanced automation pipeline in which we will collect contacts that have come to you from a form on your company website. We will then take the lead's email, analyze the domain it came from through a company called Clearbit, which will give us information about the domain name. So for example, if bobby at google.com is messaging you from his work email, we know that he works at Google. And Clearbit will allow us to get all this information about Google that will be useful to us. After getting this information, we will move on to put this in a CRM system and filter it based on the cloud score of the company itself. And as a bonus, we'll send a message to Slack to all our colleagues to let us know that a new lead has come in. After that, we'll move on to look at e-commerce automation, starting off once again with a use case for this and leading into building an automation pipeline. This one will take on the premise of you being a property company and having loads and loads of properties in a Google Sheet and using chat GPT to essentially create a description of all of your properties that you can use online. We will also add extra information about the property and its whereabouts, thanks to providing the exact location of the property so that we can also include familiar landmarks and metro stations in the vicinity. Next, we will look at a ticketing and barcode automation, which will use the barcode app from make.com so that you can essentially, once again, use a Google spreadsheet of all the tickets that you sold and generate individual barcodes for them, which we will then stick into a template made on Google Docs, so you can automatically create a unique ticket with a barcode for all of your ticket purchases. After this, we will move on to an in-house automation. So far, we've been creating automations that help us either get new clients or work with existing clients outside of our company. Well, I'm gonna show you how to create an automation that will help you deal with the admin internally, too. So for this example, I'm gonna show you how you can automatically create Google Calendar events from Trello, as well as go into a use case for why this might be useful. And finally, we will end with an automation that delves more into AI. This is a fantastic one. I don't wanna reveal too much, but essentially, it's gonna use ChatGPT, or in other words, the OpenAI API, in order to produce unique and very real responses to emails of a certain category, okay? So make sure to stay tuned for that one at the end. We will be doing so using mate.com as our no-code automation tool in order to build out our automation pipelines. To follow along with this tutorial, you can use the link in the video description below to create a mate.com account with a higher level of access than normal. Just go ahead and click on it now, and let's get going. So what are we waiting for? Let's do it. First off, I'm gonna show you how to get started with the automation tool that we'll be using today. Okay, so we're gonna start off on the mate.com website, and we're gonna get started for free. So just go ahead and click here. You won't be asked for any payment. And I'm just gonna choose to sign up with Google. You can, of course, choose to sign up however you wish. There's an option to sign in with Facebook, GitHub, and, of course, just using your name and email. So there you go. Just choose the one you prefer. Agree to the terms of service. This part is optional. You can choose to sign up to notifications and emails if you wish about the latest. And I'm just going to sign up for free after checking that I am not a robot. And there we go. So great. First off, I'm just gonna select the role which best describes me. I'm gonna choose development and engineering. And then what do I want to automate? Well, we're gonna be automating a bunch of things. However, we are gonna start with lead management first. So I'm just gonna select that one. And let's start with having no experience at all. The company size is just me. And then I'm just gonna select YouTube as the way I heard this. And great. So now let's get started. So here we are. We are now on the dashboard that's gonna allow us to create a lot of scenarios in regards to automations and allow us to run them. You can, of course, upgrade if you wish. Our current plan is the free plan. It will just allow us to have more operations, build more apps, have an unlimited number of scenarios, 40 minutes of scenario execution time. We can also increase the file size that we work with, and then also have access to 300 API endpoints as well. It's only $9 a month. So please go ahead and sign up to that one if you want. Or you even have the pro version, which elaborates on the plan before, as well as the team version, also enterprise version as well. So those are the options you have. Like I said, we are gonna be working with the free package. Don't worry, we won't go over the maximum amount of active scenarios that we're going to build. Great. So let's go back. We currently have no active scenarios. However, we are going to build them out, and we're gonna do so soon. We are also able to create a team. So I'm not gonna be doing this for this tutorial, but when you grow your organization so that you add more team members, you would create a team first, and then you can also add users to that. So like I said, I'm the only user here at the moment. You can invite other users to your organization, but that is something that we will not be doing in this course. Wonderful. Let's continue now. Let's create our first scenario. And to do that, we can actually click this button right here. And here we are. We are now ready to create our first scenario. When working for yourself or a small to medium-sized business, automating the first interaction to a potential customer or client can be a huge resource saver. By this, I imagine Stella and her team are looking to spread the word about a new tool that is useful to software developers. She advertises on Facebook or LinkedIn to collect leads to see who is actually interested in the tool. Stella can then automate a message or even a custom message if she wants to the hundreds and hundreds of leads. Or even a chat GPT write them for her. This would happen in seconds as opposed to days if she chose to type out the messages herself. And not only that, she can automate the admin for organizing these companies within our company too. Whether she is using Google Sheets or a CRM like HubSpot, there is so, so much more she can do. I'm gonna show you a few of these things now. Okay, so let's get building. Facebook leads ads are one of the most popular and important ad products that companies can lean on today. By leveraging the mobile friendliness and advanced targeting features Facebook leads ads provide, both small businesses and large companies can connect with their audiences to give them the information they want and generate qualified leads all at once. Facebook leads are called through forms. So form submissions on Facebook, and in order to get those, we're gonna have to actually create that form on Facebook through their ads account, with an active campaign driving our audience to the lead forms. Let's have a go at doing that now. So all I'm gonna do is head over to the ads account, so ads manager account for my business account. It should be under the URL adsmanager.facebook.com, ads manager, okay? And if you hit enter, it should take you to the full thing. Now I'm just gonna create a campaign and it's gonna be for leads, and I'm just gonna click continue, okay? So here we go, we have a new leads campaign. I can choose what this will advertise. As I run codewithanya.com, I'm selling courses on there. So I'm gonna go with employment as my course will help you get employed as a software developer. The country I've chosen is United Kingdom, and you can choose to add all these things. I'm just gonna keep it super basic for now and click next. Great, we want to generate leads by asking people to fill in a form using Instant Forms. So that is the option that I'm gonna choose. Make sure to agree to the terms and conditions just like so. And once you've accepted the meta leads, ads terms for this page, you should be good to go. Great, I'm gonna maximize for number of leads. These are all optionals. So I'm just going to also set a budget and schedule like so. I'm not gonna set an end date. Again, these are all up to you. I'm just gonna leave everything very basic like this. Wonderful. Now you must select an Instagram page for this to work on. I'm just gonna choose my Instagram account, and I'm gonna choose a template for us to work with as once again, I'm just gonna keep this very, very basic. So we're just going to collect quick and easy information, including the contact information of the person. So the full name, the email address, and the phone number so that we can contact them. You can customize it if you wish. So for example, maybe let's change the full name to code with Ania leads. And the form type, you can also customize your form depending on the goal of your lead generation campaign. Again, we are not doing a Facebook tutorial, so I'm just gonna keep this very basic and create the form. And then we're also gonna get a link. It's gonna be to codewithania.com. This is because a privacy policy exists on codewithania.com. Okay, so if you go to the actual website and scroll down, you will see a bunch of legal stuff right here. So make sure to have that too. Great. We're also gonna have to add a link here. This is simply to my website. So the call to action is to view the website as well. And this is after our form is submitted. So let's create the form. Wonderful. Another thing we can do is just change the visuals on this, which might be a nice thing to do. So let's go ahead and add some media. I'm gonna add an image. Let's go with this one right here and click Next. Okay, great. So now this is what my ad will look like visually as well. Of course, the aim is to collect leads, but this is just some more information about what your business does. So for example, you have Code With Ania, and then we have Learn Coding. So what my business can do for you, as well as a testimonial for some social proofing as well. We can also add some primary text. So for example, I could put learn to code today, sign up for more information in order to really push getting those leads. And then we can have something like coding is the future. Okay, I haven't put much thought into this. Of course, please do have a lot more of a marketing strategy when creating your own. Okay, great. So this is looking good. I can also choose to review the advert. This will take you to a form on Facebook, which is exactly what we want. We want the form to be filled out and captured by Facebook, which we will then learn to manage elsewhere soon. But this is looking good for me, so I'm just gonna hit on Publish. And wonderful, that is now publishing my advert, my form capture advert. And that's now been published. It is currently processing, so we're gonna have to check back to see what this looks like soon. For now, let's continue making our scenario. So now, as you can see here, we're gonna go back to make.com and let's continue. So the first thing we'll do is choose a trigger that will kick off our scenario. That trigger is gonna be the Facebook lead. Next, we're gonna choose an action that will follow after the trigger. And then following that, we're gonna decide where we want our Facebook leads to go to. I wanna choose a Google spreadsheet. And then we'll test our scenario and choose to activate it if we wish. So let's do it. So I'm just gonna click here, and then we're gonna search for Facebook, just like so. And we're gonna select Facebook leads ads. Okay, and we're going to set the trigger as being a new lead. So it will trigger when a new lead is created. Great. Now we're gonna create a webhook. So we're just gonna click on create webhook, and we can keep it as it is, or you can change it if you wish. And we're gonna create a connection. So that is now making a connection from my Facebook to make. This may take a while because some partners may take a while to reflect this change. So let's go ahead and click save. And then this should take me to this pop-up. You might have to allow pop-ups if you're not seeing this. And I'm going to continue as Anya, so my Facebook login. As you saw, we're already logged into Facebook, which is why this is showing up as so. And I'm gonna allow access to be made from make to Facebook. Great. So now that's waiting for authorization, and wonderful. I'm now gonna select the page I want to connect to, and it is code with Anya, so that is looking good. The form, it is code with Anya leads, as we named it in the ads manager, and I'm just gonna click save. Great. I'm actually gonna go ahead and select all the fields like so, and click okay. Great. So our trigger is now chosen. Let's continue. So now I'm just gonna head over to Facebook, and we just need to allow access to people. So I'm gonna select on myself, and all I'm gonna do is essentially select the pages, and I'm gonna allow myself access to manage leads, including download leads, and create leads, ads, and more. And save. So just make sure to essentially do the same. Okay. Wonderful. So once that is done, let's go back in here, and now I'm just going to run this. And the scenario run was complete, so some data has come back. We now need to put it in a Google Sheet. So let's go ahead and find Google Sheets. I'm just gonna select that module, and we want to essentially add a row. So I'm just gonna drag that over, and connect it, and create a connection. I'm gonna leave this as my Google Connection. Of course, you can call it whatever you wish, and I'm just gonna sign in with Google so that we can connect to Google Sheets. I'm of course gonna select Anya at CodeWithAnya.com, and that is the Google account that I want to give access to Make to. And once again, I'm allowing Make to see, edit, create, and delete all my Google Drive files, as well as see, and edit, create, and delete all my Google Sheets spreadsheets. So just go ahead and do the same, if you're of course comfortable with that. So I'm gonna click Allow. And great, we've created a connection. Now we need to actually go ahead and create that Google Sheet. So let's go ahead and go to Google Sheets. And all I'm gonna do is essentially create a blank spreadsheet. So let's go ahead and click here. And then I'm just going to name this something. Let's go ahead and call this Facebook Leads. You can call it whatever you want. And we also need to name the sheet, as we will be picking it out. So I've named it Leads. And then we're gonna choose the method to be the same. And the drive, well, it's gonna be my drive. And here I'm just gonna find that spreadsheet. So let's go ahead and search for Facebook Leads. And of course, select the sheet. So the sheet name will be generated for you. We only have one. So let's go ahead and select Leads, just like we have named it here. So there we go. I'm gonna keep table headers as no, as we don't have any. And the column range, I'm just gonna go A to Z, as we won't have many. And here we're just gonna pick out everything from the object that we want. Because we ran this once, the object does have some values. So this is great for us, as we know what's coming back. So I'm gonna go ahead and select a few. Of course, we should probably have the lead ID. So I'm gonna go ahead and select that. I'm gonna also select the form ID. I'm also gonna select the full name of the person who has emailed in, as well as the email. And we can have whatever we want, as I said. I'm just gonna stick phone number in there, too. And let's go ahead and choose Is Organic. That's another one that I want. And let's have the ad name. And let's also have the campaign ID. And that's it. Okay, so now let's run this. However, because it might be slightly difficult for us to essentially fake someone signing up to our form right now and getting a lead, what I am gonna do is actually choose where to start this. So what I'm gonna do is just right-click on here, choose where to start, and I'm just gonna do all. So all of all time, all my leads of all time of this campaign, this very short campaign, are gonna be caught. So now let's run this. And amazing, so that has now worked. And if we look in here, we indeed get the leads. So there we go. You can add a header, of course, so it's more obvious what these fields mean. So I would suggest doing that because otherwise this information can be quite confusing to someone who didn't set up the automation themselves, as we just did. Because of course, we know what all of these columns are for. So again, I would suggest doing that. But you can do that by yourself. I hope you found this useful. I certainly did. And this is certainly something that I will be using for my own business. Okay, so let's go ahead and create this automation. I'm gonna go ahead and create a new scenario. And first off, we're going to use a webhook. And this webhook is essentially going to listen out for interactions on a live website. That website is gonna be one I have previously made using Wix.com, okay? And it's a website for real estate. It is a real company. And I'm gonna be using the contact form in order to trigger something happening. So let's do it. Let's go over to the website that I have previously made. This is the website. Again, it's just one for managing Airbnb properties or for renting long-term or short-term. Or if you have a property you want to manage, this should cover it. And here is the contact form, okay? So we're pretending to be this company. It is a live company that is launched on 3hogan.com. And we essentially want to collect leads straight to a CRM system. So what's gonna happen is a contact is going to leave a message for us. So for example, Danny who works at Google would fill this out. And this would trigger our webhook, which will then trigger Clearbit, another module we'll be using, in order to essentially get information about the company that that client is emailing from. So for example, if the client used the email address with the domain google.com, obviously Google is a big company, so there's gonna be a lot of online data on this. Clearbit will find out all the information about that company. So in other words, Google. And then we will also filter out the data and put that lead into HubSpot, so our CRM system, so that the 3Hogan staff can essentially manage it from there. And we can even send off messages to a Slack channel if we wish. Okay? So let's do it. I'm gonna pretend I am the developer working for 3hogan.com. And I'm gonna need Wix access. So let's go ahead and head over to Wix. Wix is just a website builder that I use to create this website. So if you wanna use it, please go ahead. Just make sure to actually have your site live. So just like this one right here, that is important for this tutorial. Okay. So here is what it looks like behind the scenes. We can edit the website like so. And I'm just gonna scroll all the way down to the bottom where the contact form lives. So here it is. You can simply add your own if you don't have one by going to contact forms and dragging one over. Okay, so for example, we can put in another one if we wish. Just like this. Okay. Although we're not gonna do this, I'm just gonna delete that because we already have one here. So making sure the Wix form is selected, I would simply go to form settings and we're going to head over to automations. So just click on that and view your automations. So this should take you to this dashboard. We can view any automations that exist. And now we're just going to scroll down and we're going to create an automation. So go ahead and click create automation. These are the popular ones. However, we are going to start from scratch. So just make sure to click start from scratch. And we're going to choose an app to trigger. So that is the Wix form as we saw here, Wix form. So let's go ahead and select the Wix form. Now I'm going to set the trigger on when the form is submitted, not for when a choice has been selected on a form. And we can choose which form to trigger this automation. So I'm going to be specific and say it's the contact form that I want to essentially trigger this automation. So if someone submits a form on the contact form, this should happen. And I don't want to limit the frequency. And once that is done, we're just going to send via webhook. So that's what we need. And next, we just need a target URL and we're going to send all the keys and values. Okay, you can see the structure here of what we will send over, or in other words, what we want to send over to our webhook. Okay. So let's go ahead and do it. Let's create our webhook. So I'm just going to search for webhooks from the dropdown. There we go. And we're going to create a custom webhook. So make sure to select custom webhook that triggers when webhook receives data. And now we're going to essentially create a hook. So let's go ahead and select that. You can choose to name this whatever you wish. I'm just going to leave it the generic title that it gave me. We're not going to put in any IP restrictions, okay? Or essentially leave it empty if you don't want to check the IP address. And I'm just going to hit save. So great. So this is the target URL we need. I'm just going to copy all of it, or you can copy the address to clipboard. And now let's go back to our automations and put in the target URL like so. Okay, so essentially we're going to be sending that form data to this URL, or in other words, sending it over to our webhook, which lives on make.com. And let's just activate this. Great. We can give this a name. I'm just going to call this leads and save it so that we know which webhook we just created. And there we go. There is our webhook. You can also view a summary. At the moment, there would have been zero triggers, but of course we're going to trigger that now. So let's do it. So let's go back to our form. I'm just going to clear any caches in case there is some old data here. So clear browsing data, clear data, and let's go back. And let's just go ahead with Bobby, last name, Brown. Email is bobbyatgoogle.com. So Bobby works at Google and he's using his work email essentially, which is why it's got the at Google domain here. And then we're just going to put hello, Hogan Holiday Homes. I am looking to rent a two bed for one month. Okay, so that is the message that we're going to send and I'm just going to hit submit. Okay, it says, thanks for submitting. So we have sent that over. Let's check if it worked. So if we go back here, and great, that has been successfully determined that is working. So let's click okay. If you also want to check, you can go back to your automations on Wix and you can view the summary and you should see that there has been triggered a total of one times. That's correct because we did send over a form submit just once. So this is looking good. Everything is aligned. So great. We can get rid of this now. Wonderful. So now that we have our webhook hooked up essentially to our form on threehogan.com, I now need to send that form data. So in other words, Bobby, his first name, his last name and his email address. So bobbyatgoogle.com over to Clearbit. So we're going to analyze essentially the domain name from which this was sent from. So I'm going to add another module and I'm going to search for Clearbit. Okay, so Clearbit is here and we're going to essentially get a company. But of course we first need to establish a connection. So Clearbit essentially looks. This file is longer than 30 minutes. Go Unlimited at TurboScribe.ai to transcribe files up to 10 hours long.