Create folder, create Slack channel, and add database entry for new Tally submissions
Create folder, create Slack channel, and add database entry for new Tally submissions
Automate your client intake process by creating a dedicated folder in Google Drive, a communication channel in Slack, and a database entry in Notion for each new submission from Tally, ensuring organized onboarding and improved client management.
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Overview
Automate your client intake process by creating a dedicated folder in Google Drive, a communication channel in Slack, and a database entry in Notion for each new submission from Tally, ensuring organized onboarding and improved client management.