Skip to content

Turn client inquiries into automation scoping drafts

When a client describes what they want automated, get a draft scope by email: trigger, steps, apps, difficulty and setup time.

Turn client inquiries into automation scoping drafts

Workflow preview:

Zap details:

Overview

Built for freelancers and agencies who build automations for clients.

How it works:

  • Zapier gives this Zap a private email address.
  • Send client requests to it: set it as the notification email on your contact form (Tally, Typeform, Webflow, WordPress, Wix and most other form tools can email each submission), or forward client emails to it.
  • Flowmanic turns each request into a draft scope (trigger, steps, apps involved, notification, difficulty and estimated setup time) and emails it to you.

You go into the first call with a starting point instead of a blank page.

What you need: a free Flowmanic API key from flowmanic.com/dashboard/zapier (no purchase needed). Works on Zapier's free plan. Each key can generate up to 50 drafts a month.

Drafts are a starting point to review, not a finished workflow. They go only to you, never to the client.

Turn client inquiries into automation scoping drafts