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Workflow Builder Template
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Workflow Builder Template

Copy this template to create your own workflow map
Your Workflow Builder
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Workflow Step
Tech Tool
Content type
Content Name
Manual/Automated
Task
1
Referral email comes in
Inbox
2
Follow up email goes out with link to book
Inbox
EmailScheduler
Discovery Call Email
Discovery Call Booking
Manual
I want to automate this
3
Client books in scheduler
TidyCal
Automated
4
Client receives confirmation email for our appointment
TidyCal
Email
Discovery Call Confirmation Email
Automated
Create email and add to TidyCal
5
Create “Lead” in project tool
Indy
Project Tool
Project Type: Lead
Manual
Can I automate this with a Zapier trigger?
6
Send client Discovery Intake form
Indy
Form
Discovery Call Intake Form
Automated
Create intake form ASAP
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