Donna McCurley

Magic Donna McCurley

Exploring the art of automation and AI-powered creativity.

Discover The Magic

Full Interview

Full Interview

Amazing Song

Amazing Song

Speaker Introduction

Speaker Introduction

Interview Highlights

Interview Highlights

Automation Workflows

Lead Generation Workflow

1
Webhook Trigger
2
JSON Parse
3
Google Sheets API (Get Seed Account List)
4
Data Transform (Extract Patterns)
5
External Database API (Find Lookalikes)
6
Email API (Send Outreach Email)
7
Delay Node (Wait for Response)
8
Filter Node (Check Response)
9
Quality Control Node (Check for Duplicate Responses)
10
Notification (Slack or Email Alert)

Automates the process of identifying potential leads by analyzing existing customer data and finding similar profiles. Reduces the time spent on manual research and outreach, ensuring a consistent and scalable lead generation process.

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Sales Insights Workflow

1
CRM API (Fetch Sales Data)
2
Data Transform (Summarize Key Metrics)
3
External Analytics Tool API (Visualize Sales Data)
4
Send Email (Weekly Summary)
5
Webhook Response (Receive Feedback)
6
Filter Node (Check for Anomalies)
7
Quality Control Node (Validate Data)
8
Error Handling Node (Log Issues)
9
Delay Node (Wait for Next Cycle)
10
Notification (Alert Sales Team)

Collects and summarizes sales data for reporting purposes. Addresses the issue of lack of insights and tracking on sales performance, improving decision-making processes.

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Automated Research Agent Workflow

1
Webhook Trigger
2
Data Input Form (Collect Research Parameters)
3
AI Model API (Perform Research)
4
Data Transform (Format Results)
5
Google Sheets API (Log Results)
6
Quality Control Node (Validate Research Accuracy)
7
Error Handling Node (Handle Research Failures)
8
Email API (Send Research Summary)
9
Delay Node (Wait for Next Task)
10
Notification (Alert User of Completion)

Facilitates quick research on potential markets or competitors based on input parameters. Streamlines the research process, minimizing time spent on data gathering and ensuring actionable insights are readily available.

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Customer Follow-Up Workflow

1
Webhook Trigger
2
CRM API (Fetch Customer Interaction History)
3
Data Transform (Identify Follow-Up Needs)
4
Email API (Send Follow-Up Email)
5
Delay Node (Wait for Response)
6
Filter Node (Check for Engagement)
7
Notification (Update Team on Response)
8
Quality Control Node (Review Follow-Up Quality)
9
Error Handling Node (Log Follow-Up Failures)
10
CRM API (Update Customer Status)

Automates the follow-up process after initial customer interactions. Enhances customer engagement and retention through timely follow-ups while minimizing the manual tracking effort.

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Meeting Scheduling Workflow

1
Webhook Trigger
2
Google Calendar API (Check Availability)
3
Data Input Form (Collect User Preferences)
4
Google Calendar API (Schedule Meeting)
5
Email API (Send Confirmation)
6
Delay Node (Wait for Confirmation)
7
Filter Node (Check for Conflicts)
8
Quality Control Node (Validate Meeting Details)
9
Notification (Alert Participants)
10
Error Handling Node (Log Scheduling Issues)

Simplifies the process of scheduling meetings across teams or clients. Eliminates coordination issues and reduces the back-and-forth communication needed for scheduling.

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Performance Review Workflow

1
Webhook Trigger
2
CRM API (Fetch Employee Performance Data)
3
Data Transform (Summarize Performance Metrics)
4
Email API (Send Review Summary)
5
Delay Node (Wait for Feedback)
6
Filter Node (Analyze Feedback)
7
Quality Control Node (Validate Feedback Accuracy)
8
Notification (Alert HR Team)
9
Error Handling Node (Log Review Issues)
10
External Survey Tool API (Collect Employee Survey Data)

Automates the performance review process for employees. Ensures continuous improvement in employee evaluation through regular summaries and feedback collection.

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Client Onboarding Workflow

1
Webhook Trigger
2
Data Input Form (Collect Client Details)
3
CRM API (Create Client Profile)
4
Email API (Send Welcome Email)
5
Data Transform (Customize Onboarding Checklist)
6
External Document Storage API (Share Onboarding Materials)
7
Quality Control Node (Check Onboarding Completion)
8
Notification (Alert Client Success Manager)
9
Error Handling Node (Log Onboarding Failures)
10
Delay Node (Wait for Completion)

Streamlines the client onboarding experience. Reduces the time taken to onboard new clients and enhances client satisfaction through a clear onboarding process.

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Sales Outreach Workflow

1
Webhook Trigger
2
CRM API (Fetch Target Audience)
3
Data Transform (Segment Audience)
4
Email API (Send Outreach Campaign)
5
Delay Node (Wait for Responses)
6
Filter Node (Analyze Engagement Rates)
7
Quality Control Node (Check Email Performance)
8
Notification (Alert Sales Team)
9
Error Handling Node (Log Campaign Issues)
10
Webhook Response (Receive Responses)
11
CRM API (Update Lead Status)

Automates sales outreach communications to targeted audience segments. Improves outreach effectiveness and reduces manual effort in reaching out to potential clients.

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Expense Tracking Workflow

1
Webhook Trigger
2
Data Input Form (Submit Expense Details)
3
External Accounting Software API (Log Expense)
4
Data Transform (Summarize Monthly Expenses)
5
Email API (Send Expense Report)
6
Delay Node (Wait for Approvals)
7
Filter Node (Check Approval Status)
8
Quality Control Node (Validate Expense Claims)
9
Notification (Alert Finance Team)
10
Error Handling Node (Log Expense Issues)
11
External Analytics Tool API (Visualize Expense Trends)

Automates the tracking and reporting of expenses. Minimizes manual entry errors and enhances financial oversight, allowing for better budget management.

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Training Session Workflow

1
Webhook Trigger
2
Data Input Form (Collect Training Requests)
3
External Learning Management System API (Schedule Training)
4
Email API (Send Training Invitations)
5
Delay Node (Wait for RSVPs)
6
Filter Node (Check Attendance)
7
Quality Control Node (Validate Training Materials)
8
Notification (Confirm Training Setup)
9
Error Handling Node (Log Scheduling Issues)
10
External Survey Tool API (Collect Training Feedback)

Manages the process of scheduling and conducting training sessions. Improves training coordination and effectiveness by ensuring the right attendees are informed and engaged in the training.

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