Part 2/5:
The automation flow discussed in the video is exclusively tailored for clients already registered within the ClickUp Customer Relationship Management (CRM) system. This prerequisite ensures that the proposals are sent only to established clients, fostering a more personalized and efficient interaction. Portena highlights a critical point: if a client is not already registered, the automation will not proceed to send a proposal. This ensures that the proposal process is streamlined and focused on clients who have a proven track record with the service provider.