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RE: LeoThread 2024-12-11 08:21

in LeoFinance11 months ago

Part 4/8:

The core of the automation flow revolves around a series of nodes created in Make.com. Each node serves a unique function:

  • Create Current Situation: This node uses Cloud AI to generate a personalized description based on the client’s input from the Tally form. It ensures that the proposed solutions are grounded in the client's specific circumstances.

  • Create Solution: The node generates a proposed solution that directly addresses the problems outlined in the previous step, showcasing how the agency’s offerings can resolve the client's challenges.

  • Create Window: This node organizes the project schedule, breaking it down into clear milestones in a structured Json format that aids in the proposal’s clarity.

CRM Validation