Automate with AI – ChatGPT, Zapier, Gmail and Google Forms for Custom Client Intake In Seconds

Learn how to build an automated project intake system that helps qualify leads and generates personalized follow-up emails, all without writing a single line of code! In this step-by-step tutorial, we'll show you how to combine popular business tools to create a powerful client screening workflow. 🔧 Tools Used: Google Forms - For client intake Google Sheets - For data storage and organization Google Gmail - For email drafts Zapier - For workflow automation ChatGPT - For lead analysis and content generation ⚡ What You'll Learn: How to create a professional project intake form Setting up automated data flow between applications Using ChatGPT to analyze project requirements and budgets Creating conditional paths based on budget requirements Generating personalized follow-up emails automatically Storing and organizing lead data efficiently Perfect for freelancers, agencies, and small businesses looking to streamline their client intake process and save hours of manual work. This automation will help you quickly identify qualified leads and maintain a professional follow-up process. 🎯 Key Features: Automated budget analysis Project timeline estimation Custom follow-up questions Professional email draft generation Organized lead tracking system No coding experience required! If you can fill out a form, you can build this system. ⏱️ Timestamps: 00:00 - Introduction 00:58 - Setting up Google Forms 02:45 - Connecting with Google Sheets 04:00 - Creating Zapier workflow 08:00 - Integrating ChatGPT 13:45 - Setting up conditional paths 17:00 - Email draft automation 19:00 - Final setup and testing #Automation #BusinessTools #ChatGPT #Zapier #Productivity #SmallBusiness #Freelance