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Manual handling of client inquiries often leads to delays, missed insights, and inconsistent follow-up. To resolve this, we developed an Automated Client Insights Workflow using Google Forms, Claude AI, Zapier, Gmail, and optional Google Apps Script—a no-code/low-code solution that collects, summarizes, and delivers client insights in real time.
This system enables teams to gain a deeper understanding of client pain points and goals within seconds of a form submission—boosting both efficiency and personalization in the sales or onboarding process.
Explore how Techtiz helped enhance a predictive analytics platform, enabling real-time data insights and informed decision-making across industries.
Our solutions streamlined data integration, boosted analytics speed, and ensured a secure, scalable architecture capable of handling increasing user demands.