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AI-Powered Client Insights Automation with Zapier

AI-Powered Client Insights Automation with Zapier

In House Project
Client

In House Project

Product Overview

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.

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Case Study

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.

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Our experience with Techtiz is great. They help us to increase our revenue with their expertise and support services. Always recommend them to others.

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Kenny Kemsley

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AI-Powered Client Insights Automation with Zapier Case Study - Software Development Success | Techtiz