There are only 12 spots available. Purchase your ticket to ensure seating.
Turn busywork into button-clicks. This hands-on clinic reviews the most useful AI + automation workflows for local businesses in Indian River County. We’ll demo, compare Zapier vs. Make, and you’ll build 2–3 automations you can run the next morning.
You’ll leave with...
3 working automations (templates included)
A 50-item automation menu you can copy for your business
Prompt pack for summaries, replies, and posts
QA checklist, consent language snippets, and a mini dashboard sheet
Agenda (1.5 hours)
15m — Blueprint: triggers, filters, AI steps, logging
35m — Live demos: our top 6 local workflows
40m — Build lab: pick 2–3 and implement with help
20m — Metrics + next steps: alerts, dashboards, and scaling
Wine Tasting Mixer
Prereqs
Google account, Gmail, and basic access to the tools you use most. Bring a laptop.
Who should attend
Local owners, realtors, restaurants, service pros, studios, and nonprofits who want faster follow-ups, cleaner handoffs, and better reporting.
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Tap Going, bring your laptop, and comment your industry so we prep the right templates.
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50 Common Automations (pick your favorites in class)
Lead Capture & Follow-up
Website form → Google Sheet log → ChatGPT summary → Gmail auto-reply
Facebook Lead Ad → Sheet/CRM → assign owner → alert in email/Slack
QR code at counter → Form → thank-you email with offer → add to list
Missed call → transcript + summary → callback task → SMS “We’ll ring you soon”
New inquiry → calendar link with UTM → add to pipeline with source tag
Google Business Profile (GBP)
6) New GBP review → sentiment + AI reply draft → owner approval → post reply
7) Weekly GBP Post generator → upload image + caption from prompt pack
8) Q&A monitor → alert when a public question appears → suggested answer draft
Email & SMS
9) New lead → 5-step Flowdesk/HubSpot nurture → pause if booked
10) Abandoned scheduler (Calendly) → reminder email/SMS with alternative slot
11) Service completed → NPS email → 4+ stars route to review ask; else support
Content & Social
12) Blog or event link → captions + hashtags → Canva Bulk CSV → render
13) Photo upload to Drive → resize + watermark → publish to FB/IG via scheduler
14) Weekly content brief from your top URLs + search terms → email to you Monday
Sales & Quotes
15) Quote request → AI scope summary → PandaDoc/Docusign draft → send
16) “Accepted quote” → create invoice in QuickBooks/Square → deposit request email
17) Lost deal reason form → AI categorize → monthly loss-reasons report
Real Estate
18) Open house sign-in (QR) → buyer/seller profile summary → tailored email/SMS
19) New listing URL → social pack (3 captions, 6 hooks) → Canva images → Drive folder
20) Showing feedback form → AI summary → seller update email
Restaurants & Hospitality
21) Reservation form → SMS confirm → pre-arrival upsell (specials, events)
22) VIP join → birthday/anniversary auto-offer → POS tag on scan
23) Event booking inquiry → availability checker → deposit invoice + calendar hold
Home Services & Trades
24) Estimate request → route by ZIP or category → scheduler link + prep checklist
25) Job completed → photo upload → before/after collage → send to client + GBP post
26) Maintenance plan renewal dates → 30/7/1-day reminders with pay link
Medical/Wellness (general admin, not medical advice)
27) Intake form → insurance/ID doc request → appointment confirmation
28) Post-visit survey → AI summarize issues → follow-up task if low score
29) Refill/renewal request → triage tags → templated reply + queue
Fitness/Studios
30) Trial sign-up → 7-day drip → class reminder SMS → “join now” offer
31) Attendance export → win-back email to absentees → bonus class coupon
32) Coach notes → AI recap to member with goals for next week
Nonprofits & Events
33) Donation form → tax receipt → donor tier tag → thank-you social graphic
34) Volunteer signup → shift assignment → reminder SMS → thank-you + hours log
35) Event RSVP → calendar file → post-event photo gallery email
E-commerce & Retail
36) New Shopify order → pick/pack slip → shipping SMS → review request
37) Product review posted → AI reply → route 1-star to support with alert
38) Low inventory → reorder task → notify top customers for pre-order
Customer Support
39) Contact email → AI triage (billing/support/sales) → route + SLA timer
40) Support ticket closed → satisfaction ask → tag churn risk if low
41) FAQ bot: common questions → AI answer draft → publish to Help Center
Finance & Admin
42) Paid invoice → update sheet P&L → Slack “cash in” alert → weekly summary
43) Expense email → receipt OCR to sheet → category → push to QuickBooks
44) Contract signed → create client folder structure → access & welcome email
Analytics & Alerts
45) Daily leads report → GA4 + form count → email snapshot at 8am
46) UTM hygiene check → fix common errors → send corrected links
47) Website outage → status alert → pause ads (optional) → resume when up
HR & Hiring
48) Application form → AI score by criteria → interview scheduler + rejection queue
49) New hire → account checklist (email, Drive, Slack) → welcome packet
50) Timesheet submit → approval request → payroll sheet update
Tools we’ll use in class
Zapier or Make, Google Forms/Sheets/Drive, Gmail, ChatGPT, Calendly, Flowdesk/HubSpot, Google Business Profile, QuickBooks/Square, PandaDoc/Docusign, Twilio/ClickSend, Canva.
KPIs to track
Response time to new leads
Booked appointments/calls
Review rate and average rating
Jobs closed or orders placed
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