Turned a Manual 4-Hour Process Into a 30-Second Automation for a Business Owner

A client was manually:

  • Exporting data from his CRM
  • Formatting it in Excel
  • Uploading to Mailchimp
  • Sending campaigns manually
  • Then filtering replies by hand

He did this 3–4 times a week, spending over 4 hours total.

Here’s what I built:

Auto-export via API from the CRM
Real-time formatting + cleanup script
Mailchimp campaign trigger via API
Reply filter that sends hot leads to Google Sheets + SMS

Now?

Whole process runs in 30 seconds, triggered by a single click
Hot leads are instantly visible
He gets notified without touching his inbox

He told me:
“I finally feel like my tech is working for me, not the other way around.”

If you're repeating the same steps every week, there's probably a smarter (and faster) way to do it.
I build these kinds of systems — custom tools that save time and make ops smooth.

DM me if you want to brainstorm or see what’s possible with your current tools.

Posted Jun 23, 2025, 4:20 AM UTC

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