The Purpose

Start automating your business with these five simple Zaps to save time and increase efficiency.

The Background

Automation is a game-changer for business owners, but getting started can feel overwhelming.

Many entrepreneurs believe automation requires complex systems and technical expertise.

The truth is, you can start small, with a few simple workflows, and gradually build a system that supports your operations.

Zapier, a no-code automation tool, allows you to connect your favorite business applications, streamlining repetitive tasks and freeing up valuable time.

Below, we’ll walk through five foundational Zaps that help you optimize your workflow.

These automations align with MDM’s Recipes of Transformation and Connection, ensuring your business runs smoother and grows faster.

The Ingredients

• Zapier (or an alternative like Make or Relay)

• Notion (for database management)

• Google Calendar (for scheduling automation)

• Tally Forms (for inquiries and feedback collection)

• Stripe (for payment processing)

• Kit (for onboarding and email automation)

The Steps to Implement

1. Add Calendar Meetings to Your Notes Database

Purpose: Ensure all meetings are logged and organized for easy reference.

• Set up a Zap with Google Calendar as the trigger.

• Use the “Event Start” trigger and configure it based on your preference (e.g., 24 hours prior to the event).

• Filter the Zap to run only when external guests are involved.

• Add an action to create a new entry in your Notion database with meeting details.

2. Add Inquiries to Your Pipeline

Purpose: Automate lead management by capturing inquiries into your CRM.

• Set up a Zap using Tally Forms as the trigger when a new form is submitted.

• Add a filter to only process inquiries related to specific offerings.

• Create a Notion database entry with the lead’s details and tag them as “New.”

• Optionally, send an automatic email confirmation to the inquirer.

3. Commence Onboarding Once a Payment is Received

Purpose: Automatically start the onboarding process after a client makes a payment.

• Set up Stripe as the trigger when a payment of a specific amount is received.

• Add a filter to ensure only relevant payments trigger the workflow.

• Update the customer’s tag in Kit to “Active.”

• This triggers an onboarding email sequence in Kit, welcoming the new client.

4. Kick Off a Newsletter Sequence When a New Subscriber Joins

Purpose: Welcome new subscribers with an automated email sequence.

• Use Kit’s built-in automation tools to trigger a sequence when someone fills out a web form.

• Assign a “Subscriber” tag to the new contact.

• Initiate a 5-email welcome sequence introducing them to your brand and services.

5. Segment Feedback into Your Master Database

Purpose: Organize customer feedback efficiently for insights and improvements.

• Set up a Zap with Tally Forms as the trigger when feedback is submitted.

• Use a hidden field to categorize the feedback source (e.g., course, membership, or workshop).

• Create a structured entry in your Notion feedback database with this data.

Preparation Notes

• Start with one Zap at a time to avoid overwhelm.

• Test each Zap before fully implementing it in your workflow.

• Adjust triggers and filters to fit your specific business needs.

• Zapier’s free plan includes five Zaps and 100 tasks per month—perfect for getting started.

Final Thoughts

These five Zaps provide a strong foundation for automating your business.

As you become more comfortable with automation, you can build more complex workflows, integrating additional tools to enhance efficiency.

Explore these Zaps and experience firsthand how automation can transform your operations.