Hello everyone, I am older novice and I am looking to automate a sales process in which, the automation will send out a video via social media or email, to educate the prospect, then follow up with conversations through a custom gpt that will ask and answer the prospects questions and qualify the prospect, then have the prospect book an appointment.
Welcome to the Make community!
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
Getting Started
- Help Centre | Tutorials – Make “Manual”
- Make Academy – Basics 101: Learn Make and get certified
Help Centre Basics
- Mapping – What is mapping? What can I map?
- Mapping with arrays – How to map items in an array
- Aggregate an array for mapping complex fields
- Date Format: tokens for
parseDate| tokens forformatDate - HTTP modules – Make a request, Get (download) a file
- Webhooks – Error Handling, Responding to webhooks
Articles & Videos
- Router Magic Formula - YouTube
- Error Handlers in Make - YouTube playlist
- Getting started with OpenAI - How to setup and use OpenAI (ChatGPT) in Make
- How to use Regex in Make - How to use pattern matching to extract the text you want
- Webhooks – Make Academy – tutorial on how to use Webhooks
Hope this helps! Let me know if there are any further questions or issues.
— @samliew
P.S.: Investing some effort into the Make Academy will save you lots of time and frustration using Make.