PAST PROJECTS

Project Overview: Intelligent Member Management & Communication Automation

Client: Kate Julie

Tools Used: Google Forms, Circle, Zapier, Slack, Email by Zapier

Objective: Automate member onboarding and communication based on form submissions, ensuring personalized engagement and streamlined operations.

Project Description

Kate needed a dynamic system to handle incoming form responses and intelligently manage community members within their Circle platform. The goal was to automate onboarding, tagging, and communication based on whether a respondent was already a member or not.

We designed a conditional automation workflow using Zapier that integrates Google Forms, Circle, Slack, and email to create a responsive and personalized experience.

Workflow Breakdown:

1. Google Forms Integration
   • Captures new form responses from potential or existing community members.
2. Circle Member Lookup
   • Checks if the respondent is already a registered member in Circle.
3. Conditional Paths (Zapier Paths)
   • If the member is found:
     • Adds them to a specific Circle space.
     • Applies or removes tags based on their form input.
     • Sends a personalized direct message via Slack.
     • Posts a channel-wide update to notify the team.
   • If the member is not found:
     • Sends an outbound email to initiate onboarding or request more information.
4. Slack Integration
   • Ensures internal team visibility and real-time updates for member activity.
5. Email by Zapier
   • Handles external communication when a member is not found, maintaining engagement.

This system created a seamless experience for both users and internal teams, reducing manual effort and improving onboarding speed and personalization.