Our Solutions
At Flow Genius, we understand that every business is unique. That’s why we don’t offer one-size-fits-all solutions. Our services are custom-designed to match the intricacies of your operations and address your specific challenges.
Businesses served
Countries reached
Satisfied Users
Applications Developed
Case Study 1
Docusign Automation Workflow
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When a potential customer signs a contract via Docusign, the information is pulled and passed to a database where the customer name and geographical information is paired with the contract total and a unique order ID.
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Additionally, entries related to each are created in Trello, Slack, and QuickBooks.
Previously, all of these had to be created manually across all platforms and required multiple dedicated positions for tracking and updating customer details across the system, with recurring cases of discrepancies or things being forgotten.
This workflow is one of several that unified the system and resulted in a much smoother bridge between the sales and fulfillment stages of the project.
Refer to the workflow chart to the left for a detailed visual of how our Docusign automation streamlines data integration across Trello, Slack, and QuickBooks, ensuring seamless transitions from sales to fulfillment.
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Envelope Status Updated in DocuSign
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Only Continue If...
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Format DocuSign Completion Date/Time
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Format DocuSign Completion Date/Time with...
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Numbers in Formatter by Zapier
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Format Phone Number
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Update Contract Sheet
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Update Mirrored Sheet
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Find Previous Cell
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Update Order Number Cell
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Add Order Number to Contract Sheet
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Then find user by name
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Find User by Name in Slack
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Text Format (Slack)
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Create Channel in Slack
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Send Channel Message in Slack
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Roof Manufacturer Warranty Format
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Gutter Checkboxes Format
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Text Format (Trello)
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Create Card in Trello
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Create Customer in QuickBooks Online
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Add Slack and Trello to Mirrored Sheet
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POST in Webhooks by Zapier
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New Submission in Jotform
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Find Lead in SalesForce
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Find Account in SalesForce
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Obtain File List From Google Drive
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Paths
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If account not found
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Path Rules
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Create Lead in SalesForce with Lead Only
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Send SMS in SMS by Zapier
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Create Loop From Text in Looping by Zapier
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Find a Folder in Google Drive
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Find a File in Google Drive
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Create File in SalesForce
Case Study 2
Jotform to Salesforce Connector
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When a lead or existing customer submits a Jotform for the company's product, the file is automatically uploaded to Google Drive.
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From this point, a custom script pulls the names and underlying IDs of each file and loops through them, locating the relevant lead or opportunity in the client's CRM and uploading the attachments to that entity once it is located.
Estimated time savings is 1-2 hours per day, as previously attachments had to be manually downloaded and re-uploaded to Salesforce.
A similar automation was set up for incoming emails from customers, which would automatically update their profiles with photos/videos submitted to the customer support email for the entire organization to access as needed.
See the workflow chart to the right for a detailed visual of how our Jotform to Salesforce Connector automates file handling and CRM updates, saving significant time and improving efficiency.
Case Study 3
Customer Sentiment Analyzer
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Created a sentiment analyzer that automatically listens to and determines the purpose and sentiment of every completed or missed call from a customer to the client's service department.
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If sentiment is determined to be negative, key managers are texted the contents of the call/message so that they can get an immediate notice to take action.
Previously the system relied on persons manually dispatching such issues, and the end recipients working through their backlog of tickets.
This system cut the average response time for customer issues in half, and resulted in a +60% decrease in instances of customers complaining of no/slow follow-up from the company in subsequent surveys.
See the workflow to the left for a detailed visual of how our Customer Sentiment Analyzer improves response times and enhances customer satisfaction.
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Develop and integrate sentiment analysis algorithm
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Configure system for automated analysis.
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Establish criteria for negative sentiment detection.
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Implement automated analysis for each call
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Design text alert system for negative sentiments
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Integrate with manager notification process
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Define immediate action plans for managers
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Train managers on system use and response protocols
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Track response times and outcomes
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Review and refine system based on data
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Iterate on algorithms and protocols for optimization
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Incorporate feedback for ongoing enhancement
Start automating with FlowGenius today!
Automation Is No Longer Optional—It’s Essential
