We are a logistics team that sources contractors for customers’ jobs and then tracks the progress and quality of the work.  We use Smartsheet, Dialpad, Slack, DropBox, Confluence, Google Sheets, Outlook, and other things to do out work.  We have been looking at make.com but need help navigating the process as this is above our base IT abilities.

We want to look at implementing automations across the different apps we use to automate different processes:

1. General Communication between SmartSheet Sheets and how to have different formating and control on what information flows between sheets
2. Automation that replies to emails from contractors bidding on jobs and gather answers to a series of questions by drafting and sending its own emails and then logging the responses to the questions in respective columns on a spreadsheet to compare responses
3. Automation to send follow up emails to customs to get updates on submitted quotes and log responses on follow up tracking sheets

We need help designing the automations and creating the automations.

Thanks.

Posted On: January 23, 2024 20:23 UTC
Category: Scripting & Automation
Skills:Automation, Dashboard, Business Process Automation, API Integration, Spreadsheet Automation, Task Automation

Country: United States

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