Watch Me Build A Real Client System In Make.com

hey everyone we got another course video here for make. com but for people who want to make real money and this video is going to be an actual live build for a photography company one of my loyal viewers that left me a system request I think about a week and a half ago that I told him that I do and I haven't even thought about this for more than 5 seconds so I'm just going to do this live run through my thought process and show you what like a real production build for a system is going to look like so if that sounds like something you're interested in stay tuned and let's get into it okay first things first let's actually look at the comment it was left by this lovely human whose name I'm not even going to try to pronounce waste ah I did it anyway uh here's what he wants a booking appointment for his service which looks to be Photography in this case the photographer will have two or three services family session pregnancy session and a newborn session each of these Services presented on a separate page on WordPress the bottom of the page will have an order button and that's where the magic can begin it's kind of scary smiley face placement there buddy the client selects a date leaves his details and pays a deposit he receives an email confirmation of the reservation a bill and a list of necessary things to prepare for the photographic session should be three emails a week before the date he'll receive an email reminder about the session then one day before the date he'll receive a text message on his phone so uh there are a couple things here I'm not actually going to build out a whole WordPress website I would love to but I just don't have the time energy or resources so what I'm going to do instead is I'm going to create like a drop in variable and that variable is just going to contain information that's formatted just like would actually be coming from uh WordPress for instance the way that WordPress works is uh you typically have like a bunch of different payment plugins or payment apps that you can download uh and so we're just going to assume that this photographer is using one of those and then when somebody clicks the order button right they fill out all their details they click order uh that's basically just sending a web hook somewhere and we're just going to pretend that we're catching that web hook and then using that to build up the rest of the flow so aside from that um the few seconds of planning here I did was signing up for tlio because in order to send or receive text messages we're obviously going to need a way to do so automatically um this is actually the first time that I've signed up for twio probably in like two years very different from what it used to be you do have to do a bunch of verification now so if you're trying to do this test on your own just keep that in mind I'd verify like 10 times um at the end of it they gave me a twilio number and they gave me an account Sid as well as an off token and then I set up a twilio module over here just the create a message module and then I hooked it up here with all of this information uh and then I'm just going to be sending or receiving these reminder texts basically just using twilio but aside from that we're starting from scratch uh what I'm going to do is I'm going to set up a CRM here for the photography stuff and clickup and so I've just created one here called photography example the way that you do that is you click on the little plus next to a space and then you just go to list that's what I've done here uh I'm going to Define all the fields that we're going to use I'm going to show you guys how to build systems that like send people emails several days later using make. com it's going to end up being like two maybe three or possibly four scenarios depending on how spicy we get and yeah I'm just going to run through my thought process at every step through the uh flow so you know if I get something wrong or maybe if I don't understand it you'll see the sorts of debugging procedures I guess that people that make real money with make. com um do so let's get into it so first thing I'm going to do is I'm going to define the um actual variable here I'm just going to pretend let me just use this as my source get rid of that nasty gray one I'm just going to pretend that we're receiving um like a web Hook from WordPress and that web Hook is going to keep let's see uh it's going to keep inside of it their email address for one so I'm just going to use test data now because I'm going to be testing this we're going to pretend the email is Nick left click. looks like there's a date as well so we're going to have a date and let's make this spicy and then instead of using the built-in date uh why don't we just use like custom a custom date format so that we can parse it so I'm going to pretend that we're doing something weird and European uh we'll do month day and then year so that should be December the 2nd 2024 let's actually pretend ah actually yeah we're booking this in the future it's a photography thing what else do we need um we need a bill okay I don't think I'm going to use the bill part of this but we could say like amount or something um let's just say like 499. 99 let's add a package so it looks like he wanted three different packages one for family one for pregnancy one for newborn so let's just hypothetically say um that the way that we like figure out which type it is we have a package variable with uh newborn um pregnancy or family right and

so I'm just going to pretend that we got the newborn package um what else do we got here uh we got the date and we need email oh we also need a phone number of course so we'll say phone number and I'm just going to put in my own phone number here don't call me everybody proceeds to call me it's okay I never pick up anyway um we're going to call this like WordPress web hook because again we're just testing this and then what I want to do here now that I have like the variable that's coming in is we actually need to like create a way to store this in a CRM somewhere so I'm going to set this up and click up so let's have our space which we're just calling photography example let's just say example actually Let's do let's add some more Fields here like first name last name that'll just make this prettier okay so what I'm going to do here is I'm going to create an example record that's going to be first name space last name we're going to keep uh the due date record and the assign record but we're going to remove the priority record so I'm going to right click and click up and then go hide column and then the cool part about clickup is and you'll know if you've been watching the course studiously up until now you can just add like a million in one column so that's what we're going to do here so I'm going to add a drop down for U package and then we're going to have three options newborn we're going to have uh pregnancy and then we're also going to have family just going to make these look pretty because I can newborns are pink pregnancies are blue and families apparently are dark red okay let's um do that so apparently I'm a newborn no I'm looking for newborn photography uh we want an email address field so I'm going to create a new one I'm going to call it uh I think I can just write email yeah sometimes I um and then I'll just add another phone one sometimes I have so many other fields in various spaces with the same name that it doesn't actually let me do that and then why don't we have another one with the date um should we use the due date field yeah let's do but let's also have a date created and just for like layout purposes um let's have first name last name here let's actually add a first name and last name field too it's just usually good to get in the habit of like having all of your data yeah so that's a field for instance that I can't add so I'm just going to write first maybe that'll work yeah I can't add that either just because I have that written down I think in the same space in this hiring pipeline examp example um let me just do first name screw it it'll be ugly we're going to add another one here we're going to call a last name cool and these are just going to be fields that you should just always have you should have a way to um pull data even if like this is going to be the key of our record the name we should also just have a way to like separate them because you can imagine some instances in which maybe somebody has three names or something uh we're going to put this in the due date field oh and then we need an amount so is there dollars or money yeah there's a money field and click up which is nice so I'm going to go money I'm going to create a new field and then we're just going to call it um amount paid let's do that and we're just going to assume this is in US dollars so the person that's managing this doesn't actually need to see all this stuff um I just wanted to provide as much information as seemingly possible um for the purpos of the demonstration let's just make this be December 20 December the 2nd 2024 just so I can see how all this stuff is going to look in practice let's add this we'll add the phone number that you should never call or text we'll add first name we'll add the last name I think what did I say $499 or something $499. 99 it's pretty cheap photography dude you got to up your prices okay looks good so uh we now have the data structure set up in the database or the I don't know the um uh CRM I guess in this case uh we have the variables coming in uh we can make the serum a lot fancier if we wanted to like theoretically we could include stages so maybe we could have like where they are in the process um I don't know if that's really necessary yeah I'm not going to do stages uh but you know you can imagine how you can add as much complexity to this puppy as you want we're going to keep it pretty simple though and then clickup will just default to grouping by status but I usually like grouping by just some other drop down that I uh I make myself so I'm now grouping by package and so this is going to turn pink it'll say newborn if I add another record here as an example and then if I set this to pregnancy now it's going to like separate the two so this will just be a quick and easy way for us to segment based off of the package type that's coming in okay so we got the data structure um this date is going to be really important because we're going to be looking to see um when we need to uh basically send them an email uh let me just double check that we're not missing anything else

well that looks pretty good all right so now we have everything we need to actually build this system out um you know open up your watches or your stopwatches or whatever set a timer I'm really curious to see how long it would take to build out all of the backend functionality for a system like this for somebody like this obviously in a real system build I would do a lot more testing um I am under the constraints of limitations of YouTube video lengths and uh you know I'm pretty hungry so there's that um but you know this should give you a reasonable idea as to how much time and energy to really spend on things uh assuming that you know what you're doing so now that we got a WordPress web hook set up what I'm going to do is I'm going to open up a clickup module and then what I'm going to do is create a task and what I'm going to send this oh and I believe I have to change the CRM here because I'm at left click okay sorry about that I opened up a different account and that's where I was working but in order to access the clickup workspace I needed to be on just a different make uh but anyway I imported it in this is what it looks like same thing as before so where are we are creating a task and clickup and so what I'm going to do is I'm just going to run through all of the fields that we just set up um from this WordPress web hook and then I'm just going to dump them into the space that we made and we're going to have to do a little bit of date parceling just because the way that I've set up the date is I'm pretending that the date just comes to us in text it's not like a date variable uh and this is something that actually happens quite often so I just wanted to make sure that everybody that's watching this sort of um stuff just knows how to do that sort of filtering okay so package uh we're going to do some mapping for that amount paid we can just do amount I believe uh anyway it turns out it ended up making those additional Fields so that sucks but I'm just going to go first name I'm going to do another one called last name phone number uh it's interesting here but it needs to contain the country code otherwise it's not filled uh and so if h hypthetically the input here did not contain the country fote this would not work so you got to keep that in mind um a lot of the time you know in WordPress or in various plugins or form Builders you can set it up so that there has to be a country code and I would always encourage you to just do all the verification and validation way ahead of time but anyway uh and then there's a due date and the way that we're going to feed this in is date and I'm just going to save this and then check out what this date format is so I'm just going to store this here for now but anyway the date format is month SL DayDay SL year year now in integrat or make sorry um there are a bunch of ways to parse a date and the simplest one is going down here to the parse date module or uh function adding that in and then if we look at the documentation it says that you feed in a date and then what you do is you write the format of that date it's just with the numbers uh replaced with you know y's M's or D's basically to tell you where the days months and years are and so that's what we're going to do for this date um you see here that it's let's say 12224 so what we're going to do is we're going to go 12 or um sorry month slash DayDay slash year year and what we're doing is we're basically saying hey you know for this input here which is basically going to be this I want you to parse it as if the month is here the date is here and the year is there and what it's going to do is it's going to convert that into um its own date time object which if we Mouse over the par State function and then look at all that like text the bottom there you see how it's like 2016-12-28 t00 00000000000000 z um that's its own like internal representation of the date function and then yeah that's uh that's how we're going to get it um you can set a due date time if you want to I mean realistically in photography shoots you probably should have a due date time but uh I'm not going to worry about any of that stuff just because I want this video to be a short and effective as possible and then I'm going to remove this and then the last thing we need to do is we need to map the package now in clickup packages aren't as straightforward as just writing down the name or the uh the label that you're passing through for instance I can't just click map and then write um package because clickup doesn't recognize that unfortunately so what we have to do instead is we have to switch through various options here and a quick and easy way to do that is Select whatever the option is that you want then click map and you'll see that there's now a big ID here and this is the ID that represents the label map and the way to make this work is I use switch and then you have to feed in your input first so we're going to feed in package and then you got to go uh semicolon and then you have to write um the various options that you have that your package could be and then what the ID of the clickup field is for that option and then it's just package name semicolon option over and over and over again so for instance I'm saying Hey I want you to

look at the package that comes in and if it's newborn I want you to Output this ID and then by outputting that ID into this um field it's just going to tell clickup to select this newborn dropdown right over here now obviously we can't just do that for one we have to do that for all three and so I'm going to go through and see the other two Fields I have one's called pregnancy one's called family so we're going to do another one for pregnancy now I don't have the ID but I'm just going to do a little hack here copy all this text go back to map and then go to pregnancy and then map again then paste and you'll see now I have that and then I'm going to do the same thing for family go back here paste I'll write family and then I'll write this cool so this should work right now um and you can also test this in another module if you want I'm pretty confident I think that this is going to check out so I'm not going to do too much testing here but I'm just going to run through the rest this make sure that's legit so first name last name good I'm selecting myself as the assign e good I'm parsing a date looks pretty good to me uh doing this fancy switch which we'll see if that works amount paid good first name email phone last name all right I think we have everything we need what I'm going to do here is just delete the previous record because I want to keep this clean for when I run my super bombass web hook okay yes and there is a there's an error because the value is not a valid phone number um this may have been because I didn't put a plus so we're just going to try this first and see how that goes yeah okay that worked yeah so I guess the country code requires a plus just make sure that whatever parsing that your form Builder is doing that passes in the web hook it uh you know it includes the country code and if it doesn't um you can just use the parse phone number module here I just type phone there'll be a phone number and then parse a phone number you can just feed that in and then theoretically you could feed in uh whatever the phone number is and then you could pick and I mean this part is sort of annoying you could have another field that's like country and then you would use mapping just like I showed you a moment ago to map through all of the various options um the way that this works is you'd have to use a switch with the country code and obviously that'd be pretty big um but yeah you can also just parse phone numbers directly like that or maybe if your service is only in one place odds are it's going to be one phone number right keep it simple uh anyway let's see what happens so looks like everything was created except for the package so there's probably an error there looks like the due date was parsed correctly which is nice emails good phone number is good although when click it oh it's actually trying to call me yeah that's not good I can edit this and then there's the country code there we go first name is good last name is good amount paid is good okay great now that we're done with this I'm just going to hide these columns because I don't like them and they're ugly uh and then we have to clearly fix this package thing so let's just see what this um how this worked if you click on the clickup module you'll you can see the input that you're providing it doesn't really look like there's any input at all so I imagine we just didn't uh the switch was either Mis formatted or just didn't check out so I'm actually just going to copy this and then I'm going to put this into a new module just as a test just going to call this switch test you can also use an actual switch module but and let's see what happens if we run this with the text um newborn okay so that worked so I think it probably has to do with the capitalization then I probably didn't capitalize this yeah I didn't capitalize this silly me so the input that's coming in from the web hook uh we're just going to pretend it's uncapitalized and most things are uncapitalized uh in code so most things will be lowercase so just keep that in mind so I'm going to delete this now I think that this is going to be good so we're going to delete this record too going to run this puppy looks good if I go back here nice awesome so now I have the record inside and we have our flow that successfully gets things inside of clickup now that's pretty simple pretty easy right and this is going to be one of our scenarios so I'm going to save this and then I'm just going to say one um let me just do photography example and then I'll say new lead in clickup awesome I'm going to save that and just open up another scenario right beside it then I'm going to call oh actually you know what I'm not actually done because there were a couple of other things we want to do I think we wanted to send um a bunch of emails right yeah let's do that let me go back to this comment what are we going to do he receives an email confirmation the reservation a bill and a list of Necessary Things PR the photograph session all right cool man I got you um all right so what else we're going to do we have to send some emails obviously it sounds like he wants to send three emails I know there are many ways that you can do this you could theoretically leave this module as is and just have uh a WordPress web hook and then the clickup module that creates a new task you could then go into

clickup and then add a watcher that watches for new tasks that are created in this space and then if it sees a new task create in the space then it fires another automation that sends an email um to be honest that would probably be like the cleanest way to do it but what I'm going to do for Simplicity sake U because I don't really give a about the cleanliness is actually let's just go ahead and send the email I'm just going to create three email modules uh and then I'm just going to send the email to or send three fake emails to records here now the cool part about um creating a new entry with clickup is now we have access to all that data so I'm just going to pretend and write like let's say Nick and then what do we want to confirm the reservation so we'll just say your reservation is confirmed clean we'll say hi Nick I'm going to add BRS just for HTML and spacing and that sort of thing we're writing you to let you know that your reservation for uh let's just be fancy so we're actually going to pull out the name of the variable here um can we actually do that can we pull the package I think we can pull the package it we're gonna we're going to give it a try you'll notice the package doesn't actually have a variable value next to it um so I don't know if that's because maybe clickup isn't getting that or if there's some issue um maybe it's just not showing here but I'm just going to run with it we're writing you to let you know that your reservation for blank photography on the date of and I'm going to go over here to Due Date just right over here let's see what type of file it is okay so if you Mouse over any variable and make uh little modal pops up and then inside of the two angle brackets there you see that there is a function or a file type and in this case it's date so what that means is if it's like a date function or sorry a date module a date variable you can do date time stuff with that and so I'm going to format this date I think this is going to work I'm going to format this date and I'm going to format it as um month month day year year that should be fine let me actually test this first before I get too far ahead of myself just want to make sure that the uh if this is an actual date it would work so let's just do test date run this puppy once uh yeah February 28th 2024 yeah looks pretty good to me I'm just going to keep that there just in case I need it but anyway that's the variable there you can obviously do all the stuff ahead of time in another variable and then pull from that would be the most maintainable confirmed let's do br thank you for ordering and looking forward to meeting you br cheers BR uh I'm just going to pretend that uh w te is the photographer here looks good and then I'm going to unlink this puppy just for now G to open up my email address get ready and let me run through this whole scenario one more time so we should be creating a record Nick we should be sending an email here and I just want to make sure that this work December 02 2024 uh for zero photography right right so the way that clickup does this indexing is they don't actually put the name of the package they'll just put zero one or two so that's annoying but obviously we can just pull that directly from the web hook um in practice I always do like to like pull from one source of Truth just makes any flow a lot more maintainable but in this case you know just to be simple let's pull from the place where we get the data aside from that looks pretty good um I don't like the 02 here so maybe there's a way we can fix that and then just write 1D I don't actually know if this is going to work but we give that a try one D for One Direction okay res newborn photography on the date of December 2nd 2024 has been confirmed thanks for ordering looking forward to meeting you blah blah okay great we should get another email that's perfect now and uh if you have like the same text uh Gmail will just do this every now and then and just like trim the content for you so don't worry about that that's not anything on the make side of things it's just Gmail so great yeah looks good to me so that was that first email what else did uh we want to do we wanted a bill so for the bill here I'm just going to put in the total so I'll just say you know we'll just pretend that this is like an email Bill your bill for I'll just write package AG

photography hi blank your total um let's just add do this one more time and then we're just going to grab the amount field so$ 499999 I'm going to put a dollar sign in front of it and then we're just going to roll with that I'll put a period after as well so your total for package photography on format date whatever is custom field amount paid we're going to pretend that that's the bill although you can imagine how if you wanted to build out a more intricate sort of billing session or whatnot you could and then a list of necessary things for the photography session so I'm just going to add one final module here and then I'll say don't forget these we can't wait to have you for your photography session before you come make sure to bring the following and then you know I'm just going to pretend that we're doing numbers uh you can also use HTML format so you could do like an ordered list and then have a bunch of list items so it be Li I think o I'm not going to do that though I'll just say one um a warm change close sure we'll go br2 a smile then we'll do two more looking forward to seeing you all right this may seem like a bunch of you're probably wondering why I'm doing so much work actually writing out the copy and stuff um that's because it's really important as somebody that's like a make engineer the most important thing for you and really for your success in a business isn't just can you build systems on the back end it's can you maximize the customer experience for your clients and so if this is your business you want to make damn sure that these emails aren't just like hello blank good order here's the number and here's your email attachment thank you whatever you really want to like personalize it as much as possible um as I've kind of grown more and more competent in make uh I've realized more and more that like the time that you spend crafting the customer experience uh ahead of time is probably twice if not three times as valuable as the actual time that you spend like building these flows again you'll see that these flows aren't super crazy complex or anything so anywhere you can you know improve the way the customer perceives it uh the better so we'll say send confirmation reservation I'm just doing this for maintainability purposes this will be send Bill and then over here will be um send list whatever I'm just going to write send list um if you have three email modules one after the other like this it can unfortunately every now and then um drop one of your emails so I'd always add a delay let's just do 5 seconds in between these two that should be good I'm just going to do this and then I have a couple of sort of leftover modules here uh that I'm just going to delete yeah okay I'm going to delete ah now I have to set up too again whatever um okay I'm GNA save this puppy and then uh right now this is just being set to run at regular intervals so I'm not actually going to turn it on I'm just going to run this to test and just demonstrate that this works and you can see that I've been creating clickup records this whole time okay WordPress web hook received we created the task okay we sent the first email okay we are now waiting and then we sent the second email that looks good nice the number formatting checked out and then we also sent the last email how is this going to look we got three emails Nick your reservation is confirmed this is the email with the date and then the package wonderful then we have the bill for newborn photograph is here's your money and then don't forget these here is a list of things to bring awesome I think that is pretty good from a client perspective you know you just pay a little bit of money and then you get three little dopamine hits being like hey nice job for ordering okay great so that is like the first section and this is pretty simple we all know how to do this sort of Flow by now um what I want to do now is I want to take this to the next level and I want to show you how to implement basically like reminder or followup functionality in a flow like this and the way that this is going to work it really all just hinges on um you having a CRM or a project manager of some kind if you didn't have an external place to store data like the date that the shoot is happening for instance this wouldn't really check out but I'm going to show you a really simple way to solve this problem that I use in a lot of my flows and some might consider it operationally heavy um I don't really care to me this works super well it consumes maybe 50 to 100 Extra Ops a month I'm more than willing to pay for it if it means that you know my customers get a good experience and my clients as well so the entire way that we're going to implement um follow-ups you going see here a week before the date he'll receive an email reminder about the session so the entire

way that we're going to implement this is what we're going to do is every day at the same time hopefully we're going to run through our clickup list we're going to list all of the records in that list and then we're going to grab the date that it's supposed to be happening this column is called due date you can imagine how it's really like the booking date I was just lazy and I didn't want to make another field so what we're going to do is we're going to grab the due date then we're going to grab today's date and then we're just going to count the number of days between the two and when that number Hits seven assuming that we're running this every day then we're going to send the email and because we're only running this once a day the next day when it runs it's not going to be seven it's going to be six we're not going to send the email again so very simple way of solving this and that's what the second scenario is going to be about so first things first I'm going to open up clickup head over here and then I'm going to list all tasks so retrieve all tasks for specific list I'm then going to and then we have to select our list ID which is sort of an actually maybe I can just select manually that'll be easier yeah we can wonderful um this may be new functionality I think in the past you just had to map the list IDs from the URL so that's good anyway I'm going to go down and select my photography example and then I'm not going to do any filtering at all and I'm just going to let's just say I want to be really generous and I'm going to limit this um to 100 so this should work all the way up to 100 records and then just so that uh we have more of these I'm just going to add a new name let's just say Peter I left click and maybe this is like the I don't know the ninth or actually we should probably do that one week from today my math ain't so good I'll do that later let's do um Family let's do this we'll do wnac oh okay maybe I shouldn't do that because I'm going to send three emails random email address that doesn't exist I just did that because I wanted to create a new record and I just wanted to test my flow at the same time so anyway now I have two with the date created uh which we can sort by which is always nice to have you know like uh at a very simple easy visual glance when's the first record that came in for instance and so you do that and click up just by clicking this button that's ascending order this is descending order uh and then you click save down here to like Save The View uh but what we're interested in is this due date field so I'm going to let's do next week I think that's seven days no that's not it's totally the sixth okay so I'm going to pretend that my record here this Nick Sur record initially was from March the 6th and then this one's December the 99th so we should now be able to see uh you know discriminate between a record that's working and the record that isn't first thing I'm going to do is I'm going to list all tasks so now we got the task names for two bundles if you guys remember from the previous video I talked about a lot of things having built-in iterators with the names list or filter or um you know get or whatever this is example of one so this is actually going to run twice one for every bundle that comes in assuming that you have multiple records right and then what I'm going to do is I'm going to add an email module actually I'm just going to copy my previous email module and then I'm just going to paste this in and then I'm going to say send followup let's just call this follow-up one this is going to be over email we're going to grab the email address we're going to grab the first name right here I'm not going to include the package here hi we're chiming in to remind you of your photography session on then we're going to grab the due date again and I'm just going to do a little hack here because I know what this variable is called it's uh left curly bracket um dot um dot no one. doore date then I'm going to paste in the first name here and then I'm just going to say let us know if there are any changes otherwise looking forward to seeing you okay so we send that we set up the followup and now we need to set up a filter which basically only shows tasks that are on that day there are multiple ways to do that you could do this um I think here yeah on the clickup module itself so we could say filter dates and then we could only show um well actually I don't know if we can do this yeah no I don't believe uh yeah I don't actually know if we can do this anyway this allows you to filter by dates so you could do after due date before due date after due date whatever but I don't really want to do that what I want to do is I just want to filter directly in this filter module so I'm going to say if days between equals 7 or maybe we'll just do if 7 days out let's do that that's simpler the thing

I'm going to grab is I'm going to go down here and find the due date which is December the 9th 2024 apparently at 4 a. m. for some reason and then I'm going to say condition um use a date function which you'll find here I always confuse these two tabs because this looks more like a calendar to me than this for some reason anyway uh we're going to get the number of days basically between the two um I don't actually remember how to do this that's interesting so let's do due date minus now I think yeah I think you can actually just subtract the two okay anyway I obviously don't remember how to do this so I'm actually just going to do it in the module I'm going to call this test date I'm going to paste that in and so what this is going to do is get a due date from clickup it's then going to subtract that by now so we'll see how that works I'm going to remove this remove that just connect these two directly that way I don't have to do anything funky I'm going to run this and we'll see what happened oh this is going to run twice probably yeah whatever um we received a very large number uh I think the reason why is when you subtract two dates what you end up with is I think milliseconds so I think there are that many milliseconds in between um I think what we have to do I'm not really sure here so we're going to figure this out together so I'll paste in this and then I'll just um I'll divide by 86,400 maybe so now it's that oh maybe oh hold on I think it's way more than that actually um what is this due date first of all uh this due date is March oh yeah so I don't care about the Peter record so let's actually just uh remove this do I want to remove it no it I'm not going to remove it let's actually just look at operation number two um so 6. 5 days out so I think that I just need to add one two three more zeros here and I think that's how you convert from milliseconds to days so if I go in operation two you'll see now the test date is 6. 5 days out um it looks like the date is supposed to be March the 6th we are halfway through February the 28th so I think that makes sense uh and so what we have to do now is we have to flatten this and what I want to do is I want to grab uh in the math module here I want to put brackets around this as well and a quick and easy way to do is just that and then I want to um uh actually you know what I don't need brackets the hell am I talk uh yeah no I do need brackets I lied um so curly brace Clos and I guess you automatically close them and then what we're going to want to do is I think get the ceiling yeah because this is technically seven days out so we're going to go seal oops seal up here then I think that should be all closed up now you might not need one of those brackets but screw it this should say seven days good awesome so now we know that this is our function and then I'm going to go in here and unlink the filter drag that back in and I'll say if this is equal to numeric 7 then send the email and then I'm going to set this to run every day and I want this to run sometime pretty early so we'll do like I don't know 7:54 or something like that am uh am yeah okay great and now what we're going to do is we're going to scan through our list again run this and then see uh which ones get selected now keep in mind the only record that should be selected is this March 6th one and then when that gets selected we should pull the email and then add in the body copy and kind of send it so let's run that awesome so we had two bundles as input the filter ran it isolated the one that we wanted which was equal to seven and then it sent one email and it should be sent to Nick Sarat or Nick left click. yeah awesome so that's how you would do the second followup and then the third follow-up is basically the exact same thing so we're actually just going to get to reuse all this functionality which is nice the only difference is now instead of checking for seven days we're just checking for one day and instead of us sending a email we're going to be sending a text message text messages functionally speaking at least on the make side of things they're the exact same as emails the only difference is going to be your formatting and the modules that you use and in our case the modules that we're going to want to use

are twio so just go to twilio and then we're going to want to create a message um this is the filter that we want right so if you just delete this good news is that filter gets carried over to the next open module so yeah anyway um now we're going to create the too connection I'm going to call this example tlio you can see I've already done that uh let's do Feb 28 2024 just so I can disend big between the two and then twi what happens is when you sign up you will get an account Sid and then an off token so um I'm gonna have to like delete my account immediately after because I am exposing my off token which is sort of annoying wait a second I don't actually need to do that I can just change the camera wonderful okay sweet so now that I've authorized that toio connection you can choose what you want to send the message from after you set up the account they'll give you a phone number you can use for testing so that's my phone number and what I'm doing is I'm going to send it to uh the phone number that I've received from the list all tasks module now can't actually get that data yet so I'm just going to go I'm going to say um hi I think it's just going to be one. first name um just a reminder that your photography session is tomorrow let me know if you have any cues thanks uh we'll say was Tech that should be good I'm just adding a fake number there because what I want to do now is I want to unlink this I want to run the clickup list all tasks module just to get all of the data then I want to connect this and I just want to see what the name of the variable that I'm going to be using is called um I guess it's just phone yeah should have the country code yeah there you go so we're just going to go phone and then instead of it being oh and then I think I need to change the name of this variable too um it's not lowercase f Ur name it's uppercase F Earth name instead of if seven days out we're gonna go one day out and then I'm just going to click that awesome uh we're going to run this not at regular intervals but every day and we're going to do that the same thing it's going to be 7:55 a. m got to write the date like that at least here then I'm going to go back here and then test this by setting this to tomorrow and so what should happen is we should get one day out and then I should get a text message I'm just going to hold up my phone here uh just to make sure that worked and then yeah let's pretend it is now March the 5th or whatever one day before um the time that we were supposed to send this and then we're running this puppy and it's going to select the one record that matters and then I don't know if you guys can tell but I just got a little notification up at the top of the screen and behind that is my sick uh berser artwork from a really great artist um so now you guys know what my phone screen looks like and yeah you can imagine how if you run this every day and then if you run that other follow-up every day um you will now have two follow-up systems uh one on a 7-Day time span and then one on the one day time span so yeah that's what we would do and then just to really fully close out this example payload too large H um I don't really know why that happened it might be that I just by copying all this stuff over oh okay maybe it's just a make er yeah weird I'm also going to copy all this okay so the last thing we would need to do obviously is we would just turn all these on I'm not going to do that here without changing this to On Demand first so on and then on and then assuming that you replace this WordPress web hook module with like the actual input and then you change all the variable names to accommodate um everything that this lovely bearded suited man wanted uh is now done and yeah that's a real make scenario build for um somebody that may or may not be a customer I mean I'm probably not going to work with this fell because he's posting on a make uh tutorial and he's basically like how would I make something like this on my own you can imagine how this was a very vague sort of scope that we received from a customer a potential customer and then over the course of the last I don't know half an hour 40 minutes or whatever um I turn that into a series of three business modules a CRM mind you a very introductory CRM one that's probably lacking some of the functionality they want but I turn this into a system that is actually capable of going out there and then improving the customer experience doing some very simple things you guys probably might want to do for your own business uh following up automatically and all that stuff so yeah super realistic look I want to say like the life of a make or just like an automation Dev more generally I hope this could help you guys on your own automation Journey if you guys have any other requests that you want me to include just as I'm rounding out the rest of this course because I only have one more video that I want to do please leave a comment down below with that request I think this might be a pretty interesting format honestly if I'm being honest I think that people would just

really like to see how I convert these vague uh requests into like actual tangible business use cases so yeah that might be a series or something like that I'll do at some point I don't know yet depends on the uh the feedback but otherwise please like subscribe and I'll see you on the next video cheers