How to Automate Slack with Make.com

hey everybody welcome to another round of make. com but for people who want to make real money I find myself in a random hotel room for the second time this week but I'm not going to let that stop me I'm recording a high quality video on one of the most common use cases that I usually see coaching companies reaching out to me for which is automating a large portion of their slack Communications and so what I'm going to do in this video is I'm going to build an extremely viable automation that I use for my own business and that I sell to many other businesses that involves instantly. a which is a cold email Tool uh make. com obviously uh gp4 we're going to do some AI stuff and then we're going to dump the results into a slack message so you're going to learn everything from start to finish I'm going to make it as extremely simple as humanly possible and now that you know about web Hooks and about apis we have everything that we need to build this more complex system that sounds like something you're interested in then stay tuned and I'll see you guys in a sec okay so what do we have here in order for you to build this specific automation you're going to need an instantly. A account now you don't need an instantly. account you can build out a very similar automation with any data source on the front end whether it's like Facebook lead ads or um I don't know like Instagram messages or anything like that I'm just using instantly because my own agency gets a lot of leads through cold email well at least we did until I started recording YouTube videos all day um and you know instantly has a bunch of very simple system setup to allow us to basically just like send a new request every time a reply uh is received in response to one of our campaigns so if you're unfamiliar with instantly just a cold email tool you can set up campaigns and sequences and that sort of thing um stuff like you know this for instance and then you can add basically unlimited mailboxes on the front end um here so you can see I have like 15 or 20 mailboxes set up um and then you can distribute like email volume across those mailboxes so extremely valuable tool not going to harp on this too much because I have several videos out on this but yeah check it out if uh it's the first time that you're hearing about it now the specific flow we're going to be building today is going to look something like this so we're going to use a web hook to catch incoming replies from instantly and they have a feature allow to do that which is nice we're then going to use AI to filter the email um and you can imagine how if you're using a simpler sort of data source like maybe Facebook lead ads or something like that you're not going to need to do any filtering because odds are you just want to like forward a lead to a slack Channel or something uh but in my case I want to make sure to only forward new responses that are high quality and interested to that slck channel because realistically you get like 30 or 40 or 50 email responses a day um then we are going to do a little bit of parsing uh it's the first time we're going to use like procedural parsing which is going to be fun and then uh if you know it's like not an unsubscribed message basically we're going to shoot over a slack message using a specific type of formatting called um slack blocks formatting uh and I'll dive into what that looks like later but I am just going to be copying this down because it's sort of a pain in the ass to build from the ground up so that's what we're going to be doing this video uh and let's get started with the first part of that build which is probably the simplest which is just connecting the web hook so I'm going to call this uh well I'm just because that's basically exactly what I'm doing so I'm going to copy over that name and then I'm just going to call it like example lead capture just to differentiate between the two first thing I'm going to do is click on this little button and then type web hook this is going to open up the web hooks module and then I'm going to get custom web hook add a new module or a new web hook called um let's do new instantly reply and then I'll just call it example build and then I'll also say February 23rd 2024 I'm going to copy that address to my clipboard and I'm going to go over to instantly now instantly has that feature where I can set up web hooks I don't remember where it is though so we're going to find it together okay Integrations that sounds pretty good okay awesome yeah so it looks like they now actually have like a direct slack integration which is pretty cool uh we don't want to do that though we want to do web hooks you'll see they have a bunch of other features they have like um API key so you could screw around with the instant API if you want you can do direct zapier Integrations looks like they have some open AI stuff now which is maybe where like they can automatically respond for you I'm going know that sort of thing but we're going to use this web hook feature so I'm going to click ADD web hook paste in the web hook URL and then down here you can select the campaign that you have specifically so um I'm just going to use test campaign because we're not actually going to receive a response of the course to email and then you'll see down here there are a bunch of events that we can choose so uh the good news about instantly is you can select you know fire web hook every time an email is sent so maybe you want to do something like update a record in your CRM to show that an email is sent you can do email bounced um email opened although I actually never track email opens that's topic for another video link clicks uh reply received lead and subscribed and

then there are a bunch of sort of like automatic AI tools where um instantly we'll try and evaluate whether or not the lead is interested I don't use this because I find it's usually much worse than something I can design on my own so what I always do is I'm just doing reply received okay great so I added the web hook now what is this going to do this means that anytime somebody replies to one of my sequences I'm then going to have a web hook with the reply from that email uh that I'll be able to use like I'll have like the reply text I'll have all that information which I'll be able to use to like build out the rest of my flow and the end result is it's going to be something like this and I only know this because I built a specific flow out but I'm using an app called left click which is just my own internal um slack app uh it says Nick just generated a warm lead so salesperson with like some confetti there's a link to um the uni box from instantly where somebody can click through and then manage this and then there's like a message from this person so it looks like this lovely person themba I'm totally going to butcher that last name but offered to let me give them a call on November the 208th 2023 which is back when I was running a specific campaign and because of the slack block formatting you can see how it's spaced out nicely we're using like header tags and that sort of thing this is basically what we're going to be uh moving towards but any who so um great so we have that web hook set up now I don't know if instantly has a testing feature I don't believe that they do which is sort of unfortunate uh because it would be nice to be able to test this web hook flow um so what I'm going to do here is the next step uh is we're going to add a gp4 sequence so a completion sequence right over here and then we'll do this so you're going to have to add your openai API key as a connection if you haven't done that already and then the method that we're going to be using is create a chat completion which is just sort of back and forth speaking with these models now I find that using the gp4 um uh endpoint just the one that says gp4 is usually a little bit shitty uh the reason why is because if you just use like the base GPT 4 it'll always default to the newest version and open aai has sort of vested self-interest in reducing their internal cost so they will always try and shun you on like the shittiest version of gp4 available um so it's usually like gp4 turbo the quality of this model is just less I mean it costs you less to use but the quality is less so if you wanted to do things that are maybe a little bit more um cognitively or computationally demanded I'd always recommend um picking a specific version and then building a prompt and optimizing a prompt for just that specific version um and then you know worrying about changing it later uh because every version that you choose you're basically going to have to like prompt optimize from uh from the ground up again but any you can see how there are a bunch more down here like gbt 40125 preview gbt 40314 that's not deprecated I use that for a long time 0613 32k I mean by the time you guys are watching this video it'll probably be quite uh quite different but let's see what I used back here okay so my dumbass did just use the Bas GPT 4 model um so despite all the poetic I was just waxing I'm just going to end up using it anyway uh the role of the first line of messages is going to be system I'm just going to copy over my prompts from here because I'm cheating and I'm a little bit lazy also I've been sleeping like four hours a night uh something about just like the Toronto skyline man so bright and I don't have blackout curtains in this hotel um the second prompt is going to be user prompt and you can sort of infer what this is doing but I'm just saying hey below is an email reply to an outbound campaign I want you to categorize into one of the following outcomes positive not interested or unsubscribe they ask a question or don't fall into any of the other categories just write interested and my idea is what we're going to do is um if somebody is really pissed off at us and they're saying hey [ __ ] you guys I don't want to talk to you ever again stop emailing me well obviously we don't want to send them an email again right so we're just going to Auto unsubscribe them and um we want you GT4 to be able to pick up on that but if somebody is like hey this sounds pretty interesting I'm just not super into it right now I need another six months and you know then our business will be able to align priorities on this uh we still want to like log that as something and then we want to maybe just have them available for a follow-up sequence later uh and that's what my not interested um status is uh if they are interested and if you know they want to book a call or something like that then obviously gbd4 is going to understand that is a positive reply and all positive replies are replies that are going to be forbit over to the slack so that A salesperson or maybe somebody just in charge of monitoring like customer success manager whatever a coaches Define their roles as uh will be able to see it and usually this is a lot better than just having somebody in charge of an email inbox because in an instant messenger I don't know what it is it's like a psychological thing but it's also just like uh like a notification thing people are just much more likely to respond the average response time on an instant messenger is like a quarter of uh of what it is through email so we're attempting to get these positive replies to pump them into slack and then just have somebody be notified uh that's how I'm going to do it next up I'm going to

provide some examples of what the email body is going to look like and so in my case I'm going to go back and do another user prompt so it's going to be user instructions up here and then user and assistant pair responses and you'll see how my first example was hey Nick yeah for sure this sounds like it has potential Peter you'll see I'm using new lines here new lines um this is just like a way that both GPT but also a lot of um email clients understand um new lines and if you think about like a new line uh really like in an email it will say something like this hi Nick yeah for sure this sounds like it has potential um but I'm attempting to compress the message that's being sent and I'm also just attempting to um attempting to account for you know maybe email services that um replace all actual new lines with this new line character if that doesn't make sense to you then don't worry too much about this it's just a minor optimization but it's what I do to ensure that things go well and then afterwards I'm just going to train it on what I want the assistant to think so in this case I want it to see a response like this and then I want to be like that is a positive reply and you can see the way that I'm doing it is with the JavaScript object notation where I'm having the assistant respond and say category positive and this is really important I want it to respond in Jason because I want to be able to parse that message in Jason later now I don't just want to do one example I want to do several so I'm going to have another response that just says no and stop emailing me take a wild guess as to what category I want the assistant to respond to that with obviously unsubscribe and then I'm going to do a couple more I'll do a user one that says hey Nick what did you have in mind and then it'll be from this lovely Simone person and I want to count that as positive as well because if somebody's asking a question odds are you know they probably want to continue the conversation in some respect uh and then this one I want to do like a not-interested one so this is a longer uh a longer message that says hey Nick apologies for the delay I had some last minute travel I don't think I'm the best person for this but I'll pass on your request blah blah blah and then I'll just write not interested from the assistant and then now I think I have everything I need to know just to go straight to the user prompt you can see how on my actual flow I have like five or six different prompts and I'm just being as um I guess as thorough as possible and I was willing to spend money um spend more money in tokens to have this sorted uh back then uh but nowadays I'm not really worried too much about this is an example flow uh I was receiving like 50 or 60 responses a day at the time so I did really enjoy having AI um filter the ones that were negative of course uh both for my sanity and also for my time but is what it is now uh what you'll notice is if you click on the message content because we haven't actually received a web hook yet we don't actually have an example of what the data looks like here's a quick hack that you can get um that you can use to get around this and I don't want you to rely on the hack but I'm going to show you the hack anyway because it saves me a lot of time and now that I'm sort of experienced with make. com I can kind of get how this works under the hood I didn't understand this for probably like 6 months so if you're before 6 months and you're learning this consider yourself better than me um at the point that I was at in my career um but I'm also going to show you how to like do it normally and how like you should do it um the only reason why like I I'm sort of hesitant to show you or the reason why I'm showing you these two methods is because instantly historically it's had sort of a slow web hook response where it can lag for like 2 or three minutes and I just didn't want to have to sit here and just wait for 2 or three minutes on camera so here's the back um if you know what the variable is called so for instance this is the old flow that I built out and you see how it's called reply uncore text if you know what the variable is called and if you know the number of the module which in our case is nine even if you don't have a selector over here in the star you can still recreate this and you can have this select it on the first run what do I mean by this well if I just try to copy this from my other scenario and then paste this in you see how it's black and it says 9 reply text well black just means that module doesn't exist however I do know that the module one exists so this one's called module 9 but in my flow that I'm currently working on it's modu one so the way that make does this under the hood is they have a format that looks like this it's curly brace it's the number of the module so in my case one and then it's a period and then it's the name of the variable reply text and then it's curly brace so you see how now this one's red but it's sort of hollow red or an outline but then you know the inside not being filled just means that it's a variable that is connected to a module that exists but we don't know if the variable exists now obviously in our case we know that the variable reply text exists because I used it in a previous module um but that's how you get around um selecting things from previous modules that may or may not actually be um sorry I think I just like switch back and forth five times that's how you get by selecting data from a previous module that may or may not actually be accessible to you on the right hand side so like you know my mind

is very familiar with how make. com works now so um if you've noticed in previous videos a lot of the time I'm like trying to reconnect the two modules to like get it to uh show the variables on the right hand side a lot of the time I don't even do that anymore just because I know okay I'm looking for you know module number. uh variable unor name most of the time and it's pretty self-explanatory and pretty simple to push through any who so that's what that looks like um I know that this works so I'm just going to press enter here um and then what I'm going to do is I'm just going to write I'm going click run oops not run once I'm going to run over here and then I'm just going to add in like an a random reply text just to test my model uh and usually you should test this probably like four or five times just to make sure that your prompt is good enough and you have a reasonable enough success rate I know that this works pretty well so I'm not going to worry too much uh too much about it first one I'm going to write is just [ __ ] off and I'm going to see if it says unsubscribe it should so choices message okay category un subscribe great second one I'm going to say hey Nick this sounds great men but we're just a little busy right now maybe follow up in a few months okay and then I'm going to say and N uh Peter pretend that Peter is sending this now this is sort of a tricky one uh because I said this sounds great so it's not a completely unsurprising that instead of us categor categorizing this is not interested which is what I initially wanted to ciz is interested in my case this is okay um I would still want like a salesperson to get a notification like this and then maybe create a followup in their calendar or something like that um but any who the last one is just going to be very simple I just want somebody to be like this sounds awesome let's do this is awesome I'd love to talk call me and then I'll just put a random phone number this should obviously be interested so let's go choices one message category is positive H I don't think we have a category called positive so that's unfortunate um no we do have a category called positive uh what we don't have is oh yeah I uh actually screwed up the prompt here I should have said write positive not interested previously I had write interested and I got a little bit confused so yeah I'm going to put uh positive down here as a catch all my bad I'm going to copy this just so that I have it and then I'm actually going to go back to my original prompt here which was clearly edited and then I'm going to save that just for next time okay great so now that I'm pretty happy with how this thing uh works conceptually I'm going to try and email myself once with this test campaign uh which is sort of annoying to do but let me first select all the leads I'm going to delete all these leads add a new lead we're going to enter my own email manually and then uh I'm going to import the emails oh it already exists across campaigns that's annoying let's just do actual Gmail the reason why is because I want this to trigger and then I want us to be able to see what the text looks like um so let's see I added one lead in the sequence it's my personal email and then I have one email in the sequence with the first name and then that's basically it um I don't have a company name I don't think in my lead let's write your company okay and then uh I'm going to click save and then launch oh and then I'm going to select uh a bunch of accounts here that's the last thing I have to do for instantly so let's do that and then click launch this will now publish my campaign okay great so this is being sent I do only have one lead here uh that says not yet contacted and as I mentioned earlier you know um it can be I don't know it can be sort of 50/50 it doesn't always work immediately and sometimes instantly takes its time so uh regardless now that that's chucking along in the background hopefully by the end of the video we'll get a response from this and then I'll be able to show you guys that variable without this hacky sort of workaround all right so next up after we've categorized the email what we need to do is we need to post it to slack basically um but I want to do a couple things before I do that I want to isolate a few variables I want to parse some text that's coming in uh and just generally uh you know get all of the text and everything like that in a format that is ready for slack so I'm going to do two things number one is I'm going to add a Json parse uh Json module so you have to go to Json here and then like so you have to write Json inside of the Json umbrella there will be a parse Json module what this does is anytime that you have text that's in a format that is Json and so that's what this looks like it's a curly bracket K uh it's usually quotes around some type of key and then

if it's a string there'll be quotes around the value um sometimes it can be an integer so might just be a number and then it can also just be true false null um some special variables like that what this does is basically if the variable is in this format then we can actually turn it into make. com accessible variable like one of those little boxes with like the number 14. repore text and then we can access it in the rest of the campaign and so what I'm going to do is I'm going to go down here and then I'm going to feed in the content which is this Json string and then just for Simplicity I'm also going to copy this over and then we'll just test this so I'll show you what this uh what this looks like so I'm going to copy over this text and then I'm going to click okay here and then I'm actually going to run this oh uh we're just going to paste this all the way down here and you'll see that um the parsed version of this is a variable called category with a value called positive so it's more or less what we want which is nice you'll see that there's a little like one um aside from this because it's telling us that a Transformer should not be the last module in the route um that's okay um you know that's just like it saying hey you're not actually doing anything all you're doing is just like parsing text and then outputting it in make. com any who so we've parsed the Json from the open AI module now so this text this positive is actually accessible and what that means is now we can use it in filters routes and we can use it in basically the next step so I'm going to do here is I'm going to choose a slack module because it's time for us to dump this into slack and you'll see it says beta um so I guess it's still sort of under development uh but what I want to do is I want to create a message and I'm just going to go over here and see if there's any special no we did use the slack module for this so I'm going to click create a message and I'm going to drag the server here um you have to connect your slack instance or your Discord instance works the exact same way or maybe any of your other instant messaging instances here um easiest way to do so click add um just do slackbot that's like the integromat bot um integromat is the name that make. com used to have before it swapped to make. com and then you actually have to like sign into your slack instance and do all that tough hard work which is sort of annoying um you have to like select all of the availability sorry all of the um available uh permissions here and it's sort of annoying but I'm part of a bunch of slack workspaces so I'm not actually going to like open this up and you guys how to connect because I don't actually have like the authorization to do the connection unfortunately um but afterwards you'll end up with um a basically connection here that I'm just calling left click integrat because it's the name of my slack group um sometimes I think you have to invite a user called integromat or an app called integromat um so you may have to do that before you complete the connection um if you don't do a bot and then if you add it as a user instead then you just log in as the user that you want the unfortunate thing is though then the uh every time you get a message in let's say your sales chat it'll just be the user that uh you connected as so if I connected as Nick then it would basically say Nick sarf and I would be talking sort of every time that we trigger that web hook and so you know in a bigger and more professional uh company you probably don't want to do that for enter a channel ID or name I'm just going to select from the list slack allows you to select from two different types of channels the public channels and the private channels I guess there's also an instant message Channel or multiple instant message Channel but in my case um the sales chat is a private Channel that's why it has a lock over it and so the idea here is like we only wanted people in the sales chat that are explicitly invited to the sales chat to be able to see the messages in the sales chat sort of makes sense right because a lot of the information there is a little bit more personal a little more private if we gave a list of leads to just a random person at our company uh maybe it would be a little less secure and then for the text so this is pretty interesting um there are two different ways that you could do this you could start with text and I'm going to show you an example of text um text is just what it sounds like it's just plain text you can't do any formatting you can't make it look pretty you can't do anything like that but obviously it's a quick and dirty it's just a simple way to get up and running but slack in particular also has a format called their block Builder which is sort of like their own markdown format sort of deal um it's just a way that you build out like a much more beautiful and a much more uh complex user interface and they actually offer a feature that allows you to do this called The Block kit Builder and so if you navigate over the block kit Builder you'll see it's like a big helper tool that allows you to like create your own block messages and format them correctly and whatever um you may need to be signed in to do this now that I'm thinking about it which is why my screen's blank alternatively my internet may be shitty I don't know so I'm going to load that while I just write um test I'm just click run this module and then I'm going to go back to sales and you'll see that integrad bot just wrote test that's the uh that's the default that's what it looks like before you do any customization if you go down to advanced settings you scroll all the way

down you got a bunch of settings over here I don't really use any of them the only one I'll use is use markdown because I want to be able to write in markdown and then um you can choose the emoji for this image and so if you go to like imager and just pick like whatever picture you want you can change that um if you don't choose an emoji you can also choose an icon I don't really fully know what the two differences are here uh and then you can change the username so in my case I'm just going to call this example uh company name let's see and then let's try this again and show you guys what it looks like so now it says example company name which is pretty cool okay great it looks like the slack block kit Builder loaded um this is more or less what a block will look like after you do your formatting and after you spend your time and energy working on it you can see it's a lot more complex than just using text so this is your first time doing it just slap some text on there or call it a day if you do want to get more complex though um if you wanted to write a message that looked like this for instance with formatting and images on the side and star emojis and a bunch of information you'd basically have to work through this uh and there are a bunch of templates that are simple and sort of oneclick so if you wanted it to look like this for instance with an approve or a deny button just click use the message template and then you have just a bunch of text that you can just copy and paste into make um but in our case I actually already have a flow that's not completely fully developed but it's like reasonably uh reasonably good um with all of that formatting in there that I'm just going to copy over so that's all I'm going to do and then I'm going to remove the text change the variables so as you see here there's like a block and the first type is header and the type is text and it says Nick just generated a warm lead if I go back to slack you'll see that corresponds to this right so it's just their own custom formatting it's not a big deal whatsoever um so there are a couple of let's see instantly sent out my campaign for actually might be a time thing now that I'm thinking about it because I think my schedule is probably out of um out of commission here me go back to analytics and check out activity yeah no there's no email here which is unfortunate um there's no way I can just like directly send an email I unfortunately just have to drip it out um so I'm just going to leave that but what I'm going to do instead is I'm just going to access the variables directly using the same trick that I just showed you guys so the first variable of interest for us is first name and last name uh when the web hook comes in through um the instantly uh through an instantly response it includes a few variables like the first name the last name the reply undor text another variable called reply undor textor snippet and so we're just going to use all of those so if I want to access the first name and I can't actually just go to the right here and click it I'm going to go left curly bracket I'll write the number of the module that I'm interested in so if I scroll over here you'll see that says one then I'll write one then underscore then period sorry and then I'll write uh first I think it was no underscore so first name then a right bracket done and then left curly one do last name right curly awesome so see here how it's turned red and there's an outline but there's no fill in that's because again I'm accessing a variable that it knows the module of that variable exists but it doesn't know if the variable does itself um and then underneath that what it looks like I'm doing is I am getting a variable called reply text snippet which I guess is just a short version of the reply text and that would be this and then it is replacing the reply text Snippets quotes with a single quote and then it's replacing the output of that with a new line so we'll test this in a second but suffice to say um that's what that looks like and then the last part is it looks like there's a direct link to instantly down here and then there's a heading called sequence and that's what that is so I'm just going to leave this for now because I don't think it's hyper relevant to get into how this works um basically if you imagine the reply text snippet has quotes around it says hey Peter how are you doing the first replace will take that text and then it'll replace all double quotes with single quotes and then the next replace will replace any um new lines here with a back sln and so you can imagine how maybe there's supposed to be a new line here so just replace that with back sln and then this is the completed text that's coming into this text section now

from a bird's eye view just because I sort of remember what was going on here um it looks like the reply text snippet had a bunch of double quotes and if you look at the way that the block formatting is done it's like double quote around a variable double quote so what probably happened is we had double quotes right next to double quotes which sort of screwed with the formatting and then led to like a 400 error or something um so I'm solving for that here and then the new lines being replaced with the SL ends I know for a fact that slack actually just doesn't use new lines they use backs slash ends to represent new lines and what that means is in order for me to get this nice look I had to like embed a bunch of hidden new line characters right after every line so I imagine that's how that worked but any who um let's do this now let's just run this with a bunch of variables let's do Peter we'll do wick and the reply text snippet um let's just copy over this thing paste that in there let me see if I could do um doesn't look like I can actually add new line characters here so it's probably just going to be all on one line but let's click okay let's see how it looks okay great so Nick just gener out a warm lead that's what we wanted we have a link to the instantly uni box and then we have the text down here which is called the reply text snippet and then we have the sequence instantly made awesome so that's looking like it's working as intended which is quite nice there is one more thing that I wanted to implement and just show you uh and that's a text parser and then I'll put in the filter and then that'll be it um it looks like there is a variable called lead email which we need to parse uh which is sort of annoying so let me see if I can grab some history from this okay it looks like there's one record in the queue waiting to be processed so maybe we can actually run this on a live record and then get the data that way okay uh looks like in this specific case we had a really long email and in order for this to work the reply text needs to be less than 3,000 characters and yeah I'm looking at the email that came in it's like super long but it's good that this example jumped in because you guys can now actually see all of those variables that I was talking about earlier so when instantly sends you that web hook it'll have a Tim stamp it'll have an event type you'll have workspace ID campaign ID all that stuff but you'll see that there's also the email account that it was sent to so that's where the reply was sent to there's then reply text snippet there's a lead email which has the email of the lead um another variable called email there's website last name first name as we've already seen there's profile URL company name reply subject so you can imagine how you can do a ton of stuff with this you could theoretically pump in the LinkedIn URL to a scraper grab the profile picture and then use that profile picture in the message that you send over so that maybe I don't know your sales team just gets a little bit more enriching of an experience um you can do a ton of stuff now what we're doing here specifically is we're basically in this text parser um instantly does not provide the website that they are hosting with in the email or in the um web hook back to you and so if we go back here you'll see there's no website variable uh and I really wanted to like get the website uh just for my own purposes and maybe just as a way that like we could quickly jump on their website first Okay I lied there actually is a variable called website I think they've just added this so there wasn't um and so what I used to have to do is parse the lead email out and then use that to get just website domain uh which in this case is Eric wide folk. us I basically had to match just this section here and so I'm going to do that again just because I think that it's important skill to learn because we haven't actually done anything like that before we've just used AI to like quick and dirty do parsing and stuff like that so I'm just going to drag in this text parser module and then what I'm going to do is explain how exactly this works um so the text parser module influence what's called Rex um Rex is just a language just like python or JavaScript or something like that it's just this language is solely set up to allow you to isolate different components of the text basically like manipulate strings and so in Rex there are a bunch of options that you'll always have you can choose whether it's a global match or a local match if it'll go across the entire string if it's a local it'll stop at like the first instance of that and then only bring back the first um you can check case sensitivity you can check multi-line sometimes there are beginning and end characters which a little bit complex and unnecessary to understand there's single line and then there's a variable here that says do you want to continue the execution the r even if the module finds no matches you're almost always going to want to click yes to this uh the reason being is because if for whatever reason your Rex fails or something like that or you can't get the data um if that is no then the module just won't proceed past that point and I probably spent like a solid 10 hours of my life just staring at like a massive make flow with like 50 modules and being like why the hell isn't this thing moving only to like later realize it's because there was a tiny issue with one of the reg re xes at the very

beginning so save yourself the time don't be dumb like me um just keep going while you're debugging and then if you need this to be no at the end just switch it to now um the pattern that we're going to be doing is really simple it's just going to be an at sign and then uh there going to be two brackets here there's going to be a left normal bracket and then a right normal bracket and it's going to be around a period and then um I think that's called an asterisk right yes and so if you imagine if the email that we're attempting to parse is like hello gmail. com basically what this is going to match is it's going to match any string that has an at in it and then anything basically after that now you'll notice that there are these brackets surrounding this period and then this asterisk well the way the brackets work is brackets are basically what allow you to pull data out so uh I think they're called match groups you can pull out a match group and then that'll be like a variable in make that you can manipulate and so I'm probably not doing this as much Service as I should be you can but if you just wanted to select um you know one specific part then what You' do is you you'd have some identifier at the beginning so in our case like we're only ever really going to see an ad sign in an email here and then you know we sort of have brackets around the thing that we care about which is that gmail. com the period and then the asterisk is just sort of shorthand for everything and so I think the period stands for any character whatsoever and then the asterisk if I'm understanding if I'm remembering correctly um just stands for repeated it as many times as possible and so what we're really telling it in natural language to do is hey I want you to find the first instance of an ad sign and then I want you to find any character after that repeats an infinite number of times and then I want you to just take that character uh take that string and then pull it out for me and you know you can imagine how in an email address um what happens after that sign it's just the URL of the website so that's how I was pulling the website out um and then the website enabled us to do something which I don't entirely remember what maybe I was just storing that for my own purposes at the time any who for the purposes of this I'm just going to say extract website uh and just call it what it is so yeah that's more or less it that's a very simple flow that allows us to categorize incoming requests with AI and then use that to post basically to an internal team dashboard um this is super high throughput and really useful if you're running like a coaching company or if you're running really any sort of business in which you need to be able to respond to lead inquiries very quickly what normally happens a lot of these coaching companies that I've seen that do like 200 300 400k a month is they found that product Market fit and it works really well but then they just start dumping all their messages into like a slack without any sort of um ma proper management or proper like uh I guess like operations and that can quickly go out of control and so that's something that like I'm usually called over to fix it's like hey you know instead of just dumping all these messages in here um like we still want to dump them in here but we just want a system where they can get managed and so an example system like that might be if you guys remember back to the slack block kit Builder there's uh you see you have a new request type whatever and then approve or deny well like a common workflow that uh a lot of coaching companies or a lot of companies have to deal with inquiries quickly need is they need something like this where like let's say a new Facebook lead comes in through like Facebook lead ads or something you get all the information you post it to slack and then there's like an accept or um I don't know like a reject or something and then if a salesperson clicks accept then maybe it'll send the lead um you know a quick text message that's templated that'll allow them to quickly get in touch with the lead or if we click reject then maybe it'll like change a record in our CRM so that you know the salesperson just doesn't have to worry about that lead anymore maybe they're unqualified something of that nature this is just a much more like scalable way to manage these sorts of inquiries especially when you're getting the point where you get like one every five minutes like a lot of these big Co companies have slacks that are like every minute there's a$3 or $40,000 lead so any I hope you guys enjoyed me waxing poetic in this hotel room I'm pretty sure it's gotten noticeably darker since I started recording this so hopefully you all can still see my face if you have any questions about the way that this works in practice at like a real coaching company or real agency that's managing leads please let me know um again the whole purpose of this course series is just to teach you high Roi skills between software platforms that people actually use when they're building out Revenue systems and things that make money um so if there are systems that uh you know maybe these are similar systems that you use but they're not the exact same sorts of systems that you use that's okay just use the stems of what I've showed you to build out your own that are hopefully more complex and hopefully even higher Roi um rather than try and like mimic exactly the app platforms that I'm using and that sort of thing if they don't really fit your use case okay great like comment subscribe do all that fun stuff and I'll catch you in the next video thanks so much see you later