Automate Contract Creation with this Insane Workflow (Make.com and Airtable Tutorial)

Описание: In this video I show my custom proposal contract template, with all the components and processes behind it. I built this integrated to my own CRM so I can just click a button and send my clients a cusom contract for them to sign and automate contract creation. This is not only very useful for online businesses, but also for businesses like Real Estate, Law Firms, Home Service, etc. You can modify tyour doc template as you wish just remember to set the words as variables. You can also add AI in to create the contract but I find variables more reliable especially if you are dealing with sensitive information.

This is the second video I post on this CRM, I have a lot more coming about it, from onboarding and more... If you have not watched the Invoice Automation workflow I built integrated with this CRM go and watch that as well.

Get access to the automation guides and all templates 👇🏼
https://scalestream.io/resources

Interested in adding an additional $100k+/yr with automation guaranteed for your business?

Book a call below 👇🏼
https://cal.com/diegomayor/discovery-...

Best automation software 🛠️
Make: https://www.make.com/en/register?pc=d...
Airtable: https://airtable.com/invite/r/gNOwe9dE

Connect with me:
LinkedIn:   / diego-mayor-a47a40235  
Instagram: @diegomayorba

About me
Hey my name is Diego Mayor. Entrepreneur, located in San Diego, CA.
Being in the space a long time ago, and having the opportunity to work with very big clients with AI and Automation, I am commited to taking the potential of this technology out there to more businesses, talking about make.com, OpenAI, Chat, and everything I am doing in my business, Scalestream.io to educate people on this.

Posting at least one video per week on my journey and valuable content for businesses trying to become future proof.

Subscribe for more.