Eli Weldon
Solomon Wood
Automations Editor & Mass Texting
Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”
We are thrilled to announce the upcoming release of OWC Client CRM Version 2.0! This major update brings a simplified and more intuitive user interface, designed to streamline action management for our clients. With this upgrade, managing leads and onboarding processes will be easier and more efficient, thanks to an organized and user-friendly layout. In addition to the enhanced action management features, Version 2 introduces the ability for clients to send mass texts directly from the platform. This new functionality empowers businesses to communicate efficiently with their customers, keeping them informed and engaged.
Planned launch date: @September 30, 2024
Key updates
→ Ability to send mass texts to clients → Simplified automations interface for streamlined action management for easier use. → Easily create and manage automations for lead and customer engagement. → Customizable workflows: Set conditions and triggers for automated responses.
See the designs of the new functionality
Manage automations screen
Add an automation screen
Edit an automation screen
Manage mass texts sent
Send a new mass text
- Envisioned Flow
- For Designer
- Details on the pages, content that needs to be listed
- Wireframe
- Researched CRMs
- Folk app
- Freshworks
- Project tasks
Envisioned Flow
- Land on a view that shows all of their triggers
- each trigger has a summary of the sequences that are running of off it
- can add new triggers
- They select a trigger to edit
- On a trigger view they see all sequences and can add a new
- Can add conditional sequences, maybe alway shave a default?
- Each sequence has their actions listed, can add new actions between each step
- Set the timing between each action
For Designer
Notes for design:
- only want to do black and white with shades of gray. No colors
- Like the design of
folk - Real relationships. Winning deals. - Really want it to be as simple as possible, the simpler the better
- I wan to have the actions and editing be in a narrative form. So what you’re editing is described as you’re going to edit it
Details on the pages, content that needs to be listed
Main (all triggers)
header:
Back to airtable interface link
nav
Save changes button (same position for all screens)
body:
List of all triggers
trigger icon
trigger name ie: Lead submits get started form)
trigger description: currently sends 1 email, 1 text, and a task over 3 days or by default currently sends no tasks
if has conditions triggers would sya
or if condition then it sends….
link to edit the trigger
Add a new trigger
/ai
Main → Trigger edit
header:
back to airtable interface link
nav
save changes button
body:
back to all triggers
trigger name (can be edited)
List of all sequences associated to a trigger. By default each sequence covers half the row width. If only 1 the other half contains an add sequence content. If 2 then the add sqeuence button shows next to the trigger name. If more than 2 than a slider to scroll horizontal shows. Sequence content:
sequence name (can be edited)
set conditions on when the sequence runs
delete sequence
list of actions associated to the sequence
each action in a sequence has it’s details displayed
inbetween each action is an icon to add an action between
click to edit an action in the sequence, fields that can be edited:
set delay for the action from previous action
action type: email, text, task
ai generated: only shows if email or text
action content: conditional based on the type
Wireframe
Very rough outline, do not follow exactly, meant to just give an idea
end for designer
Researched CRMs
Folk app
Freshworks
https://www.freshworks.com/crm/features/workflow-automation/
Project tasks
| Task Detail | Due Date | Hours | Status | Assigned To | Client | Project | Blocked By | Priority |
|---|---|---|---|---|---|---|---|---|
July 12, 2024 | 1 | Completed | Eli Weldon | |||||
July 12, 2024 | 1 | Completed | Eli Weldon | |||||
July 12, 2024 | 1 | Completed | Eli Weldon | |||||
July 12, 2024 | 1 | Completed | Eli Weldon | |||||
July 15, 2024 | 0.5 | Completed | Eli Weldon | |||||
July 15, 2024 | 0.5 | Completed | Eli Weldon | |||||
July 15, 2024 | 0.5 | Completed | Eli Weldon | |||||
July 16, 2024 | 0.5 | Completed | Eli Weldon | |||||
July 17, 2024 | 0.5 | Completed | Eli Weldon | |||||
July 17, 2024 | 1 | Completed | Eli Weldon | |||||
July 17, 2024 | 1 | Completed | Solomon Wood | High | ||||
July 18, 2024 | 1.5 | Completed | Eli Weldon | |||||
August 12, 2024 | 1 | Completed | Eli Weldon | |||||
August 16, 2024 | 0.5 | Completed | Eli Weldon | |||||
August 20, 2024 | 1 | Completed | Eli Weldon | |||||
August 21, 2024 | 0.5 | Completed | Solomon Wood Aoki | High | ||||
August 22, 2024 | 1 | Completed | Eli Weldon | |||||
August 23, 2024 | 1 | Completed | Eli WeldonSolomon Wood | Medium | ||||
August 23, 2024 | 1 | Completed | Eli Weldon | |||||
August 26, 2024 | 0.5 | Completed | Eli Weldon | |||||
August 26, 2024 | 0.5 | Completed | Eli Weldon | |||||
August 26, 2024 | 0.5 | Completed | Eli Weldon | |||||
August 26, 2024 | 1 | Completed | Eli Weldon | |||||
August 28, 2024 | 3 | Completed | Solomon Wood | High | ||||
September 13, 2024 | 1 | Completed | Eli Weldon | High | ||||
September 17, 2024 | 0.5 | Completed | Eli Weldon | High | ||||
September 18, 2024 | 0.5 | Completed | Eli WeldonSolomon Wood | High | ||||
September 27, 2024 | 0.5 | Completed | Solomon Wood | Medium | ||||
September 27, 2024 | 0.25 | Completed | Solomon Wood | Medium | ||||
September 27, 2024 | 0.25 | Completed | Solomon Wood | Medium | ||||
September 27, 2024 | 1 | Completed | Solomon Wood | Medium | ||||
October 12, 2024 | 0.5 | Completed | Solomon Wood | Medium | ||||
December 1, 2024 | 0.5 | In Progress | Solomon Wood | Low | ||||
Proposed | ||||||||
Forgone | Aoki |