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iybots.com

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ibrahim@iybots.com

In this video, I’ll show you how I built a powerful automation for an Upwork client that turns a simple form submission into a fully automated business valuation workflow.

✨ What the automation does:
– Captures lead data from Tally.so
– Automatically calculates a business valuation using profit × industry multiple
– Generates a clean, personalized PDF report using Google Docs templates
– Instantly emails the report to the lead and the internal team (via Gmail)
– Pushes the lead into a CRM (HubSpot)
– Sends a real-time Slack notification
– Is fully clonable and scalable for other brands

🧠 Tech stack used:
– n8n (core automation)
– Tally.so (form collection)
– Google Docs (PDF generation)
– Gmail
– HubSpot (CRM integration)
– Slack (team alerts)

📌 Why this is powerful:
This automation removes manual work, speeds up lead response time, and delivers instant value to potential clients. Perfect for acquisition funnels, lead magnets, or onboarding flows.

👉 Watch till the end to see how I structure the logic, map the data, and build a reusable workflow that can be cloned in minutes.

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