UX Consultancy demonstrates a workflow designed to help marketing and sales teams maintain consistent audience engagement through automated content distribution. The system eliminates manual effort in identifying and sharing the latest materials with contact lists.
Workflow Process
The automation operates through four sequential steps:
1. Content Retrieval
The automation connects to a chosen Google Drive folder, identifies the most recent document, and downloads it automatically.
2. Contact Collection
A Google Sheets integration pulls contact information, processing each row individually to enable personalized communication.
3. Email Customization
Each email includes the recipient's details and the latest content, with options to attach files or include secure Google Drive links.
4. Distribution & Logging
The system sends personalized messages and maintains records to prevent duplicate delivery.
Key Advantages
The solution offers five primary benefits:
- Guarantees contacts receive current content
- Personalizes outreach for each recipient
- Provides flexible file sharing options
- Handles large contact lists efficiently
- Reduces repetitive administrative tasks
