A coach's goal-setting ritual now runs itself, from form to printed flyer

# 1. Use case  Clients fill in a form with their goals (including motivation, resources, challenges, actionables and focus phrase or “mantra”), and receive a designed flyer by email with their customized content, for them to print out or save and have as a daily reminder. Benefit: Adding value to clients in a fully automated process to be used at scale, with no need of human intervention and delivered almost right away (it depends on how often I decide to run the automation) # 2. Tools used  Make.com, Airtable, Google Slides, Google Drive, PDF.co, Gmail # 3. Methodology  - I first defined my objective, outlined the workflow and selected tools - I created the Airtable Form and Google Slides Template, and set up the Make scenario - I iterated with Chat GPT and our course modules to set up the automation flow and troubleshoot, and received support from the community as well. - I made multiple trials until it worked. I needed to replace tools where I found limitations. For example, I set it up with Canva initially but couldn’t find the way to map to a template. So I switched to Google Slides where I created the same design. I also had trouble creating a PDF with Google Drive so I switched to PDF.co. - I celebrated! I am so happy I could create this. # 4. Learnings - I began by learning to build processes step by step and identify solutions along the way. This helped me develop a deeper understanding of automation logic and data mapping. - I also refined my collaboration with ChatGPT, learning to interact more effectively. At times, I corrected its responses or contributed valuable suggestions and solutions through insights and better understanding the logic. This experience taught me to recognize the limitations of LLMs while still leveraging their strengths for guidance and direction. - I learned how to map Airtable data to variable fields in a template design, generate new files, convert them to PDFs, and update Airtable records with the finalized documents. I learned to automate the delivery of customized PDFs via personalized emails, incorporating the user’s name in both the subject line and the email body. I learned that writing the email content in HTML allows me to obtain the desired format. # 5. Relevant URLs **Project Description** https://docs.google.com/document/d/1oTd3Y2IBgjTVj4uI5R7cww63xB6w4H5fks55V9bnCMk/edit?tab=t.0 **Workflow Brief** https://docs.google.com/document/d/1Y_qftLYgMsE-E8LmJu42VLjpL0KF9j94vHg_IGuQ4ok/edit?tab=t.0#heading=h.6l89izx9u6j4 **Airtable Form** https://airtable.com/app5eiJHcvGXBaUto/pagZ2q1ywQACEKk2c/form / Password: tengoexito (try it out! See translation in Project Description) **Automation blueprint** https://drive.google.com/file/d/1t2K0nNFTS8TMnUJ9C6balVROGdTN16j0/view?usp=drive_link **Scenario Preview** https://drive.google.com/file/d/1QGZVSCVMsO8-43ubh42cmeou_vGjqvVs/view?usp=drive_link **Sample Flyer Template** https://drive.google.com/file/d/1pAn49nzZHPeF5dzMLfbU5aU8HjnpENIL/view?usp=drive_link **Sample Flyer Output** https://drive.google.com/file/d/1VXslQKUDxJDec2WQtV40Pi6XGwUJlA9e/view?usp=drive_link **Sample of delivered email** https://drive.google.com/file/d/1wSekxkuvs9FQRbJbiccuI2Zqmc_5plrr/view?usp=drive_link