{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c9a078da65174abe94d261db4879abab\" frameborder=\"0\" width=\"1658\" height=\"1243\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1243,"width":1658,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1243,"thumbnail_width":1658,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c9a078da65174abe94d261db4879abab-0b59f6ebc8124581.gif","duration":144.662,"title":"Client Research and intake automation using Tally form &amp; N8N🚀","description":"In this video, I demonstrate how I’ve automated the client tech and research workflow using Teleform and Niten. Normally, this process involves manually reviewing form data and conducting research, which is quite time-consuming. With my automation, when a client submits a request via telephone, Niten receives the data and an agent analyzes it, running a Google search if company details are provided. The agent then generates a structured client summary with key insights and suggested next steps, which is sent via email to the client. I invite you to check out the workflow details and artifacts updated in my GitHub profile."}