video1.0<iframe src="https://www.loom.com/embed/030804ebb97c4772b6cde1aa2be2edf8" frameborder="0" width="1108" height="831" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8311108Loomhttps://www.loom.com8311108https://cdn.loom.com/sessions/thumbnails/030804ebb97c4772b6cde1aa2be2edf8-a5ec372cf82c0797.gif301.2071In this video, I provide an overview of the automation work I've completed for T.P. Financial Network, focusing on our retail voice agent and various campaigns. We are currently managing around 6,000 leads, calling 500 each day, and have achieved an impressive open rate of 60% on our email campaigns. I've also created a custom dashboard on Airtable to track call metrics and post-call analysis, which includes tagging based on call outcomes. Additionally, I've set up workflows in N-A-10 for batch calls and campaign management. Please review the dashboard and workflows for insights into our progress and let me know if you have any questions or feedback.