video1.0<iframe src="https://www.loom.com/embed/c9a078da65174abe94d261db4879abab" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/c9a078da65174abe94d261db4879abab-0b59f6ebc8124581.gif144.662In 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.