Automating Payment Notification

The workflow is part of a larger system for managing freelancer payments and communications, ensuring consistent and automated payment notifications while keeping relevant stakeholders informed. This workflow is an automated payment notification specifically for sending payment-related emails to freelancers.

Here's how it works:

1. Filter Rows in Google Sheets Based on PM Setting Criteria.

2. Retrieve Google Docs Document Template.

3. Compile Markdown: Converts the document text into markdown format for email formatting.

4. Route Based on Conditions:

• Send Email with PM: Sends an email including the PM email if it exists.

• Update Google Sheets: Marks the email as sent in the sheet.

• Send Email without PM: Sends an email without a PM email.

• Update Google Sheets: Similarly updates the sheet.

Automating Project Resume Bullets for Students

This is a workflow for automatically generating and sending resume bullet points to students who have completed projects through Work Simplr. Here's the step-by-step process:

The workflow starts by checking a Google Sheet called for rows with marked crieria.

1. For matching entries, it:

• Retrieves the project instructions document

• Sends these instructions to AI to generate resume-style bullet points

2. The AI is configured (based on prompts) to:

• Generate 2 resume bullets following a specific format

• Link the work to NACE competencies (like Communication, Teamwork, etc.)

• Focus on specific metrics and tools used

3. The workflow then:

• Creates an email using the generated bullets

• Sends it to the student, with copies to PM

• Documents the resume bullets as "Sent" with a timestamp

The email is formatted as a professional message that:

• Thanks the student for their participation

• Explains the purpose of the resume bullets

• Advises them to verify the accuracy before using

• Provides the formatted bullet points and competency notes

This automation helps streamline the process of providing students with professional development feedback while maintaining consistency in format and quality.

This workflow shows how the client company is leveraging automation and AI to provide value beyond just connecting students with project work - they're actively helping students build their professional profiles and understand the career development aspects of their project work.

The most innovative aspect of this automation is how it transforms what could be a simple project completion notification into a valuable professional development touchpoint, doing so at scale without sacrificing personalization or quality.