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You will get Discovery Call Automation System - From Zoom/Teams to CRM

Cinnamon M.Status: Offline
Cinnamon M. Cinnamon M.
5.0
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Cinnamon, priced and ready to go.
Cinnamon M.Status: Offline
Cinnamon M. Cinnamon M.
5.0
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Cinnamon, priced and ready to go.

Project details

I create an automated system that transforms your discovery calls into actionable client data:

-Automatically transcribes Zoom/Teams meetings
-Extracts key client information into structured data
-Integrates with your existing workflow tools
-Eliminates manual data entry
-Reduces onboarding time by 5 hours per client

Perfect for consultants, coaches, and service providers who:
-Conduct discovery calls regularly
-Need accurate client information capture
-Want to focus on client relationships instead of admin
-Struggle with manual data entry
-Need consistent client onboarding

Deliverables:
-Custom automation setup
-Integration with your existing tools
-Staff training
-Documentation
-7 to 30 day of support depending on the plan
Investment pays for itself within 2-3 client onboardings through time savings and improved accuracy.
Project Type
Data Entry, Project Management, Virtual Assistance, Other
What's included
Service Tiers Starter
$15
Standard
$497
Advanced
$742
Delivery Time 1 day 10 days 15 days
Number of Revisions
23Unlimited

Frequently asked questions

5.0
2 reviews
100% Complete
(2)
1% Complete
(0)
1% Complete
(0)
1% Complete
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1% Complete
(0)

MV

Marco V.
5.00
Sep 23, 2025
Mentorship and Scenario Development in Make.com

KJ

Kenneth J.
5.00
Feb 23, 2025
Google Sheets & Make.com Automation Expert Needed Incredible experience working with Cinnamon. She delivered what I asked for and provided valuable insights on optimizing operations in Make.com and improving efficiency with AI token usage. I didn’t even consider that. Her expertise is evident, and I truly appreciated how clearly she communicated each step of the process. Highly recommend!
Cinnamon M.Status: Offline

About Cinnamon

Cinnamon M.Status: Offline
AI Video Generation & Automation Systems Expert
100% Job Success
5.0  (2 reviews)
Lisbon, Portugal - 6:42 am local time
I help businesses automate their workflows and create content more efficiently through AI video generation and intelligent automation systems.

Over the past year, I've been working extensively with AI video tools like Kling, Google VEO, SeedDance, and Midjourney to produce training videos, commercials, and marketing content. What I've learned is that when you combine these AI video generation capabilities with proper automation workflows, you can dramatically reduce the time spent on content creation while maintaining quality.

My background is in workflow automation using platforms like Make.com, n8n, and Microsoft Power Automate. I integrate these with AI tools - OpenAI, Claude, OCR APIs - to create systems that handle repetitive tasks automatically. The goal is always to work with your existing tools and processes, not replace them entirely.

I am new to Upwork, but not new to AI systems. Most of my clients see measurable results: they typically save 15-20 hours per week on manual tasks, and I've helped reduce operational workloads by 70% in some cases while cutting costs by around 40%. These aren't overnight transformations - they come from systematically identifying bottlenecks and implementing targeted automation solutions.

My services include:
-AI video production workflows for training and commercial content
-Automated content creation systems that handle video, audio, and visual content
-Sales pipeline automation with AI integration
-Customer journey automation
-Custom API integrations and system connections
-Process documentation and optimization

I focus on practical solutions that deliver ROI. If you're spending too much time on repetitive tasks or manual content creation, I can probably help you automate those processes and free up time for more strategic work.

Happy to discuss your specific situation and see if automation makes sense for your business.

Steps for completing your project

After purchasing the project, send requirements so Cinnamon can start the project.

Delivery time starts when Cinnamon receives requirements from you.

Cinnamon works on your project following the steps below.

Revisions may occur after the delivery date.

Initial Review (Day 1)

Review provided access/credentials Validate data requirements Test API connections

Setup (Days 2-3)

Configure meeting transcription Set up data extraction rules Build integration workflows Create webhook endpoints

Review the work, release payment, and leave feedback to Cinnamon.