Daylite #worksmart series
Automatically process Daylite Person contact info from their email signature!
We'll use AI and Zapier to parse the Person's contact info from their email signature and place it in the appropriate fields in their Daylite record
Daylite Person AI appointment!
💡 don't see the date you need?
you may notice I've only opened up a few weeks worth of availability
Automation to process a Daylite Person's contact info
Appointment Terms of Service
Approximate Appointment duration.
The duration listed on the booking section is an estimate of how long it will take to complete the appointment, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare once the Zap is set up.
What's included in the Appointment.
This is a flat-fee service to screenshare with you to install the automation and set up the Zaps in your paid Zapier account.
Note about AI in the Zaps.
The Zaps in this automation use AI to extract and parse the data, and it's important to note that AI is not always 100% accurate. Part of the Zap is that I pass the full copied text into a Task linked to the Person, so you can use that as your guide to adjust the Daylite data that the AI may have gotten incorrect.
Appointment is for 1 Daylite User in 1 Daylite database only; each additional Daylite User should book their own appointment on this page.
What's not included in the Appointment.
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account fees imposed by Zapier; this is a multi step Zap that requires a paid Zapier account
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Daylite User licenses
How the Appointment works.
On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.
Appointment cancellation, no show, rescheduling.
All Appointment cancellations must be made at least 24 hours prior to your scheduled Appointment in order to receive a full refund of the Appointment payment. In the event that the cancellation is received less than 24 hours prior to the scheduled Appointment or client fails to show for the Appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee. If the Appointment is rescheduled less than 24 hours prior to your scheduled Appointment, and the rescheduled Appointment is kept (ie it is not further cancelled or rescheduled), the late cancellation fee is waived.
Cancellations should be done by clicking the Cancel button in your Appointment confirmation email. If you can't find your confirmation email you may submit your cancellation via phone at 503-208-6239.
In the event that the client receives Blue Rock's voice mail, a cancellation message must be left.
Warranty.
Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products.
Software.
Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client.
Consequential Damages.
In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.
As always, thanks for your business!
🎬 play the video below to see how it works