Daylite #worksmart series
Automatically create a Daylite Project using your voice!
When I use Siri to activate a
voice-prompt Shortcut on my Mac or iPhone
(don't worry we'll build the voice prompt shortcut!)
Automatically extract the request and create a Daylite Project + a linked follow up Task
Great for multiple users! Automatically assign the Project and follow up Task to the Daylite user
Daylite Project automation appointment today!
(based on the name given during the voice prompt session)
💡 don't see the date you need?
you may notice I've only opened up a few weeks worth of availability
Automation to create a Daylite Project from voice prompts
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 voice prompt shortcut and Zap are set up.
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What's included in the Appointment.
This is a flat-fee service to screenshare with you to create the voice prompt shortcut and set up the automation Zap in your paid Zapier account.
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Note about Project and Task ownership.
The voice prompt session will ask the person for their name, and we configure the Zap to use a lookup that matches that name to a Daylite user ID. The Project and Project's Task ownership will be set to that Daylite user ID.
Note about Voice Recognition and AI.
The voice-prompt Shortcut in this automation uses voice recognition and the Zap uses AI to extract and parse the data. It's important to note that voice recognization and AI are not always 100% accurate. You will want to review the Project in Daylite and adjust any data that the voice recognition and AI may have gotten incorrect.
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
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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.
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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.
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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.
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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.
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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