Brandon Schulte, MBA

Brandon Schulte, MBA

Exploring the art of automation and AI-powered creativity.

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Full Interview

Full Interview

Amazing Song

Amazing Song

Speaker Introduction

Speaker Introduction

Interview Highlights

Interview Highlights

Automation Workflows

Customer Service Automation

1
Webhook
2
Set Trigger to Receive User Inquiry
3
AI Action to Analyze Inquiry
4
Decision Node for Low/High Value Interaction
5
If Low Value Interaction
6
AI Response Generated
7
Send Email Confirmation to Customer
8
Log Interaction to CRM
9
Send Follow-up Survey
10
Quality Control Check to Ensure Response Accuracy
11
Error Handling Node if Response Incorrect

Automated handling of customer inquiries to improve response time and satisfaction. Alleviates pain of delayed responses and improves workload distribution between AI and human agents.

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Customer Feedback Collection

1
CRM Integration
2
Fetch Latest Customer Interactions
3
AI Analysis on Customer Sentiment
4
Decision Node for High/Low Positive Feedback
5
If High Positive Feedback
6
Thank You Email Sent
7
If Low Feedback
8
Escalate to Customer Success Specialist
9
Log Feedback to Database
10
Quality Control to Review Feedback Accuracy
11
Error Handling Node for Data Logging Errors
12
Send Report to Management

Efficient collection and analysis of customer feedback to enhance service. Addresses the challenge of understanding customer sentiment in real time.

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Marketing Campaign Automation

1
Marketing Tool Integration
2
Fetch Target Audience Data
3
AI Segmentation of Audience
4
Decision Node for Personalized Campaign Content
5
Generate Email Content with AI
6
Send Outbound Email
7
Log Email Opens and Click-Through Rates
8
Quality Control to Review Engagement Metrics
9
Error Handling Node for Delivery Failures
10
Report Metrics to Dashboard

Automated marketing campaign setup and performance tracking to increase engagement. Tackles the issue of manual audience segmentation and tracking effectiveness.

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Healthcare Device Troubleshooting

1
Webhook from Device
2
Receive User Error Report
3
AI Analysis for Common Issues
4
Decision Node for Troubleshooting or Escalation
5
If Troubleshooting
6
Send AI-guided Instructions
7
If Escalation
8
Assign to Technical Support
9
Log Resolution to CRM
10
Quality Control Check on Resolution Provided
11
Error Handling Node for Incorrect Instructions
12
Follow-Up Email with Survey

Streamlined troubleshooting process for healthcare device issues to enhance user experience. Reduces time taken for users to resolve issues and improves responsiveness of support teams.

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Data Analytics Reporting

1
Data Source Integration
2
Fetch Latest Sales Data
3
AI Analysis for Trends
4
Decision Node for Report Type (Daily/Weekly/Monthly)
5
Generate Report with AI Insights
6
Send to Management Email
7
Save Report to Database
8
Quality Control Check on Data Accuracy
9
Error Handling Node for Data Fetch Failures
10
Schedule Next Reporting Interval

Automated generation of sales reports with insights to support decision-making. Addresses the challenge of time-consuming reporting processes and provides timely insights for strategy adjustments.

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Integration of Multi-Channel Support

1
CRM Platform Integration
2
Fetch Support Tickets from Multiple Channels
3
AI Categorization of Tickets
4
Decision Node for Ticket Resolution Type
5
If Simple Issue
6
AI Response
7
If Complex Issue
8
Assign to Support Representative
9
Log All Actions
10
Quality Control Check on Ticket Resolution
11
Error Handling Node for Missing Data
12
Send Resolution Follow-Up Email

Unified support handling across channels improves efficiency and customer satisfaction. Reduces the risk of lost tickets and ensures that customer needs are met promptly.

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Cross-Selling Opportunities Automation

1
CRM Integration
2
Fetch Customer Purchase History
3
AI Analysis for Upsell Opportunities
4
Decision Node for Likelihood of Purchase
5
If High Likelihood
6
Generate Personalized Product Recommendation
7
Send Email to Customer with Recommendation
8
Log Interaction for Sales Team Follow-Up
9
Quality Control Check on Relevance of Recommendations
10
Error Handling Node for Unsuccessful Email Sends

Automated identification of upsell opportunities to maximize revenue potential. Alleviates the challenge of manually analyzing purchase histories for sales strategies.

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Order Fulfillment Notifications

1
E-commerce Integration
2
Receive Order Confirmation
3
AI Analysis of Shipping Details
4
Decision Node for Shipping Type (Standard/Express)
5
Generate Fulfillment Notification Email
6
Send Notifications to Customer
7
Log Order Fulfillment to CRM
8
Quality Control Check on Notification Accuracy
9
Error Handling Node for Incorrect Details
10
Schedule Reminder for Feedback Request

Automation of order fulfillment notifications to keep customers informed. Reduces customer anxiety about order status and enhances overall satisfaction with the shopping experience.

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Event Registration Management

1
Event Management Tool Integration
2
Receive New Registration
3
AI Analysis of Participant Information
4
Decision Node for Confirmation Type (Email/SMS)
5
Generate Confirmation Message
6
Send Confirmation to Participant
7
Log Registrant Details to Database
8
Quality Control Check on Registration Information
9
Error Handling Node for Duplicate Registrations
10
Schedule Reminder Email Prior to Event

Streamlined management of event registrations for improved participant experience. Address the pain of manual follow-ups and ensures timely communication regarding event details.

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Supply Chain Order Tracking

1
ERP System Integration
2
Fetch Latest Supply Chain Orders
3
AI Analysis for Delivery Status
4
Decision Node for On-Time or Delayed Delivery
5
If On-Time
6
Notify Stakeholders
7
If Delayed
8
Escalate to Supply Chain Manager
9
Log Tracking Updates
10
Quality Control Check on Order Updates
11
Error Handling Node for Missing Data
12
Send Weekly Order Summary Report

Automated tracking of supply chain orders to keep all stakeholders informed. Reduces the uncertainty involved in order deliveries and improves supply chain management.

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