what's going on guys it is Jon o and today we're going to be talking about my favorite seven Trends in automation that you should be applying every single day moving forward these are going to be massive in 2025 they're going to save you so much time and when I mean save you so much time I don't mean like hey you know it might save you 15 minutes a day I'm like liter like for me it saved me the equivalent of like 40 people full-time it's more work than I could ever do in a freaking day or probably even a month so with that being said let's dive into these right now I'm going to start off with the easiest one here I want to actually share with you a example now I actually coined this myself and I'm calling this life cycle automation this is what I did with my business that allowed me to replace myself from a job and I went from working 14 hours a day down to literally I want to say maybe like 10 15 minutes every single day and it's coined life cycle automation because you just map out every process you take a client through in the life cycle that they have with your company and you say how can I automate this so for example let's say that somebody is a new lead on uh that inquires as a new lead right so we can go ahead uh that just irks me that I spelled my name wrong there and we'll fill out this this form right and we have this client in our CRM right now this is go high level right and the first thing that's going to happen is as soon as they inquire it's literally going to call me so I'm going to pick up the phone here you can see that my phone is ringing here I'm going to pick this up and put it on speaker Hey Jo jono catlick has inquired about services please press any key on the keypad to be connected into a call with jono so if I went ahead and I connected into that call me and the client would be on a phone call pretty much immediately let's Circle back into the CRM if that call was not picked up then it's going to send off a text message and an email and it's going to say hey jono it's jono from jono catli that is way too many jonos this is getting out of control right now I just saw that you filled out a form on our website looking for whatever services this is blank just because this is test information I'd love to help are you free to chat now and then they you they can go ahead and book an appointment right same kind of deal with the email you can just nurture them down a particular email sequence so that the goal here is to book an appointment and when that person is like hell yeah I want to jump on a call they're going to come to an appointment widget like this they're going to pick a time right they're going to fill in all of their information here so I'm going to go ahead and fill in my information and schedule that meeting and as soon as that meeting scheduled you could be like hey jono manually I'm typing this email out being like hey I booked this appointment or whatever and just confirming it or you could automate that now I'm just going to pan over to myself because you can see here that um I just essentially sent myself an email so I'm not sure if you can see that but it's essentially saying hey we're confirming the time or whatever if you want to reschedule if you need to cancel it you can do that both of those are automated all of this stuff 100% automated you don't have to do anything right so that's really cool now let's take it a step further and say I jump on the call with this person everything goes well and I want to you know you know essentially send them over a proposal thank them for their time that all sounds good to me all I have to do here is just let say finish off a sales call so I'm just going to say you know hypothetically I finished off the sales call I'm going to add them into this manually obviously this wouldn't be manual but it's going to say hey jonno it's jono great chatting once again thank you for your time I just sent over the contract and invoice let me know if you have any questions right so these are just breaking up all the tasks you have to do for an individual client step by step and then automating it now this is pretty simplistic because it's like just emails and text messages and phone calls right now but you can get more advanced you could generate a contract like this is the exact contract we generate for our clients there's over 150 different custom fields that really go into this so it gets pretty nuts pretty crazy and this is like the tip at the iceberg what I'm showing you guys here is literally maybe one or 2% of all the things that I can automate and just in case you guys are wondering I um if you guys do want a system like this I just released the system it got my company up to seven figures I'm giving away completely for free I do charge people F five figures every single month just to do the same kind of automation but if you are interested the links down below you can go to my sign up page for go high level download this it's free to get started you do have to pay go high level $97 a month and yes I do get an affiliate Commission on that but if you guys don't like it you can cancel and there is a free Trail this is kind of what it looks like on the inside there's going to be videos walking through everything with descriptions on how to get started in the blueprints all you have to do is just uh download the blueprints and it it's going to pretty much work out of box out of the box for most people uh that have a business in this like a service based business now the second Trend here is using artificial intelligence in automation right and there's so many so many so many use cases for this but I'm just going to give an example of an AI assistant here so let's say and I'm actually just going to go ahead and run this workflow so you guys can see it and this is make. com I do have blueprints my top 10 if you guys sign out for this you can get in the description below but let's say that you have an AI assistant that you want it to complete tasks for you you could say um you could get it to do really anything you want to so I'm going to go ahead and request something from it hey can you please send an email to Jon o catli telling them that we're good to go for our call tomorrow at 2 p. m.
and I look forward to chatting with them then and I'm going to send that message off in slack and in real time what's going to go what's going to happen behind the scenes is we're going to receive that message we're going to transcribe it using Ai and then it's going to go down the right AI agent path and it's going to execute on the task that we wanted it to do now in this case we're just creating a draft email it's going to notify us that that email or that task has been created back in slack. com you don't have to use slack you can use Facebook Messenger WhatsApp um text messaging whatever the case is right there's a million one things you can do but you can literally create an AI agent that does whatever task that it is that you need it to be done this is just I think seven here actually six but you can do hundreds or thousands right so this is just one example of how to use AI in automation now the next and the third Trend that I want to talk about is document processing using artificial intelligence now the cool thing is is we live in a time where we can literally just strip information from documents like a PDF or like a Google sheet or like an Excel spreadsheet or whatever we could just take that information and analyze it and then deliver results back so for example in make. com situation like this what's going on is we're just waiting for emails right and when those emails come in we're going to use AI to literally strip that email of uh the attachments in that email so we're going to come into an email like this we're going to take an attachment right we're going to literally grab that information we're going to process it using AI we're going to spit it out in like a Google sheet like this so we can see the price and the tax and the subtotal and all that kind of stuff the cool thing is is you know it doesn't have to stop there you could add this into QuickBooks and automate a huge part of your accounting process now you don't just have to do receipts that's a cool thing but there's a lot of other applications for this I'm sure you have some ideas in your head on how you can implement this in your business but another one is recruiting right so in my business I get hundreds well probably more like thousands of people applying every single uh month to jobs that I have and obviously this is a ton of work it is a ton of work and if you're like me um I like getting the top 1% of candidates which means I have to go through at least 100 maybe 200 maybe 300 people just to find one person that I'm super happy with now that's a lot of work that's a lot of resumes that's a lot of reading and something like this will be able to speed up that time because you could essentially have an AI system that takes that document that we're essentially converting into um text and then we're going to create like a 10-point basis where we um essentially rate that person like how much experience do you have with this role do you have any relevant degrees how's the spelling and grammar and punctuation what's your experience in that particular role um all of that kind of stuff you can tell AI to do and then you can generate a response right so it really allows you to remove yourself from the process that's super freaking cool now the next thing here is that um you can automate AI chat Bots now this is freaking awesome right um but I'm not talking about just like chat gbt or whatever I'm talking about putting that puppy on steroids and what I mean by that is like connecting that chatbot into tens or hundreds or thousands of applications now in this case we're going to take a chatbot this is go high level this is kind of the same CRM that we were using before and we're going to have a realtime AI conversation with somebody and we're going to connect that into this make.
com scenario here so I'm going to go ahead I'm going to run this okay and coming back in here I'm going to just message this AI bot now nothing crazy it's just going to reply saying hey you know what's going on right and once it does that I'm just going to say you know butterflies rain obviously not um can you please send me over my invoice so I can pay it please and then and of course I always say please even if it's AI just because I'm Canadian but we're going to wait for it to reply again and it's just going to ask us for our email because at this point in time it doesn't know who I am there's no unique identifier to connect me to a client in the CRM or to actually email that off so I'm going to go ahead and I'm going to provide my email here now in the back end you can actually see in real time this conversation happening you can see everything going on and it's going to send over that particular message here and in the background we have run this scenario right and this is essentially pulled the client in Panda do it's grabbed their particular contract and then it sent it back to go high level so that we can send a live chat back to the person and here is a link to that document obviously he should be flipped the other way around so that would need to be fixed but here is that exact document that we have it's being sent in real time then that person can go ahead sign pay all of that kind of stuff pretty much immediately so that's a really cool use case for automation um in 2025 right so supercharge your chatbots now the next thing here actually before we move on to the next thing I want to showcase the exact same thing that you can do but instead of using a chatot you could use a phone call so I'm going to go ahead and I'm going to run the scenario it's using a software called vapy and it's going to call myself you can see here I'm receiving a call I'm going to pick it up and that's not a good customer service let's go ahead and run that again you're getting a zero to five for that that was not a good performance there hello hello this is Ava how may I assist you today hey Ava do you mind just sending over that invoice for me so that I can pay um the deposit right now it sounds like you're looking for an invoice to make a deposit payment that's correct can you please confirm the specific great I can help with that to ensure I send the correct invoice could you please provide me with the invoice number or any other relevant details yeah it's under my email which is John @gmail. com thank you for providing your email address I will send the invoice to john. Catalyst gmail.
com shortly if you need any further assistance okay fre to let me know um it was actually Jon o catli gmail. com not john. catli so j n o c a tli FF gmail.
com got it I will send the invoice to J NZ a t LF Gmail mail. com short if you need any further assistance feel free to let me know so the email is J is in Jerry o is in Orange n is in Nancy o is in Orange C is in car a is in attic T is in Tango L as L as and life I is an Ango f is enforced f is enforced gmail. com got it I will send the invoice to j n c a t l Gmail mail.
com shortly if you need any further assistance feel free to let me know okay sounds good thank you very much so that's how you could easily set up phone AI assistants or agents to essentially call your contacts on your behalf it's not perfect as you can see there it kind of screwed up the email but let's be honest every time I call the bank I'm practically screaming on the other end Jay oh was an every single time and it's usually a 10 in a process anyway so not perfect it can't get better but it will get better and this is the worst it's ever going to be obviously with this kind kind of stuff guys just make sure if you're using phone AI assistant that you're ethical about it because obviously this can be used for really good things but it can also be used for really bad things so I always like just throwing in that okay and the next Trend to look out for in 2025 is robotic process automation now this is a really cool Trend um but essentially how it works is that what it's going to happen is a robot's going to just look at what you're doing it's going to analyze you clicking buttons you processing information say you log into an app you log in your Gmail you send an email or whatever and it's going to recognize what the buttons are that you're clicking the keystrokes all of that kind of stuff and then I can repeat that behavior over and over and over again so it is automation but it's a different type of automation put more simply in explaining it like a 5-year-old chapi just says um you have a friend that's a little robot and um essentially you want to open a bunch of files copy something from each one and put into another file doing this might take a lot of time but you if you tell your friend your RPA friend what to do once it can remember what to do and just do it over and over again just like magic um so yeah it's it's super cool stuff now um you can create a lot of advanced a lot of customized workflows but here's just one example we're using a platform called uip path here and we're doing something very similar where we're extracting documents from our Gmail account and then we are going to push those into Google Drve so this is the default kind of scenario that I have set up here and what I'm going to do is I'm going to go ahead and I'm going to run test and it's going to give logs it's kind of like almost web scraping when I see it but it's cool right it's going through it's logging every single process and yeah it's going to push that into this particular folder here so that I have for example all of my bills right this is a way where you can strip all of your documents put them into a folder all that kind of stuff so that's really really cool this is something to look out for this does integrate into make. com as well so if you guys are interested in doing this you could literally programmatically start this from make. com now the last two things that I'm going to talk about Point number six and point number seven in trends for 2025 when it comes to automation are a bit contradictory to one another so just keep that in mind but this one is about humanizing Automation in AI so I know that there's this big push to you know essentially um just get results as fast as possible use automation AI to remove yourself completely and and it's great right it's it's awesome but I do believe strongly that there needs to be some level of human intervention in most of these not all but a lot of these workflows right because for me the reality is is when I publish content online for example I would want to make sure that I do a quick double check whether it's me or somebody on my team so that I'm not pushing out things that I wouldn't be proud of or that doesn't reflect or represent my brand the way I want it to so in this instance you know I have this workflow just to summarize it up we're generating um AI clones right so here's kind of this video I'm going to play it imagine taking a vacation while your business runs itself sounds too good to be true with make.
com comma you can automate 95% of your operations from sales to customer service make.