Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Google Docs to Sendlane Automations | MESA
Google Docs to Sendlane Automations
MESA is the most flexible way automate Google Docs to Sendlane. Easily add workflows to simplify your work.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
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Add Contact Tag
Add a contact tag.
Add SMS Consent to Contact
Add SMS consent to a contact. This must be enabled in your account by contacting Sendlane support.
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Remove SMS consent from a contact.
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Get List of Contact's Tags
Obtain a list of a contact's tags.
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Retrieve Contact's SMS Consent
Grab all details about a contact's SMS consent.
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Search Contact and Add SMS Consent
Search for a contact by email or phone to add SMS Consent.
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Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.
Why automate Google Docs to Sendlane?
Google Docs to Sendlane automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Automated proposal generation from CRM deals
When a sales opportunity reaches "proposal stage" in your CRM, automatically create a new Google Doc from your proposal template, populate it with the prospect's company details, pricing, and custom requirements, then share it with the assigned sales rep. Reduce proposal creation time from hours to minutes.
Weekly performance report creation
Every Monday morning, automatically generate a new Google Doc that pulls in your key metrics from the previous week—sales figures, website traffic, support tickets resolved—then formats them into a professional report and shares it with leadership. Eliminate repetitive manual reporting tasks.
New hire onboarding packet assembly
When a new employee is added to your HR system, automatically create a personalized onboarding Google Doc that includes their role-specific checklist, team contacts, first-week schedule, and company policies, then share it with the new hire and their manager. Ensure consistent, complete onboarding for every team member.
Automated Email Campaigns
Automatically send personalized email sequences to customers after they make a purchase, encouraging them to shop again.
Cart Abandonment Recovery
Launch automated recovery emails with tailored offers to entice customers to complete their abandoned purchases.
Customer Segmentation
Segment customers based on their shopping behavior automatically, enabling more targeted and effective marketing campaigns.
Product Recommendation Emails
Send automated emails suggesting products aligned with customers' browsing and purchase history, fostering additional sales.
Automated Feedback Collection
Gather valuable customer feedback on their shopping experience and products through automated email surveys post-purchase, allowing for continuous improvement.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
