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Ari Meisel’s How to Automate a Process in the Absence of a Trigger Guide

Ari Meisel’s How to Automate a Process in the Absence of a Trigger Guide

Use this guide to successfully automate a process in the absence of a trigger. Follow the guide once to set up the entire automation.
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Introduction:
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Setting up a web-based form:
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Choose a web-based form creator
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Edit the form to include appropriate information fields
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Setting up a Google Sheet:
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Create a Google Sheet
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Setting up a Zap:
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Set the trigger in the Zap editor
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Add the search in the Zap editor
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Include the "Date formatter" function
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Add an action to update spreadsheet row
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Include a delay to the automation
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Add another search step in the Zap editor
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Setting up paths in Zapier:
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Setting up path A:
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Create a step which sends an email thanking the manager
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Setting up path B:
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Create a step which sends an email prompting the manager
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Set up a delayed check in a nested path
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Add a step which prompts you if a form hasn't been submitted
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Sources:
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Related checklists: