Marketing ops · Production
Great Day Improvements automates 500+ daily SMS appointment reminders and AI-generated passwords with Zapier
The problem
Great Day Improvements' marketing team relied on email and spreadsheets to process leads, causing bottlenecks and inconsistent follow-up. A separate process required developer involvement to generate temporary customer portal passwords.
Workflow diagram · grounded in source
1
Lead data enters pipeline
trigger
“The marketing team relied on email and spreadsheets to process leads, creating bottlenecks and inconsistent follow-up.”
2
SubZaps clean and route leads
integration
“They built SubZaps to clean, enrich, and route lead data into automated SMS confirmation flows using Five9.”
3
Automated SMS reminders sent
output
“Automated reminders improved appointment rates by 41% and send over 500 messages daily across brands.”
4
Scheduled Zap triggers daily
trigger
“triggered daily via a scheduled Zap”
5
AI generates temporary passwords
ai_action
“AI by Zapier now generates passwords based on custom criteria, triggered daily via a scheduled Zap.”
6
Secure customer portal access
output
“The system eliminated friction in onboarding, ensuring secure access for customers at scale.”
Reported outcome
Automated SMS reminders improved appointment rates by 41%, with over 500 messages sent daily across brands and 100% of manual SMS outreach eliminated.
AI-generated passwords removed friction in customer portal onboarding.
Reported metrics
Appointment rate41%
daily SMS messages sent500+
manual SMS outreach eliminated100%
Reported stack
ZapierAI by ZapierSubZapsFive9
Frequently asked questions
What did this team achieve with this AI workflow?
Automated SMS reminders improved appointment rates by 41%, with over 500 messages sent daily across brands and 100% of manual SMS outreach eliminated.
What tools did this team use?
Zapier, AI by Zapier, SubZaps, Five9.
What results were reported?
Appointment rate: 41%; daily SMS messages sent: 500+; manual SMS outreach eliminated: 100% (source-reported, not independently verified).
How is this marketing ops AI workflow structured?
Lead data enters pipeline → SubZaps clean and route leads → Automated SMS reminders sent → Scheduled Zap triggers daily → AI generates temporary passwords → Secure customer portal access.