03/23/2026
New project I been working on. I used to manually track GLSA stuff and have formulas but now I can just have that data pulled to me. This current client doesn't have HCP max so this doesn't pull if the customer is in the system, booked, and has jobs/invoices. You can also manually input information in. The rest is auto calculated and saved for you. All the calls are pulled live from callrail. I also have it set to give a short summary of each call and determine if they were a lead or not etc. Of course I added a privacy filter on the top right just for privacy reasons =D The things you can make now without coding is crazy. You just need to be good at prompting and setting clear guidelines
