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 LoyaltyLion Automations
MESA is the most flexible way automate Google Docs to LoyaltyLion. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
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.
Why automate Google Docs to LoyaltyLion?
Google Docs to LoyaltyLion 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.
Customized Loyalty Programs
Tailor your reward system to fit your unique brand and audience. With LoyaltyLion, you can create a loyalty program that offers points for purchases, referrals, reviews, and more. Encourage repeat business and turn your customers into loyal brand advocates.
Enhanced Customer Engagement
Engage your customers through personalized, gamified experiences. LoyaltyLion enables you to run targeted campaigns, offer birthday rewards, and create exclusive VIP tiers. By making shopping fun and rewarding, you'll drive customer satisfaction and loyalty.
Seamless Marketing Integration
LoyaltyLion integrates seamlessly with your existing marketing channels like email and social media. You can send personalized offers, notify customers of point balances, and promote exclusive deals directly through your favorite marketing platforms, enhancing your promotional efforts.
Data-Driven Insights
Make informed decisions by accessing valuable customer insights. Track the performance of your loyalty program, understand customer behavior, and use this data to optimize your marketing strategies. You'll be able to target your customers with precision and increase conversion rates.
Increase Referral Traffic
Leverage your satisfied customers to attract new ones. LoyaltyLion’s referral program rewards your existing customers for bringing in new shoppers, thus creating a community of brand ambassadors. This not only amplifies your reach but also acquires customers with a higher lifetime value.
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Try for free Try MESA for free, 7-day trial included.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.
Learn how to automate LoyaltyLion
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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.
