Date: 07.10.2025 (2025-10-07)
Monish Revuri (07.10.2025) • He used make.com • One process: Website, Clay, Slack notification, Salesforce • One process: email from CEO to customer for feedback • One process: contracts extension based on end dates • They had 150 contracts → had to chase AEs to get all contracts → he put it into one folder → manually put it into CRM → based on that they did workflow • Now they use OneFlow • Account reconciliation: Invoices • Automated 10 - 12 processes • They don't have legacy software • It is not very complicated on make.com • He is a developer himself • JSON, APIs etc. is complicated • → he would most likely build stuff himself • They use Qonto for banking → have integration with make.com
• Ask him around testing, debugging, data access etc.
• Requirement gathering