Marco Serafini
@marco-ith.bsky.social
ClickUp & Attio Expert | I turn operational chaos into revenue machines for growing agencies & startups | RevOps • Automation • AI Integration • Business Ops
🗓️ Book a free strategy call: https://cal.com/marco-serafini/scale-strategy-call
🗓️ Book a free strategy call: https://cal.com/marco-serafini/scale-strategy-call
Client info shouldn’t be a treasure hunt.
This @n8n.io automation grabs every #Attio call, transcribes and analyzes it with AI, then instantly saves notes in both Attio and #ClickUp – by company.
#Automation #CRM #Productivity
This @n8n.io automation grabs every #Attio call, transcribes and analyzes it with AI, then instantly saves notes in both Attio and #ClickUp – by company.
#Automation #CRM #Productivity
September 9, 2025 at 9:08 AM
Client info shouldn’t be a treasure hunt.
This @n8n.io automation grabs every #Attio call, transcribes and analyzes it with AI, then instantly saves notes in both Attio and #ClickUp – by company.
#Automation #CRM #Productivity
This @n8n.io automation grabs every #Attio call, transcribes and analyzes it with AI, then instantly saves notes in both Attio and #ClickUp – by company.
#Automation #CRM #Productivity
#Clickup AI transforms how I handle project updates.
Need concise status summaries for clients? ClickUp’s AI whips them up in seconds, so everyone stays in the loop and I can stay focused on delivering results, not admin 🚀
#Productivity #AItools
Need concise status summaries for clients? ClickUp’s AI whips them up in seconds, so everyone stays in the loop and I can stay focused on delivering results, not admin 🚀
#Productivity #AItools
August 27, 2025 at 3:05 PM
#Clickup AI transforms how I handle project updates.
Need concise status summaries for clients? ClickUp’s AI whips them up in seconds, so everyone stays in the loop and I can stay focused on delivering results, not admin 🚀
#Productivity #AItools
Need concise status summaries for clients? ClickUp’s AI whips them up in seconds, so everyone stays in the loop and I can stay focused on delivering results, not admin 🚀
#Productivity #AItools
I send cold emails, and I have no problem receiving them either.
I don’t expect them to be highly personalized, but please, can you at least use the correct first name?
WHO'S CHRIS?
I don’t expect them to be highly personalized, but please, can you at least use the correct first name?
WHO'S CHRIS?
June 12, 2025 at 1:35 PM
I send cold emails, and I have no problem receiving them either.
I don’t expect them to be highly personalized, but please, can you at least use the correct first name?
WHO'S CHRIS?
I don’t expect them to be highly personalized, but please, can you at least use the correct first name?
WHO'S CHRIS?
Mixing tools beats forcing everything into one platform. Your tech stack should empower—not limit—you.
For example, I use Attio, ClickUp, and n8n for seamless sales-to-project workflows:
👥 @attio.com: my CRM
📈 #ClickUp: my project management hub
🤖 @n8n.io: my automation engine
#Productivity
For example, I use Attio, ClickUp, and n8n for seamless sales-to-project workflows:
👥 @attio.com: my CRM
📈 #ClickUp: my project management hub
🤖 @n8n.io: my automation engine
#Productivity
May 16, 2025 at 11:50 AM
Mixing tools beats forcing everything into one platform. Your tech stack should empower—not limit—you.
For example, I use Attio, ClickUp, and n8n for seamless sales-to-project workflows:
👥 @attio.com: my CRM
📈 #ClickUp: my project management hub
🤖 @n8n.io: my automation engine
#Productivity
For example, I use Attio, ClickUp, and n8n for seamless sales-to-project workflows:
👥 @attio.com: my CRM
📈 #ClickUp: my project management hub
🤖 @n8n.io: my automation engine
#Productivity
Here's how I streamline my sales-to-cash process with @attio.com, #Stripe, and @n8n.io.
No more manual updates, missed payments, or wasted time.
#Automation #SalesOps #Productivity #DigitalTransformation #BusinessGrowth
No more manual updates, missed payments, or wasted time.
#Automation #SalesOps #Productivity #DigitalTransformation #BusinessGrowth
May 12, 2025 at 10:11 AM
Here's how I streamline my sales-to-cash process with @attio.com, #Stripe, and @n8n.io.
No more manual updates, missed payments, or wasted time.
#Automation #SalesOps #Productivity #DigitalTransformation #BusinessGrowth
No more manual updates, missed payments, or wasted time.
#Automation #SalesOps #Productivity #DigitalTransformation #BusinessGrowth
I recently switched to @attio.com as my CRM and set up an automation with @n8n.io + #NocoDB to create sequential deal names. 🚀
✅ Clarity
✅ Consistency
✅ Scalability
#CRMOptimization #WorkflowAutomation #ProductivityTools
✅ Clarity
✅ Consistency
✅ Scalability
#CRMOptimization #WorkflowAutomation #ProductivityTools
May 8, 2025 at 4:27 PM
I recently switched to @attio.com as my CRM and set up an automation with @n8n.io + #NocoDB to create sequential deal names. 🚀
✅ Clarity
✅ Consistency
✅ Scalability
#CRMOptimization #WorkflowAutomation #ProductivityTools
✅ Clarity
✅ Consistency
✅ Scalability
#CRMOptimization #WorkflowAutomation #ProductivityTools
#ClickUp Wikis have streamlined our processes and documentation, ensuring all information is up-to-date and easily accessible.
By centralizing essential documents and operational workflows, we've reduced confusion and enhanced efficiency, maintaining alignment and focus across our team.
By centralizing essential documents and operational workflows, we've reduced confusion and enhanced efficiency, maintaining alignment and focus across our team.
May 7, 2025 at 6:44 AM
#ClickUp Wikis have streamlined our processes and documentation, ensuring all information is up-to-date and easily accessible.
By centralizing essential documents and operational workflows, we've reduced confusion and enhanced efficiency, maintaining alignment and focus across our team.
By centralizing essential documents and operational workflows, we've reduced confusion and enhanced efficiency, maintaining alignment and focus across our team.
Efficiency. Proactivity. Consistency.
#ClickUp AI Agents automate the routine, highlight the urgent, and keep everyone informed—so you can focus on what really matters. 🚀
#AI #AIAgent #Automation
#ClickUp AI Agents automate the routine, highlight the urgent, and keep everyone informed—so you can focus on what really matters. 🚀
#AI #AIAgent #Automation
April 24, 2025 at 10:34 AM
Efficiency. Proactivity. Consistency.
#ClickUp AI Agents automate the routine, highlight the urgent, and keep everyone informed—so you can focus on what really matters. 🚀
#AI #AIAgent #Automation
#ClickUp AI Agents automate the routine, highlight the urgent, and keep everyone informed—so you can focus on what really matters. 🚀
#AI #AIAgent #Automation
🤖 With this self-hosted automation solution using @n8n.io and #NocoDB, I generate sequential numbers to rename tasks in #ClickUp accordingly.
It's a handy way to establish a sequential naming convention, for example, for your deals! ✨
#Automation #Productivity
It's a handy way to establish a sequential naming convention, for example, for your deals! ✨
#Automation #Productivity
April 15, 2025 at 4:33 PM
🤖 With this self-hosted automation solution using @n8n.io and #NocoDB, I generate sequential numbers to rename tasks in #ClickUp accordingly.
It's a handy way to establish a sequential naming convention, for example, for your deals! ✨
#Automation #Productivity
It's a handy way to establish a sequential naming convention, for example, for your deals! ✨
#Automation #Productivity
The grind of follow-ups used to slow me down. Now, thanks to ClickUp AI, I've reclaimed precious time to focus on what truly matters.
Real productivity is about prioritizing impact over mere output.
#Productivity #ClickUpAI #ClickUp
Real productivity is about prioritizing impact over mere output.
#Productivity #ClickUpAI #ClickUp
April 14, 2025 at 7:56 AM
The grind of follow-ups used to slow me down. Now, thanks to ClickUp AI, I've reclaimed precious time to focus on what truly matters.
Real productivity is about prioritizing impact over mere output.
#Productivity #ClickUpAI #ClickUp
Real productivity is about prioritizing impact over mere output.
#Productivity #ClickUpAI #ClickUp
April 11, 2025 at 9:16 AM
Lead generation directly from @tana.inc? YES!
Specify the type of contacts you are looking for in Tana, and let @n8n.io handle the rest. 🤖✨
#Automation #LeadGeneration #Tana #n8n
Specify the type of contacts you are looking for in Tana, and let @n8n.io handle the rest. 🤖✨
#Automation #LeadGeneration #Tana #n8n
April 8, 2025 at 10:50 AM
Lead generation directly from @tana.inc? YES!
Specify the type of contacts you are looking for in Tana, and let @n8n.io handle the rest. 🤖✨
#Automation #LeadGeneration #Tana #n8n
Specify the type of contacts you are looking for in Tana, and let @n8n.io handle the rest. 🤖✨
#Automation #LeadGeneration #Tana #n8n
Here's a sneak peek at the main sections featured in Vertex, my upcoming @tana.inc template!
#Productivity #Tana
#Productivity #Tana
April 4, 2025 at 9:33 AM
Here's a sneak peek at the main sections featured in Vertex, my upcoming @tana.inc template!
#Productivity #Tana
#Productivity #Tana
While @tana.inc includes default day, week, and year nodes, you can also create month nodes and set a default "month" tag. Here's how:
1️⃣ Right-click the "Today" button on any calendar node.
2️⃣ Click "Go to this month".
3️⃣ Open the node options menu and select "Create default month tag".
#Tana
1️⃣ Right-click the "Today" button on any calendar node.
2️⃣ Click "Go to this month".
3️⃣ Open the node options menu and select "Create default month tag".
#Tana
April 1, 2025 at 8:09 AM
March 31, 2025 at 2:54 PM
I started creating sample entities for "Vertex", a complete productivity workspace template for @tana.inc.
More updates will follow in the coming days 👀
More updates will follow in the coming days 👀
March 30, 2025 at 6:11 PM
I started creating sample entities for "Vertex", a complete productivity workspace template for @tana.inc.
More updates will follow in the coming days 👀
More updates will follow in the coming days 👀
Just created an AI chatbot for my website using @n8n.io.
It automatically answers questions related to my business and guides you to schedule a call with me. 🤖
#AI #Automation #ChatBot
It automatically answers questions related to my business and guides you to schedule a call with me. 🤖
#AI #Automation #ChatBot
March 25, 2025 at 3:45 PM
Just created an AI chatbot for my website using @n8n.io.
It automatically answers questions related to my business and guides you to schedule a call with me. 🤖
#AI #Automation #ChatBot
It automatically answers questions related to my business and guides you to schedule a call with me. 🤖
#AI #Automation #ChatBot
March 24, 2025 at 4:31 PM
🚀 Exciting news!
The Obsidian Playbook is finally here!
After nearly three months of crafting, I'm excited to offer early access to this all-in-one course to help you master @obsidian.md.
Join the early access now and grab the early bird discount 👉🏻 www.mindstoneconsulting.net/obsidian-pla...
The Obsidian Playbook is finally here!
After nearly three months of crafting, I'm excited to offer early access to this all-in-one course to help you master @obsidian.md.
Join the early access now and grab the early bird discount 👉🏻 www.mindstoneconsulting.net/obsidian-pla...
March 24, 2025 at 9:47 AM
🚀 Exciting news!
The Obsidian Playbook is finally here!
After nearly three months of crafting, I'm excited to offer early access to this all-in-one course to help you master @obsidian.md.
Join the early access now and grab the early bird discount 👉🏻 www.mindstoneconsulting.net/obsidian-pla...
The Obsidian Playbook is finally here!
After nearly three months of crafting, I'm excited to offer early access to this all-in-one course to help you master @obsidian.md.
Join the early access now and grab the early bird discount 👉🏻 www.mindstoneconsulting.net/obsidian-pla...
March 22, 2025 at 12:41 PM
March 22, 2025 at 7:54 AM
🛠️ Automating Client Onboarding with #ClickUp + #Make
Here’s how I streamlined my process 👇🏻
1️⃣ Client submits a ClickUp form → Task auto-created
2️⃣ Task triggers a Make.com automation
3️⃣ Data is structured in Markdown & added to the right project
4️⃣ Attachments are auto-downloaded & stored
Here’s how I streamlined my process 👇🏻
1️⃣ Client submits a ClickUp form → Task auto-created
2️⃣ Task triggers a Make.com automation
3️⃣ Data is structured in Markdown & added to the right project
4️⃣ Attachments are auto-downloaded & stored
March 17, 2025 at 9:54 AM
While waiting for my wife, I made good use of the time by recording a “Community Plugin Deep Dive” lesson for my upcoming @obsdmd course, Obsidian Playbook. This one was all about Dataview — and I have a feeling it’s going to be one of the longest videos in the course!
March 16, 2025 at 9:30 AM
While waiting for my wife, I made good use of the time by recording a “Community Plugin Deep Dive” lesson for my upcoming @obsdmd course, Obsidian Playbook. This one was all about Dataview — and I have a feeling it’s going to be one of the longest videos in the course!