Enhance Slack + Twilio SMS Integration (Make.com Automations, Channel Renaming, Scheduler, AI Bot)
Budget: ₹12,500 – ₹37,500 INR
Description:
We have a functioning Twilio → Make.com → Slack integration that routes SMS messages into Slack channels (e.g., #sms-customer-14077820752). Outbound replies from Slack already send via Twilio successfully.
Now we want to upgrade usability and automation for a smoother, more CRM-like experience.
Current Setup
Twilio number connected through Make.com (formerly Integromat)
New SMS messages create Slack channels and post content
Outbound Slack replies route correctly through Twilio
Goals / Improvements
1. Channel Auto-Renaming + Contact Lookup
When a new SMS arrives, automatically rename the Slack channel to the client’s name (pulled from Google Sheets, Airtable, or Setmore).
Post a pinned "Client Card" with phone number, city, last job, and payment link.
2. Simplified Message Sending
Add a custom /sms Slack command or shortcut:
/sms John Doe Your technician is on the way.
→ Looks up the number, sends via Twilio, logs the message in Slack.
3. MMS & File Sharing
Allow sending and receiving images, videos, or PDFs directly within Slack threads.
4. Message Scheduling + Quick Replies
Add scheduler for appointment reminders or follow-ups.
Create reusable "quick reply" templates for common responses.
5. (Optional) AI Assistant Integration
Auto-respond to client texts for appointment booking, payment links, or simple tech-support prompts.
Integrate with Setmore and/or Square.
Tools in Use
Twilio (SMS/MMS)
Slack (Pro workspace)
Make.com
Google Sheets (Client database)
Setmore (Scheduling)
Square (Payments)
Deliverables
Updated Make.com scenarios with clear documentation
Working Slack commands and shortcuts
Verified workflow tested with at least one live client
Bonus
Experience with GPT/AI bots, Make.com modules for Slack/Twilio, or CRM-style automations. Please include examples or screenshots of similar work.
We have a functioning Twilio → Make.com → Slack integration that routes SMS messages into Slack channels (e.g., #sms-customer-14077820752). Outbound replies from Slack already send via Twilio successfully.
Now we want to upgrade usability and automation for a smoother, more CRM-like experience.
Current Setup
Twilio number connected through Make.com (formerly Integromat)
New SMS messages create Slack channels and post content
Outbound Slack replies route correctly through Twilio
Goals / Improvements
1. Channel Auto-Renaming + Contact Lookup
When a new SMS arrives, automatically rename the Slack channel to the client’s name (pulled from Google Sheets, Airtable, or Setmore).
Post a pinned "Client Card" with phone number, city, last job, and payment link.
2. Simplified Message Sending
Add a custom /sms Slack command or shortcut:
/sms John Doe Your technician is on the way.
→ Looks up the number, sends via Twilio, logs the message in Slack.
3. MMS & File Sharing
Allow sending and receiving images, videos, or PDFs directly within Slack threads.
4. Message Scheduling + Quick Replies
Add scheduler for appointment reminders or follow-ups.
Create reusable "quick reply" templates for common responses.
5. (Optional) AI Assistant Integration
Auto-respond to client texts for appointment booking, payment links, or simple tech-support prompts.
Integrate with Setmore and/or Square.
Tools in Use
Twilio (SMS/MMS)
Slack (Pro workspace)
Make.com
Google Sheets (Client database)
Setmore (Scheduling)
Square (Payments)
Deliverables
Updated Make.com scenarios with clear documentation
Working Slack commands and shortcuts
Verified workflow tested with at least one live client
Bonus
Experience with GPT/AI bots, Make.com modules for Slack/Twilio, or CRM-style automations. Please include examples or screenshots of similar work.