Automating Workflows

On this call we had a chat about automating some of our routine tasks away and shared some of the tools we use to get this done.

Discussion Content:

  • 00:00 Introductions
  • 04:40 Examples of tasks that can be automated
  • 09:20 Using Slack to sort emails (demo)
  • 10:22 Automating monthly reports
  • 14:15 Power Automate (demo)
  • 16:20 Automating contacts and CRM input
  • 20:50 Automating client feedback forms
  • 24:00 WordPress Plugins
  • 29:45 Handling credentials across offices
  • 34:20 Phone automations
  • 36:00 Downsides of automation

Tools Mentioned