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

• Zapier: https://zapier.com/
• Power Automate: https://flow.microsoft.com/en-us/
• Integromat: https://www.integromat.com/en
• Alfred: https://www.alfredapp.com/