![]() While having an accountant on staff is important, it’s also important that their job be as efficient as possible. Accounting: Every single area of your business accounting can and should be automated. Manage everything from onboarding and training to payroll, benefits administration, scheduling and time off requests, and more with the automated tools and HR platforms available today.ĥ. Take advantage of that by upgrading your HR to offer digital tools for automated management of all of your HR functions. Employee Benefits and Management: Your employees love automation as much as you do. From hefty database platforms to basic cloud-based solutions, there’s something for everyone.Ĥ. Data Entry and Management: Again, we’ve got more tools than we can count for things like data entry and managing that data. You can create custom, personalized messages that give customers that welcome feeling and still automate their delivery.ģ. That's great and all, but you have better things to do with your time. We'd like to think we don’t have to emphasize this, but there are still some small businesses trying to manage email firsthand. ![]() Metrics and Analytics: With all the metrics and reporting tools out there, why do you still have someone crunching the numbers? If you’re not automating here, you’re missing out on a big part of the productivity puzzle.Ģ. Although it’s going to be up to you to decide what’s best for your business, here are five areas you should consider automating:ġ. ![]() For example, automating your contact management is a great way to save people the hassle of having to be detail-oriented fact-checkers when they’re supposed to be sales team members. If you’re looking for a way to improve your business operations, there are definitely some areas that will be better or easier to automate than others. So, as you can see, no matter what you want to do with your to-do list, Zapier can help you automate it in so many ways that you should have no trouble getting more out of your business. Stripe, Shopify, and other payment processing and ecommerce tools.Acuity Scheduling, Calendly, and other scheduling apps.Facebook, Twitter and other social media.Mailchimp, Outlook, and even Zapier’s own email tool.HubSpot, Asana, Pipedrive, and other CRMs.Trello, Slack, and other collaboration tools.Zapier can automate tasks between Airtable and: You’ll see a few different Google integrations on our list, and that’s because while Zapier works with almost any app, we know that a lot of small businesses work with Google Workspace (formerly G Suite), so those are the most popular integrations and automations. Not only that, but it does impressively well at automating tasks for more than 3,000 apps and software platforms.In addition to all of the pre-built triggers and actions, there is a wide-open API that lets you customize every single move, too. With the combination of Zapier and Airtable, you can automate so much of your database work that you’ll see an impressive reduction in the number of tedious tasks and routine to-dos that you have to take care of on your own.įor those who don’t know, Zapier is an entire tool that’s designed to automate other tools. Zapier is quickly becoming one of the most popular automation tools on the market, and for several good reasons. This platform is an impressive solution that takes the best of spreadsheets and combines that with the power of a database, giving you the chance to put data to work and automate more tasks than ever before. So I would LOVE to find a way to automate this, whether it’s Twitter → Airtable → Webflow CMS or just Airtable → Webflow CMS.Airtable bills itself as a modern database that’s created for everyone, offering fast, flexible ways to track data and information, whether you’re trying to monitor inventory, plan the schedule, or even track down sales leads. So to curate one tweet, it could take a few minutes to copy all the text, download the pictures (author pic and pics inside the tweet) into Airtable and then Webflow. Manually copy in the relevant metadata into Webflow CMS.Copy the tweets over to Airtable so I can maintain a database and categorize them.Tweets are more vertical in nature (see this example), so we can’t simply just use the embed feature Twitter provides (such as this). ![]() I’m working on the MVP at the moment and my UI designer and I are trying to design how tweets will appear in a list format (like Reddit/Google). I’m working on a project to curate an evergreen list of content from Twitter. I’m not a pro with Zapier/Integromat by any means… I’m new at using them.
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