Where the magic happens
Workflow automation is when tasks or multiple tasks are performed on autopilot. In other words when one event triggers another event somewhere else, producing a desired result.
Many online tools already have this automation capacity built-in and ready to be used. For example, your mailing list can connect to a google sheet and fill it in automatically when a new contact subscribes.
Another way to set up automated workflows is by using a dedicated tool like Zapier or Integromat. These connect different services or providers so you can build stacks of automated tasks.
A good starting point is to understand what you want to accomplish. Look at your work processes and pick the ones that are recurring and include a lot of steps. The key is to find the right tools for the task, set them up, and let the automation work for you.
Routines are good, but fixed methods can block new information coming in
Every now and then you need to stop and think
If you want to innovate you have to open up to change
What you can do with this
A few automation examples
One of the most common automation tools is your mailinglist
You can use multi-step emails, autoresponders and customer journeys to do all kinds of tasks. Think of taking registrations for an event, asking for testimonials or collecting information from questionnaires.
Add online booked appointments to your calendar and send reminders
Have you ever thought about time spent making appointments? Make it easy for your customer and save a lot of time with scheduling software. In the same flow, you can send reminders, follow-ups and invoices.
Collect payments online and create a list of transactions in Google Sheets
Always have 100% accurate overview of all your transactions, even when they come from different payment portals. Your accountant will love this one.
Easily edit metadata, tag, rename and organise images in Adobe Bridge
Working efficiently with Adobe software will enable you to handle a large volume of images with ease. Once you get the metadata set, you will always be able to find your images, sort, rename, publish, archive, and add them to any workflow.
And much much more…
Workflow automations are fully customizable and can be as complex or as simple as you want them to be. They will pay back in efficiency, time and energy. Open up to the possibilities and you will be amazed!
Start working smarter, not harder
Book a free introduction call and find out how to apply integrations and automations to your workflow.
What clients say
Deshna has the ability to become an expert at any given task very quickly, also if it implies mastering new software. When we were partners at Personal® Post production she was the allround specialist, doing all the many different things that are required in a tiny company, everything with full focus and keeping total overview at the same time. A great multi-tasker, she is a whole team all by herself!