18/08/2022
Super simple automations you can set up yourself in minutes!
Think of automations as your personal assistant. They keep your systems organised and save you hours every week.
Here are some of my favourite basic automations anyone can set up themselves within minutes.
1. Get notifications when a status changes. Keep your team in the loop and on top of things with notifications. Work by yourself? This can help remind you of clients awaiting responses, quotes that need following up or new clients that need onboarding.
2. Automatically move items (deals, quotes, actions etc.) to a new board or location when a date arrives. A simple but effective example of this is when a quote hasn’t been responded to in a set timeframe. A follow up call can be added to your sales team to do list. It’s also a fantastic automation for admin teams and repetitive tasks that have lots of different timeframes.
3. As a business owner you want to keep on top of things without getting constant notifications. This simple IF automation means you can be notified of the important things. You can also use this IF type automation for status updates. Get notified of the deals being closed, the outstanding quotes and tasks that need urgent action.
4. Clean up your system quickly with this super simple automation. Archive quotes that haven’t been approved, contracts that weren’t needed and contacts who have left.
All of these automations can be set up within systems (screenshots from Monday.com) or can be set up using Zapier or IFTTT.
Like the sound of these but not sure where to start? Message us to arrange a free discovery call to find out how Elsie may be able to help you.
Find out more: https://bit.ly/Elsietheobm