Articles that mention "Microsoft Excel"
Showing 1-10 of 21 articles
How adding document automation to your workflows helps your business
Document workflows don't stop when the document gets created, however. You want to use them in other places: practice management tools to keep things organized, marketing automation systems to build relationships with customers and prospects, and more.
By Dorna Moini, Documate
5 min read
How to create effective document templates
Every week brings new projects, emails, documents, and task lists. How much of that is completely different from the work you've done before? Odds are, not much. Many of our day-to-day tasks are variations on something we've done hundreds of times before.
By Aja Frost
22 min read
Always be networking: 4 ways to automate your connections
I don't like networking. When I hear the word, I imagine the ultimate schmoozer, thanks to reductive platitudes like "It's not what you know, it's who you know." My mentor put it to me in a different way: always be flirting, or ABF.
By Krystina Martinez
5 min read
5 popular ways to automate spreadsheets and make them work for you
With Zaps—our word for Zapier’s automated, no-code workflows—your spreadsheets can do a lot more than help you keep track of data. They can update themselves, send information to your team or customers, and give you back hours in your day.
By Tyler Robertson
2 min read
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