Articles tagged "Automation"

How to send automated reminders for upcoming calendar events

Meetings are sometimes the only time you'll get together with some of your coworkers. And, because everyone has their own preferences for notifications, it can sometimes be tough to make sure the whole team gets to the next meeting on time.

How to use Gantt charts for better project planning

When you're managing a long-term project or work that spans weeks or months, sometimes you need to visualize things over time rather than as a list of tasks. Gantt

When to automate a one-time task

Usually, we talk about automation as a way to create systems and processes that run themselves. But you can also use automation to save time on large, one-off projects.

How to get automated text alerts for upcoming calendar events

Keep yourself on track with automated text reminders ahead of calendar events—no matter what calendar app you use.

How to automatically log information from websites

When you hear the word "log," you might think of meticulously copying and pasting items into a spreadsheet or document. Who has the time or energy to maintain that?

How to automatically create tasks from forms and tickets

Automatically add leads to your CRM or email marketing platform

When someone fills out a form on your website or signs up to hear from you, it’s important to welcome them into your email platform or CRM quickly. Automation helps you do this quickly and accurately.

How automating our offer process helped us generate more leads and book more calls

Each day hundreds of visitors request offers from multiple providers. If you don’t have the infrastructure to send them what they want, your leads go cold. This is where we started from. Adding automation helped us change that.

Automation for education: Less time record-keeping, more time with your students

Anyone who's worked in an accredited education setting knows about the mountains of information, records, and resources that institutes have to maintain. We love teaching, yet we dread the record-keeping that comes with it. We solved this with automation.

How to use automation with Google Customer Match for better audience targeting

Google's Customer Match allows advertisers to build custom lists for better retargeting. However, it takes active and ongoing work to make sure that your lists are up to date—which is time-consuming if you're doing this manually.