Automate your process

Charlie Morton

(0)

Starting at

$

500

About this service

Summary

If you have a task that is being repeated or taking up a lot of time and resources, it's worth investing in automating it.
Not only can it reduce the cost but it also frees up workload and other resources and enables your people to do more rewarding and valuable work that computers can't do.
Whether it's a lot of copy and pasting, weekly reports, regular emails or something more complicated, there's usually a way to get it done!
I will way up the pros and cons of no-code automation tools vs custom code.
Some favourite tools include:
Data
Google Sheets
Airtable
Notion
Hubspot
Pipedrive
Zoho
Automations
Zapier
IFTTT
Make
Airtable Automations
Google Cloud Functions
Communications
Twilio
Sendgrid
WhatsApp
Customer.io
Mailchimp
GMail

What's included

  • Problem solution statement

    Understand existing processes, stakeholders, users and tools. Boil down the biggest issues and evaluate based on value-effort ratios. e.g Problem: "Account managers spend 15 hours a week sending update emails to clients" Solution: "Automate the sending of update emails to clients based off the CRM" Value: 15 hours per week for 20 staff members Effort: 1 week's work to setup process automation

  • Implement automation

    Develop the process automations using no-code tools where possible and custom development where required.

  • Training

    Where needed, provide training and/or training materials to stakeholders who may need to implement any adjustments to their workflows

Skills and tools

Consultant
Automation Engineer
Web Developer
Airtable
Google Cloud Functions
Google Sheets
Zapier

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