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Create Events in Google Calendar from Airtable records (And when you want to see what else you can get off your hands, ask how the virtual receptionists at Smith.ai can deliver on mission critical services like 24/7 phone answering and live chat support, and more.)ġ. Now, let’s take a look at how Zapier and Airtable can help you automate your operations to take the tedious tasks off your hands. There are tons of different areas where business process automation comes out on top, but these are some of the biggest. Use accounting software and expense management tools, online invoicing and billing platforms, and whatever else you can find to keep your finances on the fast track with automation.
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While having an accountant on staff is important, it’s also important that their job be as efficient as possible. Accounting: Every single area of your business accounting can and should be automated. Manage everything from onboarding and training to payroll, benefits administration, scheduling and time off requests, and more with the automated tools and HR platforms available today.ĥ. Take advantage of that by upgrading your HR to offer digital tools for automated management of all of your HR functions. Employee Benefits and Management: Your employees love automation as much as you do. From hefty database platforms to basic cloud-based solutions, there’s something for everyone.Ĥ. Data Entry and Management: Again, we’ve got more tools than we can count for things like data entry and managing that data. You can create custom, personalized messages that give customers that welcome feeling and still automate their delivery.ģ. That's great and all, but you have better things to do with your time. We'd like to think we don’t have to emphasize this, but there are still some small businesses trying to manage email firsthand. Metrics and Analytics: With all the metrics and reporting tools out there, why do you still have someone crunching the numbers? If you’re not automating here, you’re missing out on a big part of the productivity puzzle.Ģ. Although it’s going to be up to you to decide what’s best for your business, here are five areas you should consider automating:ġ. For example, automating your contact management is a great way to save people the hassle of having to be detail-oriented fact-checkers when they’re supposed to be sales team members. If you’re looking for a way to improve your business operations, there are definitely some areas that will be better or easier to automate than others.
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So, as you can see, no matter what you want to do with your to-do list, Zapier can help you automate it in so many ways that you should have no trouble getting more out of your business.
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Airtable bills itself as a modern database that’s created for everyone, offering fast, flexible ways to track data and information, whether you’re trying to monitor inventory, plan the schedule, or even track down sales leads.