Take the next hour or so and check out Zapier or IFTTT. Both are very powerful solutions for connecting your apps.
Imagine a world where every time you add a task to your task manager, it updates a document somewhere else or sends an alert to a colleague. With these tools, it’s possible.
Here are some other examples:
Consider it done! You can set up triggers and options that will make you feel like you have superpowers! 💪
Figuring out when to use Zapier or IFTTT is simple—just ask yourself, “What series of actions do I have to carry out more than three times a day?” Then see if you can automate it.
Here are some other examples:
Automatically repost your latest tweet on LinkedIn.
Every time I receive an invoice, I download the attachment and save it to a Drive folder.
Every time a five-star review is posted on TripAdvisor, I send the same thank-you message.
For every message requesting a quote from the contact form on our website, I like to send a text to the sales team.
Organize Your Mind With a Spreadsheet
Excel is a simple tool, and it’s the one I use the most. If you know how to structure it, you can use Excel for almost anything—CRM, benchmarking, organizing events, writing this course, outlining ideas, conducting surveys, collecting and processing data, checking solutions, creating a business plan or a Business Model Canvas.
Each of my projects has its own Excel spreadsheet!
Let’s Recap!
To determine what you can automate, ask yourself, “What tedious tasks do I have to do more than three times a day?”
Use Zapier or IFTTT to automate just two or three tasks to start with.
But beware—too much automation can create new problems.
Spreadsheets will quickly become your new best friends as well. Not only are they a great way to organize many of your tasks, they’re also very easy to synchronize with Zapier or IFTTT.
Do you like the idea of automating tasks? Let’s do some more! You probably have documents that you create often and are time-consuming to produce. In the next chapter, you’ll discover how to make templates so you can spend as little time on them as possible!