In this video you’ll learn how to create a daily summary or daily update email for almost anything.
Some examples of that might be:
I was prompted to create this because a customer of our software Content Snare asked if it was possible to create a daily summary email.
Content Snare is used by accountants, lawyers and…
If you’ve ever had to request client documents, you’ll know how painful it can be — they’ll send the wrong stuff, send 15 emails with 1 document each, or never get back to you at all.
Using dedicated document collection software will save you a TON of time and frustration in the process of requesting documents from clients.
In this post, you’ll learn how to:
This post is also available as a video if…
Client onboarding is one of the most important phases of a project. If you miss things, they can come back to bite you hard later.
But when you’re juggling so many different things in your business, it’s easy to slip up. When you automate client onboarding, it’s far less likely that this will happen.
There’s less chance of human error. Plus… everything you automate is just one more task off your plate forever.
This client onboarding automation was originally aimed at creative and digital agencies, but it applies to any client-facing service business.
Let’s dig into ideas on how…
Slack is one of the most useful Zapier integrations. If you use Slack in your business, you likely use it a lot. With Zapier, you can turn it into a kind of “hub,” and have reports, notifications and more all delivered there. That way it becomes a single place for you to go to know everything you need to know about your business.
This post & video shows you how to integrate Zapier with Slack, and demonstrates a few cool automation ideas.
First a quick note… if you’ve never used Zapier before, you should start with my Zapier tutorial to…
If you don’t know a lot about TextExpander, you’re in for a treat. It’s one of my favourite topics to talk about at events, because I love seeing the look on people’s faces when I explain it to them for the first time.
When they realise how much time it’s going to save, it’s a kind of mind-blowing moment.
With TextExpander, you create short text snippets that are automatically expanded out into a longer bit of text as soon as you type them.
So for example, if you type
It could become your website URL (w is for website).
Here are 18 Zapier examples from my own Zapier account. These are some of my best Zapier workflows, and I hope they give you some ideas for what you can do with Zapier.
The biggest question I get about Zapier & workflow automation is that people don’t know where to start. Every business is different, so it’s hard to give examples that apply to everyone — but this post and video should at least get some ideas flowing.
If you’re using Gmail with Zapier, there are a bunch of cool automations you can create that will help you spend less time in your inbox. In this post, you’ll learn how to set up an automation between Zapier and Gmail, and a few cool ideas of what you can automate.
First a quick note… if you’ve never used Zapier before, you should start with my Zapier tutorial to learn the basics. This post assumes you already know how triggers & actions work.
As with any Zapier app, I recommend the first place you start is the app page…
Looking for a cheaper Elgato Key Light Air alternative?
The lights you’ll see in this post are, in my opinion, the best lights for YouTube recording video, streaming or using Zoom on a budget.
They are literally half the price of the Elgato Key Light Air’s and are almost just as capable.
A single Elgato Key Light Air is $130. That includes a stand and a power supply. For 2, that’s $260. And IMO, the stand isn’t great — it has a flat base that limits where you can put it on your desk.
My setup is $139 for two…
It’s no secret that I love Zapier. After all, I teach people how to use it to automate their business.
But on the flip side, I understand that it isn’t always the best choice for everyone.
There are usually two main reasons people look for a Zapier alternative.
If you’re looking for a cheaper alternative to Zapier and the only reason is the cost, it’s not always a good idea. Zapier has been around a long time and it is a solid, reliable product.
When you consider the time saved, against…
Almost everyone is using WordPress in their business, so it’s no surprise that I often get asked how to integrate WordPress with Zapier.
In this post, you’ll learn:
First up, please note that this is not a basic Zapier tutorial. If you’ve never used Zapier before, I’d recommend starting with this Zapier tutorial.
Otherwise, let’s dig in.