Automation & tools

Podcast

How marketing technology works and when to hire for it

Lenny's Podcast Product Career Growth August 13, 2023

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Automation & tools 9

Processes & SOPs 8

Hiring & recruitment 6

• MarTech ownership becomes critical at 100–150 people, not earlier.
• Post-iOS 14, mobile attribution is probabilistic — most teams aren't ready.
• Build and buy beats build vs. buy: buy 90%, build the differentiating 10%.

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Automation & tools

YouTube

How to merge duplicate tasks in ClickUp

Layla at ProcessDriven August 11, 2023

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Automation & tools 9

• Conflicting field values: the destination task always silently wins.
• Paste a task link to merge — don't rely on name search.
• Custom field mismatches trigger a prompt; skip it and data is lost.

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Automation & tools

YouTube

How to build a department budget template in SmartSuite

Layla at ProcessDriven August 4, 2023

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Automation & tools 9

Cash flow management 6

• Spreadsheet budgets fail because teams never actually use them
• SmartSuite's free template replaces Excel with a live, collaborative budget
• Conditional spotlights replace manual cell-by-cell colour formatting

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Automation & tools

YouTube

Manage associations and events in one place with SmartSuite

Layla at ProcessDriven July 21, 2023

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Automation & tools 9

Retention & loyalty 6

• One free template replaces spreadsheets, email, and ticketing tools for associations.
• Linked records connect members, payments, and events into a live single source of truth.
• Spotlights and formula fields surface at-risk members and dues balances automatically.

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Automation & tools

YouTube

When to invest in a platform vs. ship something simple

Cameron Herold July 19, 2023

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Automation & tools 8

Management 6

• Freeze IT builds for 12 months; find 12 free solutions instead
• Simple tools that work beat complex integrated platforms
• Headcount is not a scalable fix — build leadership skills

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Automation & tools

YouTube

Save time on marketing reports with SEMrush automation

Semrush July 12, 2023

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Automation & tools 8

Content marketing 5

• 43% of marketers hate reporting — SEMrush fixes that.
• Build once, schedule forever with automated report delivery.
• White-label and customise reports for clients or teams.

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Project management

YouTube

Predicting team capacity in ClickUp with workload views and dashboards

Layla at ProcessDriven June 30, 2023

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Project management 9

Automation & tools 8

• Workload view shows daily overload by comparing time estimates to set capacity.
• Dashboard bar chart reveals open months for onboarding new clients.
• Tasks too hard to estimate are too large — break them to one session.

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Automation & tools

YouTube

How one creator organises her entire life and business in Notion

Silicon Valley Girl June 22, 2023

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Automation & tools 9

Processes & SOPs 7

AI tools & automation 5

• One workspace replaces Asana, Docs, and every scattered note app
• Delegation system lets new assistants inherit full context instantly
• AI Autofill keeps project summaries updated without manual effort

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Automation & tools

YouTube

Point solution vs. all-in-one HR systems: how to choose

HR Party of One June 8, 2023

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Automation & tools 9

• Multiple HR point solutions create login chaos and data transfer errors
• All-in-one systems auto-sync payroll, PTO, and benefits — eliminating manual handoffs
• Point solutions cost more long-term and should only supplement an HRIS

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Automation & tools

YouTube

Visualising loan workload and processor performance in ClickUp dashboards

Layla at ProcessDriven May 19, 2023

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Automation & tools 8

Processes & SOPs 6

• Why one dashboard widget can't show workload by office and processor simultaneously
• Formula fields that flag whether loans closed early or late
• Nested IF functions with emojis replace ClickUp's missing conditional formatting

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Processes & SOPs

Podcast

How teams can stop drowning in work using the CPR framework

Beyond the To-Do List - Productivity for Work and Life May 15, 2023

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Processes & SOPs 9

Automation & tools 6

Deep work & focus 5

• Only 50% of work time goes to actual skilled work — here's why.
• One channel hierarchy eliminates the daily communication scavenger hunt.
• Meetings have a calculable dollar cost most leaders never look at.

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Automation & tools

YouTube

Add custom buttons to SmartSuite using the Ply extension

Layla at ProcessDriven April 26, 2023

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Automation & tools 9

No-code & low-code 6

• One-click button in SmartSuite can auto-add events to Google Calendar
• Ply reads live record data to draft AI emails without manual typing
• Both SmartSuite and Ply are currently free — including the Chrome extension

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Automation & tools

YouTube

Automating HR email data entry into SmartSuite with Zapier Email Parser

Layla at ProcessDriven April 19, 2023

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Automation & tools 9

AI tools & automation 6

• Turn any recurring HR email into a SmartSuite record automatically.
• Zapier Email Parser extracts specific fields — no native integration needed.
• Text fields beat date fields when email formatting is inconsistent.

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Automation & tools

YouTube

Employee surveillance tools: benefits, challenges, and legal limits

HR Party of One April 13, 2023

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Automation & tools 9

Compliance & regulation 8

Management 5

• Hidden surveillance destroys trust — transparency turns it into performance management
• Federal law permits monitoring on work devices, not personal ones
• Workers actively hack keyloggers; cheap tools can cost more in turnover

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Processes & SOPs

YouTube

Five steps to define workflows and connect SOPs in SmartSuite

Layla at ProcessDriven April 12, 2023

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Processes & SOPs 9

Automation & tools 6

• Four ways to represent process phases — pick by complexity, not power
• Checklists support assignees and defaults; sub items do not
• Five methods to attach SOPs, each suited to different process volumes

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