Operations: Automation & tools
Showing 116 articles for Operations: Automation & tools.
Automation & tools
YouTube
SmartSuite mobile app: a field worker's walkthrough
Layla at ProcessDriven
April 5, 2023
- My Work tab is your field command centre — live tasks and overdue items
- Add photos, comments, and new fields directly from your phone on-site
- Use SmartSuite forms for faster structured data entry in the field
Automation & tools
YouTube
When to skip ClickUp due dates and use dependencies instead
Layla at ProcessDriven
March 31, 2023
Automation & tools
9
Project management
8
- Automate due dates so tasks only get them when unblocked
- Manual date-shifting with rescheduling dependencies keeps forecasts accurate
- Board swim lanes are the closest ClickUp gets to two-axis sorting
Automation & tools
YouTube
How Neil Patel built a nine-figure digital marketing agency
Neil Patel
March 30, 2023
Automation & tools
9
Business models
8
Fundraising & VC
6
- Automation-first agency model outmargins traditional competitors by cutting manual work
- Acquiring software tools as lead magnets pays back faster than revenue alone suggests
- Celebrity product brands routinely fail — launch is easy, operations are the bottleneck
Automation & tools
YouTube
Managing eCommerce orders and CRM in SmartSuite using a template
Layla at ProcessDriven
March 22, 2023
Automation & tools
9
Customer experience
5
- One template connects orders, customers, and invoices in SmartSuite
- Shared view links give stakeholders live updates without a login
- Automations notify your bookkeeper the moment an order needs invoicing
Building client work request forms in SmartSuite
Layla at ProcessDriven
March 15, 2023
Processes & SOPs
8
Automation & tools
7
No-code & low-code
5
- One shared form link replaces scattered emails, Typeforms, and Google Forms.
- Field labels and help text must explain expectations — raw field names confuse clients.
- Linked record dropdowns work for internal forms, but risk client confidentiality externally.
Three process management tips for real estate agents
Layla at ProcessDriven
March 10, 2023
Processes & SOPs
9
Automation & tools
5
- Map your full transaction flow from first contact to close.
- Turn repeated client questions into one reusable published guide.
- Every mistake is a prompt to improve the process map.
Automation & tools
YouTube
Building a client CRM and appointment tracker in SmartSuite
Layla at ProcessDriven
March 8, 2023
Automation & tools
9
Sales systems & CRM
7
Processes & SOPs
5
- Repurpose a patient management template — no coaching template exists yet
- Link client priorities to specific appointments for full session history
- Integrate Typeform or HubSpot to auto-create clients and appointments
Automation & tools
YouTube
Three ways to use SmartSuite for meeting notes and documents
Layla at ProcessDriven
March 1, 2023
Automation & tools
9
Processes & SOPs
7
- SmartSuite stores documents as fields, unlocking automations freeform tools can't match.
- Per-person note fields let you set separate permissions for each meeting participant.
- Build a private linked-topic database to retrieve notes by subject later.
Automation & tools
YouTube
Seven tools to write and publish content faster
Neil Patel
February 27, 2023
Automation & tools
8
Content marketing
7
AI tools & automation
5
- Fresh content ranks better — and these tools make updating effortless.
- Replace a $6k/month designer with free and cheap templates.
- Simpler language gets read, shared, and linked to more.
Automation & tools
YouTube
31 quick wins for growing a bootstrapped SaaS startup
Rob Walling
February 23, 2023
Automation & tools
9
Growth hacking
8
Pricing strategy
7
- Route unqualified demo leads to a pre-recorded video automatically.
- Lower-paying customers can churn 15 percentage points faster than higher tiers.
- Most high-leverage ops fixes take under an hour and stay undone.
Automation & tools
YouTube
eBPF: how it works and why it matters for cloud native security
Dylan Davis
February 16, 2023
- IP-based security tools are blind inside ephemeral Kubernetes environments
- eBPF hooks programs into the kernel without modifying or waiting on it
- Attackers can also weaponise eBPF for invisible root and data deception
Automation & tools
YouTube
What is an HRIS and how to choose the right one
HR Party of One
January 24, 2023
Automation & tools
8
Processes & SOPs
6
Hiring & recruitment
5
- Payroll that once took 8 hours can drop to 90 minutes.
- Employees self-serve answers, cutting routine HR questions daily.
- Six concrete steps to evaluate and select the right vendor.
Automation & tools
YouTube
Three ways to manage client projects in SmartSuite
Layla at ProcessDriven
January 18, 2023
Automation & tools
9
Project management
8
- Linked records beat one-solution-per-project for most agencies
- One record per project is ideal for VAs and quick freelance work
- Five ways to collaborate with clients without extra tools
How a ClickUp consultant structures her entire workday in ClickUp
Layla at ProcessDriven
January 13, 2023
Processes & SOPs
9
Automation & tools
8
Business operating systems
5
- Running a team with no Slack — ClickUp notifications replace it entirely
- Every meeting is a task with agenda, prep subtasks, and live notes
- SOPs, coaching reviews, and company goals all live as ClickUp tasks
Automation & tools
YouTube
8 ways to automate a SmartSuite CRM and cut manual data entry
Layla at ProcessDriven
January 4, 2023
- A single dropdown field is all it takes to trigger personalised emails.
- Stale deals auto-assign a follow-up task before they fall through the cracks.
- Default field values and forms eliminate data entry before it starts.