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Website Builders and Tools

Automate Your Proposals and Contracts to Save Time and Reduce Errors [Video]

If you frequently send out the same proposals, contracts, NDAs, or other documents, you could save a lot of time by automating the process. In this video, we’ll explain the benefits of automating your contracts, and we’ll show you what you need to get started. How to automatically make a Google doc from a template: https://youtu.be/n6Yj7Cj1sxE https://www.xray.tech/post/creating-and-sending-templated-documents-part-2-google-docs—00:00 – Intro00:10 – Benefits of automating your contracts01:27 – How contract automation works02:14 – What you need to build a contract automation02:49 – How to get started—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

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Website Builders and Tools

Build a Business Intelligence Dashboard with No-Code Automation [Video]

Saving time is often the first benefit that comes to mind when you think about automation, but the possibilities extend much further. In this video, we’ll show you how automation will enable you to track key metrics and build a business intelligence dashboard. —00:00 – Intro00:37 – Track your Workflows with Automation01:48 – Create Consistent Workflows03:16 – Build a Business Intelligence Dashboard—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

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Website Builders and Tools

Automatically Create Notion Pages and Database Items with Make (Integromat) [Video]

Creating Notion database items and pages automatically is a great way to keep your workspace organized and reduce the time you spend on generating docs. We’ll show how to automate Notion with Make (formerly Integromat) in this tutorial video. —00:00 – Intro00:15 – Sharing a Notion Database with Make01:05 – Setting up a trigger01:22 – Configuring the “Create Database Item” module02:30 – Appending page content to a database item03:33 – Creating a Page—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

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Website Builders and Tools

Build an Automation-Ready Database: 3 Tips and Techniques [Video]

No-code automations rely on good datasets. In this video, we’ll share a few tips for preparing clean, organized datasets that can power effective no-code automations. How Bad Data Can Ruin Automations: https://youtu.be/EU9VEldq4vo —00:00 – Intro00:30 – Always create data the same way01:30 – Use one app for each dataset02:41 – Clean up existing data—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

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Website Builders and Tools

Create Forms in Airtable to Trigger Your Automations [Video]

Form views in Airtable are a simple but effective way to trigger a no-code automation. In this quick tutorial, we’ll show you how to set up a form view and explain how they work.— 00:00 – Intro00:38 – Recommended Software00:47 – Creating and Editing a New Form View01:50 – Filling out the Form—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Marketing Platforms and CRM

Track your sales team with interactive dashboard using Airtable as CRM and Interface Designer [Video]

Tutorial on how to easily set up a dynamic sales tracking dashboard using Airtable as your CRM and Airtable Interface Designer.Visit and test Airtable for free here: https://airtable.comSubscribe to Business Automated for more video automation tutorials 🚀:https://www.youtube.com/c/BusinessAutomatedTutorials?sub_confirmation=1Our team here at Business Automated works fully remotely. Each week our Pre-sales Leaders reach out to different businesses to discuss their automation needs. This is fairly autonomous work but we need to have a way how can we track progress on our leads and how can we know we are moving forward.We have been using Airtable as a CRM tool. There are many more specialized tools for CRM (such us Hubspot or Freshsales) with more advanced features compared to Airtable. There are 2 main reasons why we decided to stick with Airtable:- simplicity- maintaining data connections to other sources Simplicity Many specialized sales / CRM tools like for example Hubspot have a significant learning curve. In case of Airtable – our Sales associate operate with something that looks pretty much like a Excel table for them. Some of them are actually using Airtable submission form to record details of each call or interaction.Data ConnectionsThanks to Airtable APIs /Automations and multiple ways of connecting external data sources (or even CSV files), we are able to add data about Leads from multiple sources. The “Excel” like sheet format of Airtable also allows to easily clean up the data at scaleFinal piece to the puzzle was data visualization. I wanted to know clearly how many interactions per week is each sales team member having each week, as well as what is the type of this interaction. We already have all this information for each sales interaction. The solution here to neatly visualize all sales data was the Airtable Interface DesignerThanks to Interface Designer, right now we an auto-updating sales dashboard with following information:- number of interactions per week per salesperson- number of companies contacted per week and per month- what is the most common type of interaction and interaction per employee- pie chart with deal status data- bar chart with deal value per month and their status- bar char with deal count per month and per employeeDetails of the video:0:00 Overview of the sales charts1:40 Setting up Airtable as Sales CRM2:28 Interface designer – creating interface (dashboard)3:30 Data tiles with summary of Sales interactions5:04 Bar chart with weekly progress per sales person7:28 Number of companies contacted monthly/weekly10:19 Type and quantity of interactions per salesperson 11:27 Opportunities by stage pie chart11:44 Deal status & value by estimated close date / month13:35 Most deals be each employee and statusYou can read more about it on Medium:https://business-automated.medium.com/ Business Automated is an independent automation consultancy. If you would like to request custom automation for your business, visit us at https://www.business-automated.comIf you like our tutorials – buy us a coffee☕: https://www.buymeacoffee.com/businessFollow us on Twitter🐦: https://twitter.com/BAutomatedRead more on Medium 💆‍♂️: https://business-automated.medium.com/#Shopify #Xero #Ecommerce

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Website Builders and Tools

How to Make Nested Folders Automatically in Google Drive with Zapier [Video]

With this simple no-code automation, you can instantly make any Google Drive folder structure you want to include in your automated workflows. —To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/—Music:Ambient Corporate by WinnieTheMoogLink: https://filmmusic.io/song/6188-ambient-corporateLicense: https://filmmusic.io/standard-license

Categories
Website Builders and Tools

How to Build an Automated Ad-lib Word Game in Zapier [Video]

00:00 – Intro00:23 – Required software00:41 – Writing your script01:01 – Creating a form to gather answers01:39 – Building the automation03:16 – Test the automationNo-code/low-code automation is a great way to save time and make yourself more productive, but it’s not all about work. You can also use no-code tools to build games like this simple fill-in-the-blank word game. We’ll show you how to set it up in just a few minutes. —To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/