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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

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/