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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

Make (Integromat) vs Zapier: Which Is the Right Automation Tool for You? [Video]

Make or Zapier? Which one takes the crown? Paperform supports both leading automation tools, and our Digital Support Specialist, Alex, spends his days switching between both. In this video, he shows the differences between Make and Zapier, walks you through setting up automations, and compares features, pricing, support, and more to help you decide which one is better for your workflows. 🔗 Tools Mentioned:******************************************************Zapier → https://zapier.com/Make (Formerly Integromat) → https://make.com/📚 Additional Resources:******************************************************Connect Zapier with Paperform → https://paperform.co/help/articles/connect-paperform-to-zapier/Connect Make with Paperform → https://paperform.co/help/articles/make-integrations/Paperform Integrations Directory → https://paperform.co/integrations/Liked this video? Subscribe for more workflow automation guides and tutorials. https://www.youtube.com/channel/UC3RejMdyv8QFSP9Bczs3APg📖 Chapters******************************************************0:00 Introduction0:15 Why Workflow Automation is so cool1:17 Platform Comparison1:53 Zapier Workflow5:59 Make (Integromat) Workflow9:55 Zapier Complex Functionality12:30 Make Complex Functionality14:26 Comparison Breakdown15:04 The Winner

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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/

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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