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In this episode, you'll discover how to automate the process of managing supplier invoices, aiming to save you time and enhance your efficiency. I discuss three scenarios:
The episode discusses using tools like Zapier for automation and Hazel for file management, alongside best practices for email management and data privacy.
Chapters
00:00 Introduction
00:52 Welcome to the Macpreneur Podcast
01:51 The Evolution of Supplier Invoices
04:24 Best Practices for Email and File Management
06:53 Automating Invoice Retrieval: PDFs and Emails
10:10 Advanced Automation with Zapier and PDF.co
13:49 Filing PDF Invoices with Hazel
16:29 Security and Privacy Considerations
18:16 Zapier's Pricing and Usage Insights
19:52 Recap
21:29 360° Tech Diagnostic
22:12 Next and outro
🎤 Want to be a guest on the show? Fill the application form available at https://macpreneur.com/apply or visit the show profile on Podmatch.
👥 Join the Macpreneur Community!
Simplify your digital life and streamline your business with fellow solopreneurs.
✨ Join the Waiting List
✅ Want to be more efficient on your Mac?
Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
🆓 Get personalized time-saving tips today!
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5
55 ratings
Send me a Text Message
In this episode, you'll discover how to automate the process of managing supplier invoices, aiming to save you time and enhance your efficiency. I discuss three scenarios:
The episode discusses using tools like Zapier for automation and Hazel for file management, alongside best practices for email management and data privacy.
Chapters
00:00 Introduction
00:52 Welcome to the Macpreneur Podcast
01:51 The Evolution of Supplier Invoices
04:24 Best Practices for Email and File Management
06:53 Automating Invoice Retrieval: PDFs and Emails
10:10 Advanced Automation with Zapier and PDF.co
13:49 Filing PDF Invoices with Hazel
16:29 Security and Privacy Considerations
18:16 Zapier's Pricing and Usage Insights
19:52 Recap
21:29 360° Tech Diagnostic
22:12 Next and outro
🎤 Want to be a guest on the show? Fill the application form available at https://macpreneur.com/apply or visit the show profile on Podmatch.
👥 Join the Macpreneur Community!
Simplify your digital life and streamline your business with fellow solopreneurs.
✨ Join the Waiting List
✅ Want to be more efficient on your Mac?
Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
🆓 Get personalized time-saving tips today!
Follow me:
39 Listeners