Confident with Tech

Simple Automations to Save Time and Effort Daily


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Let’s chat about how easy it is to get started with Automations that can help you scale your business.I recommend setting any automation up before you have scaled to allow you to ‘tweak’ your process before you really need it.In this episode I’ll discuss 3 simple automations to help you save time in your daily processes:
1. Send an Email from your inbox to a SmartSuite To Do action item
2. Send a Calendar booking from your Google calendar to a SmartSuite To Do action item
3. Create an invoice in Xero from a sale made in Kajabi and collected via Stripe

All these automations have in common is Make as the integration tool.
Tech Tools from the automations discussed in this episode:Make
Xero
SmartSuite
Kajabi
Gmail
Google Calendar

Learn more mini tutorial: Automate Stripe Sales into Xero
...more
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Confident with TechBy Kylie Ross