Tech for Business

Workflow Automation: Insights from Experts


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Explore the fascinating world of workflow and automation with Cole, a power platform developer, and Kelsey, a graphic designer and brand strategist. Discover what excites them about creating workflows and automations and how these tools can reduce frustration and burnout in the workplace. Through engaging examples and insights, learn how to streamline marketing processes, manage data effectively, and implement user-friendly automation tools. Whether you're new to automation or looking to enhance your current systems, this conversation provides valuable tips and future trends in the field. Join us for an inspiring talk about making technology work for you!

Resources:

  • Tools: Zapier, Power Automate, Pipefy, Unito, Workato, Custom GPTs
  • Within your existing tech stack: Outlook, Project Management tools like Asana or Monday.com

00:00 Introduction to the Podcast and Guests

00:28 The Excitement of Workflows and Automations

00:50 Cole's Perspective on Automations

02:46 Kelsey's Insights on Marketing Processes

04:31 Frameworks and Tools for Automation

12:04 Real-World Automation Examples

22:27 Challenges in Implementing Automations

26:51 Human Interaction in Automation

27:44 User Friction and Adoption

29:11 Getting Started with Power Automate

31:42 Practical Automation Examples

36:31 Future Trends in Automation

37:52 Documenting Processes for Automation

38:43 Employee Engagement and Automation

40:18 Marketing and Hyper-Personalization

43:16 Concluding Thoughts on Automation

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Tech for BusinessBy Computer Integration Technologies (CIT)