Keep personal touch with thoughtful automation
Every business has low value, repetitive tasks that typically revolve around data entry. Many of these tasks create their own problems, such as problems with data due to human error when entering. Other tasks are just done so often, they're easily automated and free up time of team members.
Some are shy with automation because they think it'll take away from their customer service and make things less personal. When done correctly, you build in personal touch on the automations. Automated emails for example, can look and sound just like someone writing them, when you build it that way.
Platforms for Automating
QuickBase Pipelines
Built-in automation within QuickBase. QuickBase Pipelines is the main engine for automating tasks within QuickBase. Extremely versatile, can automate QuickBase data, and work with external API's easily while being able to create really robust workflows.
Zapier
One of the most common solutions due to it's wide library of applications it can talk to. When clients want it easy and able to self-manage, Zapier is king.
Power Automate
Part of Microsoft Office 365. It integrates well with most all applications like Zapier, it's an extremely robust option depending on the use case.
Workato
The automation power house for medium and enterprise busiensses.
