Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
Further details My idea is for my marketplace, the Beg&Borrow platform (app and or website) that will facilitate people sharing their possessions among trusted friends and existing community groups. I need it to have 5 functions: 1. Creation and admin of sharing groups 2. Listing of items that are available to be borrowed 3. Requesting …
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
Setting up Processes with ClickUP, Airtable and Zapier
Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Related Posts
I’d like to install a WordPress notification bar at the top of my site
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
I want to build a new social platform that will enable people to share their possessions
Further details My idea is for my marketplace, the Beg&Borrow platform (app and or website) that will facilitate people sharing their possessions among trusted friends and existing community groups. I need it to have 5 functions: 1. Creation and admin of sharing groups 2. Listing of items that are available to be borrowed 3. Requesting …
I need esignature software with a single shareable link
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
How do I plan out my weekly meetings to avoid traffic?
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …