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.
Looking for software so you can save your screenshots and then share them in a beautiful way? Here are our top picks: Cleanshot A super powerful replacement for the macOS tool. CleanShot X provides over 50Ā featuresĀ making it the ultimate screen capturing tool. Screely Instantly turn a screenshot into a browser mockup. Generate website mockups …
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …
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 …
Question: We are looking for some guidance in the best way to digitize some complex test certificates. Some of the certificates may need to be partially completed and then finalized at a later date. We currently use google drive for cloud storage and we have built a google site that’s used as an internal web …
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.
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Looking for software so you can save your screenshots and then share them in a beautiful way? Here are our top picks: Cleanshot A super powerful replacement for the macOS tool. CleanShot X provides over 50Ā featuresĀ making it the ultimate screen capturing tool. Screely Instantly turn a screenshot into a browser mockup. Generate website mockups …
We need help building a client portal
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …
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 …
Complex PDF editing/creation
Question: We are looking for some guidance in the best way to digitize some complex test certificates. Some of the certificates may need to be partially completed and then finalized at a later date. We currently use google drive for cloud storage and we have built a google site that’s used as an internal web …