Martin's automationsAutomation areas
Project management 🔍
There’s a lot of software for project management. Some are quite specific - for example JIRA is tailored towards software development, especially in combination with the AGILE methodology. But a lot of projects require unique project management needs. None of the specialized tools might be a great fit. In that case flexible tools such as Trello or Airtable can be used, together with custom integrations to best fulfil your custom project management needs.
Highlights
Create a canban board and figure out the stages of projects / features
Notify key people when status of project or product features change
Create weekly key reports about progress and post it to Slack or Email
Always cross link to other relevant resources (Figma, Gitlab, Github etc)
Create a roadmap (which can also be public)
Finances 💰
Highlights
Client management
Invoice generation, sending, organization
MRR tracking
Custom reports and dashboards for revenue, expenses, profit, MRR and so on
Onboarding 👥
Being able to effectively inform and educate a newcomer to your company has lots of value. Good onboarding not only makes the newcomer productive sooner, but it also makes them feel welcome and leads to higher mutual respect - they feel respected to be given this much attention and care and they respect the company for being able to get things done.
Make sure the newcomer is invited into all the right tools, that they meet all the right people and learn all the right information. It’s important not to overwhelm them and chunk the information gradually over time.
Highlights
Central list of contractors / employees in Airtable
Send a welcome email after addition
Automatically create accounts in other services (via APIs)
Welcome email should have a link to a starting point in documentation
Manage a check list of meetings, reading / video resources, Notify relevant people as the onboarding progresses
Automatically set up meetings or provide Calendly links at the right time
Marketing 📣
Marketing is often a creative process and as such there’s not that much space to automate (leaving aside advanced AI) but oftentimes it’s still possible to come up with processes or some streams of data that can be used by marketers. Marketers need to be informed well about the activity of the company. Statistics, dashboards, digests all can make their job much easier.
And sometimes it’s possible to automate some parts of the marketing completely. Some statistics or other periodical information can be channeled to social networks automatically or with just minor edits and confirmation from a marketer (New blog posts, podcasts, product updates, financial reports, information digests and so on).
Highlights
Create a stream of data that might be announced on social media or elsewhere
Manage these items in Airtable
Generate images based on a template (Blog posts, Podcast episodes)
Automatically share repetitive announcements (podcast episodes, blog posts)
Create a custom dashboard with different growth of follower counts, most popular content etc.
Hiring 🤝
Finding the right candidates and putting the right people at the right places is crucial for the success of your company. The tools we work with allow us to create a professional hiring process. Track the status of different candidates. Create beautiful job postings, keep the candidates informed. Track the hiring processes over time and evaluate their effectiveness.
Highlights
Create a central table with positions in Airtable
Create a custom view and form or feed the data to a hiring tool such as Greenhouse.io
Feed applicants to Airtable, prioritize them, label them…
Send notifications to Slack or Email
Sales 💰
Sales need leads - a feed of potential customers, clients, partners. These feeds can be created, filtered, enhanced by various tools. And different companies need different sale tools. Bigger companies might need a bigger CRM platforms like SaleForce or Pipedrive. Smaller companies can get away with a simpler solution, perhaps just a simple database table in Airtable.
Highlights
Use Airtable Web clipper to quickly add new contacts from the web
Connect Clearbit or other services to enrich the contact data
Feed data from Tiktok, Instagram, Facebook…
Add Slack notificiation on certain status changes
Notify key people via slack or email when relevant contacts are being added or when they’re changed
Internal dashboards 📊
Most of the companies have results that can be tracked and quantified and presented internally or even externally. If people are well informed how the company is doing their better motivated and also empowered. Empowered to try new things, to think about the company more holistically and think outside the box. Seeing the impact of your work is important to prevent burnout. Being given credit, being recognized internally for your work is also crucial.
Internal processes can make sure that work results will get noticed and appreciated.
Feedback collection 📈
As humans we need both positive and negative feedback. We need positive feedback, to stay motivated, to know we’re doing the right thing. We also need the constructive negative feedback so that we can identify our weak spots, evolve and grow.
Feedback collection can be automated as a core process of the company. Feedback can be collected from clients, partners or even from company members themselves.
If there’s clients or customers that are grateful, this gratitude should flow to the right people that made it happen!
A company that has a steady source of positive feedback can maintain a healthy work culture. Having money or social status as the only source of motivation is tricky and can lead to corruption or burnout.
Analytics 🔢
Chances are you’re using some kind of analytics in your product. We can plug these data into custom dashboards or even create periodical digests to databases like Airtable, to create custom reports specific to your company needs.