filmov
tv
Workflow Summit: Streamline Your Workflow Automation Tech Stack with Zapier (Courtney McKay)
Показать описание
Host: Courtney McKay (Automation Specialist, Software Automations)
Dive into an interactive roundtable discussion focused on the fundamentals of accounting workflow automation. Building on insights from the main stage session, "Accounting Workflow Automation Basics," this session invites attendees to explore the practical steps, challenges, and benefits of automating accounting workflows.
------------------------------------
Key Discussion Points:
------------------------------------
- Understanding the key components of accounting workflow automation
- Evaluating and selecting the right automation tools for your needs
- Implementation strategies for a seamless transition to automated workflows
- Overcoming common hurdles in automation adoption
- Real-world examples of successful accounting workflow automation
------------------------------------
Timestamps:
------------------------------------
* Automating tech stack with Zapier for business operations. 0:02
* Zapier, a no-code automation platform for non-technical users to streamline workflows. 5:05
* Automation benefits for businesses, including time savings, cost savings, increased revenue, and improved mental health. 10:03
* Automating various aspects of a business, including client management, communication, data entry, and invoicing. 13:52
* Automating workflows with Zapier for law firms. 19:27
* Automating DocuSign onboarding process with Zapier. 24:40
* Automating DocuSign and OneDrive tasks using Zapier. 30:32
* Using Zapier for automation in financial management. 35:33
* Automating tasks in accounting software, including invoices, deposits, and client documents. 41:00
------------------------------------
About Courtney McKay
------------------------------------
My goal is to streamline and automate the manual work in your business to give you back more time for the work you love. Time is our most valuable asset. I left my engineering job to pursue my passion because I wanted to enjoy my time. Later, I left my corporate job to become an entrepreneur because I wanted to control my time.
Now, I'm on a mission to help others with a similar goal. If you're frustrated by tedious and time-wasting tasks taking you from the work you enjoy, I can help.
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
Join our community:
---------------------------------------------------------------------------------------------------
Visit our website:
Book a demo:
Dive into an interactive roundtable discussion focused on the fundamentals of accounting workflow automation. Building on insights from the main stage session, "Accounting Workflow Automation Basics," this session invites attendees to explore the practical steps, challenges, and benefits of automating accounting workflows.
------------------------------------
Key Discussion Points:
------------------------------------
- Understanding the key components of accounting workflow automation
- Evaluating and selecting the right automation tools for your needs
- Implementation strategies for a seamless transition to automated workflows
- Overcoming common hurdles in automation adoption
- Real-world examples of successful accounting workflow automation
------------------------------------
Timestamps:
------------------------------------
* Automating tech stack with Zapier for business operations. 0:02
* Zapier, a no-code automation platform for non-technical users to streamline workflows. 5:05
* Automation benefits for businesses, including time savings, cost savings, increased revenue, and improved mental health. 10:03
* Automating various aspects of a business, including client management, communication, data entry, and invoicing. 13:52
* Automating workflows with Zapier for law firms. 19:27
* Automating DocuSign onboarding process with Zapier. 24:40
* Automating DocuSign and OneDrive tasks using Zapier. 30:32
* Using Zapier for automation in financial management. 35:33
* Automating tasks in accounting software, including invoices, deposits, and client documents. 41:00
------------------------------------
About Courtney McKay
------------------------------------
My goal is to streamline and automate the manual work in your business to give you back more time for the work you love. Time is our most valuable asset. I left my engineering job to pursue my passion because I wanted to enjoy my time. Later, I left my corporate job to become an entrepreneur because I wanted to control my time.
Now, I'm on a mission to help others with a similar goal. If you're frustrated by tedious and time-wasting tasks taking you from the work you enjoy, I can help.
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
Join our community:
---------------------------------------------------------------------------------------------------
Visit our website:
Book a demo: