All posts in Automation


What Are Webhooks? How We Use Webhooks at Process Street

webhooksAutomation has been one of the key emerging trends of the late 2010s, and will likely be a defining characteristic of the 2020s.

It’s something we’ve covered extensively at Process Street, and something we’ve taken huge advantage of internally as well.

The move from companies only providing enterprise-level API access to their software over to commercially available Internet of Things style mass integration has been a dramatic shift in the marketplace. This has opened up huge potential for individuals and small businesses; you can integrate with thousands of services in just a few clicks.

Now, so many services, SaaS products in particular, provide a means to integrate with other platforms that there are very little restrictions on what you can and cannot automate.

Tools like Zapier, Flow, and IFTTT have made these integrations so easy that anyone can set them up.

But they’re not the only ones – new connectors and middlemen are cropping up all the time, helping people without tech skills connect with APIs or Webhooks of their choosing. The No-Code Movement has gone mainstream and it now has a full suite of tools at its disposal.

Even in 2015, according to Chui, Manyika, and Miremadi writing in the Harvard Business Review, not only could a marketing executive be automating activities which account for between 10-15% of their current time using existing technology, but for 60% of existing US jobs, 30% of their time could be reduced by automation.

For those interested in that kind of thing, you should check out Four Fundamentals of Workplace Automation by McKinsey. An illuminating text which is already somewhat out of date!

Here at Process Street, we integrate with thousands of other apps and platforms via Zapier, we have large customers making use of our API, and we’ve now added webhooks to our array of automation options to try to cover the rest of the use cases our customers tell us about.

In this article, we’ll look at:

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Career Coach: How Ari Meisel Does Career Coaching (5 Free Checklists)

Career Coach

In this article we’ll be looking at career coaching and, more specifically, how career coach Ari Meisel does it.

It does feel a disservice, however, to say Meisel is only a career coach. He’s also an author, speaker, podcast creator, productivity coach, leadership coach, business coach, and entrepreneurial strategist. He’s been featured in The Wall Street Journal, TechCrunch, Refinery29, TEDxEast, and has gained rave reviews from industry leaders.

I asked Ari Meisel for consultancy because my business was phenomenally successful, but the systems and processes we had, we could not keep up with our growth. He not only sorted us out but inspired us to venture into uncharted territory.” – Michael Hyatt, Founder of Michael Hyatt and Company

Basically, Ari Meisel is the authority figure on getting work done effectively so that your business efficiency, personal productivity, and creativity can thrive. To boot, he advocates for processes as much as we do at Process Street!

If you’re interested in making the most of your career – in addition to getting your hands on 5 of Ari Meisel’s processes – all you have to do is read through the following sections:

Let’s get started.

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Self-Service Vs. Customer Support: Which is the Best Customer Engagement Strategy?

customer engagement strategy

This is a guest post from Brayn Wills, knowledge management manager at ProProfs. He is responsible for creating unique and relevant content on knowledge base tools and keeping track of the latest developments in the realm of knowledge management. In his free time, he is either reading a new book or exploring offbeat destinations.

When customers deal with businesses, they expect a great experience. This means that some kind of customer support needs to be available to them, around the clock.

Of course, providing quality customer support with real human agents managing helpdesks 24/7 is an expensive proposition.

On the other hand, companies need to make it easy for customers to access information to solve common queries – this is a vital factor in the journey towards consistent, high-quality customer satisfaction.

Many organizations are now implementing customer self-service via traditional and online platforms to ensure that neither the business nor the customer suffers.

This helps them to deliver a double whammy of maintaining their overheads while improving their efficiency in customer service, both of which result in improved customer experience.

With the adoption of digital services, self-service is gradually minimizing the burden on live agents too. It is also allowing businesses to successfully meet customer expectations with regards to servicing queries in a more timely and regulated fashion.

However, going overboard with the automation of customer support self-service can be a risky move for businesses. While it may help in curbing expenses, it may take an adverse toll on customer satisfaction and the overall reputation of the business. Therefore, the key is to hit the right balance between man and machine.

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How to Automate User Onboarding with Customer Education

How to automate user onboarding with customer education

This is a guest post from Kyriaki Raouna, a Content Writer at LearnWorlds writing about marketing and elearning. She is an experienced career consultant and a content writer for SaaS.

User onboarding is one of the hottest topics of discussion amongst SaaS companies. You start thinking about it on day zero of your launch and continuously improving onboarding as your business grows.

Welcoming and educating users on the use of your product is a priority for software businesses, and while you scale, you will want to automate the onboarding process.

In fact, the quicker you do so, the better. Customer onboarding is a huge opportunity for every SaaS. Especially if you are working to increase sales and reduce churn rates.

When onboarding is combined with customer education, it becomes the ALPHA and OMEGA of activating users and ending up with loyal customers who are experts in your product and advocate for you.

Indeed, the biggest software companies with a highly valued brands use education as marketing and for user onboarding, but more on this later…

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5 Major Business Process Automation Benefits You Should Know About

business process automation benefits

The following is a guest post by Billy Lucas. Billy is a passionate blogger sharing business tips on behalf of EngageBay. He writes primarily on SEO, email marketing, CRM, marketing automation and covers the entire gamut of marketing.

Every business wants to get the most out of its resources. Apart from making more profit, companies constantly strive towards reducing overall operational costs.

Technology has helped us in solving some of the most difficult problems where human power is just not enough, and for every big problem that is solved using technology, a number of other small problems are also solved.

Surviving in today’s competitive world requires businesses to efficiently utilize available resources and take appropriate strategic decisions. In order to prevent wastage of resources, many organizations are turning towards process automation solutions.

Business process automation has emerged as a way to carry out a number of tasks without the need for any manual input. IT departments in companies extensively use automation to efficiently provision technology resources, cut operational costs and optimize overall utilization.

The benefits of IT process automation are limitless. If you run a business or are thinking of setting one up, you should definitely consider incorporating process automation.

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6 Ways How Automation and Artificial Intelligence will Transform the HR Process

hr processes

Becky Holton is a journalist and a blogger at BestEssays. She is interested in education technologies, best term papers and is always ready to support informative speaking at Brill Assignment. Follow her on Twitter.

Today, we are experiencing unexpected and surprising rise in artificial intelligence. At this point, AI and automation are slowly taking over every industry we have, shaking all our departments, and automating almost everything.

Machines have replaced humans in so many tasks, but simultaneously created various new job opportunities.

The changes happen so fast, it’s really hard to keep track of them. However, by following the progress of AI and using it to our advantage, we can do masterful things with its help, even in the HR department.

Artificial intelligence today

Just think of how far we’ve progressed in this area by now. Automation has taken over the lengthiest administrative assignments that took HR managers hours of every day. AI helps us manage and recruit people, and the myriad of modern automation resources grows by the minute.

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Business Process Optimization: What, How, Why? (Free Templates)

process optimizationAt Process Street, we’re all about processes: creating, implementing, analyzing, mapping, improving, and automating.

There are a lot of layers to processes and it’s easy to get caught up in the complexities.

But really, it’s quite simple.

You need to document your workflow and then follow it, making improvements where necessary over time; continuous improvement.

All of this can be summed up by the concept of process optimization.

In this Process Street article, we’ll give you a quick actionable overview of how to optimize your processes with some tips and tricks of what to look for and how to do it.

We’ll cover:

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What is Form Automation Software? How to Pick the Best Form Software

form automation software

I have a riddle for you:

What has four sides, often goes missing, comes from trees, and can be expensive to reproduce?

I’ll give you a hint.

It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone.

Need another?

Around 7.5% of them will be lost or misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

Did you get it yet?

Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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What is Digital Process Automation? The Essential BPM Evolution

digital process automation
Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team.

It’s all about getting rid of the work you shouldn’t have to do.

Specifically, it’s about automating those tasks in order to improve your customers’ experience and the information available to your customer-facing employees.

If someone doesn’t know how to respond to a question, request, or problem, chances are that whatever they need to know should have been automatically conveyed to them before the fact.

Better yet, if you have any prior experience with business process management or even business process automation (which is something different) then you’ll have no trouble implementing a digital process automation system.

So join me to learn what digital process automation is, how to apply it, and to see a list of useful tools you can use right now to start off your efforts.

Let’s get started.

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What are Low-Code Platforms? How to Pick the Best Development for Your Business

low-code development platforms

If you have a problem, it’s in your best interest to ensure that trying to solve that problem doesn’t end up causing more problems. This is a good way to think about low-code development platforms.

Each business has its own set of tools for solving problems and getting things done, and for the most part, these problems can be solved by existing commercial apps.

But of course, there are certain needs that off-the-shelf solutions cannot meet, and for these needs a business could approach the problem a few different ways.

If a proprietary tool doesn’t exist, then the best option may be for the business to try and build a solution themselves. This is often done from scratch, and it’s called software development.

That’s fine, except it costs a lot of money, takes a long time, and is difficult to make changes once things are in motion. It also means everything gets more complex, because it’s not just the development team you’re bringing onboard, but designers, testers, data analysts and many others as well.

The simple truth is that it takes a small village to develop good software with conventional methods.

However, there are tools that are designed to give businesses the freedom to build their own solutions, without all of the excess baggage.

These tools are known as low-code development platforms.

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