All posts in Automation


OKR Management from a Slack HQ with Weekdone + Process Street

okr-management-weekdone-process-street-integration

Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

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How We Use Automations for Marketing Operations Reporting

How We Use Automations for Marketing Operations Reporting

As your marketing team’s content manager, you want to be able to know your content engine is working for you at maximum efficiency, and have a clear overview of the important work being done.

This is perhaps easier said than done, when there can be countless systems and processes to keep track of, from marketing operations, onsite content, offsite comarketing relations, email correspondences, to SEO reporting – it can all become overwhelming.

But it doesn’t have to be!

Wouldn’t it be great if you could benefit from detailed reporting without having to bend over backwards restructuring your meetings and how you collect data?

Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street. In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty workflow that utilizes Automations and native integrations, and allows us to:

  • Coordinate dozens of comarketing relationships while maintaining clear record of communications;
  • Track the number of guest posts we’ve accepted and published;
  • Highlight top priority action items;
  • Quickly & easily analyze referring domains of target pages;
  • Automatically push everything into Google Sheets;
  • Automatically generate graphs and charts;
  • Automatically post a Slack message with key marketing reporting metrics;

Specifically, this post will cover:

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4 Workflows to Get You Started with Automations

Get-the-Most-Out-Of-Your-Work-Apps-with-Automations-4-x-Free-WorkflowsWe’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.

On top of that, a number of our enterprise customers have asked for more visibility, more security and fewer third-party points of failure.

So we took all that great functionality and made it native within Process Street.

Automations allows teams to streamline multi-app workflows into a simple, cohesive process.

Allow me to introduce Process Street’s Automations feature!

Our no-code Automations editor makes connecting and building with different applications as simple as writing a checklist. Always enjoy easy visibility into how your automation is configured and when it’s running.

This post provides a workflow stack packed with all the information you need to get started building your own Automations. Whether you’re a Sales manager trying to onboard a new customer, an HR manager onboarding a new employee, or you want to report a technical error to the development team – we’ve got you covered.

Ready set … automate! ⚡️
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Level Up Your Favorite Work Apps With Automations

Level Up Your Favorite Work Apps With AutomationsToday, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.

Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.

But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.

Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:

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HR Automation: How to Automate Your Most Important HR Workflows

hr automation
Hanson Cheng is the founder of Freedom to Ascend. He empowers online entrepreneurs and business owners to put the systems in place for growth and 10x their business.

Despite being responsible for managing human resources, the HR department is usually one of the most understaffed and overworked departments in many companies. This is because HR involves many manual, repetitive, and monotonous tasks—these range from recruitment to pay and benefits to everything else in-between.

Automating your HR processes will help you:

  • Streamline workflows;
  • Ensure all your processes are consistent;
  • Reduce errors.

Ultimately, HR automation saves you time and money — valuable resources you could better spend on other pressing HR tasks. Research shows that automation can help decrease administrative tasks by 49 percent for HR employers and 30 percent for HR professionals. The same study also revealed that up to 34 percent of HR departments said their organizations were slow in adopting HR automation.

In this Process Street post, we’ll be covering:

Let’s jump right in!
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Create More Time in Your Day with Our New Slack App

slack app

Having everything you need in one single place just makes life easier, doesn’t it?

That’s why Process Street is launching the Slack App.

According to research, the average employee switches between 35 job-critical applications more than 1,100 times every day.

Turn your Slack Workspace into a super-tool for recurring work with our new Slack App. You can receive Process Street notifications, work on tasks, approve or reject decisions or documents, and complete checklists, without ever having to leave Slack 🤯!

Open fewer tabs, work from one place, and add more time back into your day with Process Street’s Slack App.

Sounds good, right?

That’s because it is. But, don’t take our word for it, read this post to get a quick overview of:

Ready to make your life easier?
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Supercharge Your Real Estate Processes With Top Property Management Software

Top Propert-Management-Software

“The global property management software market size was valued at USD 1.58 billion in 2019 and is expected to grow at a compound annual growth rate (CAGR) of 5.2% from 2020 to 2027.”Grand View Research, Property Management Software Market Size

Real estate is evolving. And technology – or to be more specific – top property management software is the driving force behind the evolution.

Fortunately for all of you real estate market players, this post is here to help you get clued up on all things tech, so you can stock your property management digital toolkit.

To find out about top property management software and to understand how it can help you mitigate human error, enhance communication, save time, and automate recurring tasks – keep on scrolling.

Or alternatively, to skip to a specific section, click the links below:

Let’s get started! 🏘
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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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The Ultimate Guide to Content Creation Automation (by GroverAI)

The Ultimate Guide to Content Creation Automation-03Grover is a state-of-the-art defense against neural fake news, developed in affiliation with the Allen Institute of AI by Rowan Zellers, Ari Holtzman, Hannah Rashkin, Yonatan Bisk, Ali Farhadi, Franziska Roesner, and Yejin Choi from the Paul G. Allen School of Computer Science and Engineering.

Publishing is the future of commerce, and no industry knows this better than the publishing industry. Whether you’re a fine artist like the cast of The Handmaid’s Tale, or a business, no matter your venue, you need to transform your content into a high-quality experience that stands above the competition.

For these noble causes, small and large publishers have joined forces to create the industry’s most powerful collaboration. For years, they’ve developed their own content management systems, (CMS) systems like WordPress, to power their new content. If you’re a writer, you’ve been spending thousands on graphics, forms, and audio equipment, alongside all the other expenses inherent to working with a CMS system. But, now’s the time to update your CMS system and cut out the middleman.
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How to Use Sales Engagement to Improve Outreach & Sell More

sales engagement

This is a guest post by Rimma Sytnik – a Senior Digital Marketer at Reply with 4+ years of experience with email & messenger marketing, on-page SEO, and link building.

Did you know that a nurtured lead can make, on average, a 47% larger purchase than a non-nurtured lead? Did you also know that perceived indifference can cost you 68% of potential customers?

Buyer journeys are becoming more and more complex, not to mention competitive. To stay afloat, you should maximize every interaction you make with each potential customer. You need to focus on building meaningful relationships with your prospects through consistent personal interactions.

That is exactly what sales engagement is and, coincidentally, what this Process Street post is all about.

In this article, we’ll talk about the importance of sales engagement and give you some tips on how to get started. This is a brief overview of what’s to come:

So, let’s dive in!
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