Explore the fascinating world of workflow and automation with Cole, a power platform developer, and Kelsey, a graphic designer and brand strategist. Discover what excites them about creating workflows and automations and how these tools can reduce frustration and burnout in the workplace. Through engaging examples and insights, learn how to streamline marketing processes, manage data effectively, and implement user-friendly automation tools. Whether you're new to automation or looking to enhance your current systems, this conversation provides valuable tips and future trends in the field. Join us for an inspiring talk about making technology work for you!
Resources:
- Tools: Zapier, Power Automate, Pipefy, Unito, Workato, Custom GPTs
- Within your existing tech stack: Outlook, Project Management tools like Asana or Monday.com
00:00 Introduction to the Podcast and Guests
00:28 The Excitement of Workflows and Automations
00:50 Cole's Perspective on Automations
02:46 Kelsey's Insights on Marketing Processes
04:31 Frameworks and Tools for Automation
12:04 Real-World Automation Examples
22:27 Challenges in Implementing Automations
26:51 Human Interaction in Automation
27:44 User Friction and Adoption
29:11 Getting Started with Power Automate
31:42 Practical Automation Examples
36:31 Future Trends in Automation
37:52 Documenting Processes for Automation
38:43 Employee Engagement and Automation
40:18 Marketing and Hyper-Personalization
43:16 Concluding Thoughts on Automation
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