Systems & Automation

Tell us what's manual or messy.

A few questions about the process, the tools involved, and what should happen automatically.

Step 1 of 9

What process is currently manual or messy?

What process is currently manual or messy?

Step 2 of 9

Which tools are involved?

Which tools are involved?

Step 3 of 9

Where is data copied by hand?

Where is data copied by hand?

Step 4 of 9

What gets missed, delayed or chased manually?

What gets missed, delayed or chased manually?

Step 5 of 9

Are you using Zapier, Make, Airtable, Notion, Sheets or similar?

ZapierMakeAirtableNotionGoogle SheetsNone of theseOther

Step 6 of 9

What should trigger the workflow?

What should trigger the workflow?

Step 7 of 9

What should happen after the trigger?

What should happen after the trigger?

Step 8 of 9

Who needs to approve or review things?

Who needs to approve or review things?

Step 9 of 9

What would a successful workflow save or improve?

What would a successful workflow save or improve?