Automating Your Operations Processes

Once you’ve got the money rolling in with efficient marketing and sales processes, the next important topic to explore is how to automate various business operations processes. Having efficient operations processes will certainly help you and your team to keep things ticking along in the background on autopilot, giving you more time to focus on keeping your customers happy with better customer service and targeted retention activities.

In this chapter, we will discuss some of the different types of operations processes that can be automated with Zapier, and we will provide examples of workflows used with some common operations-focused applications. First, we will give an overview of the types of operations processes that can be automated with Zapier, such as task and project management, storage and organization, communication, and data handling with spreadsheets and databases. Then, we will explore where to start with automating operations...