Where to start with automating your finance and reporting processes with Zapier
It is always good to do some pre-work before your start automating your processes. In Chapter 2, Preparing to Automate Your Processes, and Chapter 3, Building Your First Automated Workflow (Zap), we covered a few important points that will help you when you are strategizing your finance and reporting workflows; they are as follows:
- Map out your finance and reporting processes: If you don't have a clear idea of how your finance and reporting processes work with all your tools, follow the steps in the Simplifying your processes and assessing what can be automated section in Chapter 2, Preparing to Automate Your Processes, to visually map out your processes so that you have a high-level overview of how your tasks work with your existing software.
- List your finance and reporting tools: Make a list of all the finance and reporting tools and services that you use in your business to achieve...
