Boost Your Productivity: Mastering the Power of Workflow Automation
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- Опубликовано: 11 июн 2024
- In this in-depth tutorial, insights into various aspects of workflow automation systems are explored. The discussion emphasizes the value of streamlined workflows in enhancing productivity and accuracy. Concepts such as internal, system-based, and external workflows are clarified, alongside a detailed walk-through of a real-world automation process that harnesses tools like ActiveCampaign, Demeo, and Thinkific. The tutorial concludes with valuable tips on choosing options with less moving parts, the importance of proper documentation, and using automation platforms like Zapier. The video aims to empower users to identify and utilize opportunities for workflow automation more effectively.
00:00 Introduction to Workflow Automation Systems
00:29 Understanding Workflow Automation
02:01 Types of Workflow Automation
02:11 Internal Workflows Explained
02:58 System Based Workflows
03:41 API Level Integrations
04:32 External Automations
05:13 Real World Process Walkthrough
09:19 Setting Up the Automation System
12:00 Creating the Webinar in Demio
16:17 Building the Thinkific Course
19:33 Setting Up API Integration
25:57 Finalizing the Automation System
30:04 Tips for Workflow Automation
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Nice to see you back Steve 🙏👌, wishing you all the best 🍀
Welcome Back! so glad to see more of your videos - you are so very helpful and fun to listen to!
Great to see you back Steve - glad you’re well. ❤
So glad you are back!
Great video Steve! Nice to see you back on YT. I hope you’re feeling well.
I am, it is good to be back in the swing of things
Nice to see you back Steve. I thought about you a lot and wondered if everything was ok. Forward!!
Much appreciated, Everything is good, I did have a major surgery (bypass) which went well, and I am pretty much 100% again. It is good to be back.
Steve, Strikes me are a similar vintage. Glad to hear the recovery went well. Greetings from the opposite end of the country - Newfoundland!@@dottotech
Wow you’re still alive, gl@d to see your still with us.
I am too!
Great video
I wondered what happened to you. I'm glad your back, and doing better. I missed your video's.
It is great to be back!
00:05 Workflow automation is about streamlining processes and optimizing efficiency.
02:37 Workflow automation can be achieved through macros, outward-facing forms, and systems-based workflows.
07:32 Automate the process of registering contacts for webinars.
10:10 Creating an automated process to save time and earn money
15:03 Workflow automation simplifies the process by automating various tasks
17:24 Setting up automated processes for registration and payment in Thinkific and Demio
22:03 Setting up workflow automation in ActiveCampaign
24:27 When a product is purchased inside of Thinkific, automation processes are triggered.
29:13 Mastering workflow automation allows for streamlined processes and efficient data management.
31:31 Making notes is crucial for avoiding mistakes and saving time
Steve,
Very interesting video! I'm perhaps a bit confused by the somewhat overwhelming number of concepts and tools described, but I do have 1 question that I hope you can understand:
Is my understanding correct that for each new course you create that you fill out the appropriate data on the form that documents the "setup steps" you then follow to build the integrations between your CRM, registration, and webinar systems to handle course registrations, notifications, etc and that you then manually perform those "setup steps" in ActiveManagement, Zapier, and Demio to create the actual integrated workflow for the course? If the answer is Yes, then my question is would it be possible to create a higher level integrated workflow that performs these "setup steps" for a new course after you fill out certain minimal course information on a form and then press a "Build Course integration workflow" button on the form that automatically performs all the "setup steps" that you currently need to do manually for each course? Kind of a higher level workflow integration that builds a specific course level workflow integration. Hope this question is understandable!
Thanks, Brad
Glad you're doing okay! Sorry to welcome you to the bypass club.
I am happy to have made it there!
How do u download if on the phone
Where have you been?
Took a bit of a break from YT, had a slight medical issue, (Bypass) but all is great now, should be around a lot more.
@@dottotech it is good to have you back - one more thing to be thankful for!
Welcome back Steve!
Thanks! It is good to be back!
All these apps and website integrations are overwhelming to me. I will soon be offering an online class, that's what brought me here, to learn an automation system, except to register an account on 5 or 6 websites and make them all work together is too much of a learning curve. Is it not possible to stay within one ecosystem, for example Google? In this video you went from a word document to a contact page, back to a workflow graphic, all within 3 different apps, when they could be all grouped in Google. Why? Also, to sell courses online, doesn't Patreon offers exactly that? ( I don't know I'm still looking for options here) I'm thinking all the team work and data collection in one ecosystem and just one website for transactions. Is there really a need to track everything in every step of the way? Thank you
You can do much of it in a single system, but not Google.
Something like a Kajabi would be one option.
You have to realize that our system has grown over the years, so we have plugged ew pieces into the system over the years.
@@dottotech Thank you Steve for your reply, Kajabi is exactly what I was looking for.
Where have you been? I thought maybe you had a bad divorce or something. Seriously, we miss your videos, and are glad to have you back.
Thanks @MobileExperienceChris , No still happily married, but I did have a thing, A heart bypass in February. But I am back in the mix again, so I should be around!
The software