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E136 - Zapier 101: Endless Opportunities for Automation | with Kaitlyn Study
Episode 13615th June 2021 • The One Big Tip Podcast with Jeff Mendelson • Everyone has that One Big Tip!
00:00:00 00:16:39

Shownotes

If you find yourself taking too much time out of your day to complete small tasks, you’re not alone - nearly every business owner has experienced this. Thankfully, though, there are tons of ways to make it easier on ourselves, including using Zapier to automate tasks and streamline processes.

Kaitlyn uses Zapier to automate a total of 32 tasks for her business. In this episode, she not only shares what each of those tasks is but also stress how beneficial automation can be. You’ll be amazed at how much time and energy one simple program can save you. 

In this episode:

  • [1:54] Kaitlyn shares the story of her entrepreneurial journey, from doubling the size of the first company she worked for to pinning down her first big client.
  • [6:54] We jump into Kaitlyn’s one big tip: utilizing Zapier to automate your processes.
  • [9:04] Kaitlyn takes us through all 32 tasks Zapier carries out for her, from onboarding clients to sending reminders to creating Slack channels.
  • [12:44] Kaitlyn shares how she uses Zapier to stream her hiring process.
  • [13:43] We discuss some issues you may run into with Zapier and how to deal with them - it’s worth it in the end!
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