The Zapier Blog

JUNE 25, 2025

No matter your job, it almost certainly involves some aspect of project management. using a project management tool like Podio to track tasks and projects and not pen and paper. That means you can create automated workflows that eliminate some of the repetitive work associated with project management—like task creation.

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The Zapier Blog

JULY 13, 2025

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. Will it send automated notifications and gentle (or firm, depending on your needs) reminders? It'll send out automated pings to the right people, and they can approve things right from their phone. That's Ramp.

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The Zapier Blog

JUNE 18, 2025

IT automation services take routine IT tasks and do them automatically for you. Instead of individually updating servers, deploying software, or monitoring system health, these tasks run automatically in the background. Automation should be a living system, not a set-and-forget-it project. The result?

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The Zapier Blog

JUNE 25, 2025

Instead of relying on people to pass information from one team to another—or copy-paste data between disconnected platforms—automation makes sure the right actions happen automatically, behind the scenes. Finance might build automations for recurring approvals or monthly reporting. Here's a quick primer to help translate.

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The Zapier Blog

JUNE 18, 2025

It includes a pre-built Customer Data sheet to store lead/customer info, an Interactions tracker, and a Dashboard with some basic reporting. Plus, when you need to update an option—like adding a new sales rep to your roster—you can do it in one central location and it will automatically update everywhere it's used in your CRM.

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The Zapier Blog

JUNE 23, 2025

Get started These Zaps help you create anything from an accounting assistant that can answer employee questions in a specific Slack channel to an analysis assistant that can analyze blog performance or KPIs. Click on the pre-made template below to combine automation and Gong 's conversation intelligence to analyze calls automatically.

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The Zapier Blog

JUNE 12, 2025

Imagine an AI email app that automatically screens your incoming emails. An agentic AI system, however, could take bug reports from customers, decide to fix and update your codebase, and publish the change log to your WordPress site. Perceive: The agentic AI has access to the codebase, the server logs, and the bug report database.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Even if the most meticulously laid plans are at the mercy of a capricious host with a skinny microphone, starting with a project plan template lays a foundation of order and direction in a world where the rules are made up and the points don't matter.

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The Zapier Blog

JUNE 12, 2025

You can do even more with Follow Up Boss when you integrate it with Zapier , so you can automatically add leads to your CRM or send information to the other apps you use most. Agents frequently report positive experiences with helpful account managers and a streamlined onboarding process. Check out these popular examples.

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The Zapier Blog

JULY 9, 2025

Connect your project management software to your other apps Make your job easier That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured. Table of contents: What are project management templates?

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David Teten VC

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. Point Nine Capital uses 15Five for continuous employee feedback.

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David Teten VC

DECEMBER 4, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. Point Nine Capital uses 15Five for continuous employee feedback.

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The Zapier Blog

APRIL 10, 2023

What this means in practice: to reach people effectively, you need to be sending different emails to different individuals within the same target company. Educational content like trend reports, industry benchmarks, how-to guides, and webinar recordings help prove your brand's value to a B2B subscriber.

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Andreessen Horowitz

JUNE 3, 2024

According to a recent McKinsey report, GenAI in marketing and sales could reap an estimated $3.3 This is because workflows — the tracking of projects, collaborations, and iterations; aligning a brand’s voice across content; offering performance metrics, etc. How can a blog post’s headline be adjusted to optimize search?

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David Teten VC

DECEMBER 12, 2017

Creating content and sending it out via newsletters has been one of the most popular ways for VC funds to market themselves. To manage their own workflow, VC firms use a variety of project management tools, with Slack , Trello and Asana being the most frequently mentioned ones.

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OnStartups

JULY 7, 2021

And I'm sort of projecting here where I guess I think I put myself in your shoes. It's like, okay, sends sometimes the wrong signal. And I published this on my own startups blog. But decision two, which is much more unconventional, is that I have no direct reports. I've never had direct reports in the 15 years.

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The Zapier Blog

APRIL 24, 2023

RevOps also uses other HubSpot tools within workflows, such as Sequences, Chatflows, Reports, and Behavioral Events. "[Behavioral Events] fire when certain criteria are met and give us a snapshot of a specific moment in time," Beth explained. "It's HubSpot] workflows are the biggest piece to our lead management processes.

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The Zapier Blog

APRIL 13, 2023

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. These kinds of apps seem to be a super common practice project for independent developers, so there are a lot of apps out there that haven't been maintained. The key to the Pomodoro Technique is its simplicity.

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The Zapier Blog

JULY 22, 2025

And while most project management tools are great at tracking tasks and updates, they often miss the mark when it comes to providing real clarity on resource availability and overall sprint health. That way, you always know exactly where your project stands. Or a daily summary on project progress? Learn more.

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The Zapier Blog

JULY 1, 2025

With Zapier, you can tame the chaos of workflows past and log every Dialpad call directly in a specified spreadsheet, automatically. Connect your favorite CRM tool to Dialpad using Zaps, so every call and message is logged automatically. Or, if someone texts your team, a Zap can automatically create a new contact or lead in Salesforce.

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The Zapier Blog

JUNE 25, 2025

That's why AI transcription tools like tl;dv are built to help you run the show, as it can automatically record, transcribe, and pull insights from meetings on the go. No matter the reason, it would still be nice to have automatic tl;dv transcripts and notes for every meeting. Here are a few ideas to power your processes.

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The Zapier Blog

JUNE 19, 2025

When you automate your accounting workflows, you send data from one product to another, saving time and reducing the chance of error. For example, when a customer makes a payment, your accounting automation software can automatically update their invoice, log the transaction in your ledger, and notify your team—no extra clicks required.

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The Zapier Blog

JULY 2, 2025

Fortunately, with tools like Browse AI , you can easily extract data from any website so that you can monitor changes (like competitor pricing or product inventory) automatically. With Zaps—our automated workflows—you can connect Browse AI to thousands of apps, enrich scraped data with AI, and send it exactly where it needs to go.

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The Zapier Blog

JULY 7, 2025

Every new submission gets instant analysis before landing in Google Sheets , so you can automatically add structured insights and feedback to your data. I built this exact workflow to evaluate potential consulting projects as they come in. Automatically highlight feature requests and pain points from customer surveys.

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Campaign Monitor

MAY 30, 2025

for the first month) Unlimited emails, non-human click filter, time zone sending, countdown timers Regular senders Premier Starts at $159 USD/month Unlimited automated emails, engagement segments, send time optimization, email section locking, advanced link tracking Large businesses 2) Mailchimp – Multi-channel marketing tool 4.4/5

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The Zapier Blog

JUNE 2, 2025

And , to leave a stellar impression, they should be able to send a professional invoice before they even leave the driveway. You probably use other tools—a favorite email platform, a project management app—to keep your team on track. ServiceM8 handles all of this beautifully. But no single job management platform does everything.

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The Zapier Blog

JULY 2, 2025

Automatically updating records when key events occur. The interface is a visual environment for building out all sorts of logic, from guiding users through data entry with Screen Flows to automatically updating records when criteria are met using Record-Triggered Flows. Streamlining multi-step processes like approvals and onboarding.

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Both Sides of the Table

DECEMBER 31, 2020

June 2019 (left) and November 2020 (right) I’ve been reluctant to write this blog post because historically I don’t like talking about weight. Buy a Withings WiFi scale (or similar) that automatically imports into many tracking systems and weigh yourself at the exact same time every day?—?preferably Every single morning?—?good

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