The Zapier Blog

JUNE 18, 2025

I once viewed "process documentation" as corporate torture. And then I tried onboarding a new teammate while on holiday; my "clear" instructions unleashed a flood of confused Slack messages. Visualize, plan, and automate business-critical processes Try Zapier Canvas That's the entire premise of a visual workflow.

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The Zapier Blog

JUNE 19, 2025

Plug-and-play hardware, intuitive software portals, and helpful onboarding are all big pluses. Speaking of which, call filtering lets you create lists to block spammers and lists for VIP clients who will be directed straight to your line without going through the auto-attendant.

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Campaign Monitor

MAY 30, 2025

Its agency-friendly features make it perfect for businesses managing multiple clients, with a unified dashboard that streamlines workflow. “ “ …We have multiple B2B clients and are able to keep them organized, and even grant private access to our clients so they can work in their account without seeing our other clients.

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The Zapier Blog

JULY 18, 2025

Plus, when you automate your processes, you remove the risk of human error (like forgetting to move a file to its proper location on your Google Drive). With document automation, you use workflows and processes to create and/or manage electronic documents without human intervention.

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The Zapier Blog

JULY 10, 2025

Spend less time on meeting prep Automate the process While minutes are meant to contain the most important records of meetings (that frankly no one would remember otherwise), they can easily become unuseful or outright painful to revisit unless you have a solid framework to work from. We're partial to them.)

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The Zapier Blog

JUNE 22, 2025

Automate your email marketing Reach your audience When I was at Mailshake , we told our clients that while we can automate the way they send email, we can't guarantee that their emails will actually get into their subscribers' inboxes, much less get opened. Most email clients have filters in place to weed out spam.

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The Zapier Blog

JULY 10, 2025

In 2016, I spent days designing a client's website in WordPress. While pre-designed templates have long existed as a way to make the web design process less painful, the real paradigm shifts have come from recent advances in AI. (With a physical copy of HTML for Dummies next to my keyboard, of course.)

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The Zapier Blog

JULY 20, 2025

Spend less time on meeting prep Automate the process Fathom and Fireflies are two fan favorites at the moment. I use Fathom for all my client meetings, but while shopping for the best AI meeting assistant , I tried Fireflies—which, turns out, is a strong contender. These seamless sharing options are remarkably missing in Fireflies.

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The Zapier Blog

JUNE 12, 2025

You need something to keep things straight when juggling client management, property listings, and the looming threat of being upstaged by that insufferably smug agent from the office across the street. Agents frequently report positive experiences with helpful account managers and a streamlined onboarding process.

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The Zapier Blog

JUNE 11, 2025

Google Sheets is simple, quick to onboard, and comparatively limited in its use cases, making it a good choice for teams that just want basic data management. Google Sheets at a glance If you don't want to read a granular breakdown of how the two products compare, here's the gist. It's also completely free.

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The Zapier Blog

JULY 10, 2025

When David Wimett stepped in as Director of Information Technology, he found a company operating on digital duct tape: Dropbox folders, outdated WordPress pages, and manual processes that strained under the weight of over a thousand agents. "My Over 1,300 agents served through automated marketing, onboarding, and signature systems. ~80

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Entrepreneurs' Organization

JULY 16, 2021

For example, existing middleware can connect your software and payment process, so you don’t have to spend time and effort rewriting code that someone else has already written. Raise onboarding fees. In addition to recouping costs, you’ll rule out clients who aren’t serious about using your product. Value external input.

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Entrepreneurs' Organization

DECEMBER 17, 2021

Prepare a cultural re-onboarding as part of your office return and adaptation plans to rebuild connections within the organization. Most of my clients implemented a “Morning Update” for teams of four to eight people in their company. A refresher on DEI during your cultural re-onboarding will help. Conclusion.

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TechCrunch

JANUARY 29, 2023

Europe and Canada, processing a significant portion of Amazon’s total payments volume. And last week, startup eTip announced its collaboration with Visa aimed at helping hospitality and service industry clients “accelerate the adoption of digital tipping.” Christine Hall recently wrote about Grazzy raising $4.5

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OurCrowd

NOVEMBER 23, 2020

Two small wide-angle cameras mounted on the rear and front of motorcycles or scooters transmit footage to an onboard processing unit running an algorithm that detects and notifies riders of collision threats in real time via mirror-mounted LEDs, VentureBeat reported. Foretellix selected by Japan’s DENSO for driving safety systems.

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Entrepreneur's Handbook

SEPTEMBER 15, 2022

When you launch a new product, score a new client, or produce a piece of content, every team member should be on the front line helping to appropriately share and distribute the information within their personal social networks? And remember?—?Google Content that was published during the last bull run might no longer be relevant.

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TechCrunch

AUGUST 24, 2023

We’re very excited for the impact they’ll have here at OpenAI,” OpenAI wrote in a brief post published to its official blog. DST must fulfill permitting requirements to operate in China, including securing a license from the Ministry of Industry and Information Technology (MIIT),” Apple said in a letter to OpenCat, a native ChatGPT client.

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Y Combinator

MAY 29, 2019

19:00 – Data examples from their blog. 27:00 – Second Measure’s product development process. 19:00 – Data examples from their blog. 27:00 – Second Measure’s product development process. 47:00 – Their sales process. Because your blog is basically just this, right?

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Entrepreneurs' Organization

OCTOBER 10, 2018

So I bought in to everything Catalyst offered and the results speak for themselves: I n 1 year we’ve added 30 new clients —a record year for the agency. This type of leadership team is capable of creating processes to execute against the strategy which, in turn, creates a cycle of innovation. 3 Process Optimization.

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TechCrunch

JUNE 3, 2021

In response to being selected for Google funding, de Fays penned a blog post exhorting corporations to throw their weight around in favor of social change, and for startups to lead the way in diversity and equity: We buy values and standards more than we buy the product itself.

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The Zapier Blog

APRIL 5, 2023

A brief about your company and products might seem non-essential if you don't work with external contractors , but it's crucial for onboarding new employees and getting in-house employees on the same page. The images that work on your blog might not work for social media because of formatting restrictions, for instance.

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TechCrunch

FEBRUARY 6, 2023

Meanwhile, Silicon Hills News (operated by the very talented Laura Lorek) reported that Austin-based insurtech Decent is “shutting down all of its operations to just a core team,” which was confirmed in a blog post published by Nick Soman, the company’s founder and CEO. banks to revert to manual processes.

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OurCrowd

APRIL 10, 2021

The company brings automation to the entire process – from generating a quote to manufacturing the products. Pershing is one of the leading clearing and custodial platforms and we are glad that RIAs who clear through Pershing will be able to offer the OC50 Fund to their clients. Affiliation Specialist for Lemonade (NY).

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Entrepreneurs' Organization

JUNE 5, 2024

Onboarding is your company’s way to welcome and position new hires for success. But doing onboarding right goes beyond a generic “Welcome aboard!” Remote work setups require companies to create an onboarding experience that is as optimized and engaging as it is informative. First, consider the challenge of engagement.

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Entrepreneurs' Organization

MARCH 6, 2024

It doesn’t matter if you work for a startup or a thriving multinational corporation: Client-facing projects take priority. I’ve been in organizations where we needed an automated commission tracking tool for our sales team, an onboarding portal, and a holistic company dashboard — and we needed them yesterday.

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This is going to be BIG.

MARCH 17, 2010

Twitter, for example, sees over five times the tweet consumption traffic off of Twitter, through various API driven clients, than it does on Twitter.com. could all be little applications that built on top of the audience, offered by the organizer, that Eventbrite aggregates right at the start of the event participation process.

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TechCrunch

MARCH 23, 2023

For smaller operations, not having enough funds coming in can be stressful and the process of keeping up with who owes what via spreadsheets and at times using paper checks can be very time-consuming and tedious. It takes “minutes” for contractors to onboard onto Beam and once they are, they can start sending payments immediately, Eagle said.

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The Zapier Blog

APRIL 20, 2023

As you do so, the app will start stacking memories that it will use to suggest responses when you're messaging someone else—or writing a tweet or blog post. As it processes all that information, it'll start making even more relevant and intelligent suggestions. That's why Personal.ai

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OurCrowd

MAY 31, 2021

Under the opt-out regime, the FI must first provide to the existing client the following statements in writing: a. A statement that the FI has assessed the existing client to be eligible as an AI; b. A statement that the FI intends to continue to treat the existing client as an AI; c.

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The Zapier Blog

JUNE 25, 2025

While automated workflows (we call them Zaps) are the perfect starting point to get more work done, they're just pieces of a much larger picture: applying automation and AI together to power full processes, not just tasks. You can use these tools independently to power individual processes. Curious what that might look like?

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The Zapier Blog

JULY 13, 2025

Even with tools like FreshBooks to help manage invoicing and expenses, many of the day-to-day tasks—like creating invoices, updating client records, and tracking payments—still require lots of manual effort. And as your business grows, these tasks pile up, eat into your billable hours, and pull you away from high-value client work.

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The Zapier Blog

JUNE 10, 2025

Some of these solutions may include some forecasting capabilities, utilities that help analysts apply their own algorithms or AI processes, or tools for developing machine learning (ML) models to then use to perform predictive analytics. SU is really just a fancy way of saying processing power or compute resources.)

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The Zapier Blog

JUNE 15, 2025

"I have a macro that prompts customers to submit a new ticket if they have follow-up questions and another that wishes clients a good weekend if I plan to follow up with them the next week." I tell my team that if they say the same thing to different clients more than twice, create a macro." " 5.

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The Zapier Blog

JULY 2, 2025

Salesforce automation involves letting technology take over repetitive, manual tasks and processes within Salesforce or between Salesforce and your other software. Streamlining multi-step processes like approvals and onboarding. When you automate these kinds of processes, the impact goes beyond just saving a few clicks.

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The Zapier Blog

APRIL 18, 2023

A bit about the podcast team Bettermental is the third version of a podcast I began working on with my former client, now friend and business partner, Mike, in 2017. Figuring out a workflow Part of me wants to skip this part because when it comes to getting organized, it's so much more fun talking about the result than the process.

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