The Zapier Blog

JULY 11, 2025

I've worked on projects that had a distinct "No one knows what they're doing" vibe, and others that were so tightly controlled it felt like coming up for air whenever I left my desk. Frameworks give teams set guidelines, processes, and best practices for finishing projects on time and under (or at least within) budget.

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The Zapier Blog

JULY 24, 2025

Whether you're learning to code, building a website, or experimenting with AI tools, GitHub helps you keep your projects organized and collaborate with others. GitHub is a web-based platform for creating, storing, and collaborating on coding projects. Repository : This is where all coding projects are stored.

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Campaign Monitor

MAY 30, 2025

(TL;DR) Klaviyo alternatives at a glance Tool Best For Key Advantage Starting Price Rating Campaign Monitor by Marigold Visual design & ease of use Intuitive drag-and-drop editor with mobile-ready templates, prebuilt automated journeys, and high delivery rates. Free plan; pricing starts at $12 USD/month 4.7/5

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The Zapier Blog

JUNE 25, 2025

For your business, this means tackling more complex projects with automation and making your workflows dramatically more efficient and largely self-sufficient. Business process management (BPM) BPM streamlines workflows to improve company efficiency. Get started with one of these templates. Ready to try AI automation?

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Campaign Monitor

MAY 30, 2025

5 (13,000+ reviews) Constant Contact Event marketers and nonprofits Built-in event management tools Free Plan; Paid from $12/month 4.1/5 Its agency-friendly features make it perfect for businesses managing multiple clients, with a unified dashboard that streamlines workflow.

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Campaign Monitor

MAY 30, 2025

5 (1000+ reviews) Constant Contact Event-focused organizations Built-in event management and ticket sales $12/month 4.1/5 For agencies, Campaign Monitor offers a range of features to simplify client management, including client dashboards, multi-account access, and custom user roles. ” — Valerie H.,

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The Zapier Blog

JULY 17, 2025

Unlike simple rule-based automation , AI automation manages repetitive workflows by learning patterns and optimizing processes over time. Within AI orchestration, AI management often includes: Real-time monitoring tracks performance, data flow, and workflow status to identify issues proactively. In practice, you often need both.

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The Zapier Blog

JULY 17, 2025

Keep in mind that I'm evaluating these platforms strictly as payment processors in the vein of merchant solution competitors like Shopify and Square —not for personal money transfers or even for particularly large invoicing projects (though both platforms do have invoicing tools, which I'll get to later on). For an extra $0.05

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The Zapier Blog

JULY 3, 2025

Table of contents Share details from team meetings Create detailed meeting summaries with AI Create tasks from meetings and recordings Connect Grain with product and support tools Build a content backlog To get started with a Zap template—what we call our pre-made workflows—just click on the button. Update the project doc.

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The Zapier Blog

JUNE 10, 2025

Zendesk for Service and Jira Service Management are two of the most popular help desk solutions on the market. Integrating Zendesk and Jira Zendesk vs. Jira Service Management FAQ Zendesk vs. Jira at a glance Both Zendesk and Jira offer ticket management solutions, but it's not really fair to compare the two platforms apples to apples.

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The Zapier Blog

JULY 10, 2025

That's where a meeting minutes template comes in handy—to ensure you track the most actionable and helpful notes that boards and other teams need to get their work done. Check out these eight meeting minutes templates and examples for different types of meetings. " That's the kind of meeting this template is for.

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The Zapier Blog

JUNE 30, 2025

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. In that case, you can use an invoice template in Google Docs and just email it off when it's ready. Choose from several templates, add a logo, and adjust colors. Need to add a discount, adjust pricing, or add a note?

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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. Creative Account Manager (G2) Try Campaign Monitor Instead → ✓ 30 days free ✓ No card required 2) Mailchimp – Decent for small and mid-sized businesses 4.4/5 ” — JoAnn H.

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The Zapier Blog

JUNE 25, 2025

Other weeks, my LinkedIn marketing efforts get pushed to the back burner while I scramble to meet project deadlines. It also includes a library of hook and ending templates, which are useful for nudging you out of a blank-page moment. It is a single-use tool, though—there's no scheduling, analytics, or templated AI prompts.

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The Zapier Blog

JULY 18, 2025

Here's how to use Zaps—Zapier's automated workflows—to streamline your document management. With document automation, you use workflows and processes to create and/or manage electronic documents without human intervention. Manually managing documents is inefficient, error-prone, and difficult to scale. New to Zapier?

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The Zapier Blog

JULY 16, 2025

With these Zaps, you can trigger Grok to generate a detailed outline from information (like blog titles or keywords) stored in Airtable or another project management tool. Related reading: How to automate ChatGPT Zapier Agents: Combine AI agents with automation Create blog outlines automatically with AI

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The Zapier Blog

JUNE 18, 2025

Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). But if you have a small operation and love the idea of tinkering under the hood, I've built a free spreadsheet CRM template to start you off.

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The Zapier Blog

JULY 1, 2025

Until I can clone my brain and upload it to a computer (or to an agent ), I still need to attend meetings to move the needle forward on big projects. They take up a lot of bandwidth, and that bandwidth is better spent on more strategic projects and approval processes that require actual human thought. That's not really a problem.

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The Zapier Blog

JULY 1, 2025

Pen and paper set a very high bar to clear, but these are the six best mind mapping apps that manage to clear it. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. A couple of mediocre templates just doesn't cut it. It gets out of the way. From $45/6 months ($7.50/month)

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Add that to the "pudding will get hot when heated" warning and the trademark "shower cap fits only one head" disclaimer, and you've got yourself an era in which communication plans are not only a helpful organizational tool but a very necessary one.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier We really could have used RACI. This project management model ensures that there are clear roles, no conflicting ideas, and a clear communication process. Grab our free RACI templates , and get started.

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The Zapier Blog

JUNE 25, 2025

As more teams adopt automation, IT will play a more central role in vetting tools, managing access, and building (secure) self-serve automation. AI-assisted enterprise automation Spend any time online and you might think AI is just about generating awkward headshots or robotic blog intros.

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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 way, you can focus on high-quality customer interactions, not managing your to-do list. New to Zapier?

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The Zapier Blog

JUNE 18, 2025

Most organizations use a patchwork of tools to manage processes. From CRMs to helpdesks, project management platforms, and beyond, it's down to IT to manage those apps, assign seats, and monitor their infrastructure. Start with a manageable, high-impact use case and build from there.

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The Zapier Blog

JUNE 26, 2025

Table of contents Analyze audio and image files Create tasks from your communication tools Automate keyword research Respond to online reviews and social media messages Create content for marketing campaigns Analyze form submissions and tickets To get started with a Zap template—what we call our pre-made workflows—just click on the button.

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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

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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The Zapier Blog

JULY 7, 2025

Those on-call shifts can sneak up on you though, especially if you're in the midst of projects. How to set up an on-call agent Get started by clicking on the button below, then clicking Use Template in the pop-up window. The template uses Schedule by Zapier to trigger every day at 6:00 a.m.,

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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 26, 2025

Connect your project management software to your other apps Make your job easier In the business world, this same kind of boundary-slipping shows up as scope creep—when a project quietly expands beyond the original plan, often without additional resources, timelines, or support. ." We've all been there.

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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. While it can function in similar ways to a spreadsheet, in that it can manage various cells of data, that's just one element of what it's for.

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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. Workflow management: Real estate involves numerous tasks and deadlines, and a CRM that can streamline your workflow is essential.

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The Zapier Blog

JUNE 18, 2025

They offer powerful workplaces to manage your knowledge, no matter where it comes from. While Notion operates as a broader productivity tool to manage your projects, knowledge, and files, Obsidian works more as a highly flexible writing app. Modern note-taking platforms go beyond documenting your thoughts.

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The Zapier Blog

JUNE 30, 2025

Make your Google Sheets work for you Automate Google Sheets Here, I'll dive deep into Google Sheets' capabilities and limitations, exploring whether this kind of space is actually useful for your data projects or if it's a sign you might need to look beyond spreadsheets altogether. This keeps your active working sheets lean.

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The Zapier Blog

APRIL 20, 2023

In this blog post, I'll walk you through exactly how to create your own chatbot using Interfaces—and offer a few ideas on specific use cases. Once you've done that, you'll see multiple templates you can choose from. In this instance, we don't need a template, so in the top left-hand corner, click Start from scratch.

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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. 1) Manage the firm . This is harder than it sounds.

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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. 1) Manage the firm . This is harder than it sounds. 2) Market .

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