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At its simplest, it means replacing manual tasks—like updating a CRM or routing an invoice—with automated workflows. If your teams are spending hours each week on manual, repeatable tasks—or if processes routinely break down when handoffs happen between departments—you're probably ready.
Haystack VC runs almost entirely on Notion. Automation allows you to spend less time on tedious tasks and will help boost productivity, especially within a small marketing team. At Flow Capital, we use HubSpot’s sequences and workflows functions to automate a bulk of our emails and internal tasks.
Changing a Slack channel topic sounds like a tiny task, but doing it consistently takes effort—especially when you're jumping from one task (or crisis) to the next. For example, if you have a recurring team standup every morning, the channel topic can change to show "Team Standup at 9:30 a.m.—Zoom Start here.
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