Transcripts
1. Introduction to Automation with Make & Zapier: Your workload is full of
tiny time consuming tasks, sending reminders, moving
data, updating task trackers. But every one of these is an
opportunity to save time. And here's the best
part. Automation isn't just for tech experts. It's for anyone ready to
work smarter, not harder. This class is your ticket to simplifying workflows
through automation. You'll learn how to set up systems that handle
repetitive tasks for you, giving you more time to
focus on what truly matters. In this class, you'll
discover how to use Zapia to connect your
favorite tools like Gmail. Slack and trell for
seamless automation. You'll learn how to
create workflows in make.com to handle complex
tasks with minimal effort. I'll walk you through
automations step by step that allow you
to save hours per week. We're going to explore
real world mini projects. In Zappia, we're going to be creating a daily
email summarizer, which is a digest of all
your important emails. Then we're going to
move into make.com, and we're going to
create a task summarizer that pulls in all of your tasks from the
different places. Whether you're a
business professional, a business owner, or just somebody juggling
a busy schedule. This class will show you how to make automation
work for you. No coding required, just practical tools that
allow you to easily get the work done much faster. By the end of this class, you'll have the confidence
as well as the skills to be able to create some of your own automations to save
time and reduce stress. So if you're ready to
learn about automating with make.com and Zapia,
then let's get started.
2. Welcome to Automation for Productivity: Let’s Simplify Your Workflow: Hey, guys, and welcome to
this lesson on automation. This is the first
lesson in the section, and it's a great section
because automation is an important part
of being productive, and a lot of the repetitive
and data entry task can be outsourced to automation and done much
more efficiently and without error using tools that we will discuss
in this section. My two favorite being
Zapia and make.com. We're even going to have
little mini tutorials for each of them
just so that you can dive under the hood and together we can walk
through a little project, and you can see how it works. So automation is not just
a buzzword any longer. It's an essential part of
doing business online. There are so many platforms
and new tools coming out every week or
even daily, it seems. But automation is here to stay, and it's something that you as a professional
should leverage. And just understanding
the basics can help you be so
much more productive. It's not as technical as
some people might think. Most of these platforms are
low code or even no code, and that means that
very little coding and programming is needed
to be able to use them. It's as simple as
dragging and dropping, clicking and editing fields. So this means that
anybody can automate these processes and workflows that they have inside
of their businesses. And I urge you to give it a try. You don't need to be technical. You don't need to spend money
outsourcing it to others. Of course, if you want
complex automations, then it might be
needed for that. But to cover the basics, it's something that you as a professional
could handle yourself. And I really encourage
you to have a look at automation as a way
to be more effective. So what kind of things
can you automate? The sky is the limit, but it's predominantly
used for marketing tires. So if you have a lead capture
form on your website or you're getting leads and contacts from a
different source, you're able to
synchronize them with your CRM or even your
customer database. And you can do that automatically as soon
as the leads come in. Another use is creating
email automation. So if you receive those
contacts into your CRM, you can then send out emails
to them automatically. So there would be two
triggers involved there. So when a new contact is added, it's added to your CRM, and when it's added to your CRM, you can then enrich
the data with anything else that you have
available for that customer. And also send a relevant
email to that customer using other integrations
and platforms such as Mailchimp or HubSpot or active campaign,
that sort of thing. I really allows you to
automate the flow of data. So as you're seeing customers coming in and clients coming in, you can then
transform that data, add it to your database, do any number of things to it, as well as start some marketing task
to really just create this sales pipeline and accelerate your leads
and marketing efforts. Then of course, data
entry and transfer. This, of course, saves time
and improves accuracy. If currently you're copying and pasting between
two applications, there is a much better way and automation can provide
that solution. Then boring business tasks. So as a professional, you're wanting to spend your time
where it matters most. Your time is
incredibly valuable, and you can advance
your business only when you have the
capacity to do so. So that means not
just the time to do so but also the mental capacity. So so bogging your mind down on boring business tasks
that although are required, they can drain a bit of energy. This then allows you to use automation to free that up
so you can perform better. And, of course, the last
one is repetitive task. This is a must have
for automation, and it just means that you can handle those
repetitive tasks, and they can be handled
with consistency, as well as you can
standardize processes. So those are just a
few of the use cases, but we're going to
be diving deep into M as well as Zappia in
the coming lessons. And you're going to
see just what is possible with these incredibly
powerful platforms. And I hope it's going to get you interested and get
you to try out some of these platforms
because they can really revolutionize your business
and your professional life. So that's it for this lesson. I'll see you in the next
one where we dive a bit deeper into these
automation tools.
3. Supercharge Productivity with Zapier: No-Code Automation: Welcome to this overview
lesson of Zapia. Zapia is the no code
automation platform that just allows you to be super that just allows you to be super productive and integrate with over 7,000 applications. It's a no code platform, which means that
anybody can use it. You don't have to have a coding or development background
to be able to use it. So setting up automations
and workflows, which they call Zaps are
going to be a breeze. So let's have a look at some of the ways you could use Zapia. It can streamline
workflows and processes, such as clients on boarding. So if you receive
a new client email from Google Forms or
a sales platform, you're able to add it to your CRM and send
them a welcome email, as well as tag them with any other labels
that you might want, as well in that email
marketing program. It improves efficiency
in task management. So for example, if you needed to convert emails
into trelltask, you're able to do
this very simply and efficiently using Zapia
moving large amounts of data. An example of that would be
running a Shopper fi store. You can then synchronize the order as well
as customer data to zero or QuickBooks and then invoice the client and
customer automatically, as well as have all of
the order information right there in your
accounting package. So with manual data entry, there's always the worry of
human error slipping in. This removes that
error completely, and you're able to be
a lot more efficient. And lastly, it can
boost productivity. An example would be
with social media, you can automate
an entire months worth of content and posts. All of that can be done
from within Zapia. So it is just an
incredibly powerful tool. And in the next lesson, I'm going to walk you
through a mini project, and we're going to have a look at Zapia and
all of its features. You can get a feel
for what is possible, and I hope that you can see how powerful
this platform is. So for this lesson, that's it, but I will see you in
the next one. Goodbye.
4. Zapier Mini-Project: Create a Daily Email Digest: Hey, guys, and welcome
to another lesson. I'm excited to bring
this lesson to you because we are going to
be looking at Zapia, which is a game changing
platform that allows you to create automations
that are called Zaps. And within these zaps, you're able to have
multi step functions that allow you to
transform data, allow you to trigger
certain applications. You can send emails. You can retrieve emails. You can set up all sorts
of automations over 7,000 of your favorite
apps and integrations. So Zapia is fully covered. It's a really streamlined
platform that allows you to create these
automations and all within a very easy
to use interface. There's no coding, so it's
a no code environment, and you're able to through
a form based setup, add different actions
within your zaps, and it just makes
it super efficient. And I'm really excited to share this little
mini project with you. And we're going to be looking at how to summarize our email. So the mini project involves reading emails
that we receive. It is then going
to summarize them. It's then going to put
them into a digest. And then at the end of the day or beginning of the morning, it's going to send
that digest as a nice summary that we can
then skim through and see which emails are important
to us and which ones we should action first and those that maybe
aren't important, and we don't need to
have a priority for. So just to give you some
more info on Zapier, it has, as I mentioned, extensive
library of integrations, more than 7,000 at the moment. So it's integrating with
just about everything, all your favorite apps,
and there's going to be actions and triggers
related to those apps. So it has you well covered. Each of the Zaps
are multi steps, so you are able to add
different steps along the way to build out the automation that you want to achieve
what you needed to. The other Nifty feature
is there are paths, so that means you can have
different branches of your zap and based on
conditional logic, whether certain
criteria are met, it will take you down
a different path. You can have path A for certain criteria and path
B for other criteria. That is a really, really
powerful feature. It also has filters and delays, so the zap should only proceed when certain
filters are met. You can also delay zaps at the intervals and the time
period you want, as well. And as I mentioned before, the main benefit and the best feature is
that it's all no code. You don't have to have
any technical expertise. You don't need to
be a developer, you don't need to
be a programmer. If you're able to put together a simple
form in Google forms, for example, you can create
your own automation. So let's take a closer look at what we're going
to be building today. And here we have the diagram that shows us all of the steps that
are going to be taken. So the trigger is
for a new email. When we receive an email, it is then sent to
another action, and this action is to trim and truncate the email message. So truncate is just
a technical word for reducing the
amount of characters, stripping it down, essentially. We want to do this
to ensure that we're not getting any
excessive content, anything that's not needed. We just want to focus
on the core message. And because we're also
sending it to ChaiBT, we need to remember that
there are limitations in the number of
characters that you can send to chat GPT in a prompt. As of July 2024, that limitation is 12000-6
thousand characters, so it's quite a lot, but as you can imagine, some emails might get a bit
lengthy and run over that, but for most use cases, it's going to be well covered. So the next step is then to send that as a prompt to HachiBT. CHCIPT does wonders with summarizing content that
it's provided with. So we are taking
the email message. We're sending it to CHAPT. ChatBT is then extracting
and summarizing all of the key information to a
very short, concise summary. And after that, we then
add that to a digest. So this is another
step in the zap. We add to a digest,
and then from there, we are going to send
that daily digest, and that will contain all of the day's emails that
were added to the digest. So this is just a workflow, a diagram to show you
what are the steps. And next we're going
to be going into the actual zap so you can see
how it's all put together. Okay, here we are
inside of the zap, we are wanting to
trigger on a new email. This is the event when we
receive the new email, this zap is going to run. The account you would
just set up to use your account and not to worry, I'm going to be putting this zap inside of the resources file in the lesson so
you'll be able to follow along and see exactly
what's going on here. The trigger, it is set up for all emails coming
into the inbox. You could get a little bit
more granular and make it so that only a labeled
email was used for this. So then you could
essentially get a summary of all
your labeled emails. Maybe you wanted to
do it for promotions or some sort of filter that
you've set up in Gmail. You only wanted those emails to be summarized through this
process. That's also possible. So once we have that, we
will then have a test, and it will bring in an example email
for us to have a look, and from there, we'd see all of the contents of this email. So once we're happy with that, we would then continue
to the next step. Which is a text format. So this is a event that
looks at the text, and we work with text
data to find and replace, capitalize,
remove HDML. And as you might remember, from the flow chart, the diagram, this is where we want to strip down all of the
excessive content, and we want to make sure
that we're only focusing on the first 6,000
or so characters, and that's what we would
set in the next step. So in the input, we are going to take it
from the new email we are going to be looking for the plain text body of the email. So a lot of the emails
will be HTML based, and because HTML has a lot of additional characters to format and style so that the
emails look really good, it includes a lot
more characters. So there's going to be a lot more content to
try and strip through, whereas if we use
a plain text body, it's only going to
have the text portion of the emails body. So we're just getting the inner content, and
that is what we want. So the body plane is what
we would have there. The max length,
this is variable. You can set it lower if you're looking more
at personal emails that don't have as much
content or higher if you're working with emails that maybe have more content, um maybe promotional emails or lengthier emails with
a lot of documentation, legal stuff, that sort of thing. So you're able to
set the max length of the characters that are
going to be extracted. You're able to skip
characters if you need, and everything else you can leave as the
standard setting. You would then test that
on one of your emails. This one has picked up
my flight to Athens. The next step would be to create the connection to ChaiBT. So we want to send a prompt. As you can see
here, there are all of these different actions
that you can perform. This is what makes this
so empowerful is that you can have all of these
additional actions right here. You wouldn't need to
send them as a prompt. It can do it automatically. But we want to have a couple of parameters to be
able to use this. So we're just using the
standard vanilla way, which is sending a prompt. Once we've selected the prompt, then we go to the account, and this is where you would
set up your ChachiBT account. The action. So this is where
we get into defining what we want Chat GBT to do with the data that
we're sending it. So you would choose
the model here. As of today, the GPT
3.5 model is available, and that's the one we're using. I would imagine in not too long, they would have the 40 model. But for now, only 3.5
is available to us. So from there, we then
set out the prompt. So this is the prompt that we're sending to ChaiBT much like if you were using HAHIBT and just chatting
back and forth, this is what's being
sent to hachBT. Very simple prompt.
We're going to summarize the following
email contents. The summary should be concise, three to five lines maximum, but retain important
information. If it's a personal email for me, ensure that all important
information like places, dates, actions, et cetera required by me are
included in the summary. We are then taking the output
from the previous step, which is the text former forma, and we're including it in here. So once we have that,
all other settings can remain the same. The temperature is just how creative it would be
with its responses. So if you wanted
more creativity, which is also a little bit more risky in that it could
give undesired responses, you would increase that. But having lower ones would be a more sort of strict response. Other settings, you
can leave as they are. You would then test that. Then the next step
is the digest. So this you would get to
by searching for digest, and this is their internal tool. Once there, you're
going to choose the append entry and
the action, the title. So this is where we get
all of the information. We'll just skip
to the one that's already set up so you can
see how it's all structured. Title we're doing just
an email summary. This will just be the name of your digest so that
you can identify it. The entry. So this is what is going to be
added to the digest, and this is where we want to format it so that
we can see all of the information that
we need to be able to assess the email and review it. We have the From
field, and in that, you would have the from name
from the original email, the from email from
the original email. The text that
you're seeing here, this is just some basic HTML. This is so that there is a
little bit of formatting. It helps it to look
a little bit neater. Otherwise, everything
would be on the same row, and it would be
very hard to read. So these breaks are added there just for formatting and to
make it easier to read. So the second line
is the subject. We are then taking
the original subject from the trigger email, and the email body then becomes the response that we are
receiving from Chachi BT, and there we have the full digest entry
that would be added. You then choose the frequency that you'd like to receive that. So if you want to receive it more often,
twice a day maybe, you would set that
here every few hours, or you can have it once a day, end of the day,
beginning of the day, that depends on what you need. So trigger on weekends. Yes, if you need that, and everything else
can remain as is, then the final step, we want to send this digest. So we need to
release the digest. This is a required step, and in here, we are going
to send an outbound email. The action here is where we specify the email that it's going to what is going
to be the subject. So this is just the
daily email summary. I've put in a date
parameter here. This ensures that each email
has a unique date added to the subject so that
they are not grouped as an email thread because
if you just had it as this for the subject, it would send as part of the same thread every day
because the subject changes, doesn't change, whereas having the date parameter on the end, it would then be unique
for each email sent. Then in the body, you're able to use
HDML here as well. We used a little bit of
HDML in the previous step, you might remember, so we don't need to format this too much. We would then select
the current digest. So that is the
digest output from the previous step that
goes into the body. Any attachments here, this
is where you would add them. And then the from name, you could have it from
yourself or anything else. And there's some
other fields here to add any other information and contacts that
needed to receive this. Force line breaks,
you can leave at false read receipts, don't
need to worry about that. So after all that
has been set up, you would have this
multi step zap. I'm just going to delete
this one as we were just showing this as an example. But there you have
the five steps that would enable you to have this daily digest of
emails sent to your inbox. Now, to see what that
would look like, I've had one that
was sent to me. And if we move over to Gmail here, this is what
it would look like. So it's very text based, but it only has the information from the
email that you'd want to see. So it has from the subject, the email body, and that email body is only
two lines maximum. So it's really summarize
things nicely. And here is it. This is everything that you
would have received in a day, and it just means that
you can quickly skim through it and see
what is important. And once you've gone
through everything, then you could take
it a step further and add another step to the zap, where you might want to
add a label to Gmail. So we would select the
Gmail integration, and we would add a label. And from there, you
could add a label to be able to delete or categorize
it however you wanted to, just to make sure that
before you delete them, you're reviewing all
of the emails and nothing slips through the cracks and you don't miss anything. And just having a
label would allow you to just organize and
sort things a bit better. And that is it. That's how you would create a very
simple summary. It's just a taster of what
is possible with Zapiir, it's an incredibly
powerful tool. And as you saw from the list of steps that you can add,
I mean, already here, there are so many built
in tools that can just really turbocharge
your productivity, any kind of data
that you're working with from all of
your favorite apps, you can create zaps to
automate things and keep things standard and just do all the work that you would
otherwise be doing manually. It's a huge timesaver. I would say that this
can easily shave off many hours per week if you're already doing
a lot of manual work. And I really urge you to have a look at this and
just start playing around. There's some great tutorials
and help files in Zappia, but on YouTube, as well. But even just to get
started with this one, I'll provide it in
the resources section for you to have a look at. Zapia has a free plan, so you can get started
straight away. And this is how you would
start your journey to being more automated and to have more efficiency
in your workday. And so that is it
for this lesson. I hope you were able to
learn a couple of things, and I hope just seeing the interface and
seeing what's possible, it would get you excited about
the world of automation. But Apia is a top tool. I could not live without it, and it's a huge timesaver. And I'd love for you
to check it out. That's it for this
lesson. I will catch you in the next one. Bye.
5. Dynamic Workflows with Make.com: Low-Code Automation: Welcome back to
this lesson on M. Looking at automation tools and make is an incredibly
powerful one. It is able to cover a lot more complex processes and scenarios and workflows
than that of Zapier. So it's considered a low code because there is the option
to add a bit of coding and develop Things like
JavaScript and other programming
can be integrated in your scenarios
that you create. So it allows for a bit more of an advanced approach
to your automations. But that's not to
say that you can't also use it for the simple stuff because it has over
2000 integrations with all of your favorite apps, things like Slack,
Google Sheets, Air table, Shopper fi,
and thousands more. So it's definitely
one to consider because not only does
it cover the basics, but it also allows more complex automation in addition to complex automations, it is a very simple and straightforward
visual workflow builder. This is one of the
great things about it is dragging and dropping, clicking, editing the
different modules. You're able to build out your automation in a
very logical sequence. It has a real time data sink, so you're able to get all of the data as you're
working with it. This is really great. When
you're setting up and building these automations
and scenarios, you're then able to run them
and retrieve the information and data to be
able to just build out the rest of the automation. It has a lot of
custom integrations, so you're able to integrate with all of
your favorite apps, but then also add some
custom integrations. An example would be an API. If you have your own API or there's an API with
credentials that you have, you're able to connect to that and consume the data
from those APIs. And then it has an advanced
error handling functionality, which means it is a lot easier to develop and build
these automations because it is able to explain
to you what is the problem and provide
you with the solution. So those are just some of
the main features of M. I really enjoy
using this tool and it never ceases to amaze
me what you can create. And of course, now
with ChatBT and AI becoming so mainstream, it also has
integrations for that, and it has just opened up the possibility of
what can be automated. So you as a professional, or a business owner, you're able to really get creative and technical with all of the automations
that you can create. That is the basic overview. And then in the next lesson, we're diving into M, and I'll walk you through
a mini project where we are going to take the task
from three different sources, and we're going to combine them, and we're then
going to send it to Chat GBT to be able
to summarize and categorize and put it into a nicely laid out email where it is all combined
into a single list. Um, so that's going to be
a really great project, and it's just going to give
you an idea of what is possible with this incredibly
powerful platform. So stick around for that. That's in the next lesson. For this lesson, that's it. So I will see you in
the next one. Goodbye.
6. Make.com Mini-Project: Automate a Daily Task Summary: Hey, guys, and welcome to
another automation lesson. We're going to be looking
at M in this lesson. It's an automation powerhouse
that allows you to run a whole lot of complex
functions and queries on data. It allows you to transform
data, manipulate data. You can pass data, you
can aggregate data. It really is a very powerful
automation platform. And although it doesn't
have as many integrations, it has 1,200 at the moment, whereas Zapia has 7,000. It is incredibly powerful and you have more
advanced functionality. For example, you're able to use JavaScript to
manipulate the data, as well as make API calls. So it does give some
advanced functionality, and it's still very
well covered in all of the integrations and
apps that it has. So for the mini project, we're going to be building
a task summarizer. It's going to look at tasks
from three different sources, and it's going to
combine them all into a single neat email that is separated by work task as
well as personal task. It's also going to include
the status of them. So whether they are
started or in progress, it's going to look at
the due date for them, and it's going to rank them and sort them according to that. Which is quite a nifty summary, you might agree, and it does this all through
the power of make. So let's get into it
and have a look at what this mini project
is made up of. Here, we're able
to see a diagram. This is where we can see all of the sources
that are coming in. Like I said, there's going to be trell cards that
will be coming in, Gmail email messages
and Google sheets. Are all going to have their own tasks and
data for those tasks. Once we have them coming in, we're going to
combine all of that. We're then going to send that to ChachiBT to be
able to summarize, organize, and just get it
into a format that we want, which is going to be a table. And once that is all formatted, we will send that
as a Gmail summary. All right, so let's get into it. Here we have the make interface. Here is the scenario. Scenario is their
terminology for automation, and these are all the modules that are added to
the automation. As you can see here, there are different stages that the
data needs to pass through. At each stage, there
is some sort of tool or action that is
being performed on it, and at the end of it,
it is then finally sent to CHGIBT Once we receive
the response from ChIPT, we then send an email. Let's walk through
each of these modules. So the Gmail module, this is going to connect
to my Gmail account. It's going to look for
the stared emails. Once it finds the stared
emails that are unread, it's going to then strip
out all of the URLs. This step is needed because some emails contain
a lot of URLs, and it's just extra
information and data that we don't need to
be passing on to HAC IPT. Looking at the data that we're
receiving from an email, you can see here there are various bundles
that are created, and these contain all of the details and
parameters for the email, things like the sender, the recipient, the
text contents. And in here you
can see the very, very lengthy email URLs that
are being included there. So this is why we need
this additional step, which is a text parser, and this is going
to strip out all of the URLs using a
regular expression. And this is another example of just how powerful
make.com is. You're able to have jx expressions to extract
all the data you need. So whenever it finds a URL, it's going to replace that
with a placeholder URL, and that's going to reduce the amount of content
coming in from an email, at least the content
that we don't need. So all these other settings, they can be left at the default, and then ultimately the
text is going to be the text content coming in
from the email message. We then need to
aggregate this data. So aggregation means we're
going to take all of these sources and combine
it into a single source. And from here we are taking
from the previous step, which is this module over here, and we are then going to
create an array for that. As you can see here, here's an example of the
email that's come in. We can see all of the
URLs have been replaced, and here is the
content of the email. Then we need to take those
arrays and iterate them, so it splits it out
into their own bundles. That would look like this. The output here is
bundle number one. The text is all of
the email text, which has the elements
stripped out, and there's also a
second bundle as well. And from there we are combining
those into an email task. And this email task is where
we add the task subject. So that'll be the
subject of the email. We are going to ask Chat
GBT to provide best guess dates on the information like the priority
and the due date. That's why those will
be blank because not all emails are going
to have that information, so we need to chat GBT to try and fill in the
blanks a little bit there. The email message, this is the text that is coming in
from the previous step. And that finishes it up for the email
portion of the task. Then we're looking at Trello
and we can see here that the bundles coming in are things like there's your
media buying course. There is the pay cleaners. These are what looks
like personal tasks, schedule annual health checkup. So there's a couple of options coming in here. Renew passport. And again, same steps apply. We need to aggregate, then we need to iterate. Then we need to combine all of these into a trellta string. And this string is what is
sent to ChatBT at the end. But before we get there, we
just need one final source, which is the Google sheets. And I think it's probably
better if I show you here what that would
look like as an example. These are all laid out here. We can see them all
laid out over there. If we wanted to come back to see what the
Trello would look like. These are all the cards
that are appearing there. And if we want to
go further back, here is where the
emails are sitting, and here is the starred
email that we've brought in. So again, same rules
apply with Google Sheets. We're wanting to
aggregate, then iterate, and then combine them and then here is the
final combined task. So this is taking all of these text aggregations
from all three, so one, two, three, and it's combining them into a single text string that we
can then send to Chat GBT. For the Chat GBT module, you would create your connection
to the Open AI platform. You would use create
a chat completion. So that just means send a prompt the model
you're able to use. So here we're able to
select a more modern model. You might remember
from the ZAP here Zap, I think the model was
3.5, if I'm not mistaken. And here we have access
to four point oh. So already, it's a
vast improvement there on the capabilities. And we have the first message. This is the system message. Now, this is the set of
instructions that you send to ChaGBT before sending
the actual prompt. So we've asked it to sort the list of task by due
date as well as priority. Use your discretion to add items higher in the list
if they are needed, Group task by either personal or work and separate
them on the list. Source data instructions,
format due dates. This is how we wanted
to format, Gmail task. We're giving it all of these
special instructions to be able to just handle the
data how we wanted to. So as you can see there, there
are all the instructions. Then the message
we send directly after that is going to
be from the user role. And this is where we
send the final prompts. The following is a list of task. Your task is to take
the source data and organize them into a logical structure
in the form of an HTML table list
containing all of the tasks. Here is the list of tasks, and that is then the
combined list of all of the tasks that we've been collecting from all of
the previous steps. All the other settings
remain the same. And finally, we are then taking the
response from Chat GPT, and we are creating the email
that becomes the summary. And this is what it
would look like. And we can't see
it directly here, but we'll hop over to my email to be able to see
what that would look like. And if we come in here, my task summary, and here is the breakdown of
all of the task. It's put it into a task column. It has a priority column, a due date, a status
column as well, and it's categorized them and sorted them according
to the importance. It's also grouped them by
work task and personal task. So here we can see all
of those items from the Trello list and
cards are all in there. And there we have it. That is a simple automation
to be able to take from three different
tasks, task sources. And from what you can see, I hope you are able to just
see the power that you can have with M and the
functionality that it provides, and it allows you to
do them with ease. You don't need to
be too technical. You don't need to be a developer or a programmer to be able to create flows and
scenarios like this, it really makes it
simple for you. There's just a short learning
curve, but with templates, you're able to get there a
lot quicker and be able to see how all of these scenarios and automations are
created and all of the steps that are
needed to complete them. And I hope you will be able to have a look at
this one, and of course, I'll put it in the
resources section of the lesson to be able to see just how it's
all put together. You would change out
the details with your own details and be able to run it for yourself and
see how it could help you. I hope that you were
able to get some insight and just see what's
possible with M. I really love it.
It's a top tool. I think between that and Zapia, I use them almost daily to run automations and just streamline my operations and
daily workloads. So I'd love for you to give it a try and hopefully it
can do the same for you. That's it for this lesson. I will catch you in
the next one. Goodbye.
7. Expand Your Automation Toolkit with Power Automate: Hi there, and welcome
to another lesson. We're looking at some more
automation tools here. So while we have been
looking at M and Zappia, these are two of
my top recommended low code and no code platforms
to use for automation. There are many others, and here are a handful
of the ones that I can recommend and some of them I've actually used
quite extensively, that being power automate, Zoho flow and parabola. I've used these quite
extensively over the years, and I can highly recommend them. But there are so
many others as well. Integratly is a new one that has come on the scene in
the last few years, so it's worth having a look at. Pabli has a nice lifetime
license at the moment, so that is also making
it very cost effective. But these are some
of the top ones that you could try if you think that maybe Zappia or make not fulfilling
your needs. There are plenty of
options for you to try, and this is a collection of some of the top
ones to look at first. All of them are much the
same in their functionality, the whole thing being they
are low code or even no code, so you don't have
to be technical and a developer to
be able to use them. Then I wanted to leave you
with an insightful quote, and that is never automate
something you can eliminate and never delegate
something you can automate, which is very applicable
for this lesson. But that is it. For the lesson, I hope you were able to see all of the other
options for automation. And in the previous lessons, we were using Zapia
and make.com, and I hope that maybe sparked your interest into
getting involved with automation because it is
so easy and the things that you can do with
it are just going to revolutionize
your productivity, and it's one of
those top tools and platforms that I encourage
all of my clients to use, and it really is a game changer. So give them a go and get
into it and start automating. But that's it for this lesson. I will see you in the
next one. Goodbye.
James Mew, Sharing my AI and productivity hacks
