Would it be cool to add new keywords, websites, or notes to your Positionly account without logging in? You don’t want to miss any of your rankings’ updates or want to have a backup copy of all the data in one place? Or maybe you’d like to share some information with your coworkers and clients without giving them access to your Positionly account? It’s possible now!
We want to introduce you to a new way of working with Positionly – the Zapier. It is a web automation platform that allows businesses to connect hundreds of web services, including Positionly. By using Zapier, you can connect your web services, save time, and improve productivity.
How It Works
You have to log in to your Zapier account and connect Positionly to any other web application you are using. Next, in a quick step-by-step, you can make your own Zaps, which will automate your everyday work.
A Zap combines triggers and actions — whenever the trigger event occurs, Zapier automatically completes the move for you.
For a good start, we’ve prepared some Zaps that you can find in the Zap Explorer. This is only a small sample of what Zapier can do and how it can make your work much easier. You can use these pre-made Zaps or create your own.
Using Zapier can automate some day-to-day work routine. Thanks to that tool, you can do whatever you want with all the information you have within Positionly and make it more accessible to other people without a need to give them log in and password to your account.
How do you define workflow automation?Automation of workflow is the method of streamlining and automating the process of repeating tasks in the software that you are using. It is more than just one-time tasks like adding emails to your to-do list. Confused? To understand the process of workflow automation, we need to define the definition of automation and what workflows are.
What is the definition of automation?Automatization is basically setting up a system to run in a controlled manner. The core of any automation is an easy command that is WHEN and DO. “When this happens, do that.” Even the most complicated automation can be reduced to this command. Find out more about automation and the process of setting up Zaps with the Quick-Start Guide.
Which workflow is it?The term “workflow” is an ongoing set of steps within an application or app to complete a task. But wait, isn’t a workflow and process an identical process? Consider a process in terms of an example of “what” you need to accomplish. For instance, your company might have a procedure for billing clients when a proposal or deal is accepted. It would be best if you created an invoice, then send it to the customer, and then get it signed and paid before you can begin. To complete this task, you need an established workflow. Consider the workflow in terms of “how” you’re going to complete this process and the actions you’ll need to perform to run the operation. For example, you’ll need to make the invoice using QuickBooks, then upload it to DocuSign, then send it by email to the client to sign and send an email to the customer via Stripe to receive the payment.
Examples of automation workflowsWorkflow automation lets you build self-operating workflows for procedures that run your business, including managing lead leads, processing invoices sen,ding out marketing emails, and more. Some examples of things you can automate
- Monitoring brand mentions across all social media and websites in a single spreadsheet.
- Contacting a professional lead to set up a consultation.
- Removing the bounced subscribers from the email newsletter list.
- Weekly reports of the projects completed.
- Encourage customers to leave reviews once they have purchased an item.
- Invoice signatures are required following the closing of a contract and was won.
Why do you need to invest in workflow automation?The process of setting up your business already involves quite a task. The thought of establishing these systems to function independently may be intimidating because we prefer to be in control. But, there are some significant benefits to investing in workflow automation.
- Automation of workflows can help you save time. A majority of the knowledge workers working for small to medium-sized enterprises say automation lets them concentrate on more innovative projects and tasks.
- Workflow automation reduces data mistakes. A majority of Zapier users automate the entry of data. A third of the knowledge workers surveyed believe that the automation of data entry helps reduce errors.
- Workflow automation helps businesses grow. The majority of small-scale entrepreneurs say that automation allows them to compete against larger companies. Automation of workflows helps small businesses get more done and close leads quicker, spend less time on work, cut down on errors, and give superior customer service.
Who is most likely to profit from workflow automation?Benefits from workflow automation, no matter the field you’re working in. If you’re using applications or programs for work, then workflow automation is the right choice perfect for you. Here are some examples of the ways that different jobs could benefit from workflow automation: Looking for other ways to automatize the tools you use to manage your company? Learn ways to make more with the tools you use every day.
Automation of workflows
Marketing operationsMarketing operations professionals oversee the back end of every marketing campaign. They manage leads and scoring, as well as collecting data, tracking, and a lot more. With so many aspects to handle, it’s not surprising that marketers are automated power users. Workflow automation allows marketing operations teams to catch and clean data errors before they have a negative impact so they can focus on what they do best–problem-solving. What marketing professionals can benefit from workflow automation
- Lead management streamlining lead gathering, classifying prospects, and sending them to the right location is an essential aspect of the task. Automation ensures that the lead data is accurate and is able to conduct campaigns.
- Subscription segmentation: Segmentation ensures you’re providing the right message to the correct group of people. Workflow automation allows you to segment subscribers as they are received.
- Clean-up data Formatting and data error problems can create big problems later on. Automated systems can help you spot mistakes early and remove the data without the need for manual intervention.