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Mar 5, 2025 48 min

Workflow Automation: Insights from Experts

from Tech for Business

Explore the fascinating world of workflow and automation with Cole, a power platform developer, and Kelsey, a graphic designer and brand strategist. Discover what excites them about creating workflows and automations and how these tools can reduce frustration and burnout in the workplace. Through engaging examples and insights, learn how to streamline marketing processes, manage data effectively, and implement user-friendly automation tools. Whether you're new to automation or looking to enhance your current systems, this conversation provides valuable tips and future trends in the field. Join us for an inspiring talk about making technology work for you! Resources: Tools: Zapier, Power Automate, Pipefy, Unito, Workato, Custom GPTs Within your existing tech stack: Outlook, Project Management tools like Asana or Monday.com 00:00 Introduction to the Podcast and Guests 00:28 The Excitement of Workflows and Automations 00:50 Cole's Perspective on Automations 02:46 Kelsey's Insights on Marketing Processes 04:31 Frameworks and Tools for Automation 12:04 Real-World Automation Examples 22:27 Challenges in Implementing Automations 26:51 Human Interaction in Automation 27:44 User Friction and Adoption 29:11 Getting Started with Power Automate 31:42 Practical Automation Examples 36:31 Future Trends in Automation 37:52 Documenting Processes for Automation 38:43 Employee Engagement and Automation 40:18 Marketing and Hyper-Personalization 43:16 Concluding Thoughts on Automation

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This episode was published on March 5, 2025.

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