Posted by Dothmen Technologies
Feeling This?
Imagine this: Every Monday, you start your workweek knowing you have at least 10 extra hours to focus on growing your business, rather than getting bogged down by repetitive tasks. Sounds too good to be true? Not quite. One of our clients was just like you, overwhelmed by the manual data entry and task management that consumed precious hours each week. They knew there had to be a better way.
The System That Solved It
The solution lay in harnessing the power of automation through Airtable and Make.com (formerly Integromat). By automating routine operations, our client transformed their workflow from timeconsuming to timesaving. Airtable served as the central hub for data, while Make.com automated the data flow between various platforms. This setup not only reduced manual entry but also ensured accuracy and up to date information across all systems. The key was to identify repetitive tasks that could be automated, set up a robust system in Airtable, and then use Make.com to connect and automate these processes seamlessly.
Here’s Exactly How We Built It
- Identifying Time-Consuming Tasks: We started by mapping out all the tasks our client performed weekly. The biggest time eaters? Data entry, updating project statuses, and syncing information across platforms.
- Setting Up Airtable: We created a base in Airtable to act as the central repository for all project data. This included tables for projects, clients, tasks, and deadlines. Each table was interconnected, ensuring data flowed smoothly from one to the other.
- Automating with Make.com: Next, we set up Make.com to automate the movement of information. For instance, when a new project was entered into Airtable, Make.com automatically updated task lists and notified team members via email or Slack.
- Email and Calendar Integration: For every new project, an email notification was sent out to relevant team members, and deadlines were automatically added to their calendars.
- Slack Notifications: Updates on project statuses were sent as notifications on Slack, ensuring the team stayed in the loop in real-time.
- Refining the System: After initial setup, we monitored the automations closely for a couple weeks, tweaking and optimizing flows as needed. This ensured that the system was not just functional but efficient.
- Training and Handover: Finally, we conducted training sessions with the client’s team, making sure everyone was comfortable using the new system. We provided detailed documentation that outlined every step of the process.
Tools We Used
- Airtable
- Make.com
- Slack
What Changed
The results were immediately tangible. Our client saved over 10 hours per week, which equated to more than a full workday of previously lost time. These hours were redirected towards strategic tasks like client engagement and business development. Additionally, the automation reduced human error in data handling and improved the overall team communication with real time updates. The client reported a significant decrease in stress and an increase in workplace satisfaction.
Want Something Like This?
Ready to reclaim your time and focus on what truly matters in your business? Let’s chat about how Dothmen Technologies can tailor an automation solution that fits your unique needs. Book a call with us today, and let’s transform your operations from time-consuming to time-creating.
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