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Understanding Automation
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How No-code Automation Can Help Your Company

More companies than ever are adopting workflow automation, but what is it really about? In this post, we’ll explain all of the fundamental information you need to know about workflow automation and how it can help your company.
Understanding Automation
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Handing off Assets, Files, and Resources to Finish Your Project

Delivery is a critical part of any project. All of the work that you've done might go to waste if the handoff doesn't go well. In this post, we'll show you XRay's approach to delivering projects to clients.
Tutorial
Zapier

Building Flexible Zaps with Paths and Conditional Logic

Paths in Zapier let you build branching routes in your automation, executing different actions based on certain variables in your data. In this post, we'll show you how to start using Paths in your Zaps.
Understanding Automation
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Focus on the Results for the Best Outcome

When you're working with an automation specialist, you might be tempted to dictate every technical detail of the project. If you focus on the results instead, you'll probably be much happier with the outcome. We'll explain why in this post.
Tutorial
Airtable

Building Versatile Airtable Automations with Webhook Triggers

Airtable automations are a convenient way to do more with your databases. With a webhook trigger, you can make your Airtable automations run from any source, setting up powerful and versatile workflows. In this post, we'll show you how to set up a webhook trigger in Airtable step by step.
Understanding Automation
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Clarifying Common Misconceptions About Automation

There are many misconceptions about workflow automation and what it means for your company. In this post, we'll address 5 of the most common automation myths and set the record straight.
Understanding Automation
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Keep Your Company’s Competitive Edge with Workflow Automation

In a competitive marketplace, you need every advantage you can get. In this post, we'll explain how workflow automation will help you to save time, get more done, and create a better environment for attracting the best talent.
Tutorial
Harvest
Make
Integromat

Manage Your Harvest Account Automatically with Make (formerly Integromat)

Start every project on the right foot by automatically creating the projects and clients you need in Harvest. In this post, we'll show you how to automate Harvest with Make (integromat), covering everything from prebuilt modules to API calls.
Understanding Automation
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Save Time, Reduce Errors, and Track Key Data with Automated Documents

If you frequently send out the same proposals, contracts, NDAs, or other documents, you could save a lot of time by automating the process. In this post, we'll explain the benefits of automating your contracts, and we'll show you what you need to get started.

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