The XRAY Blog

Learn about workflow automation and AI with free tutorials, updates about new features, reviews, comparisons, and more.
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Understanding Automation
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Debunking the Top 5 Workflow Automation Myths

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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How Your Competitors are Getting Ahead with 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

Automate Harvest Projects and Clients with Make

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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Why You Should Automate Your Proposals and Contracts

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.
Understanding Automation
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Build a Business Intelligence Dashboard with No-Code Automation

Saving time is often the first benefit that comes to mind when you think about automation, but the possibilities extend much further. In this post, we'll show you how automation will enable you to track key metrics and build a business intelligence dashboard.
Tutorial
Make
Integromat
Notion

How to Create Notion Database Items and Pages with Make

Creating Notion database items and pages automatically is a great way to keep your workspace organized and reduce the time you spend on generating docs. We'll show how to automate Notion with Make (formerly Integromat) in this tutorial.
Understanding Automation
Airtable
Unito
Coupler

How to Build an Automation-Ready Database

No-code automations rely on good datasets. In this post, we'll share a few tips for preparing clean, organized datasets that can power effective no-code automations.
Understanding Automation
Zapier
Integromat
Make

How to Document Your No-Code Automations

As your business starts to rely on no-code automations, good documentation will ensure that you can troubleshoot and maintain your automated workflows in the long term. Check out some of our tips for automation documentation in this post.
Tutorial
Airtable

How to Make Form Views in Airtable

Form views in Airtable are a simple but effective way to trigger a no-code automation. In this quick tutorial, we'll show you how to set up a form view and explain how they work.

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