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Understanding Automation
Zapier

Kickstart Your Zapier Skills with These Best Practices

Zapier is a great automation tool for beginners, and if you're just starting out with the software, we have some tips that will help you to make better automations and stay organized while you're doing it.
Tutorial
Zapier

How to Build Automations Based on Email Data

Email Parser by Zapier is a super useful tool that lets you pull data out of templated emails, so you can build automations based on your email receipts, web app notifications, or even Zapier's own error messages. In this post, we'll show you how it works.
Tutorial
Zapier

Copy Emails into Slack With Just a Few Keystrokes

Automations don't need to be complex to be helpful. With the simple addition of a BCC to your important emails, you can copy them directly into Slack to share with your team. In this post, we'll show you how to set it up in just a few minutes.
Understanding Automation
Zapier
Integromat

Embrace the Growing Trend of Remote Work with Automated Workflows

Remote work has become commonplace over the last year and a half, and it's not going anywhere. In this post, we'll explain how automated workflows can help enable remote work and maximize your team's productivity.
Understanding Automation
Zapier
Airtable

Save Time and Reduce Errors as You Set up New Clients

For services companies, onboarding clients is a crucial task. It's your opportunity to set a good first impression and prepare both of your teams for the project. Automating your onboarding process will make it more consistent and reliable, and will save you the hassle of repetitive tasks. We'll show you how it works in this post.
Understanding Automation
Zapier
Google Suite
Airtable

How XRay.Tech Builds Automations to Support Your Long-Term Goals

There are dozens, if not hundreds of different ways to build any automation you could think of. At XRay, we design our automations to accommodate a variety of circumstances both now and in the future. In this post, we'll show you three different ways to build a hypothetical invoicing automation, and we'll explain our approach.
Understanding Automation
Airtable

Transforming Process into an Asset with Automation and Documentation

Selling a small business can be difficult, particularly when you're a services company. In this post, we'll explain how documented automation makes things easier by transforming your processes into a tangible asset that you can show to prospective buyers or investors.
Understanding Automation
Zapier

How Zapier Experts Can Help You to Scale and Support Your Automations

Zapier is an intuitive tool for building simple no-code automations for your own use, but building automations that serve your entire organization can be a lot trickier. In this post, we'll explain how Zapier Experts can help you to scale your automations for your company, or help you to fix problems you just can't find the answer to.
Understanding Automation
Working with XRay
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Creating Consistency, Repeatability, and Capacity with Automated Workflows

While one of the main appeals of automation is its power to save time, automated workflows can provide tremendous operational value for your service company. In this post, we'll show you how well-documented automations can transform your processes into an asset and give your team more capacity than they've ever had.

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