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
Zapier
Integromat

How Automation Enables Your Team to Work Remotely

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

Automate Your Onboarding Process to Save Time and Reduce Errors

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

Building an Invoicing Automation Three Different Ways

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

How Automation Can Help You to Sell Your SMB

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

When You Need to Reach Out to a Zapier Expert - and Why

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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How Automation Can Make Your Service Company More Valuable

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.
Understanding Automation
Zapier
Airtable
Integromat

4 Essential Tools for Low-code and No-code Automation

If you want to get started with no-code and low-code automation, you'll need the right tools for the job. In this post, we'll show you 4 of the best apps for automation. Whether you're a total beginner or have extensive technical experience, you'll find something on this list that will let you build automations and start saving time.
Tutorial
Zapier
Airtable
Google Suite

Create and Email Proposals from an Automated Template with Zapier and Airtable

How would you like to be able to create, schedule, and send proposals with one simple Airtable form? In this post, we’ll show you how to set up a proposal automation with Zapier.
Tutorial
Zapier

Build a 3-Step Automation to Store and Transcribe All Zoom Calls

Transcribing your Zoom calls is a great way to turn events or brainstorming sessions into content. With a full transcription, you can quickly make blog posts, newsletters, or social media posts from your recorded calls. In this post, we’ll show you how you can set up a simple Zapier automation to automatically transcribe all of your Zoom recordings with Trint.

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