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Understanding Automation
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The Difference Between Automation and Outsourcing

As you're looking for ways to streamline processes and cut costs at your business, you'll likely consider both automation and outsourcing. In this post, we'll share our perspective on the difference between the two, and why we believe automation is usually the better long-term strategy.
Understanding Automation
Zapier
Airtable

5 Tips and Best Practices for Advanced Zapier Users

As you go further with Zapier and start building automations for your team and your company, you'll start facing new challenges that come with automating at a larger scale. These tips will help you to stay organized and create an infrastructure that can handle several complex automations.
Understanding Automation
Zapier

5 Tips and Best Practices for Getting Started with Zapier

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

A Quick Guide to Using Email Parser by Zapier

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

Triggering Zapier Automations with an Email BCC

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

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.

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