Tools to Automate Your Success

In our Automation Essentials class, we explore some powerful tools and techniques to help busy professionals save time and streamline their workflow.

Practical Tips for Everyday Efficiency

Before you start using a third-party automation tool, first make sure you are taking advantage of the features of the tools you already use. Starting with email, you can automatically sort and file messages using Rules in Outlook and Filters in Gmail:

• Outlook Rules: Automatically categorize and prioritize emails to keep your inbox organized.

• Using Filters in Gmail: Set up filters to label and manage incoming emails efficiently.

For more information on Outlook Rules, check out our "Mastering Email Management: How to Use Outlook Rules to Boost Your Productivity" article.

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Built-In Wizards and Integrations

Besides these tools we use in our email, many tools also come with built-in wizards and integrations that can help you automate tasks.

Here are some examples:

• Outlook Quick Steps: Automate common email tasks with a single click, such as moving emails to a specific folder or creating a new email to a group.

• Microsoft Outlook and Word Quick Parts: Save and reuse frequently used text blocks to streamline document creation. See

• Adobe Acrobat Action Wizard: Automate repetitive tasks in PDF documents, such as applying watermarks or converting files to different formats.

• Asana Rules: Automate task management by setting rules that trigger actions, like moving tasks to a different project or assigning them to a team member.

Power Automate: Automate Your Tasks

Once you've exhausted the built-in tools, you can move on to a third-party tool like Power Automate.

Power Automate and similar tools like Zapier and Make are game changers for automating repetitive tasks, especially across various services. In our class, we delve into Power Automate's extensive capabilities, including:

• Creating Flows: Automate processes like sending emails or updating spreadsheets based on specific triggers.

• Integration with Microsoft 365: Leverage the full potential of Power Automate within the Microsoft ecosystem to enhance productivity.

• Templates and Customization: Start with pre-built templates and customize them to fit your unique needs.

We also provide a brief overview of the other tools on the market and the benefits and disadvantages of using them.

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Which Automation Tool Do You Use?

• Power Automate
• Zapier
• Make
• Integrately

See All Options

Why Automation Matters

Automation isn't just about saving time; it's about working smarter. By automating routine tasks using either native functionality or third-party tools, you can focus on what truly matters—strategic thinking, creative problem-solving, and achieving your professional goals.

Stay Connected

Don't miss out on our future sessions! Follow our Eventbrite page to learn about upcoming classes and events. If you'd like some help automating your routine tasks, schedule a call to discuss how we can help today!