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Automating the whole operation — who's done it?
2 years 2 weeks ago #193
by bo
Automating the whole operation — who's done it? was created by bo
So I've been thinking. Every morning I do the same ten things — check emails, pull reports, update the board, chase invoices. Same routine, every single day. There's gotta be a way to make all that happen while I'm still having breakfast.
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2 years 2 weeks ago #194
by cledus
Replied by cledus on topic Automating the whole operation — who's done it?
I hear you, buddy. I set up a little workflow last month — nothing fancy, just an email filter that sorts client messages into folders and flags the urgent ones. Saved me about forty minutes a day. Small win, but it adds up.
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2 years 2 weeks ago #195
by buford
Replied by buford on topic Automating the whole operation — who's done it?
Workflows. Filters. You people and your shortcuts. In my experience, when you let machines sort your mail, they sort your important clients straight into the spam folder. Then you're spending MORE time fixing what the machine broke.
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2 years 2 weeks ago #196
by carrie
Replied by carrie on topic Automating the whole operation — who's done it?
Buford, that only happens if you set it up poorly. The filter rules aren't complicated — sender domain, keyword matching, priority flags. It's basic logic, not rocket science. The question is whether you're willing to spend an hour setting it up to save hundreds of hours later.
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2 years 2 weeks ago #197
by bo
Replied by bo on topic Automating the whole operation — who's done it?
Exactly. And once you've got the email sorted, you start looking at what else runs on autopilot. I found this tool called n8n — open source, self-hosted, and you can chain together all kinds of automations. Email to spreadsheet, form submission to CRM, webhook to notification.
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2 years 2 weeks ago #198
by cledus
Replied by cledus on topic Automating the whole operation — who's done it?
n8n's solid. I use it for the delivery tracking side of things. Customer places an order, n8n fires off a confirmation email, creates a row in the tracking sheet, and pings me on Slack. All automatic. The customer thinks I've got a whole team running this.
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