Operations automations for Agencies
2 recipes for agencies handling operations, using Make, Zapier. Difficulty: Intermediate, Beginner. Typical estimated savings: 2–3 hrs/week; 1 hr/week (estimates).
MakeIntermediate
New client onboarding kickoff
When a deal is won, create the project, shared folder and kickoff email draft automatically.
ZapierBeginnerTime tracking reminder for team
Remind team members in Slack on Friday to complete timesheets.
More: all Agencies recipes · all Operations recipes
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