Frequently Asked Questions

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Each question is accompanied by a "Learn More" button, which leads you to one of our articles, which goes deeper into the topic.

  1. What industries can use Business process automation?
  2. Can business process automation be used for employee onboarding?
  3. Can I use Buffer and IFTTT for Feedly?
  4. I am using GetPocket for my content marketing. How can I harness the power of automated inbound marketing?
  5. Is it a feasible option for my business to embrace automation for inbound marketing?
  6. Is LinkedIn Sales Navigator different from LinkedIn premium?
  7. How can I import my LinkedIn connections into a Mailchimp list?
  8. How can I send mailchimp campaigns to my LinkedIn connections?
  9. Is calendly better than other meeting scheduling tools?
  10. How Typeform’s drag and drop feature helps in my WordPress site?
  11. I am a sole proprietor, does automation and Zapier suit me?
  12. How can I build workflows in Zapier?
  13. In what all formats, can I have my data converted with Autocrat?
  14. How can I access Autocrat?
  15. How can I use Autocrat in Google Forms?
  16. Why should I convert my excel sheet into a web app?
  17. Will I get notifications from my web app if it is created from Spreadsheet?
  18. Can this excel web application be useful for solopreneur and small businesses?
  19. Is Survey Monkey the right tool to gather anonymous surveys?
  20. Is it possible to track IP addresses through integration of CRM and Survey Monkey?
  21. Do we really need to automate content?
  22. If I automate content creation, will it generate qualified leads?
  23. What are challenges to expect, when we embrace automation?
  24. How much does business process automation cost?
  25. How do I know that the automation software is appropriate for my business?
  26. Can the business process automation help my small business?
  27. How do automated warehouses work?
  28. Can I automate order processing?
  29. Can automation of sales prospecting help me strengthen my marketing funnels too?
  30. What all aspects of sales prospecting I can automate?
  31. Will automation replace accounting and financial professionals?
  32. How can I use robotic process automation in invoicing?
  33. What is the biggest benefit of business process automation in the accounting department?
  34. Is automation good for accountants and will not hamper their jobs?
  35. How can business process automation help to improve my organisation’s efficiency?
  36. How can I start using business process automation?

What industries can use Business process automation?

Business process automation can be used by all the industries to enjoy its benefits such as increased productivity, better customer service, increasing transparency across the enterprise, and reduced operational costs.

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Can business process automation be used for employee onboarding?

Employee onboarding may involve a lot of processes like documentation, organizing orientation and training, setting up payment accounts, and assigning mentors. All these tasks can be streamlined with the help of automation. This would also reduce the risk of human error and can make the process faster and efficient.

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Can I use Buffer and IFTTT for Feedly?

Yes, you can use IFTTT and Buffer for Feedly. For example, you can have “If Feedly Then Add to Buffer” and shoot multiple automated posts on various social media platforms.

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I am using GetPocket for my content marketing. How can I harness the power of automated inbound marketing?

You can easily connect Buffer to Pocket and with IFTTT integration effortlessly unlock powerful experiences. Automated marketing simply takes a favorite from Pocket and sends it to Buffer.

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Is it a feasible option for my business to embrace automation for inbound marketing?

IFTTT approach is applicable to schedule when you have multiple authors or a team to contribute to the blogs, posts can be scheduled easily on multiple channels and focus on to personalize your content engagement. For more queries, book an automation audit.

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Is LinkedIn Sales Navigator different from LinkedIn premium?

LinkedIn offers a free 30-day trial of LinkedIn Sales Navigator. With Sales Navigator Professional, one can get all the benefits of Premium Business plus many additional features.

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How can I import my LinkedIn connections into a Mailchimp list?

You can easily import LinkedIn connections by importing CSV file into a Mailchimp list, no coding required.

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How can I send mailchimp campaigns to my LinkedIn connections?

Once you import LinkedIn connections to your Mailchimp list you can easily send a campaign to your LinkedIn contacts by creating a segment, but you need to have their approval to avoid spamming.

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Is calendly better than other meeting scheduling tools?

All tools have their own pros and cons. The reason why Calendly stands out is it eliminates the traditional way of using email and phone tags for scheduling appointments, calls, interviews, demos, and more.

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How Typeform’s drag and drop feature helps in my WordPress site?

Its drag and drop WordPress form builder allows users to create contact forms, online surveys, order forms, donation forms, and other WordPress forms in just a few minutes without writing any code.

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I am a sole proprietor, does automation and Zapier suit me?

Yes, it suits each and every business. Zaps connect the apps you use every day and eases your life.

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How can I build workflows in Zapier?

With Zapier, anyone can build workflows with a few clicks, it has got a user-friendly editor which lets do-it-yourself automation and does not require coding knowledge.

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In what all formats, can I have my data converted with Autocrat?

With Autocrat, you can take data and information stored in spreadsheets and easily convert it into a Google Doc, PDF, or even a slideshow!

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How can I access Autocrat?

Once AutoCrat is authorized, you can access it by choosing: Add-Ons -> AutoCrat -> LAUNCH.

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How can I use Autocrat in Google Forms?

You need to install the AutoCrat add-on to your Google Spreadsheet. It then allows you to populate the responses of Google Forms into another spreadsheet or document, and enable automated document creation and sharing. Read more here.

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Why should I convert my excel sheet into a web app?

Spreadsheets usually contain your company’s valuable data and when attached to emails, can be sent to unauthorized people purposely or accidentally. Therefore, converting excel Spreadsheets into a web application would be a great and secure solution.

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Will I get notifications from my web app if it is created from Spreadsheet?

You can customize these excel applications in such a way so that you get an email notification every time the data gets modified or any other change is made.

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Can this excel web application be useful for solopreneur and small businesses?

Yes, they are! The excel web applications can be used to track expenses, sales figures, client contact information, time records, sales commissions, etc.

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Is Survey Monkey the right tool to gather anonymous surveys?

SurveyMonkey offers the tools for survey creators to configure their surveys how they need. This includes allowing them to gather strictly anonymous answers, and instead choose to recognise the respondents.

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Is it possible to track IP addresses through integration of CRM and Survey Monkey?

Yes, it is. However, an IP address will not necessarily disclose user identity, but often indicates a geographic location.

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Do we really need to automate content?

Automation of content is a part of marketing automation and it's all about optimization. It helps you refine your marketing process by automating monotonous routine tasks and freeing up some resources.

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If I automate content creation, will it generate qualified leads?

Content automation can definitely generate more qualified leads as it is all about reaching the audience that might be interested in buying your product/service.

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What are challenges to expect, when we embrace automation?

The implementation and configuration of automation can require that some people change their way of working. This can create resistance, but we recommend implementing automation in a way that proves the quality of working conditions, so that adoption to automation is a welcome change.

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How much does business process automation cost?

The cost of automation of routine and mundane tasks depends on the automation efforts involved and software subscriptions needed for your specific process. We help you get started with an Automation Audit.

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How do I know that the automation software is appropriate for my business?

If the automation software is intended to reduce your monotus workload, minimize errors and boost productivity, it is definitely worth your business.

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Can the business process automation help my small business?

Yes, indeed! Any sort of business process automation can be performed on a smaller scale with outstanding results, just need a strategic approach.

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How do automated warehouses work?

Automated warehouses solve the challenges pertaining inventory and distribution of goods and result in streamlined processes, increased efficiency, and reduced human error.

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Can I automate order processing?

Yes, it is possible to automate processing of orders. One such example is Shipamax that automatically records and enters data on customer profiling, placing orders, payment processing, and controlling shipment updates.

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Can automation of sales prospecting help me strengthen my marketing funnels too?

Automation of sales prospecting will help your sales reps reduce busy work, boost their motivation, and increase the overall revenue of your company. Indirectly, it helps marketing funnels too.

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What all aspects of sales prospecting I can automate?

The entire process can be automated. But the highlights are listi building, lead management, and outreach.

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Will automation replace accounting and financial professionals?

Not really, but in fact, automation will offer a huge opportunity for accounting and finance professionals to upskill themselves and meet the requirements.

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How can I use robotic process automation in invoicing?

In customer onboarding and invoicing, with RPA, you can process customer forms, master data, aggregates invoice data and trigger PO/invoice on sales order and goods receipt.

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What is the biggest benefit of business process automation in the accounting department?

Business process automation in accounting can help organizations improve the quality of their governance, better manage working capital, reduce risk, improve financial reporting, and deliver more insight.

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Is automation good for accountants and will not hamper their jobs?

Automation most likely will take away data entry jobs in accounting and finance. It will ease their jobs but not take away their employment opportunities.

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How can business process automation help to improve my organisation’s efficiency?

With the help of business process automation, one can manage and streamline the repetitive tasks and save a lot of time and efforts. People can spend the same time on other important activities, resulting in greater efficiency and productivity of the business.

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How can I start using business process automation?

Identify the organisation’s processes that need improvement and plan the best ways to improve them. Involve all the stakeholders and design a process to help your business gain the maximum benefits from business process automation.

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