Automation | Business software selection & setup
Time is money – use software to streamline and automate repetitive tasks.
Many businesses rely on manual computer tasks, whether it’s data entry or reformatting data from one program so that it can be used in another. Thanks to the growing popularity of APIs, there may be ways to greatly reduce the manual work involved and free up your staff to do something more productive.
Multiple reports from one data source
A local business operates multiple business locations and was generating the same type of report one-by-one for each location. I built a report that automatically compiles individual reports for each location using the client’s raw data, without needing to manually edit any spreadsheets, and then emails it automatically to each location on a weekly schedule.
Send emails with custom data
A client had to send information specific to each of their customers via email, and was writing each email one by one. I implemented a system that automatically pulls data from a spreadsheet and sends every email simultaneously with a single click.
An ecommerce vendor needed to send documentation to customers who bought a specific product from their store. They were sending a separate email manually when orders for that product came in. I coded their purchase confirmation emails to display custom information and a PDF download link that appears only if that specific product was purchased, making the process completely hands-off.
A company was sending email requests to leads, asking them to submit certain types of information to receive estimates. I replaced this process with an online form that customers can easily use to input data and upload files. Form confirmations are then sent to the estimates department automatically.