How to prioritise culture when optimising your systems / corporate anti-patterns to avoid!
Malcolm (corporate refugee, Optimi founder) has now spent 10 years living and working in environments that care about the social and emotional dimensions of collaboration and are succeeding. It’s evident that culture is one of the biggest leverage points, and putting it first requires us to rethink how we optimise our systems. The ‘golden circle’ says to “start with why”. In a similar way, processes and systems start with culture and we think there’s a natural overlap between that model and the culture, processes and systems of decentralised organisations. The four lessons help foster an organisation that’s effective AND efficient.
Struggling to visualize Airtable data? You should try Knack instead.
How to visualize your data when Airtable isn't working for you. It might be time for a new tool. Why do we think Knack might be the answer.
Don't make the mistake of using a spreadsheet-like its a database / business system
Zapier’s blog writers have perfectly articulated an everyday challenge we see. What starts off as a simple task in a basic spreadsheet, grows and morphs in to a beast that gets incredibly unwieldy!
How to automate with Squarespace and Zapier and get your order info in real time
If you sell products on your Squarespace website, its highly likely you’ll want to use that information in other systems. eg. Mailchimp, Xero, Pipedrive and other CRMs and tools. You may have even had a go at plugging in your own Zapier account to try yourself…
How to automate with WorkflowMax (aka Xero practice manager) and Zapier
Stuck with automating Workflow Max (AKA Xero Practice Manager)? Here’s how to do it with Zapier.
Copper CRM: How to update custom multi-select fields via Zapier
Have you got a multi-select custom field in Copper, and you are struggling to update it via Zapier? That’s because Zapier’s integration with Copper doesn’t support that behaviour. That’s right - it’s not currently possible, at least not the easy way.
So how are you going to get your Copper data updating automatically then? This post will tell you how.
You too can make dashboards: How to visualise your Airtable data in Google Data Studio
We’ve written a guide on how you can combine two free tools to centralise your data and draw valuable insights from it. Airtable is a very user-friendly platform for centralising and storing your data, and Google Data Studio adds massive data visualisation power.
6 Steps to Automated Membership Subscriptions for your Community
Read our 6-step guide on how we converted the Enspiral community’s subscription process from manually sending invoices once per year, to a streamlined, automated process that provided an awesome customer experience.