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Be Insightful Webinar Archive

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Exploring Zapier's More Advanced Features

Exploring Zapier's More Advanced Features

Practical Automations 31 min

In this session Kyle & Haosen continue on the journey from the first 3 sessions which focused sharing practical tasks to automate within a firm and for your clients. During this 1 hour session, they will highlight some of the more advanced, new features available in Zapier which is the tool they have been using to build and share their practical automations The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.

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Automating Intercompany Transactions in QBO

Automating Intercompany Transactions in QBO

Practical Automations 31 min

In this session Kyle continues to build on the journey from his first 2 sessions, sharing practical tasks to automate within a firm and for your clients . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier.

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Using AI in an Automation

Using AI in an Automation

Practical Automations 40 min

Kyle is going to continue to build on the journey from his first session, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier. The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.

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Understanding the Tools

Understanding the Tools

Practical Automations 62 min

Kyle is going to take participants on a journey through choosing the right automation tools, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations.

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