Tag Archives for " Zapier "

Would you believe a Post-It note automates my Productivity?

Productivity with a Post-It note

Productivity is a must as every Small Business Owner wear many hats: sales rep, customer service rep, accountant, ect. Fortunately there is a ton of great software to help us do all those jobs, but we still have to create all the digital assets necessary to use these apps, services and websites productively.

The Problem with Productivity

Setting up a digital workflow is only as good as the information you put into it and -especially when things get hectic- it’s easy to miss setting things up correctly.

In my workflow as a product photographer is use
Evernote to organize and store all digital documents – creative briefs, model releases, estimates, permits, notes, ect.

SalesForce is my Customer Service Management service of choice. It keeps tracks of accounts, contacts, leads, opportunities, expenses, ect. and links automatically to Evernote, Expensify and Trello.

I’ve just started using
Trello to give me a clear picture of all current projects and tasks and Expensify builds expense reports easily and quickly, that I then import into QuickBooks.

Solving the Productivity Puzzle

Productivity via Post-It notesHow do I remember to add a Note and Tag in Evernote, that will help you organize a new job? Then there’s the opportunity that I have to setup in SalesForce if I want a bin, that will collect and correlate all information I need to have at my fingertips; a new list needs to be created on Trello and the expense report need to be created in Expensify.

Don’t laugh, but a little Post-It note does all that for me. Automatically.

I use Evernote to get this process rolling:

  • Pink Post-It’s are leads. That’s potential clients who have reached out to me and are inquiring about having product photography and/or video creates.
  • Yellow Notes are opportunities. These are the projects where I’m meeting with clients, pitching ideas and creating estimates.
  • Green Sticky Notes are jobs. Deposits are, production has started and we’re creating amazing visual content.
  • (There’s a blue note as well, but I don’t use that for my business)

The yellow Post-It kicks it off

As soon as I capture a yellow Post-It note, Evernote saves it in my opportunities notebook automatically (Evernote lets you assign notebooks based on the colors of the notes). All I do is save the note named with the job number associated with this opportunity.

Zapier takes over

As soon as that note gets saved, Zapier takes over and creates a SalesForce opportunity with the job number (which it gets from Evernote), builds a new Trello list with the same job number, captures an expense in Expensify tagged with that identifier (I hope that soon it can create a report), creates an Evernote tag – which will be used to be able to search all documents about that job and finally sends me a SMS to my phone. Done. That was not hard.

At the end of the day one photo of this Post-It Note creates all the digital assets I use in my day-to-day workflow.

How do you solve your productivity puzzle?


[Wanna learn more about how I use apps, web services and applications to run a more productive small business?]

Master your productivity with 11 amazing tools

Master your productivity with 11 amazing tools

With every passing year, it seems clients are expecting more and more from their photographers, which means we may need a lesson in productivity. Kat Dalager (@3etheLTAgency) goes even further and foresees the change of the very word photographer in her “Predictions for 2016“:

“The word ‘photographer’ will change. Maybe it will be ‘image maker’ or ‘content maker’ or ‘capturer.’ Whatever it is, it will reflect the expanded capabilities of the role.”

I agree with her and believe that in order to embrace the ever-increasing roles we find ourselves pushed into, we must become exceedingly efficient in our productivity. 2016 will be the year, where I take that productivity to the next level, integrating the technology, cloud based services, apps and automation software I use in my business.

Here are 11 tools that help me, solve my productivity puzzle:

Salesforce & Evernote

The backbone for this virtual productivity is SalesForce – the CRM that’s been running my business for over 7 years now. Every account, contact and job lives in this cloud based service [learn more about SalesForce here: “I got my head in the cloud (along with all my data)“].

This year is the year where this automation will get flushed out. I’m already using the amazing integration between Evernote and SalesForce, which allows me to attach all job related records automatically. Now any creative brief, handwritten note, job estimate, permit, release, receipt, rental agreement, … is tagged with a job number in Evernote and appears in the digital job folder in SalesForce as if by Magic.

Asana, Zapier & IFTTT

Every job, event and task that get entered in SalesForce automatically creates a counterpart in Asana, via Zappier. Asana is my project management software, where I can split up a job in an actionable To Do list. Every contact that’s added on my phone is automatically entered in SalesForce via IFTTT (IfThisThenThat). Zapier and IFTTT are two amazing automation softwares that enable you to use apps and cloud based services to stay productive.