I couldn’t quite get it right, until we hired Michael Rolen. I’ve dabbled with some automation tools in the past like Zapier and IFTTT so the concept wasn’t foreign to me. For example, post in Teams when a Planner task is completed or a bit more complex like adding a contact to your email list when they you on Twitter. You can automate simple tasks to save time and help keep your team on the same page. Power Automate is basically is an app connector that works especially well inside of Microsoft 365. Then I learned about Microsoft Power Automate. This required 3-4 different apps to track one simple project, each app with a different login, a different screen, and I knew there must be a better way. Finally, I would go to Microsoft Teams to find the right channel to alert other team members about the request. I would then create a task in another third-party to-do app that only the marketing team used and would paste in relevant details. Previously, I built it in a third-party survey tool and then set the alert email to be the Teams channel email so our whole team would get notified when a new request was put in. I’ll give a tangible example.Īt Worksighted, I’ve built a form that my coworkers are prompted to fill out whenever they have a Marketing Request. Some even brag about the depth of their MarTech stack, but I’ll be honest it’s getting a little old. As a Marketer, I’m used to using a variety of tools and apps in my day to day work.
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