![]() Dictate meeting notes straight to your CRM In this article i’m going to share 10 ideas to get you started with integrating Siri and Shortcuts with Zapier to streamline your workflow. Ultimate Guide to Small Business Automation with Zapier.The Ultimate Guide to Business Process Automation.If you want to know more about automation you can check out one of our Process Street ebooks: Your morning commutes have the potential to become vantage points of best practice time management, and never again will you have to waste time after a meeting typing up or transferring notes from one place to another.Įverything from running Process Street checklists, to dictating and sending meeting agendas, to rescheduling meetings and calls, all of this is now easier than ever before to accomplish with a simple Siri voice command. Just imagine what you could do with the time saved as a result of streamlining your workflow to eliminate manual tasks and clunky app-switching. This combination of tools unlocks a huge potential for automation, and there are so many places where this becomes relevant for enabling improved productivity in your workflows. Use automation to save time and eliminate manual tasks Source This works together with a feature in iOS 12 Shortcuts called “Get Contents of URL”, meaning you can copy anything from your apple device running iOS 12 and send it straight to your Zap (and from here, pretty much any business app that you already use as part of your workflow process). Zapier itself doesn’t use an iOS app, so you’ll need to set up a webhooks trigger to automate certain processes. ZapierĪnd finally, on top of that, we have Zapier, an integration tool that allows for over 1,000 of the most commonly used work and business apps to be integrated into just about any process you could imagine. Process Street is a workflow management tool that allows you to optimize your business processes and take your automations to the next level by incorporating them into the recurring tasks that you deal with every single day. Process Streetīeyond this, we’ll be using Process Street to showcase how some of these automations can work in a variety of different use cases. A great deal of applications work with iOS 12 Shortcuts out of the box, including Gmail, Evernote, Drafts, and more. Shortcuts, formerly known as Workflow, is a free app that lets you dictate text, copy data from your phone’s clipboard or an on-screen source like your Contacts, Notes, and a bunch of other places, and then adds Zapier into the mix so that you can connect that data to your business apps, without switching back and forth between apps. She (or he) has been around for several years now, but with the recent iOS Shortcuts offering, a lot of people are getting excited about the potential this kind of interaction is finally unlocking. Siri, Apple’s voice-controlled personal assistant, needs no introduction. ![]() To start off, I’ll go over the tools we’ll be using some native to iOS, some not. ![]() Manage your tasks with a dynamic to-do list Jump straight back into your drafts, anywhere, any time Grab and archive snapshots of your working screen-space during a technical audit Get paid faster by sending your invoices ASAP Send an electronic contract when timing is crucial ![]() Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in: You can see these in Settings under Siri & Search. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. The app also comes with a gallery of suggested shortcuts curated by Apple. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps. Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations. Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri. Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?
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