WordPress Automation - 2018
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The document discusses various types of digital and business process automation that can be done using tools like Zapier, IFTTT, and WordPress plugins. It provides examples of automating tasks like backing up and scheduling WordPress blogs, logging data from forms and posts, and integrating systems like WooCommerce and QuickBooks. The document also offers solutions for problems like tracking maintenance work time across different software by connecting tools like Teamwork and Airtable.
WordPress Automation - 2018
- 3. 2 TYPES OF AUTOMATION 3 WORDPRESS BUSINESS Block spam Backups Schedule blogs Compress Images Marketing Business Processes Data Collection
- 5. WORDPRESS AUTOMATION 5 Comment Management Backups Schedule Blogs Compress Images Social Sharing Database Management WordPress Updates Page Management Security Akismet WP Database Backup & BackupBuddy Auto Post Scheduler ShortPixel Image Optimizer NextScripts: Social Networks Auto-Poster WP-Optimize Companion Auto Update Broken Link Checker WordFence TASK PLUGIN
- 6. WHAT TYPES OF AUTOMATION CAN YOU DO? 6 Collect Gravity Forms Entries and Log into a spreadsheet or notes app like AirTable, Evernote, Google Sheets. Log WordPress posts into a spreadsheet like Trello, Google Sheets, AirTable SMS WordPress posts so you know a post was published. Publish WordPress posts to Facebook, Twitter, LinkedIn with the right image then repeat on an interval. Manage customer billing and subscriptions with Stripe
- 8. PROBLEM LOGGING WOOCOMMERCE TRANSACTIONS Orders in WooCommerce Dashboard Orders via Email
- 9. PROBLEM LOGGING WOOCOMMERCE TRANSACTIONS Yes, I know there are Plugins!
- 10. 10 SOLUTIONS ZAP WOOCOMMERCE ORDERS TO GOOGLE SPREADSHEET
- 11. 11 ZAP WOOCOMMERCE ORDERS TO GOOGLE SPREADSHEET SOLUTIONS
- 14. WHAT TYPES OF AUTOMATION CAN YOU DO? 14 Connect Quickbooks to Process.st and create a new customer after you check a task in your Onboarding. Create a New Project in your project manage tool like Asana, Teamwork, or Basecamp Send a Slack Message when someone signs a contract or completes an estimate request. Log team times to AirTable to help manage all of the data for each customer and analyze. Manage meeting schedules and video conferencing with online scheduling tools and then create Zoom meetings that are then sent to customers with all of the relevant information.
- 16. PROBLEM 16 RECORDING TIME FOR MAINTENANCE WORK.
- 17. 17 PROBLEM RECORDING TIME FOR MAINTENANCE WORK. No team member or website Time consuming
- 18. TEAMWORK TICKETS TO AIRTABLE - STAGE 1 18 CREATE TASK THAT IS TIED TO THE TICKET SOLUTION Filters
- 19. 19 SOLUTION TEAMWORK TICKETS TO AIRTABLE - STAGE 1 TEAMWORK DESK TEAMWORK PROJECTS
- 20. TEAMWORK TICKETS TO AIRTABLE - STAGE 2 20 CREATE TIME ENTRY IN AIRTABLE THAT IS TIED TO THE CUSTOMER SOLUTION Filters Parsing
- 21. TEAMWORK TICKETS TO AIRTABLE - STAGE 2 21 GROUP TIME BY WEBSITE, BY TICKET, BY TEAM MEMBER, BY DATE, BY CARE PLAN TYPE SOLUTION
- 22. Automation Prep
- 23. BEFORE YOU START 23 WHAT DO WANT AS YOUR OUTCOME?WHAT IS THE PROBLEM? • too much data and can’t analyze it. • software too expensive. • not enough time. • late invoicing customers. • easily view data as information • reduce my monthly costs. • get back 10 hours of each month. • invoice customer on time.
- 24. BEFORE YOU START 24 1. Gather logins and login on separate tabs. 2. If needed, find your API keys. 3. Open all of your feeds and Social Media accounts. 4. Create one sample post, calendar item, form entry. 5. Create a special user account for Zapier & IFTTT. TOOLS 1. Zapier 2. IFTTT 3. Website URLs 4. API Plugins PREPARE GATHER YOUR TOOLS
- 25. CONNECTIONS 25
- 26. CONNECTIONS 26