How I'm using workflows and automation to improve our member onboarding

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:

···

The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

···

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com

···

The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Visit this forum on the web at http://discuss.coworking.com


You received this message because you are subscribed to the Google Groups “Coworking” group.

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Hey Alex,

I’ve been using Zapier enough to finally move into a paid account. It’s hooking together a lot of differnet services. I have it:

  • tying together website room reservation forms with Freshbooks for invoicing non-members plus Google calendars to make an event entry/send the invitation email.
  • onboarding our new members: Freshbooks for the recurring invoicing/payments, addition to a Mailchimp list, addition to our member’s Google group. (side note: I’m now using MailChimp automation to drip send info/tips to new members over their first 2 weeks so they’re not overloaded with info the first day. It seems to help remind folks that they’re members now, so they should come in and work. Changing old habits, you know)
  • do the calendar addition when someone signs up for a tour and through Twilio I get an SMS alert so I can check on the tour email to see if there are any questions I can answer ahead of time.

I just started exploring using Zapier to send reservation reminders, generally to “outsiders” that are renting our conference room.

···

On Fri, Jan 30, 2015 at 8:42 AM, [email protected] wrote:

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Visit this forum on the web at http://discuss.coworking.com


You received this message because you are subscribed to the Google Groups “Coworking” group.

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Glen Ferguson

Cowork Frederick

122 E Patrick St

Frederick, MD 21701-5630

+1 (301) 732-5165

www.coworkfrederick.com

@CoworkFrederick

Great ideas - thanks Glen!

···

On Fri, Jan 30, 2015 at 8:42 AM, [email protected] wrote:

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Visit this forum on the web at http://discuss.coworking.com


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Glen Ferguson

Cowork Frederick

122 E Patrick St

Frederick, MD 21701-5630

+1 (301) 732-5165

www.coworkfrederick.com

@CoworkFrederick

This is what we use Nadine for. OK so it’s another silly name but we now have a cute logo and website! Since I’m focused on running Office Nomads and not writing the best marketing speak I’ve struggled with how to describe Nadine. The user profiles are what people usually simplify it down too but for our team it’s the onboarding and workflow that are the real killer app. A new member comes in and we all get an email sparking a discussion about what their story is. They come back and we haven’t taken their photo yet or they need a new member orientation and another alert goes out until we’ve completed all the tasks. Someone hasn’t been in for over 3 months and we get notified so we can reach out and make sure everything is OK. It also handles a few easily automatable tasks like at 5:55PM on your first day it sends out an email asking how everything went and sending a new member survey after two months, and an exit survey a week after memberships end.

On a side note we even went so far as to sync up our surveys with the other member spaces of the Seattle Collaborative Space Alliance so we have some interesting data across town. Many different pieces coming together,

I know Cobot does a lot of this too and I’m sure better then Nadine does. It’s been a long time since I’ve synced up with them about all of this. What about Desk Time, Nexidus, Dove Tale, etc? I assume they all do it more cleanly and smart since they are actual software companies focusing on coworking software.

Jacob

···

On Fri, Jan 30, 2015 at 7:44 AM, [email protected] wrote:

Great ideas - thanks Glen!


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 10:42 AM, Glen Ferguson [email protected] wrote:

Hey Alex,

I’ve been using Zapier enough to finally move into a paid account. It’s hooking together a lot of differnet services. I have it:

  • tying together website room reservation forms with Freshbooks for invoicing non-members plus Google calendars to make an event entry/send the invitation email.
  • onboarding our new members: Freshbooks for the recurring invoicing/payments, addition to a Mailchimp list, addition to our member’s Google group. (side note: I’m now using MailChimp automation to drip send info/tips to new members over their first 2 weeks so they’re not overloaded with info the first day. It seems to help remind folks that they’re members now, so they should come in and work. Changing old habits, you know)
  • do the calendar addition when someone signs up for a tour and through Twilio I get an SMS alert so I can check on the tour email to see if there are any questions I can answer ahead of time.

I just started exploring using Zapier to send reservation reminders, generally to “outsiders” that are renting our conference room.

Visit this forum on the web at http://discuss.coworking.com


You received this message because you are subscribed to the Google Groups “Coworking” group.

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Glen Ferguson

Cowork Frederick

122 E Patrick St

Frederick, MD 21701-5630

+1 (301) 732-5165

www.coworkfrederick.com

@CoworkFrederick

On Fri, Jan 30, 2015 at 8:42 AM, [email protected] wrote:

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Visit this forum on the web at http://discuss.coworking.com


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Visit this forum on the web at http://discuss.coworking.com


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Hi all,

somehow the post has perfect timing :slight_smile: Thanks Alex for sharing your learnings with the video. You really have a great way to explain this stuff. We also using Slack in our space and recently played around with Zapier. Wow is it a powerful way to automate workflows across different tools!

We right now we only use Zapier to

  • trigger a status report for the team in Slack every end of the week.
  • send outside office hours infos for mails outside the office hours

Of course I like that cobot can tap in that power to make it even more helpful for coworking space :slight_smile: so I sat down and worked out a Zapier integration. Its still in private beta but I love to have feedback from cobot users so please try the cobot zaps.

So far cobot spaces have used Zapier integration

  • for scheduling member interviews some time after joing
  • sending sms when members want to join
  • adding members to mailing lists when joining

I really like to see what else we could come up with to get some inspiration from each other and more time with peoples by automating the boring stuff. :slight_smile:

Cheers
Thilo

···

On Friday, January 30, 2015 at 6:43:50 PM UTC+1, Jacob Sayles wrote:

This is what we use Nadine for. OK so it’s another silly name but we now have a cute logo and website! Since I’m focused on running Office Nomads and not writing the best marketing speak I’ve struggled with how to describe Nadine. The user profiles are what people usually simplify it down too but for our team it’s the onboarding and workflow that are the real killer app. A new member comes in and we all get an email sparking a discussion about what their story is. They come back and we haven’t taken their photo yet or they need a new member orientation and another alert goes out until we’ve completed all the tasks. Someone hasn’t been in for over 3 months and we get notified so we can reach out and make sure everything is OK. It also handles a few easily automatable tasks like at 5:55PM on your first day it sends out an email asking how everything went and sending a new member survey after two months, and an exit survey a week after memberships end.

On a side note we even went so far as to sync up our surveys with the other member spaces of the Seattle Collaborative Space Alliance so we have some interesting data across town. Many different pieces coming together,

I know Cobot does a lot of this too and I’m sure better then Nadine does. It’s been a long time since I’ve synced up with them about all of this. What about Desk Time, Nexidus, Dove Tale, etc? I assume they all do it more cleanly and smart since they are actual software companies focusing on coworking software.

Jacob

On Fri, Jan 30, 2015 at 7:44 AM, [email protected] wrote:

Great ideas - thanks Glen!


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 10:42 AM, Glen Ferguson [email protected] wrote:

Hey Alex,

I’ve been using Zapier enough to finally move into a paid account. It’s hooking together a lot of differnet services. I have it:

  • tying together website room reservation forms with Freshbooks for invoicing non-members plus Google calendars to make an event entry/send the invitation email.
  • onboarding our new members: Freshbooks for the recurring invoicing/payments, addition to a Mailchimp list, addition to our member’s Google group. (side note: I’m now using MailChimp automation to drip send info/tips to new members over their first 2 weeks so they’re not overloaded with info the first day. It seems to help remind folks that they’re members now, so they should come in and work. Changing old habits, you know)
  • do the calendar addition when someone signs up for a tour and through Twilio I get an SMS alert so I can check on the tour email to see if there are any questions I can answer ahead of time.

I just started exploring using Zapier to send reservation reminders, generally to “outsiders” that are renting our conference room.


Glen Ferguson

Cowork Frederick

122 E Patrick St

Frederick, MD 21701-5630

+1 (301) 732-5165

www.coworkfrederick.com

@CoworkFrederick

On Fri, Jan 30, 2015 at 8:42 AM, [email protected] wrote:

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

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Hi Jacob,

congrats on having a site and logo for nadine :slight_smile: Especially like the friendly form at the end, hope you don’t mind if I copy that. Thanks for your continued open source efforts, I bet Nadine works perfect for you and could for other spaces too that like to roll their own. So not so shy, Your work is great :slight_smile: If you ever think about adding rest hooks (https://github.com/zapier/django-rest-hooks) and integrate with Zapier I can help with details in regards to the later.

Cheers
Thilo

···

On Friday, January 30, 2015 at 6:43:50 PM UTC+1, Jacob Sayles wrote:

This is what we use Nadine for. OK so it’s another silly name but we now have a cute logo and website! Since I’m focused on running Office Nomads and not writing the best marketing speak I’ve struggled with how to describe Nadine. The user profiles are what people usually simplify it down too but for our team it’s the onboarding and workflow that are the real killer app. A new member comes in and we all get an email sparking a discussion about what their story is. They come back and we haven’t taken their photo yet or they need a new member orientation and another alert goes out until we’ve completed all the tasks. Someone hasn’t been in for over 3 months and we get notified so we can reach out and make sure everything is OK. It also handles a few easily automatable tasks like at 5:55PM on your first day it sends out an email asking how everything went and sending a new member survey after two months, and an exit survey a week after memberships end.

On a side note we even went so far as to sync up our surveys with the other member spaces of the Seattle Collaborative Space Alliance so we have some interesting data across town. Many different pieces coming together,

I know Cobot does a lot of this too and I’m sure better then Nadine does. It’s been a long time since I’ve synced up with them about all of this. What about Desk Time, Nexidus, Dove Tale, etc? I assume they all do it more cleanly and smart since they are actual software companies focusing on coworking software.

Jacob

On Fri, Jan 30, 2015 at 7:44 AM, [email protected] wrote:

Great ideas - thanks Glen!


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 10:42 AM, Glen Ferguson [email protected] wrote:

Hey Alex,

I’ve been using Zapier enough to finally move into a paid account. It’s hooking together a lot of differnet services. I have it:

  • tying together website room reservation forms with Freshbooks for invoicing non-members plus Google calendars to make an event entry/send the invitation email.
  • onboarding our new members: Freshbooks for the recurring invoicing/payments, addition to a Mailchimp list, addition to our member’s Google group. (side note: I’m now using MailChimp automation to drip send info/tips to new members over their first 2 weeks so they’re not overloaded with info the first day. It seems to help remind folks that they’re members now, so they should come in and work. Changing old habits, you know)
  • do the calendar addition when someone signs up for a tour and through Twilio I get an SMS alert so I can check on the tour email to see if there are any questions I can answer ahead of time.

I just started exploring using Zapier to send reservation reminders, generally to “outsiders” that are renting our conference room.


Glen Ferguson

Cowork Frederick

122 E Patrick St

Frederick, MD 21701-5630

+1 (301) 732-5165

www.coworkfrederick.com

@CoworkFrederick

On Fri, Jan 30, 2015 at 8:42 AM, [email protected] wrote:

Very welcome :slight_smile:

Trello’s blog is worth scoping out too, they show it being used in all kinds of ways I had never imagined…definitely part of what inspired this stuff. http://blog.trello.com


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

On Fri, Jan 30, 2015 at 8:39 AM, Anne Kirby [email protected] wrote:

Great post, thanks! I use Trello all the time for my marketing business but haven’t really used it in this way for our coworking space. I’ll have to try it :slight_smile:

On Friday, January 30, 2015 at 12:33:58 AM UTC-5, Alex Hillman wrote:

We’ve been working on a lot of workflows and streamlining at Indy Hall recently…and today had a bit of a breakthrough that I wanted to share because I’m already stoked about what it’s going to let us do and hope that more people use these tools.

Anybody here use Trello?

How about Zapier?

Sidetone: aren’t those ridiculously silly names for anything, let alone business products?

Trello is…a project management too? A task management tool? A workflow management tool? Honestly it could be any of those things…it’s super flexible and adaptable.

Zapier sort of turns the world of your favorite internet tools into legos that you can snap together and combine in fun and useful ways. It’s a way for you to have actions in one piece of software trigger a result in another piece of software.

I use both Trello and Zapier quite a bit but not as much for Indy Hall until recently. Today I started using BOTH of them, together, to create some automated workflows for my team.

The 6 workflows that we automated are:

  1. Adding new tour sign-ups to a Trello board for better post-tour follow ups
  2. Adding new drop-ins to a Trello board for better post drop-in follow ups
  3. Adding new interested members to a Trello board to better prepare them for sign up
  4. Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
  5. Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
  6. Adding failed credit card charges (via Stripe) to a Trello board so we don’t lose track of reminding people to update their cards

I got so psyched about it that I recorded a video so others might be inspired to try it, and even create their own workflows and share them back.

Check it! http://dangerouslyawesome.com/2015/01/6-automated-workflows-that-make-our-coworking-space-better-every-day/

-Alex

p.s. I have a podcast episode (http://bit.ly/coworkingweekly-itunes) coming out on Monday that’s all about onboarding of a different kind, less about members and more about adding new people to your team (community managers, etc) :slight_smile:


The #1 mistake in community building is doing it by yourself.

Join the list: http://coworkingweekly.com

Listen to the podcast: http://listen.coworkingweekly.com

Visit this forum on the web at http://discuss.coworking.com


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