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:
- Adding new tour sign-ups to a Trello board for better post-tour follow ups
- Adding new drop-ins to a Trello board for better post drop-in follow ups
- Adding new interested members to a Trello board to better prepare them for sign up
- Connecting Trello to Trello (TRELLOCEPTION), creating a seamless connection between the 3 previous workflows into our Member Onboarding workflow
- Adding cancelled members to a Trello board to make sure we remove people from GroupBuzz, Slack, etc.
- 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.
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)