1 00:00:00,000 --> 00:00:06,200 Today on our Tech for Business podcast, we're joined by Cole, our power platform developer, 2 00:00:06,200 --> 00:00:12,320 and Kelsey, our graphic designer and librarian strategist, which we might be feeling like 3 00:00:12,320 --> 00:00:14,800 this is a weird pair up. 4 00:00:14,800 --> 00:00:22,080 But both of these people are working a lot with workflows and automation, and so we're 5 00:00:22,080 --> 00:00:27,680 going to just have a really beautiful organic conversation about what that looks like. 6 00:00:27,680 --> 00:00:35,640 So to start, I'm kind of interested in what both of you, what really excites you about 7 00:00:35,640 --> 00:00:42,680 this type of work, like what really motivates you and gets you interested every day. 8 00:00:42,680 --> 00:00:47,080 Do create workflows to create automations. 9 00:00:47,080 --> 00:00:49,360 Maybe Cole, it might be easiest for you to start. 10 00:00:49,360 --> 00:00:50,360 Sure, yeah. 11 00:00:50,360 --> 00:00:53,880 So what I'm really excited about whenever I'm working with like a new automation is really 12 00:00:53,880 --> 00:00:59,840 just how it affects the day to day employees and just can make things so much less frustrating. 13 00:00:59,840 --> 00:01:05,040 I know we've all been there where something's not working with heck in the world or when 14 00:01:05,040 --> 00:01:08,080 you're getting your coffee and they're like, oh, yeah, the computer systems being funny 15 00:01:08,080 --> 00:01:12,080 with me again or something, but even more for those automations, there's just so many 16 00:01:12,080 --> 00:01:16,840 things that people don't even realize are kind of bothering them until you show them 17 00:01:16,840 --> 00:01:18,840 how much easier it can be. 18 00:01:18,840 --> 00:01:24,640 And so I really like that it kind of increases that frustration and that it can kind of help 19 00:01:24,640 --> 00:01:28,480 with the burnout a little bit too, because it makes it so much easier for employees to 20 00:01:28,480 --> 00:01:33,120 kind of do the meaningful work and not as much of the busy work, whether you're just 21 00:01:33,120 --> 00:01:39,320 typing in a yes or a no or copy pasting things from here to there. 22 00:01:39,320 --> 00:01:43,360 Your answer was so good that I'm sitting over here like that kid in class who's like, sure, 23 00:01:43,360 --> 00:01:44,360 fun fact. 24 00:01:44,360 --> 00:01:47,800 You know, like my fun fact is not as cool as your fun fact. 25 00:01:47,800 --> 00:01:51,440 I think that you touched on so many great things that are that really distills it down 26 00:01:51,440 --> 00:01:53,040 nicely to go. 27 00:01:53,040 --> 00:01:55,240 Why would we do automations in the first place? 28 00:01:55,240 --> 00:01:59,280 And I think that aha moment of going, hey, you're next to somebody and they go, I'm doing 29 00:01:59,280 --> 00:02:03,480 this, this, this, and this, and you go, did you know that there's an app for that? 30 00:02:03,480 --> 00:02:08,480 Or did you know that you could just do this thing and it'll do it for you? 31 00:02:08,480 --> 00:02:13,280 And the look of relief on their face is probably the best part. 32 00:02:13,280 --> 00:02:17,920 I selfishly get to do it for myself and go, hey, I hate doing this thing. 33 00:02:17,920 --> 00:02:19,560 Hey, we could do this. 34 00:02:19,560 --> 00:02:22,800 And then get to bring it to my own team and go, look, we don't have to do that thing by 35 00:02:22,800 --> 00:02:23,800 hand anymore. 36 00:02:23,800 --> 00:02:26,200 And for all of us to go, yes. 37 00:02:26,200 --> 00:02:30,480 I agree when we talk about automations really high level. 38 00:02:30,480 --> 00:02:32,000 That's definitely the best part. 39 00:02:32,000 --> 00:02:33,000 Yeah. 40 00:02:33,000 --> 00:02:37,440 I mean, I was going to say Kelsey is the person implementing a lot of the automations that 41 00:02:37,440 --> 00:02:38,440 I use. 42 00:02:38,440 --> 00:02:43,240 So it saves me a ton of time and I don't have to create it because it's just not. 43 00:02:43,240 --> 00:02:49,480 In my wheelhouse, but you know, Kelsey, maybe we'll start with you. 44 00:02:49,480 --> 00:02:54,800 What are some of the processes that you think are really perfect when you kind of workflows 45 00:02:54,800 --> 00:02:59,960 you see and you say that is perfect to create an automation off of? 46 00:02:59,960 --> 00:03:00,960 Yeah. 47 00:03:00,960 --> 00:03:04,120 I think a my brain of course goes, nothing's ever perfect. 48 00:03:04,120 --> 00:03:09,120 We can always make it better, but that's just my own personality coming into this. 49 00:03:09,120 --> 00:03:13,120 But I think whenever we look in a marketing process, if you can define it in a framework 50 00:03:13,120 --> 00:03:17,000 and I was chatting with my husband earlier because I was like, man, how am I going to 51 00:03:17,000 --> 00:03:19,120 get all these ideas into a 30 minute podcast? 52 00:03:19,120 --> 00:03:24,240 And I said, well, did you know that when you set up an email, you're out of office, that 53 00:03:24,240 --> 00:03:25,960 that's an automation? 54 00:03:25,960 --> 00:03:27,520 And he goes, oh, yeah. 55 00:03:27,520 --> 00:03:29,920 And I was like, so again, we can framework that. 56 00:03:29,920 --> 00:03:33,080 I can sit there and go, I'm going to be out of office from this day to this day. 57 00:03:33,080 --> 00:03:34,760 And I want these people to get this reply. 58 00:03:34,760 --> 00:03:37,960 And I want this other group of people to get this reply or the same reply, whatever you 59 00:03:37,960 --> 00:03:39,040 want it to be. 60 00:03:39,040 --> 00:03:42,040 And then you set it up and you go, but you can step by step it. 61 00:03:42,040 --> 00:03:46,840 So when I look at it from the marketing side of the house, even if it's a creative something, 62 00:03:46,840 --> 00:03:49,760 I look at it and go, what could be a framework? 63 00:03:49,760 --> 00:03:54,120 What has clear defined steps or processes or applications? 64 00:03:54,120 --> 00:03:57,280 And how can I put those into a way that it just keeps going? 65 00:03:57,280 --> 00:04:00,520 Because I think, Errol, you've seen me go into things and I go, we can do this and 66 00:04:00,520 --> 00:04:02,040 this and this and this and this and this. 67 00:04:02,040 --> 00:04:04,800 And we're like, okay, that's too complicated. 68 00:04:04,800 --> 00:04:06,040 It could be a workflow. 69 00:04:06,040 --> 00:04:10,240 It could be an automation, but we probably need the help of somebody like Cole to do 70 00:04:10,240 --> 00:04:13,120 it versus something like an out of office. 71 00:04:13,120 --> 00:04:15,160 Somebody at some point did all the coding to do it. 72 00:04:15,160 --> 00:04:17,200 I just get to use it now. 73 00:04:17,200 --> 00:04:18,200 Yeah. 74 00:04:18,200 --> 00:04:23,360 And that's so interesting because the flip side is Cole who maybe takes these way more 75 00:04:23,360 --> 00:04:31,080 complicated processes for people and creates or different frameworks to make that work. 76 00:04:31,080 --> 00:04:39,320 So Cole, sort of your side of this, what do you see are perfect frameworks to create automations 77 00:04:39,320 --> 00:04:43,520 or is there a point in which it gets too complex? 78 00:04:43,520 --> 00:04:44,760 Yeah, absolutely. 79 00:04:44,760 --> 00:04:48,520 So I usually use the power automate stuff. 80 00:04:48,520 --> 00:04:53,360 And I love what you're talking about there, Kelsey, where it looks like that framework 81 00:04:53,360 --> 00:04:56,480 and where it's like, when this happens, then this happens. 82 00:04:56,480 --> 00:05:02,960 It's just such a like, that's exactly what we're looking for, complex or non-complex. 83 00:05:02,960 --> 00:05:04,840 I'm more on the low coding side. 84 00:05:04,840 --> 00:05:09,920 So I'm not doing anything like too crazy at some kind of Excel function based, right? 85 00:05:09,920 --> 00:05:13,720 Where it's like, if this column is greater than this column, I want that column to be 86 00:05:13,720 --> 00:05:15,520 green kind of stuff, right? 87 00:05:15,520 --> 00:05:20,960 So it's very much that framework and stuff is just like one layer deeper into the code, 88 00:05:20,960 --> 00:05:22,480 which is why I really like about it. 89 00:05:22,480 --> 00:05:25,800 Because I don't like going too in depth into that code stuff. 90 00:05:25,800 --> 00:05:29,280 But I really like that it's super accessible. 91 00:05:29,280 --> 00:05:33,160 But the things that I'm looking for whenever something is just like, oh, that has to be 92 00:05:33,160 --> 00:05:36,960 automation, like give it to me and I would love to get that to be a little easier for 93 00:05:36,960 --> 00:05:37,960 you. 94 00:05:37,960 --> 00:05:43,840 If anytime you're copy and pasting information, because it is so easy to get just like a character 95 00:05:43,840 --> 00:05:45,240 off there. 96 00:05:45,240 --> 00:05:48,840 And depending on what you're doing, that can be a huge difference, right? 97 00:05:48,840 --> 00:05:52,680 Because you copy and paste the wrong account number because it's one short and then it 98 00:05:52,680 --> 00:05:54,440 just like, right the whole system. 99 00:05:54,440 --> 00:05:58,160 It's like, I don't know what to do with this because this doesn't make this. 100 00:05:58,160 --> 00:06:03,560 So anytime you are sending kind of like wrote information to a standard place and that's 101 00:06:03,560 --> 00:06:08,360 exactly what that you know that out of office is where it's just like, hey, I've defined 102 00:06:08,360 --> 00:06:10,720 the time period that I want this to happen. 103 00:06:10,720 --> 00:06:14,320 And I've defined exactly what I want you to send to this thing. 104 00:06:14,320 --> 00:06:18,840 And if you expand that out a little bit, it can also be for like any of your processes 105 00:06:18,840 --> 00:06:22,480 where it's like, oh, I've just completed this shipping label. 106 00:06:22,480 --> 00:06:27,880 So I want to send an email that's got the shipping labels barcode and it's got this 107 00:06:27,880 --> 00:06:33,000 and that information from the shipping label to so and so in this department so that they 108 00:06:33,000 --> 00:06:39,560 can have that and it's ready to go or into a queue for multiple people to access stuff 109 00:06:39,560 --> 00:06:40,560 like that. 110 00:06:40,560 --> 00:06:44,480 Whereas just you're sending something that's the same every time with a few bits of dynamic 111 00:06:44,480 --> 00:06:46,760 information. 112 00:06:46,760 --> 00:06:48,760 That's what I really like to see there. 113 00:06:48,760 --> 00:06:49,760 Let's see. 114 00:06:49,760 --> 00:06:53,560 And Kelsey, I think you covered a lot of these actually, but I'm just going to go through 115 00:06:53,560 --> 00:06:54,560 my list here. 116 00:06:54,560 --> 00:07:01,280 And anytime you have simple, yes or no or like a B if ABC, then XYZ kind of stuff like 117 00:07:01,280 --> 00:07:06,240 that go back to those email automations are so simple that we're kind of a little bit 118 00:07:06,240 --> 00:07:10,800 used to as a culture where it's, Hey, when I get an email from so and so, I want it to 119 00:07:10,800 --> 00:07:13,480 go to this email box, right? 120 00:07:13,480 --> 00:07:14,480 That's an automation. 121 00:07:14,480 --> 00:07:16,360 That's how simple they can be. 122 00:07:16,360 --> 00:07:21,440 And then all it is when we're looking at slightly more complex ones is having a little bit more 123 00:07:21,440 --> 00:07:27,200 definition around that ABC and then a little bit more definition around that XYZ. 124 00:07:27,200 --> 00:07:31,080 Does it go to these three groups or just this one person? 125 00:07:31,080 --> 00:07:33,640 So on and so. 126 00:07:33,640 --> 00:07:38,800 Last thing I look for is anytime you want data to go from one place to another place 127 00:07:38,800 --> 00:07:42,520 and like that data needs to be able to talk to the two things. 128 00:07:42,520 --> 00:07:49,600 That's a really great place to look at for automation because it's a little bit technical. 129 00:07:49,600 --> 00:07:52,280 However, we have to have data from one place to another place. 130 00:07:52,280 --> 00:07:57,360 But with those automations, you can say, Hey, I know it says it like this over here, but 131 00:07:57,360 --> 00:07:58,680 I'm going to make it go. 132 00:07:58,680 --> 00:08:03,440 I want it to look like this to the other system so it can kind of properly digest it. 133 00:08:03,440 --> 00:08:08,200 And I feel like that's where a lot of the meat of like the like more coding side gets to 134 00:08:08,200 --> 00:08:10,680 even in that low coding space. 135 00:08:10,680 --> 00:08:16,360 I totally heard that 100% just I'm even think they're always I'm like, yep, it's that one. 136 00:08:16,360 --> 00:08:17,360 Yep. 137 00:08:17,360 --> 00:08:20,800 And I've been right if say we're using that, I'm like, I'd love to give the metaphor here 138 00:08:20,800 --> 00:08:25,520 of going, these meta ads, if we do a lead entry form, how am I getting that over to our marketing 139 00:08:25,520 --> 00:08:27,400 automation platform and right? 140 00:08:27,400 --> 00:08:30,520 It's simple for me to go into something like Zapier and go, you go here. 141 00:08:30,520 --> 00:08:34,400 Yes, there's all the safety and regulations and tech talk and everything that goes behind 142 00:08:34,400 --> 00:08:37,480 that, but it took me less than five minutes to go. 143 00:08:37,480 --> 00:08:38,640 I set up the ad. 144 00:08:38,640 --> 00:08:42,600 I made sure the fields matched in the low code, no code universe. 145 00:08:42,600 --> 00:08:44,240 And then I tested it and I'm like, cool. 146 00:08:44,240 --> 00:08:45,240 Now it's flowing. 147 00:08:45,240 --> 00:08:46,240 Now it's running. 148 00:08:46,240 --> 00:08:51,240 I'm going to spend hours trying to go different APIs and find fields and translate data and 149 00:08:51,240 --> 00:08:53,280 do all the stuff that I'm going high level. 150 00:08:53,280 --> 00:08:58,080 I could maybe understand it, but there is a reason that I stopped being a computer science 151 00:08:58,080 --> 00:08:59,080 major. 152 00:08:59,080 --> 00:09:00,080 Yeah. 153 00:09:00,080 --> 00:09:06,880 I, it's so interesting how, and we're going to, I mean, maybe we dive into tools a little 154 00:09:06,880 --> 00:09:14,120 bit, but it's how accessible this is starting to become for like, I hate to say the average 155 00:09:14,120 --> 00:09:15,120 user. 156 00:09:15,120 --> 00:09:20,120 I don't know if you are so intelligent in how you think about the, if this, then that, 157 00:09:20,120 --> 00:09:24,520 you know, first, second, but it's, it's so complex to me. 158 00:09:24,520 --> 00:09:31,280 But again, these tools are out there and these resources are there that are making it easier 159 00:09:31,280 --> 00:09:33,480 for someone like me to do that. 160 00:09:33,480 --> 00:09:35,680 You know, it's just an interesting development. 161 00:09:35,680 --> 00:09:39,160 I don't know if you have anything you want to share on that. 162 00:09:39,160 --> 00:09:41,160 No, I, no, I totally agree. 163 00:09:41,160 --> 00:09:42,160 Cole, you go ahead. 164 00:09:42,160 --> 00:09:46,160 Yeah, I think we're just similar things, but no, I like, uh, totally agree. 165 00:09:46,160 --> 00:09:49,720 And I, you know, I think one of the things that's going to be really cool as like the 166 00:09:49,720 --> 00:09:55,040 next generation kind of come into the workforce, like I'm going to be shocked if people don't 167 00:09:55,040 --> 00:09:59,320 have like kind of a really basic, like, you know, when we went to school at, you know, 168 00:09:59,320 --> 00:10:02,560 you have your English and your math and so on and so forth. 169 00:10:02,560 --> 00:10:06,080 And you know, I think they're just starting to come up with like computer classes a little 170 00:10:06,080 --> 00:10:10,760 bit more, but it's going to be like, no, everyone has a computer course to so you can get like 171 00:10:10,760 --> 00:10:16,240 the broad sense of like, here's how you access email and here's some like really basic automations 172 00:10:16,240 --> 00:10:17,240 you can do. 173 00:10:17,240 --> 00:10:21,160 And I think by the time that they get really into the workforce, it's going to be really 174 00:10:21,160 --> 00:10:26,080 cool because they're going to be able to do whatever they need to to kind of make their 175 00:10:26,080 --> 00:10:27,960 job just easier, right? 176 00:10:27,960 --> 00:10:33,320 And that's the whole point of the automations is it's supposed to make it easier for you 177 00:10:33,320 --> 00:10:34,400 to do your job. 178 00:10:34,400 --> 00:10:36,840 So I totally agree. 179 00:10:36,840 --> 00:10:39,800 And that's a great point that I'm like, we can have a whole nother podcast talking about 180 00:10:39,800 --> 00:10:43,680 it, but the last thing I'll say about that is even to tool like Zapier and write things 181 00:10:43,680 --> 00:10:48,360 like chat, gptle's language models that you can just chat with that you don't even have 182 00:10:48,360 --> 00:10:50,720 to understand what you really need. 183 00:10:50,720 --> 00:10:53,640 The front page now when you log into Zapier is like, explain what you want. 184 00:10:53,640 --> 00:10:58,880 You're like, oh, I need to be able to pass leads from Facebook to this marketing platform. 185 00:10:58,880 --> 00:11:01,080 And it'll go, here's my suggested flow for you. 186 00:11:01,080 --> 00:11:02,600 Here's the things and here's how I connect it. 187 00:11:02,600 --> 00:11:05,080 And I'm like, it just holds your hand through the whole thing. 188 00:11:05,080 --> 00:11:09,960 So it's that going, yeah, you don't have to be the kid that signed up for the computer 189 00:11:09,960 --> 00:11:12,680 elective high school and figured out the stuff. 190 00:11:12,680 --> 00:11:17,200 You're like, no, you can just be a kid who wants to make a tip talk and you want your 191 00:11:17,200 --> 00:11:19,680 tip top cross posted on Instagram. 192 00:11:19,680 --> 00:11:21,360 So you set up a Zapier, right? 193 00:11:21,360 --> 00:11:24,520 Like I'm like, that's a pretty easy, that's one of their flows. 194 00:11:24,520 --> 00:11:25,520 You can do that. 195 00:11:25,520 --> 00:11:29,480 It doesn't have a business sense, but it has so many implications that once you get into 196 00:11:29,480 --> 00:11:32,000 the workforce, you go, oh yeah, I've been doing that this whole time. 197 00:11:32,000 --> 00:11:35,280 I just didn't know that it had that technical name behind it. 198 00:11:35,280 --> 00:11:40,680 So that'll be interesting to see is how many people even realize how much they use it. 199 00:11:40,680 --> 00:11:41,680 Yeah. 200 00:11:41,680 --> 00:11:49,600 And I was going to say your example, Kelsey, of the out of office, I had never thought about 201 00:11:49,600 --> 00:11:51,560 that and it's so true. 202 00:11:51,560 --> 00:11:56,640 So I'm trying to think right now about how I'm already experiencing and doing these 203 00:11:56,640 --> 00:11:58,880 things without even thinking about it. 204 00:11:58,880 --> 00:12:03,560 I'd love to, I know this makes people uncomfortable, but I'd love to give a moment of just bragging. 205 00:12:03,560 --> 00:12:08,720 Is there anything that either of you have implemented that you are so proud of or just 206 00:12:08,720 --> 00:12:12,000 so excited to see work? 207 00:12:12,000 --> 00:12:16,000 What kind of flows or what kind of automations have you put into place recently? 208 00:12:16,000 --> 00:12:17,000 Yeah. 209 00:12:17,000 --> 00:12:21,360 So I've got a couple here that I'm just like really excited about sharing just because 210 00:12:21,360 --> 00:12:27,120 like I think they kind of highlight how much easier things can be when you allow them to 211 00:12:27,120 --> 00:12:29,040 be easier, right? 212 00:12:29,040 --> 00:12:33,160 So this one was actually at a previous job, but basically what we had is we were converting 213 00:12:33,160 --> 00:12:41,360 this really painful, multi-step back and forth, painful process that took things from one form 214 00:12:41,360 --> 00:12:45,880 and then to another group, back to the original group, back to the admin group. 215 00:12:45,880 --> 00:12:52,000 And then the admin group had to put it into this really complex form when like the core 216 00:12:52,000 --> 00:12:56,040 of what the person was trying to do was super, super simple. 217 00:12:56,040 --> 00:13:00,440 So essentially what they did, and this was for a financial institution, what we were 218 00:13:00,440 --> 00:13:06,280 trying to do is just have an automatic transfer of money from this account to that account. 219 00:13:06,280 --> 00:13:10,720 Here's how much, here's how often, you know, really basic kind of a thing. 220 00:13:10,720 --> 00:13:15,640 But originally the person had to look up the person and then grab all of this stuff. 221 00:13:15,640 --> 00:13:20,240 They had to grab the account that it's coming from, the account that's coming to, and you 222 00:13:20,240 --> 00:13:22,360 know, they're copy and pasting those account numbers. 223 00:13:22,360 --> 00:13:26,680 Like I said before, if they're one off, I don't know what account that is. 224 00:13:26,680 --> 00:13:32,040 They had to do the how often, starting when, ending when, amount, what type of account 225 00:13:32,040 --> 00:13:36,640 it came from, what type of account it came to, who is the person you're doing this for, 226 00:13:36,640 --> 00:13:40,720 what's their member number, what's their phone number, what's their email, what's your name, 227 00:13:40,720 --> 00:13:43,280 your phone number, your email and your employee number. 228 00:13:43,280 --> 00:13:46,280 And it's like, oh my gosh, that is just so many things. 229 00:13:46,280 --> 00:13:49,840 And you know, when you're sitting at your computer, you kind of assume your computer 230 00:13:49,840 --> 00:13:53,120 knows some of those things and it definitely does, right? 231 00:13:53,120 --> 00:13:57,400 When you send an email, it knows to say from you, right? 232 00:13:57,400 --> 00:14:02,120 Like it just knows that somehow because like, of course it does. 233 00:14:02,120 --> 00:14:07,040 But so they would send out all of these things, then the admin people would check everything 234 00:14:07,040 --> 00:14:09,720 to make sure that the date was for a date in the future. 235 00:14:09,720 --> 00:14:11,520 You can't set it up for the past. 236 00:14:11,520 --> 00:14:14,960 Make sure that the account number exists and that you gave it the right type. 237 00:14:14,960 --> 00:14:20,120 If it's a checking account or if it's a savings account, so on and so forth. 238 00:14:20,120 --> 00:14:25,920 And then if that was correct, they would have to put it into another system that said things 239 00:14:25,920 --> 00:14:29,680 like they had to make a choice of, is this from checking to checking? 240 00:14:29,680 --> 00:14:31,200 Is this from checking to a loan? 241 00:14:31,200 --> 00:14:32,680 Is this from checking to a savings? 242 00:14:32,680 --> 00:14:37,440 And it's like, you already kind of know that because you know the first type of account, 243 00:14:37,440 --> 00:14:39,320 you know the second type of account. 244 00:14:39,320 --> 00:14:44,760 So why are we having this 30 list drop down to select exactly what it is? 245 00:14:44,760 --> 00:14:47,440 And then they would also have to do weird things with the dates. 246 00:14:47,440 --> 00:14:51,000 I don't remember exactly what it is, but you know, there was a difference between every 247 00:14:51,000 --> 00:14:53,920 two weeks versus first and the 15th. 248 00:14:53,920 --> 00:14:57,760 If it happened monthly, you had to specify it was on the first day or if it was on the 249 00:14:57,760 --> 00:15:01,320 last day or if it's on a specific day anywhere in between. 250 00:15:01,320 --> 00:15:04,880 And it was just like, oh my gosh, this is just so crazy. 251 00:15:04,880 --> 00:15:10,320 But what we were able to simplify it down to is the user would look up the member and 252 00:15:10,320 --> 00:15:12,760 then they would just select from their accounts. 253 00:15:12,760 --> 00:15:16,040 So they're not copy and pasting, they're just saying this to the account is the one that 254 00:15:16,040 --> 00:15:17,640 we want it from. 255 00:15:17,640 --> 00:15:21,000 And then this is the account that we want it to go to. 256 00:15:21,000 --> 00:15:26,120 They type in how much they select one of the five frequencies that are just like, these 257 00:15:26,120 --> 00:15:28,840 are the ones that we can just do. 258 00:15:28,840 --> 00:15:32,960 Then they would select a starting date and had some like little bits of automation around 259 00:15:32,960 --> 00:15:38,560 there too that would force you to do the date in the future because that's the only dates 260 00:15:38,560 --> 00:15:39,560 that are valid. 261 00:15:39,560 --> 00:15:43,440 So why are we even letting them import a date in the past, right? 262 00:15:43,440 --> 00:15:49,480 It's sent to the admin team and they would be able to use it just so much easier. 263 00:15:49,480 --> 00:15:51,240 So that's my most exciting one. 264 00:15:51,240 --> 00:15:53,000 I talked for a minute about that. 265 00:15:53,000 --> 00:15:54,000 So I'll just leave it. 266 00:15:54,000 --> 00:15:55,000 You're good. 267 00:15:55,000 --> 00:15:56,000 No, I love it. 268 00:15:56,000 --> 00:15:57,000 I love it. 269 00:15:57,000 --> 00:16:00,520 A little bit of yours is like, it's all these numbers and my brain is going, oh, I can see 270 00:16:00,520 --> 00:16:02,680 all of the ways that I would mess that up manually. 271 00:16:02,680 --> 00:16:03,680 Oh my God. 272 00:16:03,680 --> 00:16:04,680 Yeah. 273 00:16:04,680 --> 00:16:05,680 Yeah. 274 00:16:05,680 --> 00:16:07,120 I'm like, that is crazy. 275 00:16:07,120 --> 00:16:09,400 Everything you said was such a great logic of, I know. 276 00:16:09,400 --> 00:16:13,680 Here's, we talked too much about being like, it's about the user experience of going, why 277 00:16:13,680 --> 00:16:15,800 would you select a number in the past? 278 00:16:15,800 --> 00:16:16,800 It's not an option. 279 00:16:16,800 --> 00:16:17,800 Don't give it to them. 280 00:16:17,800 --> 00:16:18,800 Yeah. 281 00:16:18,800 --> 00:16:19,800 Right. 282 00:16:19,800 --> 00:16:20,800 Like it is what it is. 283 00:16:20,800 --> 00:16:23,160 And I don't know, it was on another podcast. 284 00:16:23,160 --> 00:16:28,080 So I apologize that I don't have the correct, quoted this, but the human brain can only 285 00:16:28,080 --> 00:16:30,880 comprehend six options at once. 286 00:16:30,880 --> 00:16:34,480 So that's why Starbucks doesn't put their full menu up on the board, right? 287 00:16:34,480 --> 00:16:38,160 They say, hey, this is what it is, even though they can do a million and one things for you. 288 00:16:38,160 --> 00:16:42,680 That's such a beautiful example, but I could do a million and one things for you. 289 00:16:42,680 --> 00:16:44,280 But this is what you're trying to do. 290 00:16:44,280 --> 00:16:49,680 So these are the options that I'm going to give you, which to me is one of my favorite 291 00:16:49,680 --> 00:16:50,680 examples. 292 00:16:50,680 --> 00:16:53,120 So I think that that's so cool, even though I've never worked in finance and I'm like, 293 00:16:53,120 --> 00:16:57,960 I don't want to try to touch numbers, but I can feel how much better that would be. 294 00:16:57,960 --> 00:16:59,640 So that's awesome. 295 00:16:59,640 --> 00:17:00,640 Awesome. 296 00:17:00,640 --> 00:17:01,640 Yeah. 297 00:17:01,640 --> 00:17:06,880 And really quick, I'll talk about the workflow of actually even selecting our podcast platform 298 00:17:06,880 --> 00:17:12,440 and what we do with the podcast afterwards for content because it's one of my favorites. 299 00:17:12,440 --> 00:17:15,280 So essentially we use our podcast. 300 00:17:15,280 --> 00:17:19,080 It's not a secret to generate content across our marketing stream. 301 00:17:19,080 --> 00:17:21,680 So essentially we use it to generate blog posts. 302 00:17:21,680 --> 00:17:23,880 We use the transcripts, help write emails. 303 00:17:23,880 --> 00:17:25,280 We generate email content. 304 00:17:25,280 --> 00:17:30,400 We do social media posts, Reels, Tiktok, all of these things, right? 305 00:17:30,400 --> 00:17:32,680 All kind of comes into the same ecosystem. 306 00:17:32,680 --> 00:17:38,200 So that's my very not technical way of saying, we use the podcast for everything across all 307 00:17:38,200 --> 00:17:39,960 systems. 308 00:17:39,960 --> 00:17:44,520 So then we were sitting there and we went, okay, how do we simplify down our marketing 309 00:17:44,520 --> 00:17:49,800 workflow to make it also make sense within the content creation stream? 310 00:17:49,800 --> 00:17:52,240 So we started, we're on a tour right now called Descript. 311 00:17:52,240 --> 00:17:55,560 So anybody watching will throw in the link, do all the good things. 312 00:17:55,560 --> 00:17:57,960 It's a tool that records three separate transcripts. 313 00:17:57,960 --> 00:17:59,800 So each of us talking has our own transcripts. 314 00:17:59,800 --> 00:18:00,880 That's the big technical. 315 00:18:00,880 --> 00:18:06,560 I won't go into all of that, but saying that's what starts my flow is the transcript. 316 00:18:06,560 --> 00:18:09,720 That's what gets my content going from there. 317 00:18:09,720 --> 00:18:13,120 And then have a flow that goes down and says, okay, then it calls another tool that we have 318 00:18:13,120 --> 00:18:14,120 called Poppy did AI. 319 00:18:14,120 --> 00:18:18,360 I have a separate workflow built over there to take our transcripts, remove out some of 320 00:18:18,360 --> 00:18:22,400 the personal things, any customer names that we say anything like that, if we don't just 321 00:18:22,400 --> 00:18:24,600 say, oh, and write us a blog post. 322 00:18:24,600 --> 00:18:29,880 And it doesn't end up forming headers, just for SEO, suggest the titles, like some meta 323 00:18:29,880 --> 00:18:33,560 description, all of those things goes into there. 324 00:18:33,560 --> 00:18:38,720 Then from there, I have it connected to money.com, which is our test manager to say, hey, go 325 00:18:38,720 --> 00:18:45,360 ahead, give the blog post, assign it to Ariel, notify her, let her know that she's been assigned 326 00:18:45,360 --> 00:18:47,720 and then from there be able to go. 327 00:18:47,720 --> 00:18:48,720 Okay. 328 00:18:48,720 --> 00:18:53,560 So then it goes to this status and we have other workflows that are all built into Monday.com 329 00:18:53,560 --> 00:18:56,120 that I should have written this all down because I would have been more clear explaining 330 00:18:56,120 --> 00:18:57,840 the exact steps. 331 00:18:57,840 --> 00:19:02,400 But from there, it pretty much goes through the workflow that I'm going, Hey, Tara goes 332 00:19:02,400 --> 00:19:06,440 in, is our boss into the back end of WordPress to prove the blog. 333 00:19:06,440 --> 00:19:08,360 If it's approved, everything goes there. 334 00:19:08,360 --> 00:19:13,320 Then we have another flow that writes it into a content or that we can track all of our 335 00:19:13,320 --> 00:19:17,120 content, but then we can action that off and get separate workflows to create social media 336 00:19:17,120 --> 00:19:21,560 posts, to create notifications internally. 337 00:19:21,560 --> 00:19:24,760 I'm like, essentially that's where it goes from there is to go. 338 00:19:24,760 --> 00:19:29,080 If there's a content stream, I probably have a board setup or I have an AI workflow to help 339 00:19:29,080 --> 00:19:34,840 us generate the content so that Ariel can spend most per day, ideating or going through 340 00:19:34,840 --> 00:19:39,320 and making the content better or making an image that improves it so that the user experience 341 00:19:39,320 --> 00:19:43,680 is better or so that we can sit there and spend more of our time going. 342 00:19:43,680 --> 00:19:47,240 How do we make sure that the user experience is great? 343 00:19:47,240 --> 00:19:51,440 Cause that's what I'd rather spend my time talking about and not going back and forth 344 00:19:51,440 --> 00:19:54,680 and going, let me copy and paste that somewhere here to your point, right? 345 00:19:54,680 --> 00:19:58,040 So over here, I got past this over here and then I'm going to message Ariel and let her 346 00:19:58,040 --> 00:20:00,560 know that it's ready and then she's going to message Terri and let her make a sort of 347 00:20:00,560 --> 00:20:02,640 review that she's going to message out back. 348 00:20:02,640 --> 00:20:05,280 And then we get an email thread over here and then we have a teams chat over here and 349 00:20:05,280 --> 00:20:09,720 you're going, that's so many things to try to keep track of all throughout a day. 350 00:20:09,720 --> 00:20:14,680 And then you have multiple meetings to approve things or talk through things and you're going. 351 00:20:14,680 --> 00:20:18,920 Wouldn't it just be easier to start it with the thing that's starting at the podcast and 352 00:20:18,920 --> 00:20:22,640 then in the end, you know, let's give it a framework so that when we have meetings, we 353 00:20:22,640 --> 00:20:24,880 can talk about more exciting things. 354 00:20:24,880 --> 00:20:30,280 But Hey, did you have time to go through and edit that transcript? 355 00:20:30,280 --> 00:20:35,320 And did you then copy and paste it and spend five hours making it a blog post when it takes 356 00:20:35,320 --> 00:20:39,760 less than 10 minutes to make a blog post over 500 words? 357 00:20:39,760 --> 00:20:40,760 Yeah. 358 00:20:40,760 --> 00:20:41,760 Yeah. 359 00:20:41,760 --> 00:20:47,240 And I mean, I wish I could give you numbers because I'm terrible at tracking, but it has 360 00:20:47,240 --> 00:20:49,880 saved me like days of work. 361 00:20:49,880 --> 00:20:57,680 Like my old calendar was just filled with like a full day every week doing podcast stuff, 362 00:20:57,680 --> 00:21:00,600 which would include all the things that Kelsey mentioned. 363 00:21:00,600 --> 00:21:06,960 Now like today, I'm probably spending maybe half my day to do two podcasts. 364 00:21:06,960 --> 00:21:14,520 Like now I'm doing so much more and get to make such higher quality content rather than 365 00:21:14,520 --> 00:21:19,840 just spending time with like the basic wrote stuff, you know? 366 00:21:19,840 --> 00:21:20,840 So yeah. 367 00:21:20,840 --> 00:21:21,840 Yeah. 368 00:21:21,840 --> 00:21:22,840 It's amazing. 369 00:21:22,840 --> 00:21:27,400 You know, to go to write anybody in leadership or go to Cole and go, hey, can you write us 370 00:21:27,400 --> 00:21:28,400 a blog post? 371 00:21:28,400 --> 00:21:29,400 Can you write us a blog post? 372 00:21:29,400 --> 00:21:30,400 Can you write? 373 00:21:30,400 --> 00:21:33,080 Nobody, I love all of our internal resources. 374 00:21:33,080 --> 00:21:34,080 Nobody has time for that. 375 00:21:34,080 --> 00:21:39,160 Nobody has time to sit down and write it out and do all these things, but they have more 376 00:21:39,160 --> 00:21:41,160 than enough time to sit down in a quick meeting. 377 00:21:41,160 --> 00:21:42,160 Yeah. 378 00:21:42,160 --> 00:21:46,320 Which is essentially all these podcasts are and say, hey, yeah, I'll give you my story. 379 00:21:46,320 --> 00:21:49,040 I'll tell you. 380 00:21:49,040 --> 00:21:52,440 And then we're getting great content that then if you're anything like me, you don't 381 00:21:52,440 --> 00:21:55,160 look at under piece of paper and go, well, it's not good enough. 382 00:21:55,160 --> 00:21:56,160 The grammar is bad. 383 00:21:56,160 --> 00:21:58,720 And I don't like the voice there and this and all these other things. 384 00:21:58,720 --> 00:22:04,800 I'm going, yep, I'll hail AI overlords because please take what I'm saying and make this. 385 00:22:04,800 --> 00:22:06,800 Oh my gosh. 386 00:22:06,800 --> 00:22:08,360 Oh man. 387 00:22:08,360 --> 00:22:15,800 And I mean, AI is potentially a different conversation because that changes everything 388 00:22:15,800 --> 00:22:16,800 as well. 389 00:22:16,800 --> 00:22:22,040 I don't know how involved that is or how connected that can be. 390 00:22:22,040 --> 00:22:23,040 We love automations. 391 00:22:23,040 --> 00:22:25,280 We do a lot, especially in the marketing. 392 00:22:25,280 --> 00:22:26,960 I can speak to it. 393 00:22:26,960 --> 00:22:34,160 But are there any hurdles or challenges either of you have faced or that you know could trip 394 00:22:34,160 --> 00:22:37,880 somebody up if they start exploring this? 395 00:22:37,880 --> 00:22:43,440 What's some of those challenges they might face when creating an automation? 396 00:22:43,440 --> 00:22:47,960 And I throw my one thing and then call it, let you go. 397 00:22:47,960 --> 00:22:51,160 Because I got one thing, bad data. 398 00:22:51,160 --> 00:22:52,160 Yeah. 399 00:22:52,160 --> 00:22:55,760 I'm sorry to cut you off, Kelsey. 400 00:22:55,760 --> 00:23:06,160 I heard if automation is like the car, data is the gas and you have to have the right 401 00:23:06,160 --> 00:23:09,280 and good quality like fuel. 402 00:23:09,280 --> 00:23:12,680 Otherwise, it's not going to drive. 403 00:23:12,680 --> 00:23:13,680 Does it work? 404 00:23:13,680 --> 00:23:14,680 Yeah, it's interesting. 405 00:23:14,680 --> 00:23:18,040 I'm like, you take all of this and you can say, call if you're trying to be your example 406 00:23:18,040 --> 00:23:19,040 of the count numbers. 407 00:23:19,040 --> 00:23:20,520 If a number is off, does it work? 408 00:23:20,520 --> 00:23:21,520 It doesn't work. 409 00:23:21,520 --> 00:23:26,680 I just sat on a podcast with Ariel and said, let me tell you about my cat. 410 00:23:26,680 --> 00:23:29,360 That is a good quality content. 411 00:23:29,360 --> 00:23:30,360 Yeah. 412 00:23:30,360 --> 00:23:31,360 Oh yeah, absolutely. 413 00:23:31,360 --> 00:23:34,840 I love that example of the car and the gas. 414 00:23:34,840 --> 00:23:39,280 I think that's a really good kind of metaphor for what it is. 415 00:23:39,280 --> 00:23:45,480 The other thing that I've seen is a lot of work, technology is changing all of the time 416 00:23:45,480 --> 00:23:49,160 and people are kind of getting a little bit tired about it, honestly. 417 00:23:49,160 --> 00:23:53,800 So what I find is sometimes is people who are kind of resistant to that change because 418 00:23:53,800 --> 00:23:58,840 they're just a little bit burnt out of things that don't quite work for them. 419 00:23:58,840 --> 00:24:02,840 It's always something that the company is like, oh, well, we're just going to do this 420 00:24:02,840 --> 00:24:03,840 thing. 421 00:24:03,840 --> 00:24:06,160 And they're like, well, why didn't you ask us first? 422 00:24:06,160 --> 00:24:09,760 And I'm happy to say that the solution is actually really simple, it's just talk to 423 00:24:09,760 --> 00:24:10,760 them, right? 424 00:24:10,760 --> 00:24:12,640 Your stories get out. 425 00:24:12,640 --> 00:24:17,640 What is going to make this actually easier for that end user and make them really feel 426 00:24:17,640 --> 00:24:20,360 good about what they're doing there? 427 00:24:20,360 --> 00:24:26,160 So for example, like the automation I was talking about before, the admin team was originally 428 00:24:26,160 --> 00:24:33,840 really kind of hesitant for this because the multiple hours of work that they were doing 429 00:24:33,840 --> 00:24:40,160 of confirming that each tech box along that process was going as it should is now being 430 00:24:40,160 --> 00:24:43,240 done by machine and they don't necessarily trust it. 431 00:24:43,240 --> 00:24:45,840 We could admit something and that's totally fair. 432 00:24:45,840 --> 00:24:48,700 That's a really valid reaction to it. 433 00:24:48,700 --> 00:24:53,400 So the way that we actually overcame it in this situation was we created a little bit 434 00:24:53,400 --> 00:25:00,040 of a trial period where instead of just executing the full automation whenever the form was 435 00:25:00,040 --> 00:25:05,000 imminent, the admin would receive an email that said, here's what we're doing and what 436 00:25:05,000 --> 00:25:06,360 we're going to do here. 437 00:25:06,360 --> 00:25:10,680 If this looks okay to you, please just press approve and then we'll go through that whole 438 00:25:10,680 --> 00:25:15,440 back end process, which was still a huge time savings for them because they didn't have 439 00:25:15,440 --> 00:25:20,880 to go and copy and paste all that stuff from the email into the thing. 440 00:25:20,880 --> 00:25:25,840 They could just press the button that does do it and then it all gets done. 441 00:25:25,840 --> 00:25:32,800 I think we even ended up creating an even smaller automation that would run locally 442 00:25:32,800 --> 00:25:34,840 on the machine. 443 00:25:34,840 --> 00:25:39,560 So what it would do is they have a way to double check what has been set up for those 444 00:25:39,560 --> 00:25:41,320 automatic transfers. 445 00:25:41,320 --> 00:25:45,620 So it would go through that and they can see it going through step by step nice and slowly. 446 00:25:45,620 --> 00:25:51,760 So it's like, it punches in the code to bring up the account, it punches in the code to 447 00:25:51,760 --> 00:25:53,520 look at the last one that they just did. 448 00:25:53,520 --> 00:25:57,960 It punches in the code to say, pull up what this is set up as. 449 00:25:57,960 --> 00:26:03,040 And right there, they can see exactly what they've seen every time that they've done 450 00:26:03,040 --> 00:26:04,640 it in the past. 451 00:26:04,640 --> 00:26:08,400 It's no longer this like back end kind of scary thing that they're not used to. 452 00:26:08,400 --> 00:26:12,400 You're meeting them right where they are and you're saying, hey, this is what this has been 453 00:26:12,400 --> 00:26:17,420 set up as, you know, go ahead and double check it, make sure you feel comfortable. 454 00:26:17,420 --> 00:26:21,800 And then once that trial period is done, they're feeling great about this because they know 455 00:26:21,800 --> 00:26:24,800 this is working exactly how they want it to work. 456 00:26:24,800 --> 00:26:30,200 If it's not, they can kind of give us those feedback of, hey, every once in a while, here's 457 00:26:30,200 --> 00:26:31,600 an issue we have. 458 00:26:31,600 --> 00:26:35,960 And then, you know, we throw in another if end statement that says, if this is a thing 459 00:26:35,960 --> 00:26:40,240 that we're going to do this, or, you know, even sending them the few that don't make 460 00:26:40,240 --> 00:26:41,880 sense for the computer. 461 00:26:41,880 --> 00:26:48,200 Sometimes you do get to those situations where we don't quite have all of the data that 462 00:26:48,200 --> 00:26:52,480 we need, and we need to ask for just a little bit more, and it's just a little bit tricky 463 00:26:52,480 --> 00:26:53,960 to get to the computer. 464 00:26:53,960 --> 00:26:58,840 So that part is great to have that human interaction and that human control on it. 465 00:26:58,840 --> 00:27:03,960 But it's about making all those things that we don't need to have a whole meeting about, 466 00:27:03,960 --> 00:27:08,440 you know, it's the classic expression like this could have just been in an email. 467 00:27:08,440 --> 00:27:10,200 Exactly the same with automation, right? 468 00:27:10,200 --> 00:27:14,720 Where those things that the computer should know, let's let the computer take care of 469 00:27:14,720 --> 00:27:17,320 and the things that are a little bit more complex than that. 470 00:27:17,320 --> 00:27:20,400 Let's let the humans take care of. 471 00:27:20,400 --> 00:27:21,400 For sure. 472 00:27:21,400 --> 00:27:25,840 I love because sometimes people when they hear about these tools that are out there, they 473 00:27:25,840 --> 00:27:29,400 think that you're really removing the human element and you're not. 474 00:27:29,400 --> 00:27:34,360 So like I am still very much involved in the full process that Kelsey has put in there, 475 00:27:34,360 --> 00:27:36,600 but it's just a little bit more in depth. 476 00:27:36,600 --> 00:27:40,800 It's a little bit more meaningful use of my time and having those checks and balances 477 00:27:40,800 --> 00:27:42,320 are really important. 478 00:27:42,320 --> 00:27:43,320 So absolutely. 479 00:27:43,320 --> 00:27:44,320 Yeah. 480 00:27:44,320 --> 00:27:48,760 And I think you make a great point about user friction and user adoption of, yes, I live 481 00:27:48,760 --> 00:27:49,760 in this happy world. 482 00:27:49,760 --> 00:27:53,120 We're pretty much it's aerial and I get to go, we're doing this. 483 00:27:53,120 --> 00:27:54,120 She is okay. 484 00:27:54,120 --> 00:27:55,120 Cool. 485 00:27:55,120 --> 00:27:56,440 And I'm like, that's what I had to convince. 486 00:27:56,440 --> 00:27:57,440 We're done. 487 00:27:57,440 --> 00:27:58,440 Congratulations. 488 00:27:58,440 --> 00:28:01,040 But I've seen the other side of it, right? 489 00:28:01,040 --> 00:28:04,840 Even just cross departmentally when I'm sitting crossword meetings and I'm like, we could 490 00:28:04,840 --> 00:28:10,960 do this, this, this, this, this, this, learning how to position that in an entry way that 491 00:28:10,960 --> 00:28:16,640 says, yeah, I'm going to focus on how we're going to do it and then giving you the tools 492 00:28:16,640 --> 00:28:21,800 to say, but you're going to have full control or we're going to be able to look back through 493 00:28:21,800 --> 00:28:23,600 kind of that lifting behind the curtain. 494 00:28:23,600 --> 00:28:24,600 There are ideas. 495 00:28:24,600 --> 00:28:27,280 I was such a great point to go. 496 00:28:27,280 --> 00:28:28,560 Yes, it's scary. 497 00:28:28,560 --> 00:28:29,560 Yes. 498 00:28:29,560 --> 00:28:33,120 You don't have to understand it, but I'm also not going to, for lack of better terms, 499 00:28:33,120 --> 00:28:38,400 mansplain my workflow to you and say, I'm still going to give it to you in a way that 500 00:28:38,400 --> 00:28:43,200 you feel like you have ownership or control so that it's not so scary that I'm just taking 501 00:28:43,200 --> 00:28:45,680 it from you and saying, well, the computer is going to do it for you. 502 00:28:45,680 --> 00:28:47,000 You just don't worry about it. 503 00:28:47,000 --> 00:28:48,000 Just sit there, smile, look pretty. 504 00:28:48,000 --> 00:28:50,040 I'm going, no, no, no, no, no. 505 00:28:50,040 --> 00:28:51,800 You're going to do more important things. 506 00:28:51,800 --> 00:28:56,120 I'm just going to help you with some of the things that you're doing on repeat that the 507 00:28:56,120 --> 00:28:59,120 computer can do for you because I think your point is great. 508 00:28:59,120 --> 00:29:02,680 We expect technology to know things for us. 509 00:29:02,680 --> 00:29:06,080 Let's just utilize the things that maybe it already knows. 510 00:29:06,080 --> 00:29:07,080 Absolutely. 511 00:29:07,080 --> 00:29:08,080 I love that. 512 00:29:08,080 --> 00:29:10,320 I don't know if I'm going to put it. 513 00:29:10,320 --> 00:29:11,320 Sure. 514 00:29:11,320 --> 00:29:18,960 Let's jump a little bit into if someone is so excited to do more, learn more, start 515 00:29:18,960 --> 00:29:20,240 implementing. 516 00:29:20,240 --> 00:29:21,760 Where do they even start? 517 00:29:21,760 --> 00:29:25,400 I don't know, Cole, if you can jump off first. 518 00:29:25,400 --> 00:29:27,720 Where does someone start? 519 00:29:27,720 --> 00:29:33,200 How did they begin figuring out what process is an easy one to start automating? 520 00:29:33,200 --> 00:29:34,920 Yeah, absolutely. 521 00:29:34,920 --> 00:29:40,800 I mostly work in Power Automate and I think it's a really nice one to get started with 522 00:29:40,800 --> 00:29:43,960 because you can actually get a free developer account. 523 00:29:43,960 --> 00:29:47,960 I don't know if anyone knows this, but through Microsoft, they actually have a free, like, 524 00:29:47,960 --> 00:29:51,640 hey, try it out because they want more people to be using it. 525 00:29:51,640 --> 00:30:00,680 You can set up your own development account there and start playing around with it. 526 00:30:00,680 --> 00:30:05,120 The way that you do this is you just go to, let's see, I have it in here. 527 00:30:05,120 --> 00:30:11,640 If you just Google M365 developer program and then click, you know, get started with 528 00:30:11,640 --> 00:30:17,280 that and then you give it some basic information about what you're using it for and, you know, 529 00:30:17,280 --> 00:30:20,120 your email address, you got to have an account to sign in. 530 00:30:20,120 --> 00:30:22,920 They'll give you that free developer account. 531 00:30:22,920 --> 00:30:28,120 With that, if you have Outlook, you can do some really, really basic things like, hey, 532 00:30:28,120 --> 00:30:31,720 I'm going to set up an automation that sends an email, right? 533 00:30:31,720 --> 00:30:36,840 And, you know, that's not a really viable automation for the business because if you're 534 00:30:36,840 --> 00:30:39,440 going to send an email, you open Outlook and you send an email, right? 535 00:30:39,440 --> 00:30:40,960 It's not that complex. 536 00:30:40,960 --> 00:30:45,920 But what I like about it is it kind of just gets you to have your hands on it and really 537 00:30:45,920 --> 00:30:50,200 start understanding, like, how simple it is. 538 00:30:50,200 --> 00:30:52,520 And then you kind of build on that. 539 00:30:52,520 --> 00:30:57,520 Similar with SharePoint is you can have it just, you press the button that says, run 540 00:30:57,520 --> 00:31:02,520 the automation and it will create an item in your SharePoint list. 541 00:31:02,520 --> 00:31:07,280 And I really like that approach because it gives you a really easy way to kind of get 542 00:31:07,280 --> 00:31:13,080 your hands on it and just see what makes sense for you and start learning and start building 543 00:31:13,080 --> 00:31:20,360 that skill set and that comfortability with here's what it looks like to automate something. 544 00:31:20,360 --> 00:31:22,240 Yeah, I love that. 545 00:31:22,240 --> 00:31:25,760 And I think to, and I played around Power Outta Beat just a little bit that I was like, 546 00:31:25,760 --> 00:31:30,200 you know, just poking around, doing a few things, doing a few flows, worth Microsoft 547 00:31:30,200 --> 00:31:33,400 partners, so sorry, self-promotion sitting over here in the marketing department. 548 00:31:33,400 --> 00:31:35,640 And I'm like, we can do these things for you. 549 00:31:35,640 --> 00:31:38,320 But to your point, that's such a good thing to know. 550 00:31:38,320 --> 00:31:43,840 And I think you brought up a point for me of, if you can storyboard out your day, which 551 00:31:43,840 --> 00:31:46,040 is such a marketing way of going about this. 552 00:31:46,040 --> 00:31:52,240 Okay, let's say I'm a team lead and I send out a team's message to my team every single 553 00:31:52,240 --> 00:31:55,160 day saying, what's your top three for that? 554 00:31:55,160 --> 00:31:56,160 That's what I do every day. 555 00:31:56,160 --> 00:31:59,640 I probably have it saved at a notepad because it got too easy to type it in every single 556 00:31:59,640 --> 00:32:00,640 time. 557 00:32:00,640 --> 00:32:03,080 Control C, control V, doing all the things. 558 00:32:03,080 --> 00:32:09,640 That's a super easy workflow to go on this day, this time, in this channel, you post 559 00:32:09,640 --> 00:32:12,360 this and they may get so easy. 560 00:32:12,360 --> 00:32:16,960 You go in, it's visual power on me has some of the same things as Zapier where they have 561 00:32:16,960 --> 00:32:18,680 templated outflows. 562 00:32:18,680 --> 00:32:22,680 So even if you don't know where you're starting, looking at some of these websites and we'll 563 00:32:22,680 --> 00:32:26,640 put a bunch of links with a bunch of tools, but just looking through them, Zapier has 564 00:32:26,640 --> 00:32:29,160 a full, Hey, here's all the popular flow. 565 00:32:29,160 --> 00:32:32,760 So if you don't use their tool, you may think of things. 566 00:32:32,760 --> 00:32:34,680 Power Automate has something similar. 567 00:32:34,680 --> 00:32:38,960 I'm sure Gmail, even though I haven't, my personal email is a mess. 568 00:32:38,960 --> 00:32:40,680 So don't use me as a use case here. 569 00:32:40,680 --> 00:32:43,000 I'm sure that they have similar things. 570 00:32:43,000 --> 00:32:45,800 I know that they do between Google Sheets, Google Forms. 571 00:32:45,800 --> 00:32:49,680 So whatever platform you're on personally, that's a great way to get started and then 572 00:32:49,680 --> 00:32:53,400 be able to do things for your team, for your business, scale it up. 573 00:32:53,400 --> 00:32:57,600 Same thing calls pretty much saying is, Hey, beta test it yourself. 574 00:32:57,600 --> 00:33:01,640 Maybe set a reminder to feed your cat before your cat reminds you, right? 575 00:33:01,640 --> 00:33:05,680 Those types of just play around with how your life can get a little bit easier and give 576 00:33:05,680 --> 00:33:07,400 yourself a little bit back time. 577 00:33:07,400 --> 00:33:11,680 And then it's so much easier to then go and say, I could save somebody else time. 578 00:33:11,680 --> 00:33:16,200 I had empathy for Ariel and the podcast because I didn't produce to her. 579 00:33:16,200 --> 00:33:18,400 So I said, I used to spend all this time. 580 00:33:18,400 --> 00:33:20,440 I knew that you spent this time. 581 00:33:20,440 --> 00:33:21,440 I can do this for you. 582 00:33:21,440 --> 00:33:24,920 But if I didn't have that understanding, I could have created a flow that would have 583 00:33:24,920 --> 00:33:27,040 just created more work. 584 00:33:27,040 --> 00:33:31,200 So I think when you're looking at it and saying, how do you get started? 585 00:33:31,200 --> 00:33:33,400 Understand what your problem is first. 586 00:33:33,400 --> 00:33:39,120 And then maybe try the simple metal fixes because any of these big, complex workflows 587 00:33:39,120 --> 00:33:44,480 are just smaller flows combined. 588 00:33:44,480 --> 00:33:48,600 So do the three-step and feel really good about that and then you can keep going. 589 00:33:48,600 --> 00:33:49,600 I really like that. 590 00:33:49,600 --> 00:33:54,840 I love how you talked through that of like, understanding what the problem is just such 591 00:33:54,840 --> 00:33:56,920 a huge part of that. 592 00:33:56,920 --> 00:34:01,880 And any automation at its core is what is the trigger? 593 00:34:01,880 --> 00:34:05,280 And for a lot of these things, it's like this time of day, right? 594 00:34:05,280 --> 00:34:09,640 Like I've got on my phone, it's not like you wouldn't really consider it an automation. 595 00:34:09,640 --> 00:34:12,640 But now the way that you're talking about this Kelsey, I'm thinking about everything 596 00:34:12,640 --> 00:34:14,440 is an automation, right? 597 00:34:14,440 --> 00:34:20,720 I've got it set up so that if it's a Monday morning, Tuesday, Wednesday, Thursday, Friday, 598 00:34:20,720 --> 00:34:22,520 sound my alarm at 7am. 599 00:34:22,520 --> 00:34:25,320 If it's Saturday or Sunday, sound it at 9am, right? 600 00:34:25,320 --> 00:34:26,440 Like that's an automation. 601 00:34:26,440 --> 00:34:30,160 It's just what thing is triggering it. 602 00:34:30,160 --> 00:34:33,360 And then what do you want to have happen after it? 603 00:34:33,360 --> 00:34:37,560 If you can get it into those terms of like distilling your problem down to that, you 604 00:34:37,560 --> 00:34:39,000 can make an automation for it. 605 00:34:39,000 --> 00:34:40,440 Like you absolutely can. 606 00:34:40,440 --> 00:34:43,800 Well, yeah, and there's so many, so many tools. 607 00:34:43,800 --> 00:34:49,000 If you select, if you use teams, if you use asana Monday.com, like where I could throw 608 00:34:49,000 --> 00:34:54,320 it all these notes and anything that you can do to try to organize your technology at this 609 00:34:54,320 --> 00:34:59,520 point probably has an automation built in that you're probably already using or they've 610 00:34:59,520 --> 00:35:01,960 made it in a no-call, low-code way. 611 00:35:01,960 --> 00:35:05,840 And really what we're talking about is just taking it and going, how do you connect those 612 00:35:05,840 --> 00:35:06,840 systems? 613 00:35:06,840 --> 00:35:11,000 You're just scrolling between three separate monitors and right doing all these things 614 00:35:11,000 --> 00:35:14,600 where you're like, yeah, I feel like I'm at mission control and it's Ironman waking up 615 00:35:14,600 --> 00:35:16,080 Jarvis and I feel so cool. 616 00:35:16,080 --> 00:35:21,120 And you're like, yeah, but you can also take some of that out and simplify it so that you 617 00:35:21,120 --> 00:35:25,520 don't get the technology fatigue that you spoke about earlier called because that's so true 618 00:35:25,520 --> 00:35:30,240 of going, I get really excited about it, but that doesn't mean that if I walked down the 619 00:35:30,240 --> 00:35:34,720 street and looked at somebody and was like, hey, I just did this automation, I'm not sure 620 00:35:34,720 --> 00:35:39,200 if he was going, please don't do that. 621 00:35:39,200 --> 00:35:44,120 I would get the same amount of excitement out of the general population. 622 00:35:44,120 --> 00:35:46,240 Not done talking to anybody else. 623 00:35:46,240 --> 00:35:51,480 That's just going, I get to get excited about it because I feel bad about it in my job, 624 00:35:51,480 --> 00:35:55,280 but it doesn't always, it's not as important for some people. 625 00:35:55,280 --> 00:36:00,960 If I was building a car room, I probably would not care about what my calendar flow was doing. 626 00:36:00,960 --> 00:36:01,960 I just wouldn't. 627 00:36:01,960 --> 00:36:06,400 Yeah, well, I don't know, I think that that can make for some good tick tocks is running 628 00:36:06,400 --> 00:36:10,240 up to people on the street and saying, Hey, have you thought about automating your outlook? 629 00:36:10,240 --> 00:36:13,440 I've got some automation tree to try to gain their react. 630 00:36:13,440 --> 00:36:16,080 Hey, what's your favorite rest rest? 631 00:36:16,080 --> 00:36:18,240 Hey, what's your favorite workflow? 632 00:36:18,240 --> 00:36:19,240 Oh man. 633 00:36:19,240 --> 00:36:25,080 Well, credit, if we go viral credit goes out to you. 634 00:36:25,080 --> 00:36:29,640 Oh my gosh, I love it. 635 00:36:29,640 --> 00:36:31,400 We might have to do that. 636 00:36:31,400 --> 00:36:38,560 As we close out today, I want to talk about future friends or how things are going to 637 00:36:38,560 --> 00:36:41,640 evolve going forward. 638 00:36:41,640 --> 00:36:46,920 I want you to start with in your field, how you think automation is really evolving or 639 00:36:46,920 --> 00:36:55,840 changing your specific field, and then what you see, how businesses can prepare. 640 00:36:55,840 --> 00:37:03,520 Get a little bit bigger, how businesses can prepare for automation or get started in that, 641 00:37:03,520 --> 00:37:04,520 if that makes sense. 642 00:37:04,520 --> 00:37:11,200 I know, I mean, honestly, Cole, it might be easier because you do work very in depth with 643 00:37:11,200 --> 00:37:12,360 businesses and stuff. 644 00:37:12,360 --> 00:37:14,840 It might be easier for you to sort of start. 645 00:37:14,840 --> 00:37:15,840 Yeah. 646 00:37:15,840 --> 00:37:16,840 You. 647 00:37:16,840 --> 00:37:22,360 So I think that the biggest trend is just we're going to see a lot more. 648 00:37:22,360 --> 00:37:27,320 No matter what happens, we're going to just see more and more of this. 649 00:37:27,320 --> 00:37:29,560 It's all going to be about this. 650 00:37:29,560 --> 00:37:30,760 We're getting rid of the chaff. 651 00:37:30,760 --> 00:37:36,040 We're getting rid of the, we're not doing click here, click here, click here. 652 00:37:36,040 --> 00:37:41,280 It's about just doing less of that manual work that the computer should be able to do 653 00:37:41,280 --> 00:37:44,240 and doing more of that meaningful work, which we've talked about in depth. 654 00:37:44,240 --> 00:37:46,360 So I'm not going to go too deep in that. 655 00:37:46,360 --> 00:37:50,680 But for the other point that you were bringing up of just how can businesses prepare for 656 00:37:50,680 --> 00:37:51,680 the future of automation? 657 00:37:51,680 --> 00:37:57,120 I think one of the biggest things is just recording your processes because exactly like 658 00:37:57,120 --> 00:37:58,720 Kelsey was saying before, right? 659 00:37:58,720 --> 00:38:03,480 If you know what your problem is, which, you know, your processes shouldn't be a problem. 660 00:38:03,480 --> 00:38:07,800 But as you know, at the pain point, all right, where are these things frustrating for your 661 00:38:07,800 --> 00:38:08,800 employees? 662 00:38:08,800 --> 00:38:15,400 Or even like, if you have it so that it's very clear on what step happens and then what 663 00:38:15,400 --> 00:38:18,320 thing comes after that, so on and so forth. 664 00:38:18,320 --> 00:38:23,800 When you hire a company or you start using your internal resources to automate some of 665 00:38:23,800 --> 00:38:28,920 those processes, they can look at it and that's going to be so much easier for them to automate 666 00:38:28,920 --> 00:38:33,600 because you already have done so much of the legwork of figuring out what does this actually 667 00:38:33,600 --> 00:38:34,840 look like? 668 00:38:34,840 --> 00:38:39,000 And then the next step is what can this look like, right? 669 00:38:39,000 --> 00:38:44,400 The other thing that I would say that I think is even more just like hugely important is, 670 00:38:44,400 --> 00:38:49,680 you know, getting to know and understanding your employees because when we remove the 671 00:38:49,680 --> 00:38:54,040 mind numbing busy work tasks, what do they want to do? 672 00:38:54,040 --> 00:39:00,600 How can they feel fulfilled at their job and how can they get the most about doing things 673 00:39:00,600 --> 00:39:06,480 that are a little bit more, you know, using their mind and the fun stuff of the job instead 674 00:39:06,480 --> 00:39:08,000 of the mind numbing stuff? 675 00:39:08,000 --> 00:39:12,160 Because like some of these animations are going to remove hours of busy work like you 676 00:39:12,160 --> 00:39:19,040 were saying Ariel and that's where we really need to know what are they doing after, right? 677 00:39:19,040 --> 00:39:24,200 Like how are we going to take this from we were doing a lot of busy work stuff and now 678 00:39:24,200 --> 00:39:29,040 we're going to do more meaningful stuff and how can we get them excited about that, right? 679 00:39:29,040 --> 00:39:32,920 Because if you're just going to tell them, hey, help these guys know what your process 680 00:39:32,920 --> 00:39:36,280 is because then we can let you go and it will be cheaper for us. 681 00:39:36,280 --> 00:39:37,760 You're not going to get a lot of buy in. 682 00:39:37,760 --> 00:39:41,600 People aren't really going to be excited to make the secrets of their job. 683 00:39:41,600 --> 00:39:47,120 But if you can tell them, here's how we're going to actually use this time to help you 684 00:39:47,120 --> 00:39:52,800 have a more fulfilling life and you can do more things with it that are exciting to you, 685 00:39:52,800 --> 00:39:56,960 then you're going to have excellent buy and you're going to have really good automations 686 00:39:56,960 --> 00:40:02,080 because you have people who are bought in and excited to help the people who are automating 687 00:40:02,080 --> 00:40:07,000 it, do a really good job with capturing what that process should be. 688 00:40:07,000 --> 00:40:08,000 Amazing. 689 00:40:08,000 --> 00:40:11,080 I don't know how you're going to follow that up, Kelsey. 690 00:40:11,080 --> 00:40:18,360 I'm so much pressure that I was like, A, wholeheartedly agree with everything that you just said, ditto. 691 00:40:18,360 --> 00:40:22,720 But also, I think if I pulled it back and said, okay, from a marketing standpoint, which 692 00:40:22,720 --> 00:40:28,320 is the standpoint that I live in, I think where it's going is, A, we've already talked 693 00:40:28,320 --> 00:40:33,240 about AI, but B, you're going to see that we hear it all the time, hyper personalization, 694 00:40:33,240 --> 00:40:36,360 people want that personalized experience. 695 00:40:36,360 --> 00:40:40,640 So as far as automations go, we're going to see a lot of data being automated, right, 696 00:40:40,640 --> 00:40:43,600 where you're having data from all these different marketing platforms. 697 00:40:43,600 --> 00:40:45,520 You're going to see more and more products like that. 698 00:40:45,520 --> 00:40:46,520 Hey, do this dashboard. 699 00:40:46,520 --> 00:40:47,520 Hey, go to Looker. 700 00:40:47,520 --> 00:40:48,520 Hey, here's funnel.io. 701 00:40:48,520 --> 00:40:51,760 There's all of these platforms already out there for AI. 702 00:40:51,760 --> 00:40:56,520 I think that's only to get it more and more prevalent because we have social media and 703 00:40:56,520 --> 00:41:01,720 we have Google and we have all of these platforms that I want you to go into. 704 00:41:01,720 --> 00:41:06,800 And saying the more marketing technology we have, the more data we have, the more analytics 705 00:41:06,800 --> 00:41:07,800 that we have. 706 00:41:07,800 --> 00:41:12,440 And the next thing is we're going to start seeing that in a more intuitive way for marketers 707 00:41:12,440 --> 00:41:17,080 that makes it more accessible and makes it easier to translate the data, to know what 708 00:41:17,080 --> 00:41:21,320 consumers are doing, to know what your user is doing, and to be able to identify their 709 00:41:21,320 --> 00:41:26,320 pay points and make better marketing experiences for them, which I think we're already kind 710 00:41:26,320 --> 00:41:29,000 of seeing with experiential marketing, right? 711 00:41:29,000 --> 00:41:31,880 That's already kind of what's happening is you're not just opening an email, you're 712 00:41:31,880 --> 00:41:37,040 going to a pop up for a new line of soda and you're getting swag and you're like, this 713 00:41:37,040 --> 00:41:41,480 has nothing to do with what the original product was, but you're experiencing the product. 714 00:41:41,480 --> 00:41:45,520 And I think workflows and things like that is what enables marketing companies or smaller 715 00:41:45,520 --> 00:41:48,720 marketing teams to have that bandwidth. 716 00:41:48,720 --> 00:41:53,120 So that's like a very vague, we're going to keep on using it to keep on doing our job, 717 00:41:53,120 --> 00:41:57,560 but we're going to do our job better with less people, but more people in a different 718 00:41:57,560 --> 00:41:58,560 way. 719 00:41:58,560 --> 00:42:00,160 Yeah, that was super clear. 720 00:42:00,160 --> 00:42:04,040 But I think as far as where business are taking it, well, you're 100% right on. 721 00:42:04,040 --> 00:42:08,280 And it's something that I said to Ariel last week when we were talking to work processes 722 00:42:08,280 --> 00:42:10,400 and she said, well, what's a process? 723 00:42:10,400 --> 00:42:16,080 And I said, anything that you could codify, write down that if we hired somebody else, 724 00:42:16,080 --> 00:42:21,480 right, to do that task, that's what we're writing down as processes. 725 00:42:21,480 --> 00:42:22,480 That's what we're documenting. 726 00:42:22,480 --> 00:42:24,480 That's what we're putting into a library. 727 00:42:24,480 --> 00:42:29,280 And then essentially that's then the next step is to say, hey, if you can tell that 728 00:42:29,280 --> 00:42:35,280 story of how you're doing it, then we can automate it, then we can look at what helps 729 00:42:35,280 --> 00:42:37,680 you do it faster, then we can look at how to improve it. 730 00:42:37,680 --> 00:42:42,440 And that to your point call, then it's not about me going, well, Ariel, I'd just like 731 00:42:42,440 --> 00:42:45,360 to replace you with this machine. 732 00:42:45,360 --> 00:42:46,840 That's not what I'm saying. 733 00:42:46,840 --> 00:42:52,400 And I was like, and I'll do that, but be not going to do that. 734 00:42:52,400 --> 00:42:59,240 Saying, hey, when we go through all of this, it's not that I'm looking to nitpick or micro 735 00:42:59,240 --> 00:43:04,720 manage her processes, my process is that's not what our boss is doing to us. 736 00:43:04,720 --> 00:43:07,240 It's to look at, say, what are our actual goals? 737 00:43:07,240 --> 00:43:08,960 What do we actually want to do? 738 00:43:08,960 --> 00:43:09,960 Yeah. 739 00:43:09,960 --> 00:43:11,680 What's the important thing? 740 00:43:11,680 --> 00:43:18,320 And I think that's such a nice way of looking at it is saying, automations are super technical 741 00:43:18,320 --> 00:43:22,880 if they're very, very core, but we're doing it so that you have more time to do the human 742 00:43:22,880 --> 00:43:27,440 things, the things that machines do. 743 00:43:27,440 --> 00:43:32,480 So yes, there's scary parts of it, but knowing what's going on in your business and what 744 00:43:32,480 --> 00:43:35,120 data is in your business. 745 00:43:35,120 --> 00:43:37,520 And then also building up your employees enough to go. 746 00:43:37,520 --> 00:43:39,320 This isn't a micro manage. 747 00:43:39,320 --> 00:43:41,920 This isn't, I'm questioning how you're doing it. 748 00:43:41,920 --> 00:43:45,240 This is you matter to me. 749 00:43:45,240 --> 00:43:50,680 You shouldn't have to enter a table every single day of the same data until your brain 750 00:43:50,680 --> 00:43:52,240 melts. 751 00:43:52,240 --> 00:43:54,240 Nobody really wants to do that. 752 00:43:54,240 --> 00:43:59,080 So how about we make something that does this for you so that you have the brain capacity 753 00:43:59,080 --> 00:44:03,920 because you probably know something about this process that I don't know that you can 754 00:44:03,920 --> 00:44:08,480 tell to make it better, which is the fun part for me is going, Hey, we fixed it. 755 00:44:08,480 --> 00:44:11,760 And then arrow goes, well, did you know there's three transcripts instead of one transcript? 756 00:44:11,760 --> 00:44:15,560 And I go, no, but I. 757 00:44:15,560 --> 00:44:16,560 Awesome. 758 00:44:16,560 --> 00:44:21,280 And Kelsey, I totally agree with you. 759 00:44:21,280 --> 00:44:25,560 One thing that you said that really resonated with me and I'm going to let everyone in here 760 00:44:25,560 --> 00:44:30,840 on a little bit of a secret, even if you don't automate anything, it's really good to have 761 00:44:30,840 --> 00:44:35,000 your processes written down for when you do have those people coming in, right? 762 00:44:35,000 --> 00:44:39,400 You have a new hire coming on and they're wondering how does my day to day look like? 763 00:44:39,400 --> 00:44:41,680 What do I do here? 764 00:44:41,680 --> 00:44:47,040 You know, if you have those processes documented, then they can do them because it's very clear 765 00:44:47,040 --> 00:44:51,320 and you know, there's always times where there's exceptions and there's things, but it's always 766 00:44:51,320 --> 00:44:56,120 better to come in with a plan and adjust the plan than to come in and say, well, I'm really 767 00:44:56,120 --> 00:45:00,200 flexible, so I'm just going to do whatever and I have no idea where to start, right? 768 00:45:00,200 --> 00:45:02,480 Like that doesn't, that doesn't work. 769 00:45:02,480 --> 00:45:05,120 No, it's the 80 20. 770 00:45:05,120 --> 00:45:08,800 And I think it was Kyler CEO was like, just get it 80% of the way there. 771 00:45:08,800 --> 00:45:11,400 Get it 80% and then we can figure out the 20. 772 00:45:11,400 --> 00:45:12,400 Absolutely. 773 00:45:12,400 --> 00:45:16,040 If 20% crashes and burns doesn't matter, we're just going to keep going. 774 00:45:16,040 --> 00:45:21,760 And I was like, that is a great benchmark to get to because if you approach anything, 775 00:45:21,760 --> 00:45:25,560 but especially animations with going, it's going to be 100% perfect off the door. 776 00:45:25,560 --> 00:45:30,880 Then the second area goes to me and goes, yeah, did you know that this, this, this, 777 00:45:30,880 --> 00:45:35,400 this and then if I was like, nope, it's perfect because I processed it and that's the way 778 00:45:35,400 --> 00:45:38,720 it is, it's not going to work. 779 00:45:38,720 --> 00:45:41,160 So you're reaching it from that. 780 00:45:41,160 --> 00:45:45,680 You're building something with best intentions that's going to have to change and then building 781 00:45:45,680 --> 00:45:47,520 in the process for monitoring it. 782 00:45:47,520 --> 00:45:51,680 Because I know that's the constant struggle that I have is I could spend all day just 783 00:45:51,680 --> 00:45:53,680 improving my processes. 784 00:45:53,680 --> 00:45:58,200 So looking at your business and planning for that and going, okay, everybody maybe, and 785 00:45:58,200 --> 00:46:04,760 I'll, everybody can write down what they do every single day, but who's owning when 786 00:46:04,760 --> 00:46:07,280 automation breaks because a lot of times, right? 787 00:46:07,280 --> 00:46:09,760 You'll, you'll pay somebody to come in. 788 00:46:09,760 --> 00:46:12,360 They set it up for you and you go, cool. 789 00:46:12,360 --> 00:46:18,600 It works and the second something breaks, you're like, oh crap, there goes our entire 790 00:46:18,600 --> 00:46:19,600 process. 791 00:46:19,600 --> 00:46:22,040 Then none of us now know how to fix. 792 00:46:22,040 --> 00:46:25,400 So also documenting what you're doing when you're building it. 793 00:46:25,400 --> 00:46:27,560 And this is behind it. 794 00:46:27,560 --> 00:46:30,160 Cause that's how I approach it is even in Zappier or things like that. 795 00:46:30,160 --> 00:46:31,440 There's a note section. 796 00:46:31,440 --> 00:46:35,200 You can put why you put that stuff there and what you're thinking was. 797 00:46:35,200 --> 00:46:39,920 And so right if I'm designing it, I'm going, if Ariel came in behind me, even if she had 798 00:46:39,920 --> 00:46:45,280 no background, anything else, she should technically, if I did it right, this is on me, not on 799 00:46:45,280 --> 00:46:50,080 her, be able to at least understand at a high level what I was attempting to do and why 800 00:46:50,080 --> 00:46:51,080 I did it. 801 00:46:51,080 --> 00:46:52,080 Absolutely. 802 00:46:52,080 --> 00:46:53,960 Even though it takes me more time when I'm building it. 803 00:46:53,960 --> 00:46:56,680 So yes, I'm not always great at it. 804 00:46:56,680 --> 00:46:57,680 Full disclosure. 805 00:46:57,680 --> 00:47:00,880 I'm preaching it and then going, yep, make sure I'm doing it every time. 806 00:47:00,880 --> 00:47:05,880 Cause it does take more time, but it does save your business time in the long run. 807 00:47:05,880 --> 00:47:11,760 And it's not diminishing my work or my worth to be able to say, if I can explain this to 808 00:47:11,760 --> 00:47:17,040 you, I would love it if anybody coming after me in marketing, did it better than me? 809 00:47:17,040 --> 00:47:18,040 Oh yeah. 810 00:47:18,040 --> 00:47:19,040 Yeah. 811 00:47:19,040 --> 00:47:20,040 That would be exciting. 812 00:47:20,040 --> 00:47:22,080 I would love that. 813 00:47:22,080 --> 00:47:26,720 But hopefully I said enough good enough that they don't look at it and go, that was crap. 814 00:47:26,720 --> 00:47:29,880 I'm going to double it. 815 00:47:29,880 --> 00:47:30,880 Perfect. 816 00:47:30,880 --> 00:47:31,880 I love it. 817 00:47:31,880 --> 00:47:36,360 But again, I kind of started this podcast, but this is such an amazing thing that both 818 00:47:36,360 --> 00:47:37,360 of you do. 819 00:47:37,360 --> 00:47:41,440 And it's just not how my brain works, but I'm actually excited to leave this podcast 820 00:47:41,440 --> 00:47:44,720 and figure out how I might actually already be doing it. 821 00:47:44,720 --> 00:47:47,680 So this has been amazing. 822 00:47:47,680 --> 00:47:49,680 Thank you both for being on our podcast today. 823 00:47:49,680 --> 00:47:50,680 It's very exciting. 824 00:47:50,680 --> 00:47:53,000 Thanks for having us. 825 00:47:53,000 --> 00:47:54,000 Thank you. 826 00:47:54,000 --> 00:47:56,160 Thank you for joining us today. 827 00:47:56,160 --> 00:47:59,280 If you enjoyed this topic, please let us know. 828 00:47:59,280 --> 00:48:06,640 Like, subscribe, or reach out to us at info at cit-net.com or head out to our website 829 00:48:06,640 --> 00:48:11,240 cit-net.com slash podcast. 830 00:48:11,240 --> 00:48:31,360 We'll be back next week with an all new episode.