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Hello, hello everybody.

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I hope you're doing well.

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I am here streaming.

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We're going to talk about hopefully a fun topic, which is how to figure out what to

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automate.

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I'm really excited about this because it's something that I get asked about all the time.

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And so we'll dive into that.

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I'm just going to do the rounds of making sure I am where I need to be.

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Clearly I am on YouTube.

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If I head over to the old LinkedIn to see if I'm streaming there, which yes, I am.

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Very exciting.

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And then over on Twitter, make sure I'm streaming over there.

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If you are watching, let me know.

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Say hello.

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Let me know where you're coming from.

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And if you have any questions about automations, I'll bring up the comment doc right here.

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And I'm really excited to talk about this.

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So I guess the other thing, if you're watching on YouTube, Twitch or Twitter, then the comments

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should come through.

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If you're watching on LinkedIn, I will do my best to make my rounds over there and see

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any questions that pop up.

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But like I said, today we are talking about how to figure out what to automate.

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And the reason that we're talking about that is because I am writing a book.

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I'm writing my next book.

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It's called tentatively called podcast cheat codes.

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I am indifferent.

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Well, I'm not indifferent.

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I really like the name, but I'm also not opposed to changing the name of the feedback I get

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is, hey, this is bad.

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This is not very good.

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So I will have a separate landing page for that soon.

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But in the meantime, you could always not there.

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Where can you sign up?

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This is where you can sign up.

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You can join my mailing list at podcastworkflows.com.

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So they'll be the first to know when I'm opening things up to beta readers.

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But soon I'll have its own sign up form so that you, if you just want to beta test and

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you don't want to be on my list, you can sign up over there.

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And for now, podcastworkflows.com slash join, join the mailing list.

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I send emails to help you improve your podcast workflows, which is what we're talking about

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today.

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So earlier this week, I put out a video where I drew this, this graphic, right?

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I was, if I'm being honest with you, I was watching the Yankee game.

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It was my father's day because my wife had to work on actual father's day.

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And so on Saturday, I sat down with a cigar in the morning.

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I love a morning cigar.

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Some people think that's lunacy.

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And I just got to kind of sit and think.

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And I thought about my friend, Justin Moore, and how he has all of these great acronyms

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for all of the kind of frameworks and stuff that he does.

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And I thought, I want that, right?

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It's, it's, you know, the way I teach automation right now, it's like, okay, ask yourself these

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four questions and then make a list of stuff.

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And the four questions are not even easy enough for me to remember all the time.

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Like I still got to check one of the four questions.

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And so I wanted to create something that's easier to remember.

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And I thought of the per method, P-E-R.

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And so automate per task.

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The first thing that you should do is perform the task.

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This is really important, right?

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So you should actually do the task and then record or document it.

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Recording and documenting it in some way is super important for a few reasons, right?

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So first of all, you are making sure that your process is repeatable.

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So you have a checklist, right?

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I'm always hesitant to cite the checklist manifesto because I feel like citing the checklist

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manifesto has been done to death.

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Like everybody talks about it in every book that's ever been written about productivity.

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But I was talking to my wife and the author of the checklist manifesto, whose name is

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escaping me right now.

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So I'm going to a tool Goandi.

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I hope I'm saying that right.

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So wrote the checklist manifesto, but is also a surgeon.

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So he's a doctor.

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And so my wife knew about him because of a different book he wrote called being mortal.

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I think that's it, right?

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Because she's looking into palliative care.

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It's a whole thing.

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And so she really wanted to read this book, found out he reads the checklist manifesto,

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knew that I regularly lampooned the checklist manifesto.

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Not because it's a bad book, but because everybody recommends.

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It's like me at at this point, asking somebody like, Hey, have you seen this movie called

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Star Wars?

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Or Hey, have you seen this movie called Lord of the Rings or any of the Avengers?

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Right?

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Like, yeah, probably like if you haven't, that's great.

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But I'm not going to I'm not going to present it as if you know nobody has ever heard of

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this thing that everybody's heard of.

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In any case, I've softened on that stance because she got a lot of she got a lot out

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of the checklist manifesto.

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So if you haven't read it, I recommend it, right?

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But that's the core of perform is you should do the thing you're doing and be mindful of

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what you're doing because you are going to now make a checklist of this task.

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And I have this for like everything.

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Like live streams, I have a document in obsidian that is like my live stream.

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I don't even know what I call it like my live stream process, live stream and webinar checklist.

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Right.

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And Web webinar protocols is what I've called it.

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Optimize internet connection, kill all apps.

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I guess I could just show you this, right?

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Can I just show you this?

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I don't know.

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I don't know why I picked such an ugly color for my obsidian dark theme appearance.

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It's oh, it's probably because I picked yellow and that's just like it doesn't look great.

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So let's do this instead.

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Yeah, that's nicer.

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How does it look in light mode?

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This is quality content, my friends.

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It looks great in light mode.

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Okay.

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Yeah.

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Okay.

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So this is it.

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I was looking at this on my phone last night and I was like, why is this so ugly?

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I'm like, yeah, my checklist, right?

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Optimize internet connection, kill apps, go into do not disturb mode, which I'm in my

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recording focus mode.

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Plim Pro, I can delete this.

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I haven't used this in a while.

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Open webinar as guests in Zoom.

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So this is like on my other computer.

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Open up the, this is, this says webinar, it's live stream as well, right?

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Hit record, ask opening question.

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Then we're live and then I do need to update this, right?

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Because people aren't registering for these and there's not a lot for me to do post live

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stream, but this checklist is super helpful for me when I am, especially because like

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I just got off of, I recorded a new podcast episode with my friend, Danny Brown over at

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Captivate.

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He's launching a new like, I guess I don't want to say hobby podcast, but it's not related

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to his profession.

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So yeah, just like a side, a side hustle podcast.

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And so like it was right before this.

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And so I was a little frazzled, but the checklist was like, okay, am I everywhere?

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What do I need here?

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And I'm ready to go.

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Right.

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So I have the outline.

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So checklists, super important.

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The other thing that you do in the perform phase is ask yourself as you're doing these

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tasks, what are the inputs and what are the outputs?

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Asking yourself the inputs and the outputs help you standardize this process.

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So for example, when you make chicken cutlets, right?

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It's okay.

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I need a thinly cut chicken cutlets.

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I need a egg.

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I need the breading like breadcrumbs and I need some oil in a pan.

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Right.

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So I know I'm always going to dip the chicken in the egg, then put the chicken in the bread

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crumbs and then throw it onto the pan.

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That's your process for making chicken cutlets.

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You have the inputs, you have the outputs, which means that you could teach somebody.

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I know that because my mother taught me and her mother taught her like any good Italian

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family, right?

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So if you have the clear inputs and outputs, this is a good sign that your process or the

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current task you're working on can be automated.

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So I see some people are joining us.

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If you are joining us, say hello, let me know where you're coming from.

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And of course, if you have any questions about process automation or podcasting in general,

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right?

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One process that may not be, uh, automatable, right, but could be delegatable is research,

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guest research, right?

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You probably will look in similar places, but there's no clear input except for maybe

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the guest's name and their bio.

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Maybe the topic you're talking about because you want to verify if they actually know what

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they're talking about.

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But you can't be like, take these three things.

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Now I have a fully researched report, right?

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It's probably more like, okay, the first place I'm going to look at this person is on their

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website.

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What do they say they can do on their website?

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Do they have any social proof?

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Next I'm going to go to LinkedIn.

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Has anybody recommended them on LinkedIn?

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How many people are they connected to on LinkedIn?

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Are they posting on LinkedIn?

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Are they not on LinkedIn?

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Maybe then I'll go to X.

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If they're not on X, are they on Instagram?

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Do they, you know what, are they making videos?

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This is way more open-ended.

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And so this is not, uh, something that has super clear inputs or outputs, right?

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I'm not saying that you can't take it off your plate because you can, you can have like

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a research assistant, but it's not low hanging fruit because it's so different.

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So one of the places where I made this mistake, right, is with my VA, um, she is in the Philippines

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and, um, you know, she does the type of VA work for me, um, like task completion, right?

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And this is before I developed this framework, but I gave her a bunch of stuff to do, right?

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Just like things I didn't want to do.

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And one of them was look for conferences for me to speak at.

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I want to speak about these things, right?

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Give her no other parameters and just figured she would into it, the type of, uh, conferences

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that I wanted to speak at.

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But what did I, what I ended up getting was just a list of conferences that could be good

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or bad.

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Some of them had already happened.

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Some of them weren't expecting, uh, or accepting speakers.

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And that was my fault, right?

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There was no clear input.

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There was no clear output.

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And so the task didn't go so well.

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I would need somebody who knows me extremely well to do that for me, right?

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Um, but one thing she does extremely well is transcribe my podcast episodes, right?

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Because the input is the episode or it's the, it's the episode transcript from another

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service that I have my RSS for you hooked up to.

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And the output is a cleaned up verbatim transcript of what we talked about without spelling errors

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or like mess ups and names, right?

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Very, it's a, it's a clear input and output.

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She does that really well.

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So as you are thinking about what to automate, the first thing that you need to think about

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is the P in per, which is per form.

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Okay.

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Do the tasks, document it.

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And I'll say like the best way that I have found to document my tasks, this is one of

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the things that my VA does.

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I record myself doing the task.

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I talk through the task and then I tell her transcribe the video and write out the steps

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for this task.

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And I will be able to review if I want, I haven't had to review her work in a while,

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but then I'll say like, if you have any questions, let me know.

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And this is great too.

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Because again, even if you're not doing this for yourself, like AI tools are pretty good

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now.

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Capshow just announced next gen.

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So I need to check that out.

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I have had meetings all day and haven't been able to attend their live event, but you know,

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AI tools are probably pretty good now at saying like, take this video, transcribe it.

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Like they'll do that.

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And then I, you know, say something to the effect of I am performing a step by step task

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in this video, write out the steps.

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I haven't tried this, but I'm going to guess it does a pretty decent job at doing that.

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Like unless you're all over the place, I guess, but it's really good for my VA because she

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can watch the video and see what I'm saying and then say like, Hey, you clicked on this

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thing but didn't say anything about it.

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What is that thing?

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Right?

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Or you went over here, but you haven't given me access to that yet.

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Do I need access to it?

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Right?

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So, um, because if you're performing a task, you perform all the time.

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It's easy to forget like the setup you did or the things that you needed.

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And so this process has been especially helpful for me when it comes to working with my VA.

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If you come into automation, so now this is where the E in per comes in, right?

241
00:15:25,600 --> 00:15:27,760
That's evaluate.

242
00:15:27,760 --> 00:15:32,720
And you can see I have a lot more questions here for evaluate.

243
00:15:32,720 --> 00:15:34,600
First is do you need to do it?

244
00:15:34,600 --> 00:15:35,600
Right?

245
00:15:35,600 --> 00:15:40,920
Another way to put this, because you might think, Oh yes, I need to do this.

246
00:15:40,920 --> 00:15:43,320
This is something that I need to do.

247
00:15:43,320 --> 00:15:48,520
So another way to put this question is can only you do it?

248
00:15:48,520 --> 00:15:56,360
And the answer 99% of the time is going to be no.

249
00:15:56,360 --> 00:15:59,120
Do I need to transcribe my podcast?

250
00:15:59,120 --> 00:16:00,120
No.

251
00:16:00,120 --> 00:16:02,440
Do I need to research the guests?

252
00:16:02,440 --> 00:16:03,440
No.

253
00:16:03,440 --> 00:16:06,840
Do I need to find the guests?

254
00:16:06,840 --> 00:16:09,800
That's closer to yes, but that's still no.

255
00:16:09,800 --> 00:16:13,000
Do I need to schedule the call with the guests?

256
00:16:13,000 --> 00:16:14,000
No.

257
00:16:14,000 --> 00:16:15,720
Do I need to send them an email reminder?

258
00:16:15,720 --> 00:16:16,720
No.

259
00:16:16,720 --> 00:16:18,760
Do I need to host the podcast?

260
00:16:18,760 --> 00:16:19,760
Yes.

261
00:16:19,760 --> 00:16:21,600
Do I need to come up with the questions?

262
00:16:21,600 --> 00:16:23,960
I would argue yes here.

263
00:16:23,960 --> 00:16:28,240
Some people like they'll have their assistant come up with the questions, but I like to

264
00:16:28,240 --> 00:16:30,920
come up with the questions, which I'll touch on in a minute.

265
00:16:30,920 --> 00:16:31,920
Okay.

266
00:16:31,920 --> 00:16:33,600
Do I need to edit the episode?

267
00:16:33,600 --> 00:16:34,600
No.

268
00:16:34,600 --> 00:16:36,120
Do I need to find the pull quotes?

269
00:16:36,120 --> 00:16:37,120
No.

270
00:16:37,120 --> 00:16:39,880
Do I need to record the cold open intro?

271
00:16:39,880 --> 00:16:41,080
Yes.

272
00:16:41,080 --> 00:16:43,080
Do I need to set up the webpage?

273
00:16:43,080 --> 00:16:44,080
No.

274
00:16:44,080 --> 00:16:45,080
Do I need to upload it to my host?

275
00:16:45,080 --> 00:16:46,080
No.

276
00:16:46,080 --> 00:16:47,080
Do I need to add it to my website?

277
00:16:47,080 --> 00:16:48,080
No.

278
00:16:48,080 --> 00:16:49,080
Do I need to promote it?

279
00:16:49,080 --> 00:16:50,080
No.

280
00:16:50,080 --> 00:16:52,560
Do I personally need to do those things?

281
00:16:52,560 --> 00:16:53,560
No.

282
00:16:53,560 --> 00:16:54,560
Right?

283
00:16:54,560 --> 00:16:56,320
Can only I promote my podcast?

284
00:16:56,320 --> 00:16:57,320
Absolutely not.

285
00:16:57,320 --> 00:16:59,080
Can only I edit my podcast?

286
00:16:59,080 --> 00:17:02,000
I would argue that I can't even edit my podcast.

287
00:17:02,000 --> 00:17:03,000
Right?

288
00:17:03,000 --> 00:17:10,360
Can only I interview this person in the context of your podcast where you're the host, where

289
00:17:10,360 --> 00:17:12,120
you're the interviewer?

290
00:17:12,120 --> 00:17:13,840
Yes.

291
00:17:13,840 --> 00:17:18,200
You can have a guest interviewer sometimes, but if you remove yourself from that part

292
00:17:18,200 --> 00:17:19,200
of it, right?

293
00:17:19,200 --> 00:17:24,440
Or if you have a solo show that's about your expertise, yeah, only you can do that.

294
00:17:24,440 --> 00:17:28,360
Only you have your expertise specifically and your life experience.

295
00:17:28,360 --> 00:17:29,360
Right?

296
00:17:29,360 --> 00:17:34,320
So framing that, like, do you need to do it as can only you do it?

297
00:17:34,320 --> 00:17:40,320
And I promise you, even if you have, I had, I custom built my WordPress.

298
00:17:40,320 --> 00:17:45,160
Site or experience, I guess, for my, for my podcast.

299
00:17:45,160 --> 00:17:47,560
And it was a mess.

300
00:17:47,560 --> 00:17:51,400
Like you had to upload the sponsor separately and the transcript separately and the episode

301
00:17:51,400 --> 00:17:52,600
separately.

302
00:17:52,600 --> 00:17:56,640
And I thought this is too confusing for anybody to do.

303
00:17:56,640 --> 00:17:58,360
I recorded the video.

304
00:17:58,360 --> 00:18:01,000
I recorded it for my VA.

305
00:18:01,000 --> 00:18:03,720
She publishes my podcast now.

306
00:18:03,720 --> 00:18:08,120
And honestly, if I have to, if like she's out or like I'm late getting her some episodes

307
00:18:08,120 --> 00:18:14,560
or something, it's probably like usually I'm recording a solo episode the Friday before

308
00:18:14,560 --> 00:18:18,200
it's supposed to come out.

309
00:18:18,200 --> 00:18:20,440
So I just ended up doing it.

310
00:18:20,440 --> 00:18:21,760
And I'm like, am I forgetting stuff?

311
00:18:21,760 --> 00:18:23,360
This is, I'm bad at this now.

312
00:18:23,360 --> 00:18:24,360
Right?

313
00:18:24,360 --> 00:18:30,400
So you don't need to do 99% of the things for your podcast or whatever you're thinking.

314
00:18:30,400 --> 00:18:31,400
Right?

315
00:18:31,400 --> 00:18:37,920
Like it could be, whoops, even if it's not for your podcast, but for your processes.

316
00:18:37,920 --> 00:18:38,920
Right?

317
00:18:38,920 --> 00:18:45,960
Um, I know somebody who did client work and like she would send the contract and then the

318
00:18:45,960 --> 00:18:47,920
contract would kick off a bunch of automations.

319
00:18:47,920 --> 00:18:51,520
Oh, the contract signs automatically sends the invoice.

320
00:18:51,520 --> 00:18:56,200
Invoices paid automatically adds them to our system, automatically on boards them, automatically

321
00:18:56,200 --> 00:19:03,840
sends them a video, then sends them a calendar link to get set up for the, for the first

322
00:19:03,840 --> 00:19:04,840
meeting.

323
00:19:04,840 --> 00:19:07,200
But all of the communication was automated.

324
00:19:07,200 --> 00:19:09,600
Like she didn't personally have to send that.

325
00:19:09,600 --> 00:19:15,600
And I would argue that that would be just like an insanely terrible use of her time.

326
00:19:15,600 --> 00:19:17,880
And it turns out of anybody's time.

327
00:19:17,880 --> 00:19:22,200
So, um, do you need to do it?

328
00:19:22,200 --> 00:19:24,960
Frame that as can only you do it.

329
00:19:24,960 --> 00:19:28,160
And you'll probably be surprised at how much you don't need to do.

330
00:19:28,160 --> 00:19:29,160
Okay.

331
00:19:29,160 --> 00:19:32,440
This alluding to the, to the perform stage, right?

332
00:19:32,440 --> 00:19:36,160
Are the inputs clear and are the outputs clear?

333
00:19:36,160 --> 00:19:43,320
I said this a lot before, but so if the inputs and outputs are clear, then, uh, you have a

334
00:19:43,320 --> 00:19:48,800
better chance of easily automating or delegating, right?

335
00:19:48,800 --> 00:19:51,640
Again, it doesn't mean that you can't, right?

336
00:19:51,640 --> 00:19:55,600
Because then if that was the case, then nobody would have any employees doing anything.

337
00:19:55,600 --> 00:19:56,800
Right?

338
00:19:56,800 --> 00:20:03,160
But if we're talking about like automating process tasks or low level delegation inputs

339
00:20:03,160 --> 00:20:06,680
are clear, outputs are clear.

340
00:20:06,680 --> 00:20:10,840
Then we get into the question I think causes the most trouble.

341
00:20:10,840 --> 00:20:14,240
Like can another person do it or can a computer do it?

342
00:20:14,240 --> 00:20:19,360
Um, so yeah, like this goes, can another person do it goes hand in hand with can only you

343
00:20:19,360 --> 00:20:20,840
do it?

344
00:20:20,840 --> 00:20:25,160
If, if you're the only one who can do the task and you have to do it, otherwise another

345
00:20:25,160 --> 00:20:27,080
person can definitely do it.

346
00:20:27,080 --> 00:20:28,960
Um, just depends on their skill level.

347
00:20:28,960 --> 00:20:33,560
Like, like I said, when you do guest research, yes, another person can do that.

348
00:20:33,560 --> 00:20:34,560
Right?

349
00:20:34,560 --> 00:20:39,720
Uh, my friend Terry writes, I was on his podcast a while ago and, um, you know, he has a rock

350
00:20:39,720 --> 00:20:44,880
solid assistant who, um, it's like his right hand gal.

351
00:20:44,880 --> 00:20:48,240
And so like she does all the research and all the communications.

352
00:20:48,240 --> 00:20:51,800
I don't have a person like that in my business right now.

353
00:20:51,800 --> 00:20:54,200
So I opt to do the research.

354
00:20:54,200 --> 00:20:57,640
I can automate some of it and I'm working on a video for that.

355
00:20:57,640 --> 00:20:59,320
Like a concept more or less.

356
00:20:59,320 --> 00:21:04,480
Um, cause like there's some basic things you can do now with AI, but that's like, there's

357
00:21:04,480 --> 00:21:06,920
no way it could ever stop at that point.

358
00:21:06,920 --> 00:21:09,640
Um, so that's what you would want to consider.

359
00:21:09,640 --> 00:21:14,760
Like if you're considering can another person do this.

360
00:21:14,760 --> 00:21:19,640
Um, and then, uh, can a computer do it?

361
00:21:19,640 --> 00:21:24,880
So here's how you answer the question, can a computer do it?

362
00:21:24,880 --> 00:21:34,400
Am I sending a very clear input from one application to another application and can that application

363
00:21:34,400 --> 00:21:38,200
take the input and do something with it?

364
00:21:38,200 --> 00:21:42,240
So I'll go ahead and show you my make account to show you what I mean by this.

365
00:21:42,240 --> 00:21:48,760
This is like a list of all of my automations, which by the way, you can get for free over

366
00:21:48,760 --> 00:21:51,780
at podcastwareplows.com slash join.

367
00:21:51,780 --> 00:22:00,600
You sign up for my mailing list and you will get a database of, uh, all of my, um, on an

368
00:22:00,600 --> 00:22:03,840
automation templates is what that is.

369
00:22:03,840 --> 00:22:04,840
Okay.

370
00:22:04,840 --> 00:22:11,200
So let's go into make and show you all the things.

371
00:22:11,200 --> 00:22:12,200
Okay.

372
00:22:12,200 --> 00:22:14,280
So some things where the input and output is clear.

373
00:22:14,280 --> 00:22:16,280
I need to turn this off.

374
00:22:16,280 --> 00:22:17,280
Goodness.

375
00:22:17,280 --> 00:22:20,200
Um, add member to transistor, right?

376
00:22:20,200 --> 00:22:27,760
So why is this clear input and output watch tag added when someone gets tagged with the

377
00:22:27,760 --> 00:22:34,560
how I built it pro tag, which is, I think called the members tag now, um, create a transistor

378
00:22:34,560 --> 00:22:41,960
subscriber and then update the transistor with their member feed, clear input, a user

379
00:22:41,960 --> 00:22:47,760
with the tag, clear output or clear outlets in this case, let's say outcome, right?

380
00:22:47,760 --> 00:22:54,000
The clear outcome is that that person has a private member feed for my podcast now.

381
00:22:54,000 --> 00:22:55,000
All right.

382
00:22:55,000 --> 00:22:57,160
Calendly router will skip over.

383
00:22:57,160 --> 00:23:03,080
Um, but, uh, let's do create new notion doc, uh, entry from Google doc.

384
00:23:03,080 --> 00:23:04,080
Right.

385
00:23:04,080 --> 00:23:12,600
So what this is, the clear input, if it loads, maybe it doesn't is it's watching a folder

386
00:23:12,600 --> 00:23:14,440
watch documents.

387
00:23:14,440 --> 00:23:16,920
So this is watching documents in a specific folder.

388
00:23:16,920 --> 00:23:21,000
It was called LinkedIn texts, but now it's just like anything, uh, when a new document

389
00:23:21,000 --> 00:23:23,400
hits that, get the content of that document.

390
00:23:23,400 --> 00:23:27,200
That's the input, create a database item in notion.

391
00:23:27,200 --> 00:23:32,840
And this is good because I'm basically just storing like I'm putting all of my content

392
00:23:32,840 --> 00:23:34,360
in a place that's searchable.

393
00:23:34,360 --> 00:23:35,360
I prefer to write.

394
00:23:35,360 --> 00:23:37,160
I don't really like writing in notion.

395
00:23:37,160 --> 00:23:41,160
Um, I like writing in Google docs and then in Google docs, my via, this is like an easy

396
00:23:41,160 --> 00:23:46,200
place for my VA to get it and post it to social media when I was doing that workflow.

397
00:23:46,200 --> 00:23:48,600
So that's clear input, clear output.

398
00:23:48,600 --> 00:23:49,600
Right.

399
00:23:49,600 --> 00:23:54,200
Um, here is an intra app input and output, right?

400
00:23:54,200 --> 00:23:59,960
Because I'm going to soapbox here for a minute, my friends.

401
00:23:59,960 --> 00:24:08,360
Um, something that really bothers me is half baked software and half baked features.

402
00:24:08,360 --> 00:24:16,160
Um, and while I won't name other names right now, um, notions, automations are half baked

403
00:24:16,160 --> 00:24:20,320
if like half could be generous.

404
00:24:20,320 --> 00:24:30,280
Um, and I assume that they are half baked because they launched their automations right

405
00:24:30,280 --> 00:24:32,360
around the same time.

406
00:24:32,360 --> 00:24:36,840
Generative AI was getting super popular and they panicked and they went, Oh God, we need

407
00:24:36,840 --> 00:24:40,700
to add an AI assistant to notion.

408
00:24:40,700 --> 00:24:44,920
So they put all of their resources towards that.

409
00:24:44,920 --> 00:24:51,720
And I'm going to tell you, you didn't know, almost no one needs to add an AI assistant

410
00:24:51,720 --> 00:24:53,760
to their app.

411
00:24:53,760 --> 00:24:58,840
I know it's sexy and cool, but you don't need to do that.

412
00:24:58,840 --> 00:25:02,640
Certainly not at the sacrifice of truly useful features.

413
00:25:02,640 --> 00:25:04,200
That's just crazy to me.

414
00:25:04,200 --> 00:25:05,200
Right.

415
00:25:05,200 --> 00:25:12,560
Uh, so anyway, notions, automations are half baked to the point where you can't even create

416
00:25:12,560 --> 00:25:19,040
a new database item inside of notions, automations, when like you change another database item

417
00:25:19,040 --> 00:25:21,560
because it's all static info.

418
00:25:21,560 --> 00:25:22,560
It's lit.

419
00:25:22,560 --> 00:25:25,520
It's a use case that makes literally no sense.

420
00:25:25,520 --> 00:25:29,880
So I had to make the automation to make watch database items.

421
00:25:29,880 --> 00:25:34,120
This is specifically for my CRM when I went to coaching client, when I win, when I sign

422
00:25:34,120 --> 00:25:36,160
a coaching client.

423
00:25:36,160 --> 00:25:44,040
If I update an item in this database to the status one, then create a database item in

424
00:25:44,040 --> 00:25:48,720
my coaching database, because then that'll help me keep all of their stuff organized

425
00:25:48,720 --> 00:25:55,000
over there instead of having to keep it in my CRM, which is basically like my sales and

426
00:25:55,000 --> 00:25:56,000
leads database.

427
00:25:56,000 --> 00:25:57,000
All right.

428
00:25:57,000 --> 00:25:59,000
So let's do one more example.

429
00:25:59,000 --> 00:26:03,360
And I will do where is Cal.com?

430
00:26:03,360 --> 00:26:04,360
Oh my gosh.

431
00:26:04,360 --> 00:26:05,360
This is cal.com.

432
00:26:05,360 --> 00:26:06,360
Did I just turn off something?

433
00:26:06,360 --> 00:26:07,360
I definitely shouldn't know.

434
00:26:07,360 --> 00:26:08,360
No.

435
00:26:08,360 --> 00:26:09,360
Okay.

436
00:26:09,360 --> 00:26:14,360
I mean, this is basically the same thing, but the cal.com one's like a little bit simplified.

437
00:26:14,360 --> 00:26:15,360
Cal.com.

438
00:26:15,360 --> 00:26:16,360
Okay.

439
00:26:16,360 --> 00:26:17,360
Scheduling router.

440
00:26:17,360 --> 00:26:18,360
Right.

441
00:26:18,360 --> 00:26:20,800
So a little bit more simplified.

442
00:26:20,800 --> 00:26:23,000
So here's what happens, right?

443
00:26:23,000 --> 00:26:30,040
The clear input here is someone books an event with me.

444
00:26:30,040 --> 00:26:31,040
Okay.

445
00:26:31,040 --> 00:26:32,600
So this is all events.

446
00:26:32,600 --> 00:26:37,280
When someone books an event with me, it kicks off this automation.

447
00:26:37,280 --> 00:26:44,720
Then if the event name is called streamlined solopreneur, kick off this automation.

448
00:26:44,720 --> 00:26:46,880
So this is the clear input.

449
00:26:46,880 --> 00:26:48,240
And these are the outputs.

450
00:26:48,240 --> 00:26:53,240
A Google doc from a template that's going to serve as our show notes document, a database

451
00:26:53,240 --> 00:26:55,740
item, which is my podcast planner.

452
00:26:55,740 --> 00:26:58,240
So like their information gets added to my podcast planner.

453
00:26:58,240 --> 00:27:03,480
So then I could assign an episode number to it and an air date and all that.

454
00:27:03,480 --> 00:27:04,600
And then send an email.

455
00:27:04,600 --> 00:27:08,680
This email, send an email to my task manager because I use things three and that doesn't

456
00:27:08,680 --> 00:27:16,120
have a direct integration with anything outside of iOS, but you can email stuff to it.

457
00:27:16,120 --> 00:27:21,680
So I'm basically emailing saying like, Hey, don't forget to do the post interview summary

458
00:27:21,680 --> 00:27:23,080
with this guest.

459
00:27:23,080 --> 00:27:26,200
So that's, that's one set of outputs or outcomes.

460
00:27:26,200 --> 00:27:30,160
And then this router discovery, there's only one, which is if they fill out my discovery

461
00:27:30,160 --> 00:27:36,320
form, add them to my sales and leads notion database so that I can keep notes on our conversations

462
00:27:36,320 --> 00:27:37,520
and follow up when I need to.

463
00:27:37,520 --> 00:27:46,080
So those are some examples of automations where the input is clear, the output is clear, and

464
00:27:46,080 --> 00:27:47,520
I am connecting apps, right?

465
00:27:47,520 --> 00:27:54,820
When something happens at Cal.com, do a thing in notion or do a thing in Google docs.

466
00:27:54,820 --> 00:27:59,280
When something happens in Google docs, do a thing in notion.

467
00:27:59,280 --> 00:28:08,720
When I accept a guest from my guest application form in notion, send an email in Gmail, right?

468
00:28:08,720 --> 00:28:14,560
All of those things are the thing, the input, the triggering event is very clear and the

469
00:28:14,560 --> 00:28:19,720
output or outcome is also very clear.

470
00:28:19,720 --> 00:28:22,240
You should know what you get and you know it's coming out.

471
00:28:22,240 --> 00:28:28,080
So and then again, if that's between apps or within the same app, then it's probably

472
00:28:28,080 --> 00:28:31,280
something a computer can do, right?

473
00:28:31,280 --> 00:28:39,360
But if it's, you know, post the things to my website in this order, computer can't really

474
00:28:39,360 --> 00:28:42,160
do that yet.

475
00:28:42,160 --> 00:28:43,640
Not well, right?

476
00:28:43,640 --> 00:28:47,240
And so that's, that's when you would assign it to a person.

477
00:28:47,240 --> 00:28:55,760
The last question in evaluate, excuse me, the last question in evaluate, which I feel

478
00:28:55,760 --> 00:29:06,200
people might disagree with me on is ask yourself, do you want to do it?

479
00:29:06,200 --> 00:29:08,440
Because let's, let's be honest, right?

480
00:29:08,440 --> 00:29:14,000
If you are, especially if you're running your own business, you got into running your own

481
00:29:14,000 --> 00:29:18,200
business because you want to do your own thing.

482
00:29:18,200 --> 00:29:25,120
And so, yeah, there's a few things I do in my business that I definitely don't have to

483
00:29:25,120 --> 00:29:30,520
do, but I like doing them, right?

484
00:29:30,520 --> 00:29:36,600
I honestly can't think of an example right now that's not just like create content.

485
00:29:36,600 --> 00:29:43,040
But you know, maybe it's like take my podcast and throw it through Cast Magic or Cap Show

486
00:29:43,040 --> 00:29:44,160
and grab the assets, right?

487
00:29:44,160 --> 00:29:46,720
My VA could probably do that.

488
00:29:46,720 --> 00:29:55,160
But I like doing that because I, as a content creator and a writer, feel like I don't want

489
00:29:55,160 --> 00:30:00,560
to outsource that job to either my VA or an AI.

490
00:30:00,560 --> 00:30:03,480
Like I'll just straight up say like anybody who says like, oh, AI can write your blog post

491
00:30:03,480 --> 00:30:04,480
for you.

492
00:30:04,480 --> 00:30:06,480
They're writing crappy blog posts, right?

493
00:30:06,480 --> 00:30:10,560
Anyone who says, oh yeah, you could totally write your book in 48 hours with AI.

494
00:30:10,560 --> 00:30:13,440
You're writing a crappy book, right?

495
00:30:13,440 --> 00:30:18,360
And if you don't care about the quality of your book, then totally, right?

496
00:30:18,360 --> 00:30:23,640
But if you care about the quality of the thing you're producing, then you should produce

497
00:30:23,640 --> 00:30:24,640
it, right?

498
00:30:24,640 --> 00:30:27,640
And if you don't want to, then don't.

499
00:30:27,640 --> 00:30:29,320
I guess that's the point, right?

500
00:30:29,320 --> 00:30:34,240
And so like the point of this question is like, do you want to do the thing you're doing?

501
00:30:34,240 --> 00:30:36,720
Are you doing it just to say you did it?

502
00:30:36,720 --> 00:30:40,480
But if you're not, and it's not something you want to outsource, then that should be part

503
00:30:40,480 --> 00:30:44,160
of the calculus, part of the evaluate, right?

504
00:30:44,160 --> 00:30:45,400
Okay.

505
00:30:45,400 --> 00:30:48,000
So do you need to do it slash can you only do it?

506
00:30:48,000 --> 00:30:49,000
Are the inputs clear?

507
00:30:49,000 --> 00:30:50,280
Are the outputs clear?

508
00:30:50,280 --> 00:30:51,480
Can a computer do it?

509
00:30:51,480 --> 00:30:53,400
Can another person do it?

510
00:30:53,400 --> 00:30:54,720
Do you want to do it?

511
00:30:54,720 --> 00:30:57,200
That's how you evaluate your task.

512
00:30:57,200 --> 00:31:05,600
And the last thing here in per is the R, which is remove.

513
00:31:05,600 --> 00:31:09,080
Now we're going to remove it from our workflow.

514
00:31:09,080 --> 00:31:15,480
So determine if a computer or a person should do it and ship it off to them.

515
00:31:15,480 --> 00:31:24,240
So one thing that I was going to ship off, but didn't because a person can't do it or

516
00:31:24,240 --> 00:31:30,520
not at least not my VA right now is schedule my live streams, right?

517
00:31:30,520 --> 00:31:36,760
I have the next 10 live streams at least planned.

518
00:31:36,760 --> 00:31:43,640
And so I could have my VA go to, I would have her do it on Ecamm live because that's going

519
00:31:43,640 --> 00:31:48,920
to guarantee that it shows up in Ecamm live schedule a live stream for the date with the

520
00:31:48,920 --> 00:31:52,400
title, create the thumbnail, right?

521
00:31:52,400 --> 00:31:57,880
And I'll have like some kind of loose guidelines on that because I could always change that

522
00:31:57,880 --> 00:32:01,600
later and then schedule it in Ecamm live.

523
00:32:01,600 --> 00:32:05,600
And the reason she can't do it is because she doesn't have a Mac.

524
00:32:05,600 --> 00:32:09,280
And so she can't download Ecamm live.

525
00:32:09,280 --> 00:32:15,360
But if I decide I want to use a tool that she can also access, I mean, I probably won't

526
00:32:15,360 --> 00:32:18,560
because I love Ecamm live.

527
00:32:18,560 --> 00:32:19,720
You know, that's something she can do.

528
00:32:19,720 --> 00:32:24,600
Or if I decide I only, I only want a live stream, like this is maybe something I need

529
00:32:24,600 --> 00:32:26,200
to test a little bit more, right?

530
00:32:26,200 --> 00:32:32,360
Maybe this is something I need to go back into the do phase or the evaluate phase and

531
00:32:32,360 --> 00:32:36,560
see if there's a way that she can do it.

532
00:32:36,560 --> 00:32:41,560
Maybe I just have her create the live stream on YouTube and then maybe I can add other

533
00:32:41,560 --> 00:32:45,200
destinations later in Ecamm live, right?

534
00:32:45,200 --> 00:32:49,840
Because then she's already doing the hard part, which is scheduling it with the thumbnail

535
00:32:49,840 --> 00:32:51,640
and the title and the description, right?

536
00:32:51,640 --> 00:32:57,040
So that's something to think about.

537
00:32:57,040 --> 00:32:58,800
So that's something I'd like to remove from my plate.

538
00:32:58,800 --> 00:33:03,520
I just need to figure out in the evaluate phase, like how I can make the, how I can

539
00:33:03,520 --> 00:33:06,720
make the inputs and outputs clearer, right?

540
00:33:06,720 --> 00:33:12,720
But something I've definitely taken off my plate, like I said, is transcripts.

541
00:33:12,720 --> 00:33:14,840
I don't, I don't do the transcripts at all.

542
00:33:14,840 --> 00:33:19,120
I don't hit a button in Cast Magic or in Descript.

543
00:33:19,120 --> 00:33:22,880
Anna handles all that, right?

544
00:33:22,880 --> 00:33:24,920
Publishing my episodes.

545
00:33:24,920 --> 00:33:32,280
I don't publish episodes of Streamline solopreneur either in my podcast host or on my website

546
00:33:32,280 --> 00:33:33,640
anymore.

547
00:33:33,640 --> 00:33:38,960
I don't publish the, the members episodes anymore.

548
00:33:38,960 --> 00:33:42,560
I don't even, this was like something that I thought would be too complicated, but it's

549
00:33:42,560 --> 00:33:44,480
not.

550
00:33:44,480 --> 00:33:49,720
Right now my ads are dynamically inserted and they are like, they're for all intents

551
00:33:49,720 --> 00:33:58,720
and purposes baked in because like they don't change based on the user or really anything.

552
00:33:58,720 --> 00:34:05,640
But you know, Anna needs to go in and select the campaign and then pick the timestamps

553
00:34:05,640 --> 00:34:11,840
and my editor, just when he sends the episode back, he includes the timestamp for the sponsor

554
00:34:11,840 --> 00:34:13,040
break.

555
00:34:13,040 --> 00:34:17,440
And so she takes that timestamp and she knows to add the campaign, like the dynamic ads

556
00:34:17,440 --> 00:34:19,640
at that timestamp.

557
00:34:19,640 --> 00:34:21,240
I don't need to do that anymore.

558
00:34:21,240 --> 00:34:23,280
So now it's like I do the interview.

559
00:34:23,280 --> 00:34:24,800
I do the post interview summary.

560
00:34:24,800 --> 00:34:27,960
That's still really important to me.

561
00:34:27,960 --> 00:34:33,480
It's something I want to do because I'm going to read the intro.

562
00:34:33,480 --> 00:34:38,440
I want to tell the right story because I know how important the intro is in hooking the

563
00:34:38,440 --> 00:34:39,760
listener.

564
00:34:39,760 --> 00:34:41,880
And so I want to make sure I get that right.

565
00:34:41,880 --> 00:34:46,800
I'm not going to outsource that to AI and be like, summarize this episode and then just

566
00:34:46,800 --> 00:34:52,160
read that because it's going to be like in this episode of the streamlined solopreneur

567
00:34:52,160 --> 00:34:58,200
host Joe Casabona delves deep into SEO with Lauren Gadgioli.

568
00:34:58,200 --> 00:35:05,440
Strap in for a deep dive into learning all things SEO and Google.

569
00:35:05,440 --> 00:35:06,960
And that's dumb.

570
00:35:06,960 --> 00:35:11,720
That's terrible.

571
00:35:11,720 --> 00:35:15,560
So that's not something I'm willing to outsource.

572
00:35:15,560 --> 00:35:23,040
But for everything that you can determine if a person or a computer should do it, remove

573
00:35:23,040 --> 00:35:26,040
it from your list ASAP, right?

574
00:35:26,040 --> 00:35:32,040
The next time you do it, record yourself doing it and send it to your VA.

575
00:35:32,040 --> 00:35:37,320
And if you don't have a VA, that's another topic I'm going to cover on another live stream.

576
00:35:37,320 --> 00:35:42,440
Or figure out, okay, I'm doing this thing in Google Sheets.

577
00:35:42,440 --> 00:35:46,840
And then I'm copying that data manually into notion.

578
00:35:46,840 --> 00:35:48,560
Guess what?

579
00:35:48,560 --> 00:35:50,200
Inputs are clear.

580
00:35:50,200 --> 00:35:51,600
Outputs are clear.

581
00:35:51,600 --> 00:35:56,680
You can automate that using Zapier or make.

582
00:35:56,680 --> 00:36:01,080
So that is the per method.

583
00:36:01,080 --> 00:36:06,800
Automate per task, perform, evaluate, remove.

584
00:36:06,800 --> 00:36:14,720
And then I guess the super secret second R in per that I didn't add is repeat.

585
00:36:14,720 --> 00:36:18,720
Do this for every task.

586
00:36:18,720 --> 00:36:21,080
Now there is, let me see.

587
00:36:21,080 --> 00:36:24,880
So there is more to this graphic.

588
00:36:24,880 --> 00:36:28,440
So let me just see if I can maybe bring this up.

589
00:36:28,440 --> 00:36:30,800
Can I zoom out of this note?

590
00:36:30,800 --> 00:36:34,280
I've started using Apple notes more.

591
00:36:34,280 --> 00:36:37,280
And it looks like I cannot zoom out, which is crazy.

592
00:36:37,280 --> 00:36:39,760
Oh, no, it's just that.

593
00:36:39,760 --> 00:36:47,240
Oh, the keyboard shortcut for zooming out is inexplicably different in notes than like

594
00:36:47,240 --> 00:36:49,920
everything else.

595
00:36:49,920 --> 00:36:50,920
Is this right?

596
00:36:50,920 --> 00:36:51,920
Is this it?

597
00:36:51,920 --> 00:36:53,920
This is dumb.

598
00:36:53,920 --> 00:36:56,640
No, that's not right.

599
00:36:56,640 --> 00:36:58,640
Okay.

600
00:36:58,640 --> 00:37:01,120
And it's like not even really zooming out.

601
00:37:01,120 --> 00:37:08,720
Oh, it's not, boy, oh boy, that's dumb.

602
00:37:08,720 --> 00:37:09,720
Actual size.

603
00:37:09,720 --> 00:37:10,720
Okay.

604
00:37:10,720 --> 00:37:12,240
Well, the drawing is not zooming out.

605
00:37:12,240 --> 00:37:16,720
So maybe there's something I can do to shrink that a little bit and make it more manageable.

606
00:37:16,720 --> 00:37:17,720
Okay.

607
00:37:17,720 --> 00:37:18,720
So I'll just switch to the screen.

608
00:37:18,720 --> 00:37:21,440
By the way, if you have any questions, feel free to ask them.

609
00:37:21,440 --> 00:37:30,200
I haven't seen any come in.

610
00:37:30,200 --> 00:37:33,800
This looks like spam to me.

611
00:37:33,800 --> 00:37:37,720
What the theme are you talking about?

612
00:37:37,720 --> 00:37:43,840
Talking about automation, Frendo.

613
00:37:43,840 --> 00:37:45,560
So okay.

614
00:37:45,560 --> 00:37:52,720
So let's do this because then you can see it a little bit better.

615
00:37:52,720 --> 00:37:57,880
Also sorry if you're a real person, I just called you spam, but you've got like the,

616
00:37:57,880 --> 00:38:04,120
you know, just like the default icon.

617
00:38:04,120 --> 00:38:05,120
What is this?

618
00:38:05,120 --> 00:38:08,120
What theme are you talking about?

619
00:38:08,120 --> 00:38:12,120
And you know, questions a little bit big.

620
00:38:12,120 --> 00:38:15,240
So sorry, five star.

621
00:38:15,240 --> 00:38:20,320
If you are not spam or you're not whatever.

622
00:38:20,320 --> 00:38:22,560
Let me know if you're not, I guess.

623
00:38:22,560 --> 00:38:23,560
Okay.

624
00:38:23,560 --> 00:38:26,840
So there's a little bit more to this graphic.

625
00:38:26,840 --> 00:38:28,720
Meet the process.

626
00:38:28,720 --> 00:38:31,800
And then I just kind of have like some other ways to visualize this.

627
00:38:31,800 --> 00:38:35,760
These are pretty raw.

628
00:38:35,760 --> 00:38:38,440
But this part I think is good.

629
00:38:38,440 --> 00:38:46,640
So if I expand this a little bit so you can see that better.

630
00:38:46,640 --> 00:38:48,140
You know, okay.

631
00:38:48,140 --> 00:38:49,140
Perform evaluate.

632
00:38:49,140 --> 00:38:52,840
When you evaluate, you ask, do I need to do it?

633
00:38:52,840 --> 00:38:56,680
Could you explain why automation is, oh, I'm pretty new to this.

634
00:38:56,680 --> 00:38:57,680
Okay.

635
00:38:57,680 --> 00:38:58,680
Yeah.

636
00:38:58,680 --> 00:38:59,680
Five star.

637
00:38:59,680 --> 00:39:04,600
First of all, sorry for assuming that you weren't a bot.

638
00:39:04,600 --> 00:39:05,600
Not a bot.

639
00:39:05,600 --> 00:39:06,600
Sorry about that.

640
00:39:06,600 --> 00:39:08,600
I've got egg on my face now.

641
00:39:08,600 --> 00:39:11,480
This is a really, so this is a really good question.

642
00:39:11,480 --> 00:39:12,480
Yeah.

643
00:39:12,480 --> 00:39:13,480
Okay.

644
00:39:13,480 --> 00:39:14,480
Really good question.

645
00:39:14,480 --> 00:39:16,320
Sorry if I've lost you now.

646
00:39:16,320 --> 00:39:19,520
That's obnoxious of me.

647
00:39:19,520 --> 00:39:20,920
Can you explain what automation is?

648
00:39:20,920 --> 00:39:22,280
I'm pretty new to this.

649
00:39:22,280 --> 00:39:23,280
This is a great question.

650
00:39:23,280 --> 00:39:26,640
So thank you so much for this.

651
00:39:26,640 --> 00:39:35,480
And the way I explain automation is you get a computer to perform tasks for you, right?

652
00:39:35,480 --> 00:39:40,880
Or you basically have a computer or a machine do something so that you don't need to do

653
00:39:40,880 --> 00:39:41,880
it.

654
00:39:41,880 --> 00:39:50,240
The thing that I'm sure a lot of us already do that is automation is bill pay, right?

655
00:39:50,240 --> 00:39:54,560
How many of you are automatically paying your rent or your mortgage or your water bill or

656
00:39:54,560 --> 00:39:58,240
your electric bill or definitely your cable bill, right?

657
00:39:58,240 --> 00:40:03,520
I don't think cable companies or cell phone companies accept checks anymore, right?

658
00:40:03,520 --> 00:40:12,280
So this is happening so that you don't have to remember to do it, right?

659
00:40:12,280 --> 00:40:18,760
And the way I'll drive this point home is when we first moved into our house, I didn't

660
00:40:18,760 --> 00:40:24,920
realize that the water bill was quarterly and I didn't realize that our water bill and

661
00:40:24,920 --> 00:40:29,360
our sewer bill were different because they're basically the same price and they come from

662
00:40:29,360 --> 00:40:31,040
the same company.

663
00:40:31,040 --> 00:40:36,280
And so I paid our water, I paid our sewer bill and then we got the water bill and I

664
00:40:36,280 --> 00:40:39,840
just assumed that it was the same bill so I didn't pay it.

665
00:40:39,840 --> 00:40:45,800
And then while they claimed they sent two warnings, I can assure you that they didn't.

666
00:40:45,800 --> 00:40:49,720
And when I said, I think it got lost in the mail, they're like, yeah, that happens, but

667
00:40:49,720 --> 00:40:53,640
we also put like a sticker on your door and I'm like, I didn't get that either.

668
00:40:53,640 --> 00:40:56,280
And they were like, oh, well, it gets windy sometimes so it might have blown off.

669
00:40:56,280 --> 00:41:02,800
And I'm like, this is terrible because after that, they just shut off your water.

670
00:41:02,800 --> 00:41:06,200
And so like they turned it back on quickly and I'm like, you shouldn't really, you should

671
00:41:06,200 --> 00:41:12,280
have knocked on my door and told me they had like a good reason for not doing that.

672
00:41:12,280 --> 00:41:16,440
But after that, I was like, never again, right, I'm going to make sure I have automatic bill

673
00:41:16,440 --> 00:41:19,160
pay.

674
00:41:19,160 --> 00:41:26,760
And so this is something great that is an example of automation because it's something

675
00:41:26,760 --> 00:41:30,680
that surely, surely everyone is doing.

676
00:41:30,680 --> 00:41:38,720
And so the types of tasks that I think you can automate, I have here, let me see, I have

677
00:41:38,720 --> 00:41:41,560
like a nifty graphic for this.

678
00:41:41,560 --> 00:41:47,320
So let's do this and then share the screen so you can see it.

679
00:41:47,320 --> 00:41:52,640
We can remove your comment here, five star.

680
00:41:52,640 --> 00:41:57,720
So I think that the things that you can automate are commonly and easily repeatable.

681
00:41:57,720 --> 00:42:02,520
So like the someone fills out a Google form and I want it to go to Notion, that's a really

682
00:42:02,520 --> 00:42:06,240
good example of a common and easily repeatable task.

683
00:42:06,240 --> 00:42:12,760
In frequent and high level of effort, I mentioned my freelancer friend who has like the whole

684
00:42:12,760 --> 00:42:18,120
onboarding process for her agency automated.

685
00:42:18,120 --> 00:42:22,080
This is something I don't do a lot of contract work now, like a lot of like this sort of

686
00:42:22,080 --> 00:42:23,680
contract work.

687
00:42:23,680 --> 00:42:29,720
So when I have to spin up a contract, get it signed, send an invoice and then add them

688
00:42:29,720 --> 00:42:32,480
to my system, there is a lot of effort there.

689
00:42:32,480 --> 00:42:36,880
And so like this is a great candidate for automation where maybe I use something like

690
00:42:36,880 --> 00:42:39,000
DocuSign.

691
00:42:39,000 --> 00:42:46,360
Also I should say that like PDF signing, like document signing services, charge an obnoxious

692
00:42:46,360 --> 00:42:49,800
amount of money for API access.

693
00:42:49,800 --> 00:42:55,880
And I say it's obnoxious because I don't feel like it's relative to the cost of the actual

694
00:42:55,880 --> 00:43:00,760
service like you could pay like $10 a month and then the API is like $100 a month.

695
00:43:00,760 --> 00:43:03,840
And I'm like maybe just like a few actions in Zapier would be fine.

696
00:43:03,840 --> 00:43:10,040
But anyway, so maybe like, yeah, if I'm using DocuSign, when a client signs in DocuSign,

697
00:43:10,040 --> 00:43:18,040
send that information to QuickBooks or FreshBooks and spin up an invoice, right?

698
00:43:18,040 --> 00:43:22,160
And then, oh, once that invoice is paid, send them the welcome email, right?

699
00:43:22,160 --> 00:43:25,360
That's stuff that you can do with automation.

700
00:43:25,360 --> 00:43:31,920
Quick timing required, this is like you, when someone becomes a member of my podcast, I

701
00:43:31,920 --> 00:43:34,760
don't want to have them wait.

702
00:43:34,760 --> 00:43:38,200
Like if they sign up on like a Friday night, they're going to have to wait at least three

703
00:43:38,200 --> 00:43:46,640
days or two days to get the members only feed if I was doing that manually.

704
00:43:46,640 --> 00:43:50,040
And then things you can't forget, again, like automatic bill pay.

705
00:43:50,040 --> 00:43:52,800
I think I have some examples here.

706
00:43:52,800 --> 00:43:56,760
Yeah, so send an email to your mailing list when a new episode drops.

707
00:43:56,760 --> 00:44:01,840
That is easily repeatable and common.

708
00:44:01,840 --> 00:44:03,880
Send invoice when a contract is signed, right?

709
00:44:03,880 --> 00:44:06,600
That is high level of effort, maybe infrequent.

710
00:44:06,600 --> 00:44:08,920
Give access to a private podcast feed.

711
00:44:08,920 --> 00:44:12,920
And then thing I can't forget, upload videos from Dropbox to Vimeo.

712
00:44:12,920 --> 00:44:17,920
When I create a new video for my members, I want to make sure, or like I do a live stream

713
00:44:17,920 --> 00:44:22,000
for members only, I want to make sure that they have the replay immediately.

714
00:44:22,000 --> 00:44:26,960
And so I was uploading them to Vimeo for a while until I had an automation doing that.

715
00:44:26,960 --> 00:44:28,840
So I hope that helps.

716
00:44:28,840 --> 00:44:34,600
Five Star, if you have any, personally, I think automation is very complicated.

717
00:44:34,600 --> 00:44:36,080
It can be, right?

718
00:44:36,080 --> 00:44:44,120
So the thing that I would say here is don't start by climbing Mount Everest.

719
00:44:44,120 --> 00:44:48,840
Start by climbing a set of stairs.

720
00:44:48,840 --> 00:44:52,480
You can, automation can be very complicated, right?

721
00:44:52,480 --> 00:44:56,880
And like some of the things I showed you here and make are, right?

722
00:44:56,880 --> 00:45:02,160
Like my calendar, my scheduling router, that's complicated, right?

723
00:45:02,160 --> 00:45:05,120
Or this thing that has like routing and stuff.

724
00:45:05,120 --> 00:45:10,240
But it could also be simple, like this notion to notion automation.

725
00:45:10,240 --> 00:45:16,080
I make a change in notion and a new record is added, right?

726
00:45:16,080 --> 00:45:20,680
Automation fills out a form on Google Forms and they get added to a Google Sheet.

727
00:45:20,680 --> 00:45:22,200
That's a two-step automation.

728
00:45:22,200 --> 00:45:24,240
That's like climbing stairs, right?

729
00:45:24,240 --> 00:45:27,320
Whereas this is climbing Mount Everest, right?

730
00:45:27,320 --> 00:45:32,160
Because this is like multiple actions and multiple paths.

731
00:45:32,160 --> 00:45:35,520
And like this was even more complicated at another point.

732
00:45:35,520 --> 00:45:39,560
So that's like climbing Mount Everest.

733
00:45:39,560 --> 00:45:48,480
I think like something that you could probably start with is automation inside of the tools

734
00:45:48,480 --> 00:45:50,000
you're using.

735
00:45:50,000 --> 00:45:58,920
So like don't think about, don't think about Zapier or Make right now.

736
00:45:58,920 --> 00:46:02,160
If you use Notion, look at the built-in Notion automations.

737
00:46:02,160 --> 00:46:06,320
Or if you use Airtable, look at the built-in Airtable automations.

738
00:46:06,320 --> 00:46:12,280
If you have a WordPress site, you can find a plugin that will do the automations for

739
00:46:12,280 --> 00:46:13,440
you.

740
00:46:13,440 --> 00:46:21,520
If you have a podcast and you're using a host, you know, and you have a podcast RSS

741
00:46:21,520 --> 00:46:26,180
feed, you can, if you use ConvertKit, for example, you can connect your RSS feed to

742
00:46:26,180 --> 00:46:28,400
ConvertKit.

743
00:46:28,400 --> 00:46:33,160
And so like ConvertKit reads the RSS feed and sends out a notification to your mailing

744
00:46:33,160 --> 00:46:36,600
list with a new episode, it drops.

745
00:46:36,600 --> 00:46:40,880
So yes, it could feel very complicated.

746
00:46:40,880 --> 00:46:46,960
But if you start small, it doesn't have to be.

747
00:46:46,960 --> 00:46:48,680
I have a lot of complicated automations.

748
00:46:48,680 --> 00:46:54,280
I've been building automations for like almost a decade now.

749
00:46:54,280 --> 00:47:00,640
You know, it's been my main focus for the last few years, but I was challenged in, like

750
00:47:00,640 --> 00:47:05,160
shortly after I had kids, hey, take stuff off your plate.

751
00:47:05,160 --> 00:47:09,600
If I'm being honest, I'm pretty young.

752
00:47:09,600 --> 00:47:12,640
I joined your live stream to learn and it's been really great here.

753
00:47:12,640 --> 00:47:13,640
I'm enjoying it.

754
00:47:13,640 --> 00:47:14,760
Well, thank you, Five Star.

755
00:47:14,760 --> 00:47:17,600
I appreciate that.

756
00:47:17,600 --> 00:47:19,440
Put that up on the big screen.

757
00:47:19,440 --> 00:47:21,320
I'm really glad you're enjoying this.

758
00:47:21,320 --> 00:47:22,400
And you know what?

759
00:47:22,400 --> 00:47:25,240
Like, young is a great place to start, right?

760
00:47:25,240 --> 00:47:32,800
I made my first website when I was 14 years old and I like stumbled through it and I learned

761
00:47:32,800 --> 00:47:36,520
the hard way and I used an app called Microsoft Trump page, which I'm pretty sure is dead

762
00:47:36,520 --> 00:47:39,160
now.

763
00:47:39,160 --> 00:47:45,280
But that led to me being a web developer for 20 years before moving into podcasting and

764
00:47:45,280 --> 00:47:46,280
automation.

765
00:47:46,280 --> 00:47:51,480
So, you know, I think one of the benefits of being young is you have time.

766
00:47:51,480 --> 00:47:54,880
You have time to explore and learn stuff and mess up and it's pretty low stakes when you

767
00:47:54,880 --> 00:47:55,880
mess up.

768
00:47:55,880 --> 00:48:00,760
You know, if I mess up an automation for one of my clients right now, it would be bad.

769
00:48:00,760 --> 00:48:03,480
They'd be like, what the hell happened, right?

770
00:48:03,480 --> 00:48:07,520
But like, you know, when I was learning how to do this and it was pretty low stakes or

771
00:48:07,520 --> 00:48:11,400
when I was building websites just for myself and I took the website down, it didn't really

772
00:48:11,400 --> 00:48:12,400
matter, right?

773
00:48:12,400 --> 00:48:14,080
I was just trying to figure it out.

774
00:48:14,080 --> 00:48:16,120
So this is great.

775
00:48:16,120 --> 00:48:19,080
I really appreciate you being here.

776
00:48:19,080 --> 00:48:21,360
I appreciate you confirming that you're not a bot.

777
00:48:21,360 --> 00:48:23,920
I feel like an idiot now.

778
00:48:23,920 --> 00:48:30,160
So yeah, if you have any other questions about automation or like connecting tools, right?

779
00:48:30,160 --> 00:48:37,680
You know, I think WordPress is a pretty good playground if you're interested.

780
00:48:37,680 --> 00:48:40,000
What's a web developer, if I may ask?

781
00:48:40,000 --> 00:48:43,040
Someone who makes websites.

782
00:48:43,040 --> 00:48:49,040
So yeah, so I don't know what they, I don't know what it's called now, front end web designer

783
00:48:49,040 --> 00:48:53,640
or implementer or no, it's somebody who makes websites, right?

784
00:48:53,640 --> 00:48:58,640
And so I would use WordPress for making websites.

785
00:48:58,640 --> 00:49:04,040
I was writing them, I was hand coding them when I was a kid.

786
00:49:04,040 --> 00:49:07,520
So yeah, that's good.

787
00:49:07,520 --> 00:49:12,080
I appreciate you being here and asking questions.

788
00:49:12,080 --> 00:49:13,080
Definitely keep asking questions.

789
00:49:13,080 --> 00:49:15,360
Curiosity is the best thing.

790
00:49:15,360 --> 00:49:16,960
Okay.

791
00:49:16,960 --> 00:49:20,960
And then for anybody else who is joining us, I'll check LinkedIn.

792
00:49:20,960 --> 00:49:22,080
I've been neglecting LinkedIn.

793
00:49:22,080 --> 00:49:24,480
I'm really sorry about that.

794
00:49:24,480 --> 00:49:26,920
So I'll just go over here and see if questions are coming in.

795
00:49:26,920 --> 00:49:27,920
I don't see anything.

796
00:49:27,920 --> 00:49:30,400
I'll go over to Twitter and see if anything's coming in.

797
00:49:30,400 --> 00:49:34,880
I don't see anything.

798
00:49:34,880 --> 00:49:37,680
So that is, gosh, that was a really good question.

799
00:49:37,680 --> 00:49:41,960
It kind of, it's like all the way to the end basically.

800
00:49:41,960 --> 00:49:48,360
So yeah, so the per method, that's what I was talking about, perform the task, record

801
00:49:48,360 --> 00:49:52,680
yourself doing it, evaluate the task, remove it from your list.

802
00:49:52,680 --> 00:49:56,840
Oh right, I started to show you notes, sketches and notes, right?

803
00:49:56,840 --> 00:50:00,240
So let's go over here because I drew a little flow chart.

804
00:50:00,240 --> 00:50:08,320
Now it's all coming back to me now, which is a song that I suspect our friend Five

805
00:50:08,320 --> 00:50:12,000
Stars is too young to get.

806
00:50:12,000 --> 00:50:15,040
I just, I age myself a lot.

807
00:50:15,040 --> 00:50:16,040
Okay.

808
00:50:16,040 --> 00:50:17,840
It's really good though.

809
00:50:17,840 --> 00:50:18,840
Check it out.

810
00:50:18,840 --> 00:50:21,560
It's all coming back to me now by Celine Dion.

811
00:50:21,560 --> 00:50:24,760
Okay, perform, evaluate.

812
00:50:24,760 --> 00:50:27,360
Do you need to do it?

813
00:50:27,360 --> 00:50:28,760
Yes.

814
00:50:28,760 --> 00:50:30,400
So okay, no, it's removed, right?

815
00:50:30,400 --> 00:50:31,720
Easy remove.

816
00:50:31,720 --> 00:50:37,680
If you say yes, you need to do it, you can ask yourself, can it be reduced?

817
00:50:37,680 --> 00:50:43,960
Like the question here is, can I only do part of it?

818
00:50:43,960 --> 00:50:49,520
And this is where the automation for guest research that I'm thinking about comes in,

819
00:50:49,520 --> 00:50:56,600
which is, are you going to change theme soon?

820
00:50:56,600 --> 00:50:59,800
Like maybe about religion and geography and stuff like that.

821
00:50:59,800 --> 00:51:02,760
I am not.

822
00:51:02,760 --> 00:51:10,560
I am very bad at geography and I don't generally talk about religion on my live streams.

823
00:51:10,560 --> 00:51:15,480
So I usually talk about podcasting and automation.

824
00:51:15,480 --> 00:51:18,880
So that's what you can expect here on this channel.

825
00:51:18,880 --> 00:51:21,080
I appreciate you sticking around and asking great questions though.

826
00:51:21,080 --> 00:51:22,640
It's really great.

827
00:51:22,640 --> 00:51:25,400
Okay, so do you need to do it?

828
00:51:25,400 --> 00:51:26,560
Can it be reduced?

829
00:51:26,560 --> 00:51:34,000
So the guest automation thing I'm thinking about, right?

830
00:51:34,000 --> 00:51:36,640
The first part you probably could automate, right?

831
00:51:36,640 --> 00:51:41,240
The way I'm envisioning it is I have a form for people to fill out if they want to be

832
00:51:41,240 --> 00:51:43,480
a guest on my podcast.

833
00:51:43,480 --> 00:51:46,360
That gets added to notion, right?

834
00:51:46,360 --> 00:51:56,760
But what we could do in the middle there is send the information to an AI tool like ChatGPT

835
00:51:56,760 --> 00:51:57,760
with a prompt.

836
00:51:57,760 --> 00:52:03,440
Now you'd want to really like get the prompt right here, but you might say something like,

837
00:52:03,440 --> 00:52:10,480
I'm considering interviewing guest name about and then the topic they proposed.

838
00:52:10,480 --> 00:52:11,960
Here is their bio.

839
00:52:11,960 --> 00:52:13,720
Here is their website.

840
00:52:13,720 --> 00:52:19,280
Can you generate a list of sources where they talk about topic?

841
00:52:19,280 --> 00:52:25,320
This could be blog posts that they've written, other podcasts they've been on, or any other

842
00:52:25,320 --> 00:52:33,640
content that fits into what they want to talk about.

843
00:52:33,640 --> 00:52:38,640
Can you please also find the links to their social channels?

844
00:52:38,640 --> 00:52:45,400
And then maybe the last thing I would say is, can you summarize all of this for me?

845
00:52:45,400 --> 00:52:52,120
And the reason that this is not where you stop is because like summary is dumb and bad,

846
00:52:52,120 --> 00:52:53,120
right?

847
00:52:53,120 --> 00:52:54,480
Like it could hallucinate stuff.

848
00:52:54,480 --> 00:53:00,080
It may not highlight the things you want to highlight, but instead of you going to Google

849
00:53:00,080 --> 00:53:07,840
and going to their website and finding blog posts and things like that, the automation

850
00:53:07,840 --> 00:53:11,320
is doing a lot of that work for you.

851
00:53:11,320 --> 00:53:15,640
And then you could take what it found and dig deeper.

852
00:53:15,640 --> 00:53:20,280
So can you break up tasks into smaller tasks?

853
00:53:20,280 --> 00:53:22,280
Right?

854
00:53:22,280 --> 00:53:27,160
Yes, if it can be reduced, then remove parts of it.

855
00:53:27,160 --> 00:53:33,680
Or maybe like we want to swing this back up to perform each of those tasks.

856
00:53:33,680 --> 00:53:34,680
Can it be reduced?

857
00:53:34,680 --> 00:53:35,680
No.

858
00:53:35,680 --> 00:53:36,680
And then fine.

859
00:53:36,680 --> 00:53:42,240
Reaffirm that you have to do this and add it to your list.

860
00:53:42,240 --> 00:53:44,040
So that was a fun little flow chart that I drew.

861
00:53:44,040 --> 00:53:45,040
That's like pretty raw.

862
00:53:45,040 --> 00:53:48,000
I think I need to tighten that up a little bit.

863
00:53:48,000 --> 00:53:50,200
Five Star coming in with a question here.

864
00:53:50,200 --> 00:53:55,000
What do you think is the best thing about automation?

865
00:53:55,000 --> 00:53:57,720
For me, it saves me time.

866
00:53:57,720 --> 00:54:03,000
Like at like 40 hours a month.

867
00:54:03,000 --> 00:54:11,040
Because if anybody who knows me knows I have kids and I'm trying to run a business and I

868
00:54:11,040 --> 00:54:14,200
have three podcasts and client work.

869
00:54:14,200 --> 00:54:20,760
And so I wouldn't be able to do all of that stuff without automation.

870
00:54:20,760 --> 00:54:24,160
I certainly wouldn't be able to do it efficiently.

871
00:54:24,160 --> 00:54:26,080
And so I think that's the best thing about automation.

872
00:54:26,080 --> 00:54:30,120
I also, I love automation.

873
00:54:30,120 --> 00:54:32,640
I'm a problem solver.

874
00:54:32,640 --> 00:54:37,120
And I love puzzles and stuff like that.

875
00:54:37,120 --> 00:54:41,320
And automation is I can't do anything with my hands.

876
00:54:41,320 --> 00:54:44,200
I can't like build stuff or fix things.

877
00:54:44,200 --> 00:54:45,840
Though I did fix our fridge.

878
00:54:45,840 --> 00:54:49,960
So maybe that's not fully true.

879
00:54:49,960 --> 00:54:54,080
But I can build stuff with automation.

880
00:54:54,080 --> 00:54:57,200
And that's really fun.

881
00:54:57,200 --> 00:55:03,320
Five Star asking what is the main idea of automation?

882
00:55:03,320 --> 00:55:08,520
I guess in this context, and I think we're coming to the top of the hour.

883
00:55:08,520 --> 00:55:14,600
So this will be the last question I answer.

884
00:55:14,600 --> 00:55:16,400
What's the main idea of automation?

885
00:55:16,400 --> 00:55:17,400
Right?

886
00:55:17,400 --> 00:55:21,960
That's a pretty philosophical question.

887
00:55:21,960 --> 00:55:30,920
I think it's, I always, the funny and weird way I put it is it's getting robots to do

888
00:55:30,920 --> 00:55:33,880
things for you so you don't have to.

889
00:55:33,880 --> 00:55:40,400
But really the main idea is you are considering the tasks that you have to do.

890
00:55:40,400 --> 00:55:46,120
And then you're telling a computer to do the other ones.

891
00:55:46,120 --> 00:55:50,360
So I think that's really, that's the main idea.

892
00:55:50,360 --> 00:55:51,800
And that's where we'll leave it.

893
00:55:51,800 --> 00:55:54,680
So thank you, Five Star, for your fantastic questions.

894
00:55:54,680 --> 00:55:57,200
I appreciate it.

895
00:55:57,200 --> 00:55:59,800
Thank you for everybody else who tuned in and is watching.

896
00:55:59,800 --> 00:56:04,560
If I didn't see your question or get to your question, I apologize.

897
00:56:04,560 --> 00:56:11,120
But thank you so much for being here.

898
00:56:11,120 --> 00:56:12,120
Let's see.

899
00:56:12,120 --> 00:56:14,080
I will check LinkedIn really quick.

900
00:56:14,080 --> 00:56:15,880
Cool.

901
00:56:15,880 --> 00:56:17,800
Thank you so much for being here.

902
00:56:17,800 --> 00:56:23,680
If you want to learn more about what I'm doing and then get, you know, be one of the first

903
00:56:23,680 --> 00:56:32,880
to know when my, I'm starting the beta reading process for my books.

904
00:56:32,880 --> 00:56:37,720
You can join the mailing list over at podcastworkflows.com.

905
00:56:37,720 --> 00:56:39,520
Five Star, thanks for your great questions.

906
00:56:39,520 --> 00:56:40,920
I love answering questions.

907
00:56:40,920 --> 00:56:41,920
I'm a teacher at heart.

908
00:56:41,920 --> 00:56:45,800
So I'll happily answer the questions during these live streams.

909
00:56:45,800 --> 00:56:46,800
I really appreciate it.

910
00:56:46,800 --> 00:56:50,760
Thank you to everybody who watched silently.

911
00:56:50,760 --> 00:56:51,760
No shade.

912
00:56:51,760 --> 00:56:52,760
That sounded like shade.

913
00:56:52,760 --> 00:56:54,680
Thank you for everybody who tuned in.

914
00:56:54,680 --> 00:56:56,600
I really appreciate you.

915
00:56:56,600 --> 00:57:25,560
And until next time, I'll see you out there.

