Titilope A

10 posts

Titilope A

Titilope A

@A__Titilope

Customer Success and Workflow Automation Specialist

Katılım Aralık 2022
17 Takip Edilen3 Takipçiler
Titilope A
Titilope A@A__Titilope·
We started learning Automation with Airtable, and it has been really insightful. Understanding the right data type is very important in every Automation process and with @FikeDove, I have been able to learn how to choose the right data types on both Monday and Airtable
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Titilope A
Titilope A@A__Titilope·
Assign sales rep through round robin selection (An integration) Send notification on Monday, Slack, and via email There are more details you can find in my portfolio, a dashboard, and even a walk-through video. notion.so/CRM-Set-Up-1f5…
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Titilope A
Titilope A@A__Titilope·
In this thread is a link to my portfolio with this week's assignment on @mondaydotcom, where I created a simple CRM setup with Automations that: Move leads to groups within a board when a status is changed Create an item in another board when a status is changed
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Titilope A
Titilope A@A__Titilope·
Finally got around to making my post for this week. It's been a lot this week, from hospital runs to trying to move houses and completing this week's assignment as my first portfolio project. Thanks to @FikeDove 's clear teaching, I finally found a way to put it together.
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Titilope A
Titilope A@A__Titilope·
I also created the form that was used in the submission from scratch, and it was pretty cool to see it work. I am learning a lot with Witty Academy, and I'll start sharing my projects here often!
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Titilope A
Titilope A@A__Titilope·
This week, I created my first automation on @mondaydotcom, thanks to the wealth of knowledge passed on by @FikeDove during our classes. It was simple automation of sending an email when a form is filled and an item is created but seeing it work in real time is the best part of it
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Titilope A
Titilope A@A__Titilope·
the already created board. @mondaydotcom is a really vast and interesting tool and I look forward to learning more about it and the other tools Witty Automations Academy has in store for us.
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Titilope A
Titilope A@A__Titilope·
a CSV file. It got a bit tricky when I tried to set one of the imported columns as a Priority column. Finally, I figured that some columns can't be changed to a Priority column, so I had to create another board with the appropriate column types and imported the file into
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Titilope A
Titilope A@A__Titilope·
Finally leaving the shadows and putting myself out! A few months ago, I decided to learn about CRM and Workflow Automation. I was self-learning and was making some progress, but I always got stuck, especially when trying to complete a project, because I was already worried that
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