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Elite Workflow Challenge: What’s Your Smartest Time-Saving Move?

Elite Workflow Challenge: What’s Your Smartest Time-Saving Move?

After a recent site visit to see Cober (WOW! blown away by their setup and infrastructure!) they discussed how implementing some autonomous systems saved them some considerable man hours, allowing employees to be repurposed elsewhere in multiple areas. Then also this week, off the back of the Elite call how Enfocus Switch is used across many in the group and how that has transformed workflows for efficiency! This got me thinking if this was the same for all of you. Everyone here is different sized businesses but there must be key nuggets of knowledge to share as we know many of you are operating at a ‘Elite’ level and have built some seriously efficient workflows. So here’s a question for you the pros:

What’s one automation, integration, or clever setup you’ve added to your workflow that saves you serious time every week/month?

It could be anything and does not necessarily have to be an infigo related module:

  • An integration/module that connects your orders to production
  • A custom webhook that triggers customer notifications
  • An internal tool you’ve connected to streamline proofing, approvals, or batching
  • A clever use of product config that cuts down on back-and-forth with your clients
  • Or even a simple API call that just works like magic….!

We’d love to hear:

  • What the challenge was
  • What you set up
  • Roughly how much time it saves
  • Bonus points for screenshots/graphs or short explanations!

Let’s utilise this thread and fill it with lightbulb moments for everyone here in the elite group! 💡

2 comments

  • 1
    Avatar
    Kyle Pendley

    I have one for Customer Service, Estimating, and Admin stuff.

    We moved our email from Outlook to an app called Missive. This is a paid platform, but it allows for much better communication with your team and customer emails. It allows us to work faster and smarter by not forwarding back email chains. We can comment and work together on drafts, etc. Definitely been a big win for us.

    Check it out: https://missiveapp.com/

  • 0
    Avatar
    Greg Young

    Hey Guys! Kyle was showing me this in action when we met at Dscoop; and it is very impressive indeed. Any other timesaving moves or big ideas that anyone can share?