We want to persistently deepen, widen, grow and expand our knowledge

looking for quicker easier ways to do proposals and project documentation?

tl;dr i am automating our own process using Miro (infinite whiteboard app) Integromat and googledocs

over the years i have developed my own mechanism of planning and designing automations and integrations. In essence its a rough mix of shingo value stream mapping, customer journey mapping and various project management essentials.

while it has helped me improve my designs and estimations, as well as reduced the time it takes to plan a project, i have received consistent feedback from customers and partners that its to complex and cumbersome for them to read and understand.

to fix this i have created an automation that will, at a click of a button, convert this diagram into a more traditional project proposal. this same automation will be used to populate our scheduling and project management tools once the project kicks off.

as mentioned, this is still work in progress so watch this space for future updates or speak to me about a proposal for your business to be the first to get a sneak peak 😉

please let me know in the comments what are some of the more tricky non-traditional things you would like to automate in your life or business?

#013 #what | automating how we automate
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3 weeks ago  ·  

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#012 #How | I use @veem to receive international payments

tl;dr its @prettysimpl - most can use it, fixed cost, and integrated invoicing

- accessible: i have not found a client that was not able or not willing to pay via this platform auckland to seattle
- simple: easy as signup, setup and send
- integrated: my #Xero invoice has a paynow link that takes the client direct to prepopulated veem payment screen

- me (receiver): $20 per payment fixed fee, my bank's international transfer processing fee (R180). still roughly R600($30) per payment but much less (and simpler) than @paypal through @fnb and any other alternatives i have tried.
- client (sender): nothing

- me: send client invoice. then depending on your setup in @xero you can have veem appear as a bank/control account or you can reconcile invoice direct with payment in bank.
- client: click on link (register if not yet) and pay.

why not cypto - while cheaper(could even make a little through arbitrage) its hard to explain to clients, few trust it and its a mission to setup and manage.

why not wire - international wires can be complex and costly for both parties

check it out (affiliate link - 5im.pl/veem ) and let me know in the comments how you get paid
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4 weeks ago  ·  

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#011 #How | the swiss-army knife for integrators

tl;dr this free tool is awesome

some of the functions we often use in our work are the json validator, csv to json converter, url encoder, password generator, lorem-ipsum generator, html escape and many more. basically if you can think it, they have it.

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4 weeks ago  ·  

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#009 #how | content download form
make a file available through an online form with this #prettysimpl recipe:

you will need:
1 x #google drive (other online storage might also work)
1 x #cognitoforms account (free account will work)
1 x something you want to share (has to be interesting)

step 1 - save your content on google drive
step 2 - get the sharelink to that file
step 3 - create a form in cognito forms (5im.pl/cognito)
step 4 - on the form, change the submissions setting > confirmation options from "confirmation message" to "redirect url" and place the share-link in there


here is a sample of this #nocode recipe i did for a post earlier this week - 5im.pl/prettysimplstack

have a look and let me know what you think in the comments.

full disclosure - my posts contain affiliate links! if you buy something you wont pay more, but we might get a little. my view or advice is not influenced by this
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1 month ago  ·  

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