Hey y’all! Today we dove into automated Guru workflows. Shoutout to our speakers for sharing examples!
Common challenges around this topic include:
Context-switching between workspaces takes time
Process management has gotten a lot more complicated in a remote/hybrid working world
It’s hard to find time to unpack insights about how team members are using Guru
Tips for automating a workflow:
Define your challenge. What am I doing manually, that there could be a workaround for? Is there a way to get notifications to manage tasks in a place I’m already looking on a day-to-day basis?
Design your workflow. Start with:
The trigger (the first activity)
The action (the correlated activity)
The end result
Automated Guru Workflow Ideas included:
|Managing Verifying Groups||10:53|
|Favorite Card Alerts||14:45|
|Creating Onboarding Material||13:37|
|Managing Repeat Product Questions in Slack||24:07|
|New Hire Guru Permissions||25:00|
Recap & Resources:
- Guru's Zapier Template Index
- Guru's Workato Recipe Index
- New Guru Academy Product Enablement Training
- Vote on next month’s Deep Dive topic: https://bit.ly/VoteDeepDivePoll
Keep the Conversation going! On the Deep Dive, folks asked for more workflows that helped turn repeat questions in Slack into well-managed Guru Cards. How would you tackle this challenge? What other workflows are you looking to create? Share your ideas below!