How to Plan Business Automations with Live Zapier Examples
Got a repetitive task you wish a computer would handle? Alex shares a simple way to plan any automation, then builds two real examples live with the group.
Most automations go wrong because people start at the beginning and build forward. In this hands-on session, Alex is sharing a simple framework: define what you want at the end, define what you have at the start, then connect the two. He walks through two real examples from the group, including sending new contacts into a Notion CRM and adding new members to an email list, and answers questions about Zapier pricing, webhooks, and APIs.
Meet Your Host: Alex Leone
Alex Leone is a software developer with 20 years of experience and the founder of Automations for Good. He builds custom automations and integrations that save time for the operations, admin, and finance teams of mission-driven organizations, with a focus on solutions that last 10 years or more. Alex believes technology should make people’s lives better, not just more efficient.
In This Workshop:
How to Plan an Automation Before You Build It
0:00 Automation Planning Framework for Solopreneurs
5:17 Automating LinkedIn to Notion CRM with Zapier
14:11 The Lindy Effect: Choosing Stable Business Tech
18:06 Connecting Heartbeat and Beehiiv for Paid Subscribers
29:17 Webhooks and APIs Explained for Non-Developers
