📅 2024-06-03 — Session: Automated Workflow Setup with Zapier
🕒 05:10–05:40
🏷️ Labels: Zapier, Automation, Google Sheets, Trello, Time Management
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to explore and implement automation workflows using Zapier to integrate Google Sheets and Trello, enhancing productivity and time management.
Key Activities
- Introduction to Zapier: Reviewed the basics of Zapier, its components, and benefits for automating tasks.
- Integration Setup: Planned and executed the integration of Google Sheets and Trello using Zapier to manage time blocks efficiently.
- Time Block Design: Designed a ‘time block’ object to streamline time management, including start and end times, notes, and objectives.
- CSV File Creation: Created a CSV file containing time blocks for further processing and download.
- Memo Management: Developed a method for managing memos using Google Docs and Sheets, integrating with Zapier for automation.
Achievements
- Successfully set up an automated workflow between Google Sheets and Trello using Zapier.
- Designed a comprehensive framework for time block management.
- Created and made available a CSV file for time block data.
Pending Tasks
- Review and refine the ‘time block’ object design for potential improvements.
- Further automate memo management processes as needed.