πŸ“… 2025-03-03 β€” Session: Session on Process Management and Google Drive Automation

πŸ•’ 21:00–22:15
🏷️ Labels: Process Management, Google Drive, Automation, CRM, Workflow
πŸ“‚ Project: Business
⭐ Priority: MEDIUM

Session Goal

The session aimed to explore various aspects of process management and Google Drive automation.

Key Activities

  1. Marketing and Process Consulting: Reviewed marketing strategies for ProcessDriven and insights on process consulting by Layla.
  2. Process Structuring for Small Teams: Discussed the importance of focusing on processes over roles for efficiency in small teams.
  3. Google Drive Automation: Provided instructions on listing and managing Google Drive files using CLI tools like gsutil, rclone, and gdrive.
  4. Troubleshooting and Configuration: Offered guidance on configuring and troubleshooting rclone and gdrive for Google Drive access.
  5. Knowledge Management: Mapped process areas and knowledge structures to enhance workflow efficiency.
  6. Workflow Reflection: Reflected on Matias’s workflow structures, highlighting strengths and identifying challenges.
  7. Political CRM Development: Planned the design of a political CRM for effective network management.
  8. Script Update: Updated a script for Google Drive file sharing to improve logging and prevent API rate limits.

Achievements

  • Gained insights into process management strategies and tools.
  • Enhanced understanding of Google Drive automation techniques.
  • Developed a framework for a political CRM.

Pending Tasks

  • Further integration of process management insights into existing workflows.
  • Implementation of the political CRM framework.