23d • General discussion
Cut down the back and forth with this simple automation setup
Most workflows don’t stay in one app. A client request starts in email, moves to Slack, gets added to Asana, needs a file from Drive, and ends with a response in email. Five steps. Five tools. Five chances to waste time or miss something. Here’s how I stop manually connecting the dots.
1. Map the flow. Write every step: where it starts, where it moves, what happens at each stage, and the final output.
2. Connect the tools. Use Zapier or Make so data moves automatically with no copy-paste.
3. Let AI summarize. Pull updates from every tool into one snapshot. AI tells me what to do next: “Client approved design. Next: send invoice, schedule kickoff.”
4. Push it back. Send the summary to my project board automatically.
I don’t automate everything at once. I start with the workflow wasting the most time and build from there.
The result? Less back-and-forth, fewer missed steps, and more time to focus on actual work.
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Cut down the back and forth with this simple automation setup
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