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Writer's pictureDavid Hajdu

Simplify: A Key To Effective Process Automation

In our journey to streamline complex tasks, one crucial lesson surfaces repeatedly: the power of simplicity. When rolling out solutions to a diverse audience, we must embrace the principle of simplify, simplify, simplify. Today, I’m focusing on breaking down the essentials of building an automation system. Here’s a clear, step-by-step approach to get it right.



Step one is foundational knowledge. To build an effective automation, you need to understand how to connect your various accounts. This means getting familiar with OAuth and API keys—technologies that grant permissions and allow different applications to communicate with each other. Knowing these basics is the first hurdle.


Next, you need to build a basic automation. A fundamental starting point is creating a table in Airtable—a flexible database tool. This simple act sets the stage for more complex operations. Mastering Airtable’s interface and functionalities will equip you to structure your data effectively.


Step three involves making connections. You need to link your automation tool, such as Make, to your Airtable. This connection allows you to perform actions based on the data in your Airtable. For example, you might set up an automation to input a new idea into Airtable, transform it, and then move it to another location or system.


Today, I’m committing to keeping this process simple. Entrepreneurs must remember to consider their customer’s onboarding journey. If it’s fraught with complexities, it’s time to simplify. As we innovate and create, let's ensure our pathways remain clear and straightforward for everyone.

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