Automating My Business with Glide: Streamlining Tasks Through Custom Actions
Welcome back to my blog series, "Glide for Growth." Today, I'm thrilled to share the final and perhaps the most transformative step in using Glide to simplify, automate, and scale your business: automating the action. After creating a layout to store and update information, the next critical phase is automation. This stage opens up a world of possibilities, from sending emails and generating documents to using AI for queries and managing invoices and to-do lists. This phase is highly tailored to your specific process, and exploring Glide's integrations is key. Remember, if you ever feel overwhelmed, seeking expert advice can offer fresh perspectives – you're not alone in this journey.
Revisiting Ellie's Catering Business
(See video linked below)
Ellie has already set up a system to save new events and update menus. Her next objective is to automate the generation and emailing of proposals to her clients. The automation involves generating the proposal, converting it to a PDF, and then emailing it. Let's break down how we can achieve this using Glide's integrations, particularly Docs Automator:
Updating the Template: We begin by updating Ellie's Google Doc template with placeholders for the data that will be pulled from Glide.
Setting Up Docs Automator: In Docs Automator, we input the link to our Google Doc template and note the ID of the Docs Automator automation.
Integrating with Glide: Next, we integrate Docs Automator with Glide. On the event screen, we add a new button labeled 'Generate and Send Proposal'. This button will trigger a custom action.
Generating the Document: The first step in this custom action is to generate the document through Docs Automator, filling in the template with all the necessary information.
Storing the PDF: We then create a new field in our table to store the PDF and update the action to save the generated PDF in this field.
Emailing the Proposal: The final step is to email the proposal to the client, completing the automation process.
This automation significantly impacts Ellie's business, saving her at least 30 minutes per client. It not only frees up her time but also allows her to focus on other growth-driving aspects of her business.
Looking Ahead
In our next video, I'll showcase the finished version of Ellie's app, demonstrating its functionality from start to finish. This will give you a clear view of what's possible with Glide and hopefully inspire ideas for automating your own business processes.
Stay tuned for more insights on how to leverage technology to enhance your business efficiency. The journey to a more streamlined and automated business is just beginning!
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