This document summarizes a lecture on workflow applications for professional excellence. It discusses features of productivity tools like being cloud-based and allowing collaboration. Benefits of the automation tool IFTTT are outlined, like helping apps and devices work together through ready-made automations. Examples of IFTTT automations are provided like automatically saving receipts in Evernote. The document also discusses email management techniques like renaming emails, clearing your inbox, and unsubscribing from unwanted services. Backup and restore methods for Windows 7 are also briefly mentioned.

1. “If you are
doing it
MORE THAN
ONCE,
You are doing
it in a
WRONG WAY”
Lecture Meeting on “Applications of Work Flow”
for Professional Excellence.
CA Dhaval Paun
B.Com, FCA, DISA, CFE
1st September 2018
ICAI Ahmedabad

4. https://resource.cdn.icai.org/
47921daab37895dcmm.pdf

6. Features of a Productivity Tool
 Cloud Based
 Sync to Multiple Devices
 Integrate with other Apps
 Team Collaboration
 Adaptable to match our Need
 Free of Cost/Cost Effective If you opt to upgrade

10. Benefits of IFTTT
 Helps your Apps and Devices Work Together
 Number of Ready-to-use Applets to automate the process totally or
converts the process into one click.
 For Example, To save a receipt on Evernote,
 Open Camera; Take Photo; Go to Gallery; Share the Photo to
Evernote.
 With correct IFTTT Applet, you can directly save receipts to
Evernote in one click
 Other Example of Applet, It automatically saves starred emails in
Evernote, if you have that Applet
 One other Example of Applet, It save all your new iOS contacts to a
Google Spreadsheet.
 Most Powerful Applet is “Add to a Note in Evernote”, with this
turned on and a widget activated on your mobile devices, you can
externalize your ideas, thoughts and To-dos in a single note in
Evernote with Date and Time stamp with a single click.

11. Examples of IFTTT Applets

21. Basic Email Management
 Outlook vs Browser-based Access
 Rename Emails adding keywords to assist searching
 CLEAR your Inbox, don’t check it!
 Do; Waiting On; Achieve(Information); Delete (become ruthless)
 Create “Quick Steps” Macro in Outlook
 Unsubscribe from Unwanted mail services
 Read Receipts Tracking with Chrome Extension Streak

23. Backup and Restore (Windows 7)

24. Q & A

25. CA Dhaval Paun
B.Com, FCA, DISA, CFE
+91 82 0044 6905
dhavalpaun@gmail.com