My slides from the Houston WordPress Meetup in May 2018.

1. Digital Automation

2. Digital
Automation

3. 2 TYPES OF AUTOMATION
3
WORDPRESS BUSINESS
Block spam
Backups
Schedule blogs
Compress Images
Marketing
Business Processes
Data Collection

4. WordPress
Automation

5. WORDPRESS AUTOMATION
5
Comment Management
Backups
Schedule Blogs
Compress Images
Social Sharing
Database Management
WordPress Updates
Page Management
Security
Akismet
WP Database Backup & BackupBuddy
Auto Post Scheduler
ShortPixel Image Optimizer
NextScripts: Social Networks Auto-Poster
WP-Optimize
Companion Auto Update
Broken Link Checker
WordFence
TASK PLUGIN

6. WHAT TYPES OF AUTOMATION CAN YOU DO?
6
Collect Gravity Forms Entries and Log into a spreadsheet or notes app like AirTable, Evernote, Google Sheets.
Log WordPress posts into a spreadsheet like Trello, Google Sheets, AirTable
SMS WordPress posts so you know a post was published.
Publish WordPress posts to Facebook, Twitter, LinkedIn with the right image then repeat on an interval.
Manage customer billing and subscriptions with Stripe

7. Problem &
Solution

8. PROBLEM
LOGGING WOOCOMMERCE TRANSACTIONS
Orders in WooCommerce Dashboard Orders via Email

9. PROBLEM
LOGGING WOOCOMMERCE TRANSACTIONS
Yes, I know there are Plugins!

10. 10
SOLUTIONS
ZAP WOOCOMMERCE ORDERS TO GOOGLE SPREADSHEET

11. 11
ZAP WOOCOMMERCE ORDERS TO GOOGLE SPREADSHEET
SOLUTIONS

12. SOLUTIONS
12
WOOCOMMERCE GRAVITY FORMS

13. Business Process
Automation

14. WHAT TYPES OF AUTOMATION CAN YOU DO?
14
Connect Quickbooks to Process.st and create a new customer after you check a task in your Onboarding.
Create a New Project in your project manage tool like Asana, Teamwork, or Basecamp
Send a Slack Message when someone signs a contract or completes an estimate request.
Log team times to AirTable to help manage all of the data for each customer and analyze.
Manage meeting schedules and video conferencing with online scheduling tools and then create Zoom meetings that are
then sent to customers with all of the relevant information.

15. Problem &
Solution

16. PROBLEM
16
RECORDING TIME FOR MAINTENANCE WORK.

17. 17
PROBLEM
RECORDING TIME FOR MAINTENANCE WORK.
No team member or website
Time consuming

18. TEAMWORK TICKETS TO AIRTABLE - STAGE 1
18
CREATE TASK THAT IS
TIED TO THE TICKET
SOLUTION
Filters

19. 19
SOLUTION
TEAMWORK TICKETS TO AIRTABLE - STAGE 1
TEAMWORK DESK TEAMWORK PROJECTS

20. TEAMWORK TICKETS TO AIRTABLE - STAGE 2
20
CREATE TIME ENTRY IN
AIRTABLE THAT IS TIED TO
THE CUSTOMER
SOLUTION
Filters
Parsing

21. TEAMWORK TICKETS TO AIRTABLE - STAGE 2
21
GROUP TIME BY
WEBSITE, BY
TICKET, BY TEAM
MEMBER, BY DATE,
BY CARE PLAN
TYPE
SOLUTION

22. Automation Prep

23. BEFORE YOU START
23
WHAT DO WANT AS YOUR OUTCOME?WHAT IS THE PROBLEM?
• too much data and can’t analyze it.
• software too expensive.
• not enough time.
• late invoicing customers.
• easily view data as information
• reduce my monthly costs.
• get back 10 hours of each month.
• invoice customer on time.

24. BEFORE YOU START
24
1. Gather logins and login on separate tabs.
2. If needed, find your API keys.
3. Open all of your feeds and Social Media accounts.
4. Create one sample post, calendar item, form entry.
5. Create a special user account for Zapier & IFTTT.
TOOLS
1. Zapier
2. IFTTT
3. Website URLs
4. API Plugins
PREPARE
GATHER YOUR TOOLS

25. CONNECTIONS
25

26. CONNECTIONS
26

27. https://www.whoishostingthis.com/blog/2016/11/07/automating-wordpress-plugins/
https://wordpress.org/plugins/shortpixel-image-optimiser/
https://wordpress.org/plugins/wp-optimize/
https://wordpress.org/plugins/companion-auto-update/
https://wordpress.org/plugins/auto-post-scheduler/
https://wordpress.org/plugins/wp-recaptcha-integration/
https://wordpress.org/plugins/wp-database-backup/
https://wordpress.org/plugins/social-networks-auto-poster-facebook-twitter-g/
WORDPRESS AUTOMATION

28. BUSINESS AUTOMATION
https://zapier.com/help/wordpress/
https://ifttt.com/wordpress
https://woocommerce.com/products/woocommerce-zapier/
https://www.gravityforms.com/add-ons/zapier/
https://www.activecampaign.com/apps/wordpress
https://www.activecampaign.com/apps/zapier
https://airtable.com/
https://docs.google.com/spreadsheets

29. www.globalspex.com
@globalspex
support@globalspex.com
facebook.com/globalspex