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 covers email management tips and backup/restore for Windows 7.

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