Previously I used Monday. Com....it's like excel with automations/reminders and integrations to email (send track emails from the app)....when a status changes, it automatically moves the item to the next stage of the process..
I'm sure I could spend hours setting this up with macros in excel, but if there's software that already does it, why waste my time?
For instance, in Monday I would set up tables ( to do, In Progress, done) that would track
1. Prospects (contact info, initial contact, follow up, notes) with reminder automations
2. Event planning (sign up forms that linked to tables in Monday to track attendee information on signup forms...also, event timeline with sub sections for details.... integration with proton mail would be ideal to send automatic emails (thanks for signing up! Or here are the event details email...etc(
Does that help?
Lois 🧘♀️🫖✨🙏
npub17a0…tptf
2024-06-08 21:49:21
in reply to nevent1q…tch3
Author Public Key
npub17a0glnlewhgdu6wuah5kwn7ewf649zu63ypq2pmyxh8y0z6uk6vqpttptfPublished at
2024-06-08 21:49:21Event JSON
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"content": "Previously I used Monday. Com....it's like excel with automations/reminders and integrations to email (send track emails from the app)....when a status changes, it automatically moves the item to the next stage of the process..\n\n\n I'm sure I could spend hours setting this up with macros in excel, but if there's software that already does it, why waste my time?\n \n\nFor instance, in Monday I would set up tables ( to do, In Progress, done) that would track \n\n1. Prospects (contact info, initial contact, follow up, notes) with reminder automations\n2. Event planning (sign up forms that linked to tables in Monday to track attendee information on signup forms...also, event timeline with sub sections for details.... integration with proton mail would be ideal to send automatic emails (thanks for signing up! Or here are the event details email...etc(\n\n\nDoes that help? ",
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