Automation Process and Enhancements for Monique BK
Efficient Task Management with JotForm, Zapier, and ClickUp. Automated client data collection, task creation, and employee monitoring for streamlined operations.
Initial Plan:
We began by creating a comprehensive layout plan, detailing the process of capturing data through JotForms and managing tasks within ClickUp.JotForm Enhancements and Integrations:
The initial JotForm shared by the client was enhanced multiple times to meet evolving requirements and align with the capabilities of ClickUp and Zapier.Client Information and Task Automation:
Client information was collected via JotForm, and using Zapier automation, a client folder was automatically created in ClickUp as per the defined workflow. Tasks for each website page were generated in ClickUp, with attachments and detailed descriptions included.Challenges with JotForm and HIPAA Compliance:
We encountered limitations due to JotForm’s HIPAA compliance, which restricted access to certain fields.Zapier Processing Delays:
Significant delays were experienced in Zapier’s processing time, making it a time-consuming and occasionally frustrating process.Dashboard Creation for Employee Monitoring:
Dashboards were created for employee monitoring, providing an overview of daily, weekly, and monthly task statuses. Tasks were organized based on priority to track progress and ensure efficient workflow management.Data Management and Recurring Task Setup:
Data from Google Sheets was transferred to ClickUp for bookkeeping and recurring client tasks. Recurring tasks were set up for every Wednesday using a template. Although templates streamlined the process, they could not be modified to add or delete clients dynamically, as requested.
