Workflow Automation

Discover Yoni's methodology for creating automated workflows that delegate accountability rather than just tasks. The conversation covers building multi-channel workflows through the five-tier hierarchy—from core processes down to working instructions—and how to structure these workflows so teams can execute independently. Learn practical examples of workflow automation in eCommerce contexts including product research, brand management, and customer support functions.

We explore comprehensive workflow automation strategies for eCommerce businesses, focusing on how to connect multiple tools and platforms to create seamless processes. Richard Schnitzel reveals his framework for identifying automation opportunities, from lead management through to post-purchase sequences. Listeners discover how to use tools like Zapier to automate repetitive tasks, eliminate manual data entry, and create notification systems that catch problems before they become crises. The discussion covers practical implementation strategies including defining process bookends, challenging assumptions, and building automation incrementally rather than trying to automate everything at once.

Listeners discover why systems that work 80% of the year fail during peak season and how to stress-test operations before Christmas traffic arrives. The episode covers automating manual exports between platforms, fixing inventory syncs, and building robust systems that handle volume without manual intervention—critical preparation that separates thriving retailers from those scrambling in December.

The episode explores how Kanban boards (using Trello, Asana, or similar tools) create automated workflows connecting disparate teams, agencies, and freelancers. Users discover how visual project management with clear sprint timeframes, accountability assignments, and transparent task progression transforms chaotic marketing efforts into coordinated execution across multiple stakeholders.

The APPLE framework serves as a repeatable workflow automation system that can be applied across all customer touchpoints - from Instagram DMs to product delivery sequences to team communication

Explore the marketing and sales automation strategies that allow solo entrepreneurs to compete with larger organisations. Understand how to implement systems that nurture leads, process orders, and deliver customer service without constant manual intervention.

Explore automated SMS marketing that works completely on autopilot, from language detection to pre-filled checkout links. Tadej demonstrates the five-minute integration process with pre-written, pre-translated templates, automatic timing optimization, and how CartBoss handles technical complexity behind a simple interface. Learn which campaigns to activate first and how automation delivers consistent 300-3000% returns without manual intervention.

The episode details how modern referral platforms automate the complete referral cycle from invitation through reward distribution. Users learn about automatic customer enrollment after purchase, triggered email sequences for advocates and friends, fraud detection systems that flag suspicious activity, and performance tracking dashboards. Discover how to implement referral marketing that runs systematically without manual intervention, including integration with major eCommerce platforms like Shopify and WooCommerce.

Understand how to build automated marketing workflows that work across multiple channels from single customer interactions. We examine capturing leads through Messenger ads, automatically collecting email and mobile numbers with explicit permission, triggering follow-up sequences based on customer behaviour, and coordinating communication across Messenger, SMS, and email. Discover the implementation process including planning conversation flows, building automated responses, testing with team members, and optimising based on real customer interactions.

Learn strategic approaches to workflow automation that focus on repetitive, low-value tasks whilst freeing human creativity for high-impact activities. Understand the difference between tactical automation and strategic intelligence implementation.