Fintech Automation Blog
Introduction
Process Street just kicked off 2023 with a bang!
One of our favorite workflow managers, Process Street, has launched the beta of its "Data Sets" feature. In what was previously an area that the application lacked, the new Data Sets feature will allow users...
Introduction
If you're a Jotform Enterprise user, then you've just been hit with arguably Jotform's best Enterprise update in the app's history.
Enter: Jotform Teams - a new feature built on a shared workspace for you and your team to seamlessly work on Jotform projects...
Introduction
With autumn now in full swing, Process Street has released its final product update of the summer with an array of workflow editor updates! Let's take a quick tour through these updates and give you the rundown of what users are now able to do within the...
Introduction
Process Street users - want to add some extra personality and organization to your workflows? Process Street's new custom branding update allows you to add images and emojis to your workflows, making them more visually appealing and easier to remember. With...
Introduction
Work from home. Telecommute. Remote work. Regardless of what you call it, there's no doubt that the number of people doing so in some form is on the rise - especially since the arrival of COVID-19. While there are certainly many benefits to remote work,...
Introduction
Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?
Enter: TrackingTime.
TrackingTime is a web app that at its core is a...
Introduction
The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...
Introduction
In the previous post, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. In her post post, Cameo provided helpful tips for connecting and building authentic relationships with...
Introduction
In the previous posts, we set the stage for our email marketing plan. We went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple Zap using a simple form....
Introduction
In our previous post, we donned our artist hats and sketched out our workflows. What’s next?
Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your...
By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC
Introduction
In our previous post, we provided a very high level overview of processes and workflows, while touching on how they fit into the automation process. In this post, Brooklyn H. Brock,...
Introduction
Welcome to the Sphynx automation blog post series. As mentioned in our first post, we will cover small business automation tools, tips and tricks using simple web-based applications. Whether you’ve heard of automation before or have just...
