Fintech Automation Blog

By Arielle Minicozzi

From time to time you may need to export an overview of your existing workflows from Hubly. Fortunately, this is easy to do:

• Log into Hubly
• Create a new contact by clicking the search bar then clicking "Create"; this will just be used as a sample to export the workflow te
...

By Arielle Minicozzi

From time to time you may need to export an overview of your existing workflow templates from Redtail. Fortunately, this is easy to do:

• Log into Redtail
• Click "Workflows" in the left menu
  
• In the top right corner click "New Workflow", select the template you wish to expor
...

By Anthony Schorling

Introduction

We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.

Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to the use o...

By Anthony Schorling

Introduction

Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.

With Wealthbox's new workflow template library, the overwhe...

By Anthony Schorling

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 applica...

By Anthony Schorling

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 a li...

By Anthony Schorling

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 tim...

By Anthony Schorling

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 goals...

by Mark Anthony Figueroa

Introduction

In the past few posts, we’ve covered:

1. What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
2. Process and Workflows
3. Process Management Tools
4. Schedulers
5. C...

by Mark Anthony Figueroa

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 office, it’s not eff...

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, CFP®, CEPA®, ChFC®, CKA® o...