Fintech Automation Blog
Introduction
In the past few posts, we’ve covered:
- What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
- Process and Workflows
- Process...
Introduction
In this post we will cover setting up email templates that include external links. We will also cover configuring email forwarding and other efficiency tips. Our choice application is Gmail, but we will include relevant information for other email...
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Last week we covered integrating your Jotform with other applications. This week, just to wrap everything up, we will explore some fun and creative uses for responsive forms in a bit more detail. If you haven’t been following along so far, this...
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Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building application....
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In our previous post, we talked about schedulers. We mentioned why they are useful. We linked scheduler application types. We also went through setting up Calendly (at a very high level). In this post we are going to talk about the best efficiency...
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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,...
