If your team is still buried in manual work, double data entry, and follow-ups, this webinar is for you — whether you have zero automations or a dozen.

Many teams start automation with good intentions, but disconnected tools, inconsistent workflows, and unclear handoffs keep the work manual — even after automations are “set up.” You’ll also see how to standardize recurring work with templates and automations that keep statuses synced across boards—so teams stop pushing updates manually.

We’ll walk through a real case study example showing how one organization cut sales admin time by 50% by connecting their workflow end-to-end (from lead → deal → delivery), eliminating duplicate entry, and standardizing what happens after a deal is won.