Flow Digital

I spent yesterday talking with a founder who's been "planning" their CRM implementation for the last eight months. Their excuse? "We want to get it right the first time." Meanwhile, their team still tracks customer conversations across four different tools, and nobody has a complete picture of any relationship. Here's the uncomfortable truth about CRMs: a basic system you actually use today creates infinitely more value than the perfect system you'll implement "someday." Your need for organized customer data never decreases. It compounds daily.? Each conversation that happens outside a system is organizational knowledge permanently lost. My advice? Start with solving one pain point. Just one.? Maybe it's just centralizing contact information. Or tracking your most important deals. That's enough. The best CRM implementations I've seen weren't born perfect — they evolved through consistent improvement based on real usage. -- Hi, I’m Nathan Weill, a business process automation expert. ?? At Flow Digital, we help business owners like you unlock the power of automation with customized solutions so you can run your business better, faster, and smarter. #automation #business #crm #perfectionism

Kicked off the first session of Zapier's Anti Roadmap Roadmap Club this week with Philip Lakin and the rest of the amazing agency founders in this cohort ?? We dove into mindset shifts, pricing strategies, and how to position ourselves to land those big enterprise deals. The energy in this group is off the charts - can't wait to see how we all level up over the next 8 weeks! Excited to share more of what I'm learning along the way. -- Hi, I’m Nathan Weill, a business process automation expert. ?? At Flow Digital, we help business owners like you unlock the power of automation with customized solutions so you can run your business better, faster, and smarter. #NoCodeEnterprise #AgencyGrowth

Sales wins the deal, but execution drives the business. (Automation Tip Tuesday ??) Our commercial roofing company client relied on Pipedrive to track leads, but there was a gap — once a deal was marked “Won,” project execution stalled.? Sales closed the deal, but operations lacked immediate visibility, leading to delays in site assessments, material ordering, and scheduling. The fix? We created a seamless sales-operations handoff using Zapier + Airtable. ? When a deal closes in Pipedrive, Zapier auto-generates a detailed project record in Airtable. ? Key details — client info, roof specs, contract terms — flow instantly to the operations team. ? Tasks are automatically assigned to the right team members in Airtable based on details from Pipedrive. The Result: ??No more manual data entry ??Faster client onboarding ??A frictionless handoff from sales to execution Small automation, big impact. Which small automation has made the biggest impact on your team’s efficiency? If you’re still waiting for the magic, we should talk. Visit my profile and click the “Book an Appointment” button to see how we can help. -- Hi, I’m Nathan Weill, a business process automation expert. ?? These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday ?#automation #workflow #efficiency

Version One > Version None. (Bet you’re tired of hearing me preach about that ??) Something I love seeing is when clients come to us to perfect an imperfect workflow they have in place. I love that they put something in place, even if it isn’t serving their needs 100%. Like a recent client, whose team used to spend 4 hours per day manually copying data. They put a quick fix in place and built a simple script that handled 80% of the task. Not perfect. Not elegant. (And nowhere as seamless as what we built for them later on.) But it gave those employees 3 hours back. Every single day. The perfect solution sitting in your head helps no one. The "good enough" solution changes lives. (And of course, once you’re ready for perfection, you know who to talk to!) What imperfect automation have you launched that ended up having the biggest impact? -- Hi, I’m Nathan Weill, a business process automation expert. ?? At Flow Digital, we help business owners like you unlock the power of automation with customized solutions so you can run your business better, faster, and smarter. #automation #business #efficiency

We recently had the pleasure of hosting the Kintone team at our office, and what a fantastic conversation it was! More than just a no-code/low-code platform, Kintone is powered by a team that truly understands how automation should work: simplifying processes, not complicating them. Their approach to problem-solving, collaboration, and business efficiency aligns closely with how we think at Flow Digital. It’s always refreshing to connect with people who share a passion for making work work better. Excited to see what’s ahead for this incredible team and the impact they continue to make! -- Hi, I’m Nathan Weill Weill, a business process automation expert. ?? At Flow Digital, we help business owners like you unlock the power of automation with customized solutions so you can run your business better, faster, and smarter. #automation #business #nocode #lowcode

The gap between a project estimate and kick-off can be a killer. (Automation Tip Tuesday ??) For service-based businesses (any business, really!), friction is the ultimate profit killer. A client agrees to the scope, but then… paperwork, approvals, deposits — it all creates delay and destroys momentum. One of our recent automation projects tackled this head-on. Our client, a high-end home remodeling firm, was using a host of tools to manage their workflows, but the process of moving from an estimate to a signed agreement (with a deposit) was still manual and disjointed. We streamlined it. Now: ? Estimates auto-generate in Airtable, pulling project details from a structured pricing database. ? Signed agreements trigger deposits automatically — Dubsado sends the contract, collects e-signatures, and instantly generates an invoice in QBO. ? Once the deposit is paid, the project kicks off in Google Calendar and updates the team’s task board. The result? Faster approvals, fewer dropped leads, and a smoother experience for homeowners eager to begin their renovations. Software should work for you, not slow you down. If your business has gaps in its process, automation might be the missing piece. What’s killing your momentum? -- Hi, I’m Nathan Weill, a business process automation expert. ?? These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday #automation #workflow #efficiency

Ever feel like your team is stuck in an endless loop of manual data entry? (Automation Tip Tuesday ??) That’s exactly where one of our clients — an education consulting firm — found themselves. They were juggling a whole tech stack of tools that didn’t “talk”? to each other, creating inefficiencies and double work. We started with a look into their sales workflow. ?? Sales data lived in HubSpot, but once a deal closed, someone had to manually update Asana to track project progress. ?? Internal teams worked from one Asana board, but clients needed visibility into their own project timelines — cue more manual updates. ?? With so much repetitive data entry, valuable time was being wasted on low-impact admin work. Here’s what we did: ?? HubSpot → Asana automation: We created an integration that auto-generates project tasks in Asana when a deal reaches a certain stage in HubSpot. No more copy-pasting! ?? Internal and client boards sync: Internal progress updates in Asana now automatically reflect on client-facing Asana projects, reducing the back-and-forth. Less busywork, more productivity. By eliminating duplicate data entry, the team saved 10+ hours per week — time now spent on strategy and client success. When your tools work together, your team can focus on what really matters. Where is your team losing time? Drop a comment below! ?? -- Hi, I’m Nathan Weill, a business process automation expert. ?? These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday ?#automation #workflow #efficiency

Your workflow problems feel huge. What if we could show you that they’re really not such a big deal to solve? Quick reality check on business automation: What takes your team weeks to research and implement, we solve in days. Not because we're smarter — but because we've seen your exact problem 1000 times before. That "unique" data migration challenge? We solved it last month. Those "complex" API integrations? We build them in our sleep. The Excel automation you've been putting off? Probably a 2-hour fix. Experience isn't just about years —? it's about pattern recognition. When you've automated hundreds of business processes, you stop reinventing wheels and start delivering solutions. Save yourself the learning curve. Your time is worth more than that. -- Hi, I’m Nathan Weill, a business process automation expert. ?? At Flow Digital, we help business owners like you unlock the power of automation with customized solutions so you can run your business better, faster, and smarter. #automation #workflow #efficiency #expert??

Automation isn’t just for life-and-death industries like healthcare—it’s for any business looking to achieve better, faster, and smarter outcomes.

How we shrank 30-40 hours of weekly manual work into just 2-3 hours ?? (Automation Tip Tuesday ??) This home services company was struggling with their invoice reconciliation process. They received numerous vendor invoices via email (PDF format) and needed to manually match them against jobs in ServiceTitan. Their team was stretched thin, discrepancies and overpaying were daily occurrences, and one day, they had enough. We worked on a three-step automated solution: Step 1: Finding the PDFs Zapier monitors the inbox for invoices. When it detects an invoice with a PDF attachment, it proceeds to Step 2. Step 2: Parsing the Data Nanonets uses AI to extract data from the PDF. Step 3: Data Comparison The extracted data is compared with jobs in ServiceTitan. Any discrepancies are added to a spreadsheet for internal review. 30-40 hours of weekly manual verification time is now just 2-3 hours. With instant discrepancy flagging, their system allows for better vendor management, improved billing accuracy, and more time for the team to pursue higher-value tasks. Which manual task that can be automated is currently taking up too much valuable time? If you’re thinking of one, it’s time we spoke. Book a free call (link in the comments ??) and let’s see what we can do for your workflow. -- Hi, I’m Nathan Weill, a business process automation expert. ?? These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday ?#automation #workflow