Automation tips and tricks: Tasks done in 3 clicks or less

Automation tips and tricks: Tasks done in 3 clicks or less

Welcome back to another article in an ongoing series about ways to save time in your practice. This tip comes from Mariette Martinez, EA.

3 clicksWhen it comes to timesaving + automation, the first thing that comes to mind is “how can I achieve this in less than 3 clicks?” If a task takes me longer, then I see if I can create efficiency around it.

For example, when it comes to accessing my daily apps, I want to access them with one click. Google Bookmarks is a great option for that. Just create a folder > organize quick links below > DONE!

Another favorite daily hack is to get quick messages through Slack or Loom.  If the message is for a team member, I send it through Slack. If it’s for a client, I send it through Loom. If the message is longer than 3 minutes, I also send it through Loom since there is no limit on Loom messages for the paid version. Loom free version does have a limit of 5 minutes per video. This saves me time from writing too much, and more importantly, it keeps me connected at a human level with my team and clients!