I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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One of my favorite features about Dubsado is the ability to add quality checks, reminders, and checkpoints by using the “Create ToDo” workflow action. However, like many other reminders, these email to-dos can often get lost in our inbox.
What if there was a way to add these to-dos to your Project Management tool? Or even Google Tasks for easy tracking? And so that you don’t forget about them!
Leveraging the power of automation and using a combination of GMail Filters and Zapier, I currently use a zap that creates a task in ClickUp, every time I receive a “Dubsado Reminder” email!