Consultez le blog de Kapali pour lire cet article en français. Every day, your teams spend hours on repetitive and manual tasks. While these actions are necessary to keep things moving, they still consume precious time that could be devoted to more valuable projects.

At Kapli, we support businesses in their digitalization by designing tailor-made no-code tools with Glide. You can use these tools to automate your processes, allowing you to gain efficiency, reduce errors, and make your data more reliable.

Here are 10 of the most common tasks that our clients spend time on that you can easily automate using Glide.

1. Send unpaid invoice reminders

The problem: Sending payment reminders manually takes too much time and ties up your team unnecessarily.

The solution: Create an automated Workflow in Glide using the Schedule Trigger to send reminders on a regular interval, or use the Make integration to connect your CRM and send reminders based on due dates. As a result, you’ll have fewer late payments and more time to spend on other things.

2. Create custom sales quotes for new leads

The problem: Manually copying and pasting quote information into an email and then customizing it for each new lead call takes up time your sales team could be using to close more deals. 

The solution: Automatically generate sales quotes with AI when new lead forms are submitted or sales calls are completed so that your sales team has a 90% finished email ready to go. All they have to do is review and send it. Connect these quotes to a sales agent app so your whole team has visibility into your pipeline. Potential customers get a faster response time and sales agents can spend more time generating revenue for your business.

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3. Enter appointments in your calendar

The problem: Syncing appointments manually takes up valuable time, and often causes duplicates or missed meetings.

The solution: Make a booking form app in Glide and connect it directly to your Google Calendar or Outlook so that slots in your calendar are updated automatically the minute meetings are added or changed.

4. Search multiple cloud storage locations for files

The problem: Spending several minutes finding a document in various cloud storage locations can be frustrating and will slow down your team's daily productivity.

The solution: Centralize your files and links (Drive, Dropbox, Canva, etc.) in a single, organized knowledge management system built with Glide. Files don’t need to move from their original location. Instead, employees get a mobile-optimized and easily searchable interface that becomes the single source of truth for your organization.

5. Gather tracking data from multiple sources

The problem: Key information about your business typically comes from lots of different sources. Manually exporting and copy and pasting data from different software into a single tracking spreadsheet takes time. Your info isn't always up-to-date, and as a result, decisions are made based on incomplete information.

The solution: Automatically feed data from many sources into a single Glide dashboard using automated workflows and connections via Make and Zapier. Your data is always fresh and reliable so you can make more informed and strategic choices.

6. Inform clients on the progress of their projects

The problem: You spend a lot of time each week sending emails or answering calls to inform your clients about the progress of their projects.

The solution: Create a customer portal where every client can view the progress of their project in real time without waiting for an emailed report. In Glide, you can create individual views for each client so you can share updates without revealing sensitive information.

7. Manage inventory in a complex Excel file

The problem: When multiple employees are trying to keep track of inventory in an Excel file, data quickly becomes unmanageable and the spreadsheet is increasingly error-prone.

The solution: Implement an inventory management app that displays your inventory in a visually appealing gallery format. Connect it directly to the software and inboxes you use to track your orders and sales so your stock levels are updated automatically and always up-to-date.

8. Enter candidate’s CV information

The problem: When it’s time to hire, your HR team has to spend far too much time entering candidate data from resumes. 

The solution: Create an AI-powered resume screener to speed up not just data entry, but the process of analyzing and filtering through candidates’ CVs. Use AI to automatically extract data from resumes (either by uploading PDFs or snapping photos of paper resumes) and upload that data in a structured format. The AI can then identify key features and flag the best candidates for manual review.

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9. Organize check-in meetings

The problem: Frequent meetings are time-consuming and don't always provide new information.

The solution: Create a shared project managemet dashboard in Glide that's updated in real time. Everyone can view progress on a regular basis, and meetings can be reserved for the times when collaborative work needs to get done.

10. Send welcome and confirmation emails

The problem: Manually writing and sending the same emails for each newly submitted customer form is unnecessarily time-consuming.

The solution: Set up automatic emailing scenarios that are triggered as soon as a form is completed or a customer is added to your Glide CRM or database.

Get time back every single day with Glide automation

Automation is easier to implement than you might think, and the benefits end up being bigger than just the time saved on a single task. What you’re really doing is creating an easier way to work. Your team gets the information they need at their fingertips, and the mental load of gathering, managing, and moving around complex business data is releived. 

These ten examples are just a glimpse of everything you can automate to free up time and improve your business performance.

At Kapli, we analyze your processes, identify friction points, and develop tailor-made solutions to help you focus on what matters most. Contact us now for a personalized audit and discover how no-code, automation, and AI can transform your daily life.