Dan Leeman is a no-code automation expert who creates tutorials and guides on platforms like Airtable, ClickUp, and Bubble. His content focuses on streamlining business processes and team workflows through integrations and custom app development, targeting entrepreneurs and businesses looking to leverage automation.
This playbook kicks off with building a CRM in ClickUp, walking through pre-built templates and their capabilities. You'll learn how to customize these templates and build a CRM block-by-block, tailoring views, statuses, and client portals for optimal workflow.
Find out how use ClickUp automations to achieve streamlined workflows. Discover how to access ClickUp's native automations feature and 3 specific automations such as status updates, recurring tasks, and notifications. Taking the actionable step to set up automations for status changes, recurring tasks, and email notifications, which will enhance team collaboration, client communication, and overall productivity.
Find out how to use Slack Lists to achieve streamlined task management. Discover how to set up lists, create tasks, link conversations, and automate workflows to keep projects organized within Slack.
