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Week 2- Day 5- Exploring Calendar Management & Automation Tools
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Hey there! In this video, I walk you through my personalized calendar setup, sharing how I manage my day-to-day tasks efficiently. I showcase my calendar structure, booking links, and the process of setting up schedules. Tools mentioned: Motion Calendar- https://app.usemotion.com/and https://chat.lindy.ai/Lindy AI.
Outline of the Loom Transcript
1. Introduction
- Introduction to the final day of the Interior Design AI-Infused Workflow Week.
- Mention of showcasing the back end of the calendar used for motion.
2. Transition to Motion Calendar
- Discussion on managing projects within the calendar.
- Transition from using multiple calendars to utilizing Motion for all calendar needs.
- Mention of struggles with syncing multiple calendars previously.
3. Benefits of Using Motion
- Elimination of Calendly by sending all bookings through Motion.
- Automatic syncing of availability from multiple calendars.
- Setting working hours for booking times.
- Ease of use for managing multiple calendars and tasks.
4. Workspaces in Motion
- Introduction to different workspaces for daily planning, business advisory, and design projects.
- Discussion on setting up workflows within workspaces for new projects.
- Creation of a client onboarding project template.
5. Demonstration of Workflow Creation in Motion
- Overview of setting up a client onboarding project template.
- Explanation of tasks within the template and their durations.
- Use of AI to create standard operating procedures.
- Demonstration of auto-scheduling tasks within the calendar.
6. Integration with Lindy for Automation
- Introduction to Lindy, a program for automating tasks.
- Comparison with Zapier for automation.
- Demonstration of setting up workflows in Lindy for email automation.
7. Workflow Automation with Lindy
- Overview of setting up workflows in Lindy.
- Demonstration of a meeting note-taking workflow.
- Discussion on the ease of setting up triggers and automations in Lindy.
8. Application of Lindy to Client Projects
- Discussion on adapting Lindy workflows for client projects.
- Mention of using Lindy for project setup, follow-up, and automation.
- Potential use cases and benefits of Lindy for project management and automation.