Workflows
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Give your automations a persona: Meet “Tech Bot”
Who owns the connection between your CRM and Slack? Or your project management tool and your ESP? At most small organizations, someone might authorize an integration on the fly. It might become a critical workflow.…

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Building a Culture of Documentation
One of the initial goals I shared with the team at Chronicle of Philanthropy was to build a “culture of documentation” at the organization. Shortly after, I started rolling out Slab as the knowledge hub…

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Slack as a Monitoring Layer: Five Systems, Five Levels of Effort
Most of the systems I build don’t have anyone watching them — that’s the beauty of automation. A subscription sync fires overnight. A webhook lands from Zoom. A HubSpot workflow updates a deal. Nobody sees…
