Automation

Text automation tools handle repetitive work, such as retyping the same text, filling forms, or triggering actions with a hotkey, so you don’t have to. This category explains how to automate common tasks and compares the tools that do it, including text expanders, macro and launcher apps, clipboard managers, and the snippet features built into Gmail and Outlook. Head-to-head comparisons based on features, pricing, and trade-offs to help you choose the right tool.

The Ultimate Customer Success Automation Playbook

Customer success automation handles the repetitive tasks behind a CS program, not the relationship itself. See how to automate organization, timely content, health monitoring, onboarding, and spotting opportunities.

Brad McCarty

11 Tools for Startup Success

Startup succeess is never guaranteed, but you can definitely help your odds when you use the right tools. Here are 11 to get you started.

Brad McCarty

How to Automate in Your Recruiting Business

Recruiting agencies can use automation to work faster and more consistently. Watch a conversation with the founder of a staffing agency about how he uses TextExpander to cut repetitive work in his recruiting business.

Chelsea

Developing Good Work Habits: Automation

Good work habits form around a cue, a routine, and a reward. See how to apply that habit loop to automation, so recurring tasks you dread become quicker routines, and how to keep building on the habit over time.

Marcelle Santos