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Zapier > 实例探究 > 自动化发票流程每周节省网页设计师的时间
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Automating Invoicing: How One Zap Saved a Web Designer 5+ Hours Every Week

技术
  • 网络与连接 - NFC
适用行业
  • 金属
用例
  • 时间敏感网络
挑战
Metal Potato 的网页设计师安德鲁·麦克唐纳 (Andrew MacDonald) 每周花费半天多的时间为公司收到的付款手动创建发票。这种重复性的管理任务占用了原本可以用于设计网站的宝贵时间。
关于客户
Metal Potato 是一家网页设计公司,与各种客户合作,包括名人、网上商店和国际政府。他们专注于创建可转化的定制网站。去年,Metal Potato 的网站带来了超过 7500 万美元的收入。
解决方案
Andrew 使用 Zapier(一款应用程序自动化工具)来自动化创建付款发票的过程。他使用 Zapier 创建了一个工作流程,该工作流程将搜索现有联系人或创建联系人、创建发票并使用客户付款更新发票。这种自动化消除了人工干预的需要,为安德鲁节省了大量时间。
运营影响
  • The implementation of Zapier's automated workflows significantly improved the operational efficiency at Metal Potato. Andrew was able to redirect the time he previously spent on invoicing to his core work of designing websites. This not only increased his productivity but also allowed him to focus on what he was passionate about. The automation also reduced the risk of errors that could occur in manual invoicing. Furthermore, the success of this automation encouraged Andrew to explore other areas of his work that could be automated, leading to further operational improvements.

数量效益
  • Saved over 5 hours every week on invoicing

  • Automated the process of creating contacts and invoices

  • Eliminated the need for manual intervention in the invoicing process

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