Jimmy Rose – Zapier Mastery

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Jimmy Rose – Zapier Mastery

Automation freaking rocks.
But for a moment, let’s pretend you don’t love it as much as I do. Why should you care about automation?
The most important reason for me is time leverage. In other words – getting more stuff done in less time. Automation is a bit like investing money, except with your time. You spend some time now to set it up, and it continues to pay you back forever.
There’s more than that though. It helps:

Take the pressure off – Everyone is always so busy. They’ll tell you that “there just aren’t enough hours in the day.” You don’t have to deal with this. Automation helps you free up headspace.
Scale your business – When you & your team are more productive, it’s easier to justify the next hire. Work on more important things – Nobody likes working on mundane or repetitive tasks. Once you have automated these, you’ll have more time to work ON your business.
Stay focused – Switching between tasks is costly to mental energy. Removing tasks from your plate helps you stay focussed on profit-making work.
Reduce human error – When humans do things, mistakes will be made. Give that same task to a computer and it’s done right.
Feel like a wizard – Seriously. Creating automations is fun. When you make one work you’ll want to do a dance around the office. Maybe that’s just me.
We’re all too busy
Does it feel like you’re constantly busy? “I’m so busy” has become a default response when someone says hello and asks how you are. Some people even wear being busy like a badge – as if it’s a good thing.
It’s not.
As a business owner you need to focus on the bigger picture from time to time. You need time to think about strategy and direction of the business. Being “busy” robs you of time to do this.
Even worse, it creates a feeling like you HAVE to be busy all the time. It’s happened to me so many times. I’ll take time off to hang out with friends or family and be anxious the whole time like I should be doing something. They call it “entrepreneurial guilt.” But it can be broken.
I began to notice it more once I had started to escape. Once I was on a holiday with some entrepreneurs. Before the first day was over, laptops were out. Of course everyone was working on things that “just had to be done.”
We couldn’t even get a single day into the trip before work happened. It was only a 3 day trip.
Being busy sucks. Entrepreneurial guilt sucks. Not being able to take time off sucks.
These are the reasons I love automation so much. It’s how I’ve been able to reduce that guilt and take more time for myself. Being away from the desk and knowing that stuff is still happening is a great feeling.
Zapier Basic Course
Module 1 – Intro & quick wins
The goal of module 1 is to pay back your investment as fast as possible by helping you implement some quick wins.
You’ll see some of my favourite Zaps and learn the basic premise of automation.
Module 2 – What to automate
This module aims to answer the biggest question – “Where do I start.”

You’ll learn how to look at your business to find opportunities for automation and how to uncover what is possible with the apps you are already using.
Module 3 – First steps
We’ll start to dig into the underlying concepts of automation. Understanding this helps with generating automation ideas.
Then you’ll step through the process of creating your first Zap and how the basic components fit together.
Module 4 – Exploring Zapier
There’s more to Zapier than just creating Zaps. This module dives into some other parts that are helpful to know, like Task History and what to do when you encounter problems.
You’ll also learn how to generate ideas just by playing around in Zapier.
Module 5 – Building blocks
This is an extension of module 3, where you’ll learn how to expand simple Zaps to handle multiple automations in one Zap (multi-step Zaps).
Then we’ll deep dive into the most common Zapier blocks and built-in apps.
Module 6 – Webhooks
Webhooks allow you to build Zaps for tools that don’t have a built-in Zapier connection. Knowing how to use them greatly expands possibilities.
This module shows you how to set one up as simply as possible.
Advanced Zapier
Module 1 – Built-in apps
Zapier has a lot of power in apps that are included in your account.
Learn what they do and how to use them in your business. Like the basic course, the aim of this first module is to justify your purchase immediately. These apps are some of the biggest time savers for me.
Module 2 – Tips and tricks
There is some hidden functionality of Zapier that expands what is possible.
Discover these tricks with practical applications.
Module 3 – Advanced concepts
It’s possible to create Zaps for tools that don’t even have a Zapier integration, provided they have a certain kind of API.
This is an advanced module that shows you how to do things that most people don’t know is possible.
Module 4 – Advanced Zapier
This final module covers some of the lesser-known but more advanced built-in Zapier apps.
We’ll also go into some of workarounds I’ve created to store and lookup data with Zapier, preventing Zaps from firing multiple times in certain circumstances and only firing Zaps when a change happens (change detection).

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