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- Automate Onboarding Like a Pro: Empower Your New Team Members with Google Sites, Loom, and Chrome Extensions
Automate Onboarding Like a Pro: Empower Your New Team Members with Google Sites, Loom, and Chrome Extensions
Automations & AI For Busy People
Hi, I’m Graeme, for the last 6-7 years I’ve been heads down building automations for a multi-million dollar company. Now I’m sharing a weekly email that will help YOU build automations and tools that don’t require any coding skills.
![Onboarding team members w automation.](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6664d90c-435e-40ac-81af-1821306e13df/newsletter-2.png)
Onboarding team members w automation.
Transform Your Onboarding Process: Google Sites, Loom Videos, and Chrome Extensions Unleashed!
[Thanks: Devesh Khanal, Chaunna Brooke, Liana Ling for inspiration...]
Take a look at the tools I’ve used today to kick off an easily accessible repository of SOPs (Standard Operating Procedures), to onboard new team members.
Creating a Centralized SOP Repository with Google Sites
Sign up for a Google Workspace account, if you haven't already, and navigate to Google Sites (sites.google.com).
Create a new site and customize the layout, theme, and navigation to reflect your branding.
Set your site share settings to be accessible by team members only
Organize your SOPs by creating separate pages or sections for different departments or processes.
Now prepare to add text, images, videos, and other relevant content to each SOP page.
Recording Video Walkthroughs with Loom
Loom is a fantastic tool for capturing video walkthroughs of your processes, making it easier for team members to understand and follow SOPs.
Sign up for a Loom account and install the Loom desktop app or Chrome extension.
Open the Loom app and select your desired recording settings (camera, microphone, and screen capture options).
Start recording your walkthrough, demonstrating the steps involved in your process.
When finished, upload your video to Loom, and copy the embed code to add the video to your Google Sites SOP page.
Using Chrome Extensions for Capturing and Annotating SOPs
Various Chrome extensions can help you capture and annotate screenshots, making your SOPs even more accessible and user-friendly.
Install a Chrome extension such as Tango, Uphint or Scribe.
Click on the extension icon and work through the process you’d like to document.
Save your annotated screenshots and upload it to your Google Sites SOP page.
Leverage Google Sites, Loom, and Chrome extensions, to create a comprehensive, easy-to-use SOP repository that will empower your team to onboard easily, working more efficiently and consistently. Start implementing these tools today and watch your business thrive.
No SOPs in my Ops site just yet. 🙄 But I’m up and running… 🏃🏻♂️🙂
There's a pretty big difference between using automation to save time all while knowing how to do the task on your own, and using automation because that's the only way you know how to do the task.
— François Chollet (@fchollet)
5:15 PM • Feb 21, 2023
No-Code Automation…
[Automate SOPs] Look what ChatGPT did for me! prompt credit: Zach Hammer
How we built an A.I. SAAS app in record time using OpenAI's GPT, Midjourney, and the no-code platform Bubble.
AI Prompt Mastery…
[Automate SOPs] Look what ChatGPT did for me! prompt credit: Zach Hammer
“I’ve been using OpenAI’s GPT-4… let me show you what I created. I had it write all of these SOPs. We had a prompt which tells it what format to use, then all I did was… I told it , create an SOP on how to organise client assets and information… it just wrote this out for me…“ - Liana Ling, AdSkills CEO
Automating Operations…
The Key Business Operations You Need to Automate in 2023
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Content Automation…
[Canva] Creating designs in bulk - Canva Help Centre
Save time creating multiple versions of the same design with Bulk create. This is ideal when you’re designing business cards, invitations, certificates, labels, or designs that require minimal text changes (e.g. names, dates, numbers, etc.).
Marketing Automation…
[Zapier] 7 ways to automate common email newsletter tasks
If you don't have the time or resources to maintain your subscriber lists, track newsletter performance, or try segmentation experiments, it doesn't mean you have to miss out on the email newsletter renaissance. Zapier can help you automate the important, but tedious tasks associated with email marketing so you can use your time for things like writing the great content you'll send to your list.
Sales Automation…
[HBR] What’s Your Sales Automation Strategy?
In this article, we examine sales automation’s benefits, how it can be applied to standard processes, and how to adopt new processes to improve your team’s ability to sell. We also detail five key principles for building and executing on your sales automation strategy.
“Then Jesus said, “Come to me, all of you who are weary and carry heavy burdens, and I will give you rest.” - Matthew 11:28
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