The Shankar Poncelet Podcast | An Entrepreneur's Journey
From Trello to Magical: Streamlining Workflows with Automation Tools
July 12, 2023
In this episode of The Shankar Poncelet Podcast, the hosts discuss the power of automation tools like Trello and Magical. They share tips, insights, and their favorite tools for streamlining tasks and improving productivity. Don't miss out on the possibilities of automation!
On this episode of The Shankar Poncelet Podcast, our hosts delve into the world of automation tools and highlight the importance of incorporating them into our workflows. They kick off by discussing the benefits of using Trello for personal organization, even without a team. They emphasize how Trello's automation features can be advantageous and serve as a starting point for integrating automation tools into other tasks.

A significant part of the episode focuses on the company's scaling efforts and their focus on automation, particularly in chat GPT and an email automation platform called Instantly. They share impressive results, such as generating their lowest cost for booked appointments and an ROI of over 1000%. They discuss their utilization of automation in their recruitment business, as well as using the right data and copy to enhance their strategies.

The hosts turn their attention to Magical, a remarkable automation tool. They explore its features, such as creating triggers and automatically populating text. They give an example of how Magical can be utilized on LinkedIn to save time and increase connection acceptance rates. However, they do mention that while Magical is currently free, it may potentially use personal information for upselling.

Shankar, one of the hosts, shares his own experiences with automation, showcasing how he integrates job boards with their direct API to instantly receive notifications and add new jobs to their sequence. He highlights the impressive open and response rates they've achieved with this automation.

Throughout the episode, the hosts mention other automation tools. They touch upon Make, which is portrayed as a more customer-friendly alternative to Zapier. They also discuss the power and possibilities of automation tools in general. They invite their co-hosts, Antrea and Shanee, to share their favorite automation tools.

The hosts wrap up by discussing the use of Slack as a communication tool for their team, mentioning its ability to invite clients and receive feedback. They highlight the importance of tools like Trello and its automation feature, Butler, for improved organization and flow.

Overall, this episode emphasizes the benefits of automation tools and encourages listeners to be open to using them and building upon them. They share practical tips and insights on how automation can optimize various aspects of business and personal tasks. Listeners are also invited to participate in a LinkedIn challenge hosted by Shenay, Andrea, and the speaker, where they provide daily instructions for LinkedIn activities. Finally, Shankar Poncelet is introduced as a business growth expert and entrepreneur who hosts his own podcast, where he shares knowledge and tips on using AI for business success.