Accelerate your workflows with macros

course
Accelerate your workflows with macros

About the Course

This course explores macros — shortcuts that allow teammates to initiate automated processes directly within shared inboxes. By automating multi-step workflows into a single click, macros enable teammates to move messages, tag conversations, notify others, and more in one swift motion. By the end of the course, you’ll know how to use macros to enforce consistent, scalable processes, reduce app switching, and streamline onboarding and training needs.

Course Instructor

Jessye Levy
Jessye Levy
Not started
Enroll
Course Outline
  1. Overview
    1. What’s a macro and why do I want it?
    2. Breaking it down: components of a macro
  2. Workflows where macros pack a punch
    1. Automate your support escalations
    2. Facilitate handoffs to other teams
  3. Building your first macro
    1. Follow along with us
  4. Coming soon to macros
    1. Stay tuned!
  5. Quiz
    1. Check your understanding
  6. Have questions about macros?
    1. Ask us here
  7. Feedback
    1. What did you think of this course?
Accelerate your workflows with macros

About the Course

This course explores macros — shortcuts that allow teammates to initiate automated processes directly within shared inboxes. By automating multi-step workflows into a single click, macros enable teammates to move messages, tag conversations, notify others, and more in one swift motion. By the end of the course, you’ll know how to use macros to enforce consistent, scalable processes, reduce app switching, and streamline onboarding and training needs.

Not started
Enroll
Course Outline
  1. Overview
    1. What’s a macro and why do I want it?
    2. Breaking it down: components of a macro
  2. Workflows where macros pack a punch
    1. Automate your support escalations
    2. Facilitate handoffs to other teams
  3. Building your first macro
    1. Follow along with us
  4. Coming soon to macros
    1. Stay tuned!
  5. Quiz
    1. Check your understanding
  6. Have questions about macros?
    1. Ask us here
  7. Feedback
    1. What did you think of this course?

Course Instructor

Jessye Levy
Jessye Levy
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