+44 333 996 8121 transform@solvaa.co.uk

Download our free automation ebook

by | Jan 4, 2021 | Free Resources, Process Improvement, Zapier

Automate ebook

Do you feel overwhelmed and busy ALL THE TIME?   Do you wish you could afford another pair of hands to do the boring, mundane tasks that suck up your time?

I have the answer!

I’m Kelly Goss, founder of Solvaa, business process automation specialists. It’s no exaggeration to say that Zapier changed my life.  As a business owner wearing multiple hats I was stretched too thinly and approaching burnout.  Discovering the world of Zapier was a lifechanging moment and I replaced the inefficiencies with running my business on autopilot.

I now help other businesses do the same, and want to share my knowledge with you too.  I want to show you how running your business can be so much easier when you become an automation superhero!

 

Our free automation ebook

I’ve written an introduction to the world of business process automation which will show you what you can achieve with tools like Zapier.

Have you ever wondered:

  • What are the benefits of automation?
  • What automations should I be using in my business?
  • Which tools can I use to automate my business processes?

As well as covering those, I also dig deeper into my favourite tool, Zapier.  I answer some burning questions which I’m asked all the time, such as:

  • What is Zapier?
  • What is a Zap?
  • What apps can Zapier connect?
  • Who can use Zapier?
  • Do I need the paid or free version of Zapier?
  • Can you show me some examples of Zaps?

What’s more, I show you which areas of your business you can automate, including some quick wins to get you started.

 

What others are saying about our ebook:

“Such a good ebook, I plan to implement! Especially the keeping record of expenses – that would be so helpful without having to invest in a huge tool like Quickbooks or Wave.” – Azhelle W.

 

Download our free ebook

Our 40-page free automation ebook is the perfect introduction to business process automation.  It contains links to further useful resources such as Zapier integrations for the apps you use every single day, as well as video tutorials for our favourite Zaps.

Once you start streamlining your business using Zapier you’ll become as obsessed with it as we are, and you’ll be running on autopilot in no time!

 

Solvaa: Strategy, Solutions, Support, Education

UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.

We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.

Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).

A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.

Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.

Related Posts

Illustration of a laptop displaying CRM data, a magnet attracting leads, and a magnifying glass with a user icon, alongside the Pipedrive name and SOLVAA logo, representing CRM automation and lead management.

How to Use Pipedrive CRM: Automation, AI & Smarter Sales Processes

A bad sales system is like a game of Buckaroo. You keep adding things to it - another lead source, another automation, another “quick fix” - and for a while it holds. Eventually, though, it’s going to buckle. When it does, leads get missed, deals stall, and the CRM...
Read More
Illustration of two people standing thoughtfully in front of a large spiral maze, alongside the SOLVAA logo and tagline ‘Discovering Efficiency,’ symbolizing problem-solving and decision-making.

People-First AI Enablement: How Organisations Actually Make AI Work

AI is having a moment. Investment is surging, infrastructure costs are rising, and a small number of companies are absorbing a disproportionate share of attention and funding. For many organisations, AI feels powerful - but also distant, expensive, and hard to...
Read More
SOLVAA branding graphic showing a handshake icon between the Pipedrive and Zapier logos on a blue background, symbolizing integration and partnership.

Three Best Zapier Automations to Accelerate Sales Process in Pipedrive

Sales teams using Pipedrive already benefit from a clear and visual pipeline. However, as lead volume increases and sales cycles become more demanding, manual tasks quickly slow things down. This is where automation makes a measurable difference.   By connecting...
Read More
Illustration of a human hand and a robotic hand shaking, symbolizing collaboration between people and artificial intelligence, with the Solvaa logo and blue abstract design elements.

The Real Power of Humans in AI: Why People Still Matter Most

AI is reshaping how we work, but not in a “Skynet is coming” kind of way. It’s much closer to Iron Man and JARVIS - a very capable assistant paired with a slightly chaotic human who still calls the shots. That’s the real story of Humans in AI: the tech does the heavy...
Read More
Graphic of a connected globe with network nodes representing global collaboration and efficiency, featuring the Solvaa logo and tagline ‘Discovering Efficiency.

How to Help Non-Technical Teams Adopt and Trust AI Tools

We know we’re a little biased - but AI really can benefit everyone in one way or another. Even if you’ve already heard “I’m not really a tech person” a hundred times, here’s the truth: your team already uses AI every single day. They just don’t call it that. If they...
Read More
Graphic of a computer screen displaying a game controller with gears above it, five gold stars overhead, and the word ‘SOLVAA’ below on a blue background with abstract shapes.

5 Surprisingly Effective Best Practices for AI and Automation Training in the Workplace

At Solvaa, we believe AI and automation training doesn’t have to be dull or intimidating. When it’s done right, it can spark curiosity, boost confidence, and make work feel a whole lot more futuristic - and fun. Remember when everyone said the future of work was...
Read More
Illustration showing a sales funnel and a person using a magnifying glass to highlight problem deals, representing Pipedrive’s Rotting Feature for tracking deal inactivity.

How to Use the Pipedrive Rotting Feature to Track Deal Inactivity and Boost Conversions

Sales processes thrive on momentum. The longer a deal sits idle, the less likely it is to close. That’s where Pipedrive’s Rotting Feature comes into play. It acts like an early warning system for your pipeline, flagging deals that have gone stale so you can take...
Read More
Illustration featuring the Solvaa logo, a faceless woman with folded arms, and a digital-style padlock icon representing security and technology, with abstract network lines in the background.

Citizen Developer Training: The New Way to Unlock Agility and Growth

Citizen Developer Training has become essential because, once upon a time, “solving a business problem with technology” meant filing a ticket with IT, waiting weeks, and hoping your request wasn’t quietly buried under 1,247 other “marked urgent” tasks.  Meanwhile,...
Read More

Streamline Your Marketing with the MailChimp-Pipedrive Integration, Boosted by Zapier

We're excited to announce the new two-way sync between MailChimp and Pipedrive, a powerful, automated integration that takes your email marketing to the next level. Currently free and in beta, this integration makes it easier than ever to manage contacts, trigger...
Read More

From Pilot to Powerhouse: How to Scale AI & Automation for Real Growth

Want to unlock company growth? Deploying and successfully scaling AI and automation is like giving your business a triple shot of espresso. Suddenly, your team’s firing on all cylinders, workflows are humming, and efficiency hits an all-time high.  But getting to that...
Read More
Cartoon-style illustration of a diverse team looking at a screen with AI and automation icons, plus a padlock symbol to show governance. Futuristic office background, clean and friendly look.

Why AI and Automation Governance Is Critical for Business Success

No matter what level of AI and automation adoption you decide to implement at your company, it will be unsustainable and fail without proper governance. Let's find out why. In recent years, it’s been nearly impossible to engage with any form of media without...
Read More

Pipedrive + AI in Sales: The Smart Way to Sell

In today's competitive market, AI in sales isn't just a buzzword—it’s a game-changer. Teams that adopt intelligent tools see faster lead responses, refined prospecting, and streamlined workflows. By automating repetitive tasks and surfacing actionable insights, AI...
Read More

Smarter Selling in Pipedrive: 3 AI Agents You Can Build with Zapier

In today’s fast-paced sales landscape, smart automation isn’t just nice to have; it’s a competitive edge. And with the introduction of AI agents that can be easily built in no-code tools like Zapier, sales teams using tools like Pipedrive can finally unlock the next...
Read More
Illustration of a person sitting at a desk working on a computer, with elements representing communication and automation (e.g., email notifications, check marks). The image features the Solvaa and Pipedrive logos at the top, symbolizing collaboration or integration.

Streamline your sales with Pipedrive CRM Email Sync

In the fast-paced world of sales, staying on top of email communication is crucial. Yet, managing a flood of messages while keeping everything organised can be overwhelming. That’s where Pipedrive’s CRM Email Sync comes in, transforming how you manage sales-related...
Read More
Featured image for Solvaa blog post Run into a Zapier error? Get tips on understanding error codes and troubleshooting when building Zaps.

Run into a Zapier error? Learn how to troubleshoot in the Zapier editor.

It can be frustrating if you run into an error when trying to build your Zaps. While there are lots of different causes of Zapier errors, there are some common ones, and some steps you can take to try and solve them. This post shares some tips to understand Zapier...
Read More
A person sits with a laptop in front of a large computer screen, which displays icons for email, user profiles, and analytics graphs. A megaphone on the side symbolizes marketing, while an envelope icon represents email communication.

How Pipedrive Campaigns can supercharge your sales strategy

In today's highly competitive sales environment, aligning your customer relationship management (CRM) with your marketing efforts is crucial to driving growth and boosting conversions. Pipedrive Campaigns is designed to do just that, seamlessly combining the power of...
Read More
Featured image for Solvaa blog post: Useful Sales Automations - 5 automations that can be easily achieved with Pipedrive Workflow automation

Useful Sales Automations – 5 automations that can be easily achieved with Pipedrive Workflow automation

In the dynamic world of sales, being efficient is crucial. Using sales automations for routine tasks frees up valuable time for your team, allowing them to concentrate on closing deals. Pipedrive, a top sales CRM, offers a feature called Workflow Automation to help...
Read More
Featured image for Solvaa blog post "Zapier Central: AI chat meets the power of Zapier to give you easy, powerful automation."

Zapier Central: AI chat meets the power of Zapier to give you easy, powerful automation.

Zapier Central is the latest Zapier AI feature, which brings the ease of ChatGPT-like AI interactions to the realm of automation. Whether it's drafting an email, summarising webpage content, or triggering sophisticated workflows with simple prompts, this tool is...
Read More
Featured image for Solvaa blog post "Love vacations but hate the stress of returning to work? We've got you covered."

Love vacations but hate the stress of returning to work? We’ve got you covered.

Taking a break from the daily grind can be refreshing, but the thought of returning to a mountain of work can be daunting. If you’ve ever found yourself dreading your first day back at the office, you’re not alone. Thankfully, with some forward planning and clever...
Read More

Case study: Expert Zapier automation strategy and coaching saves IQ Glass 45 hours per week

“Kelly has been excellent at understanding the problems and quirks of the organisation and identifying solutions or workarounds to achieve the aim,”—Hugo Cox, Operations Manager at IQ Glass Group. Too Long; Don’t Read (or scroll) Find information about how our expert...
Read More

Pin It on Pinterest

Shares