Keeping on top of your social media accounts can be extremely time-consuming. It takes so much longer than you think to create content and post it, and you can then waste hours on engagement. If you regularly nip in to check for comments then you can easily fall into the black hole of never-ending scrolling when you really should be doing other things!
What would be great is to automate creation of a checklist to promptly handle engagements so that you can keep track and respond without wasting hours on the time-suck which is social media.
Today, we show you how Zapier can be used to create a Trello checklist for Twitter engagements when you get a new follower. This will create a Trello card with a checklist template which allows you to batch up the time needed for responding, and for members of your team to engage with your new follower in a consistent manner. You can plan them for a slot when you have the time to reply properly rather than interrupting your day constantly with rushed messages. You won’t miss any engagement opportunities, many of which could be valuable new leads!
Video to demonstrate how to create a Trello checklist for handling Twitter engagements
Our new video shows how you can use Zapier to create a Trello checklist for handling Twitter engagements to improve consistency, productivity, and save valuable time.
The steps to create a Trello checklist of Twitter engagements are:
- Create a trigger event when you get a new Twitter follower.
- Create a card in Trello.
- Add a checklist to the Trello card from a template.
- As a bonus, we show you how to create a checklist template in Trello which you can use in this automation.
Other apps to use for social media engagements
Although our example uses Trello, you can also use Zapier to create tasks in other productivity apps such as ToDoist and Asana.
As well as Twitter, Zapier includes integrations with other social media platforms such as Facebook Pages, Facebook Groups, Instagram for Business, and even Pinterest. This means you can create reminders to interact when you receive new Facebook recommendations, when something is posted in your Facebook group, when you’re tagged on Instagram or you gain a new Pinterest follower.
Find out more
If you’d love to learn more about Zapier, including a deep dive into the email parser, then we are launching a course soon! You can join the course waitlist here to be kept in the loop.
You can also get our free quick-reference cheatsheet to Zapier built-in functionality just below:
Watch the video and subscribe to our YouTube channel
Save some time and download the Zap template
If you liked the video and can use process in your business, go ahead and download the ready-made template below. Once you have the template, just open it up in your Zapier account and customise it to your needs.
Save time and grab our pre-built Zap template
More Youtube tutorials
We have other Youtube video tutorials which will help you work smarter, not harder.
- How to automate a 7 day sales cadence
- How to use Zapier to send a simple drip email sequence
- How to create and send a bespoke sales proposal PDF from your CRM
- How to automatically add contacts to ActiveCampaign from Pipedrive
- How to calculate lead to customer conversion time
- How to automatically save contact form submissions in a spreadsheet
Our other resources
We also have plenty of free resources:
- Our free e-book is the perfect introduction to business automation.
- Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations.
- A free checklist to help you justify an automation budget.
And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link. Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.
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.
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