#ProdChat – 05/24/2018 – Productivity Toolbox – Document Automation and Document Assembly
On May 24, 2018, #ProdChat discussed the topic, Productivity Toolbox – Document Automation and Document Assembly. Watch the slideshow to see what the productivity enthusiasts on #ProdChat had to say about “Productivity Toolbox – Document Automation and Document Assembly.” Enjoy!
Questions:
- What is Document Assembly (a/k/a Document Automation)?
- Why is Document Automation/Assembly beneficial to your productivity?
- Why don’t you think more people use document automation/assembly? (It seems focused primarily within the legal industry.)
- What are the challenges to creating document automation and templates?
- How many document templates do you have currently?
- What are some examples of documents you would like to be able to automate?
- When should you create a document template from a document?
- What tools, apps or services can help you assemble, “templatize” and automate your documents?
- How do you choose the right document automation and document assembly software for you or your organization?
- What’s one way you can use document automation/assembly from our #ProdChat discussion today?
Raw transcript:
| User | Tweet | Time (GMT +0) |
| rsidneysmith | Welcome to #ProdChat, the weekly chat for productivity enthusiasts! https://t.co/C40vBakDrB https://t.co/oTfzWNvL18 | Wed May 23 23:59:00 +0000 2018 |
| xianfox | I’ll be tweeting more than normal for the next hour or so due to participation in #ProdChat. | Wed May 23 23:59:04 +0000 2018 |
| xianfox | Welcome back @rsidneysmith #ProdChat | Wed May 23 23:59:53 +0000 2018 |
| rsidneysmith | Today on #ProdChat we’re discussing “#Productivity Toolbox: Document Automation and Document Assembly” Join us! https://t.co/zlcgUZSEfL | Thu May 24 00:00:00 +0000 2018 |
| rsidneysmith | #ProdChat is a weekly #productivity chat, resuming 5/23/18. Join us for different personal productivity discussion topics Wednesdays at 8pm ET. https://t.co/oS4TmUMRFP https://t.co/CCRy0rtSE8 | Thu May 24 00:00:32 +0000 2018 |
| rsidneysmith | @xianfox Thanks! I’m happy to be back to #prodchat. Thanks for being here today! I’m really looking forward to this topic, too. 🙂 | Thu May 24 00:00:46 +0000 2018 |
| rsidneysmith | So, let’s start! In a tweet, introduce yourself. #prodchat https://t.co/ExuLmF58qf | Thu May 24 00:02:00 +0000 2018 |
| DrFrankBuck | Frank Buck from Alabama. I write and speak on organization and time management. #prodchat | Thu May 24 00:02:22 +0000 2018 |
| rsidneysmith | @JKatzaman Heyyy, Jim. Glad to see you! How’re you doing today? #prodchat | Thu May 24 00:02:55 +0000 2018 |
| rsidneysmith | Hi, #prodchat! I’m your @prodchat host. I also host https://t.co/VWcElb5xB7, @prodbookgrp, & @prodcastshow. @Evernote Certified Consultant, @GoogleSmallBiz Advisor – Productivity, and Productivity/Technology Coach & Digital Marketing Strategy Consultant. | Thu May 24 00:03:00 +0000 2018 |
| rsidneysmith | @DrFrankBuck Hey, Frank! How’re you this evening? Long time. 😉 Lol. #prodchat | Thu May 24 00:03:15 +0000 2018 |
| xianfox | I’m an IT consultant from Wisconsin with particular focus on GTD and iOS. #ProdChat | Thu May 24 00:03:18 +0000 2018 |
| DrFrankBuck | @rsidneysmith I know. LOL #prodchat | Thu May 24 00:03:54 +0000 2018 |
| michelle1908 | I’m Michelle in Virginia. Productivity geek and e-learning designer #ProdChat | Thu May 24 00:03:59 +0000 2018 |
| DrFrankBuck | Good to see you @michelle1908 ! #prodchat | Thu May 24 00:04:39 +0000 2018 |
| rsidneysmith | What’s a #productivity success you’ve had this or last week? #prodchat https://t.co/TXmvSzzutZ | Thu May 24 00:05:00 +0000 2018 |
| rsidneysmith | @michelle1908 Hey, Michelle! Glad to have my fellow Virginian #productivity enthusiasts represented on #prodchat! 🙂 How’re you? How’ve you been? | Thu May 24 00:05:16 +0000 2018 |
| michelle1908 | @DrFrankBuck Same to you! #prodchat It’s been a long time since I’ve participated | Thu May 24 00:05:24 +0000 2018 |
| michelle1908 | @rsidneysmith I’ve been good! #prodchat | Thu May 24 00:05:41 +0000 2018 |
| DrFrankBuck | Productivity success: I think I became GDPR compliant. #prodchat | Thu May 24 00:05:50 +0000 2018 |
| rsidneysmith | Please add #prodchat to tweets. Questions will come as Q1, Q2, Q3. Answer A1, A2, A3, for readability! https://t.co/yy5w0gJbxv | Thu May 24 00:06:00 +0000 2018 |
| rsidneysmith | #Productivity Success: I gave a seminar and Webinar on #podcasting at and for the @alexvasbdc and @virginiasbdc last week, respectively. I believe both went pretty well. #prodchat | Thu May 24 00:06:40 +0000 2018 |
| rsidneysmith | @DrFrankBuck I’m working on a blog and podcast on #GDPR for my clients! It’s a lot to take in, and compliance starts in a couple days! Yeesh! #prodchat | Thu May 24 00:07:13 +0000 2018 |
| rsidneysmith | Let’s talk about Document Automation and Assembly! #prodchat https://t.co/IsQWf65RBN | Thu May 24 00:08:00 +0000 2018 |
| rsidneysmith | Fair warning: I used to head up document automation/assembly for a few of the law firms I worked at, in a past life/career. So, this topic is near and dear to me. 😛 #prodchat | Thu May 24 00:09:00 +0000 2018 |
| DrFrankBuck | Should be an interesting topic. #prodchat | Thu May 24 00:09:29 +0000 2018 |
| rsidneysmith | Q1: What is Document Assembly (a/k/a Document Automation)? #prodchat https://t.co/IYP8Wrdmfh | Thu May 24 00:10:00 +0000 2018 |
| michelle1908 | A1: I’m not sure 🙂 I’m curious to find out #prodchat | Thu May 24 00:11:19 +0000 2018 |
| rsidneysmith | A1: It’s simply turning documents you would otherwise manually tailor/personalize into one that you can do automatically or semi-automatically. #prodchat | Thu May 24 00:11:32 +0000 2018 |
| DrFrankBuck | A1: I had to Google the term just now! I think it’s what I used to help create my Privacy Policy on my website. #prodchat | Thu May 24 00:12:17 +0000 2018 |
| michelle1908 | @rsidneysmith Like mail merge??? #ProdChat | Thu May 24 00:12:18 +0000 2018 |
| rsidneysmith | A1a: But, IMHO, it also covers digital signatures, creating autogenerated forms/questionnaires, and more. #prodchat | Thu May 24 00:12:20 +0000 2018 |
| DrFrankBuck | A1: I supplied some information, answered some questions, and it produced an impressive-looking document for me to use. #prodchat | Thu May 24 00:12:55 +0000 2018 |
| rsidneysmith | @michelle1908 Yes, mail merge is a form of document assembly. Document automation software can do much more sophisticated things, though. #prodchat | Thu May 24 00:13:07 +0000 2018 |
| rsidneysmith | A1b: Document automation/assembly is built into almost every major word processor, usually with less features than specialized document automation software like @hotdocsgroup @exari @contractexpress @woodpeckerdocs etc. #prodchat | Thu May 24 00:14:51 +0000 2018 |
| rsidneysmith | Q2: Why is Document Automation/Assembly beneficial to your productivity? #prodchat https://t.co/o4H0HY770m | Thu May 24 00:15:00 +0000 2018 |
| rsidneysmith | @DrFrankBuck That’s definitely a form of document automation, Frank! And, it can be so much more if you invest a little frontend energy into all kinds of repeatable documents you create. 🙂 #prodchat | Thu May 24 00:15:35 +0000 2018 |
| rsidneysmith | A2: I see it as a way to create a solid document once (like, a proposal, agreements, or emails) and then seamlessly personalize that document (template) into the final product, over and over again. #prodchat https://t.co/oMLeLO8llr | Thu May 24 00:16:39 +0000 2018 |
| rsidneysmith | A2a: I cannot imagine how much less productive I would be if I had to draft bespoke proposals, agreements, emails, and more for every situation without starting from a template. Even more, document assembly software facilitates the process so I have less errors. #prodchat | Thu May 24 00:17:43 +0000 2018 |
| rsidneysmith | A2a: I cannot imagine how much less productive I would be if I had to draft bespoke proposals, agreements, emails, and more for every situation without starting from a template. Even more, document assembly software facilitates the process so I have less errors. #prodchat | Thu May 24 00:17:43 +0000 2018 |
| michelle1908 | A2: It saves time and helps you systemize things to avoid errors #prodchat | Thu May 24 00:17:56 +0000 2018 |
| rsidneysmith | @michelle1908 Exactly! I love that I can enter data in my software and it will spit back an error if I put in the wrong information. It’s saved my hide on many occasions! #prodchat | Thu May 24 00:18:41 +0000 2018 |
| rsidneysmith | Q3: Why don’t you think more people don’t use document automation/assembly? (It seems focused primarily within the legal industry.) #prodchat https://t.co/kMrTpg8gkC | Thu May 24 00:20:00 +0000 2018 |
| rsidneysmith | You can just ignore the double negative. 😉 #prodchat https://t.co/NM1o89FnqT | Thu May 24 00:20:21 +0000 2018 |
| DrFrankBuck | A3: I think it’s a matter of people not knowing what’s available. #prodchat | Thu May 24 00:21:15 +0000 2018 |
| rsidneysmith | A3: 1) A little bit of lack of knowledge that such software even exists, or is built into word processors. 2) It takes investing time upfront to create those templates. #prodchat | Thu May 24 00:21:24 +0000 2018 |
| PG_pmp | @rsidneysmith A2: It saves lot of time from doing manual work & anyone can add value with available time #prodchat | Thu May 24 00:21:46 +0000 2018 |
| rsidneysmith | @DrFrankBuck Yes, every time I discuss document automation with my #smallbiz clients, they’re shocked that such a thing exists! I’ve been using document automation software since the ’90s! LOL #prodchat | Thu May 24 00:22:03 +0000 2018 |
| rsidneysmith | @PG_pmp Welcom, Piyush! Great to see you here on #prodchat! | Thu May 24 00:22:14 +0000 2018 |
| rsidneysmith | @JKatzaman That’s a great point, Jim. I can imagine people can feel reticent about the terminology without seeing it in action. #prodchat | Thu May 24 00:22:43 +0000 2018 |
| michelle1908 | @rsidneysmith A3: Maybe it (the demand) is driven by companies who make software more than by consumers? I don’t know. #prodchat | Thu May 24 00:23:29 +0000 2018 |
| rsidneysmith | @michelle1908 It’s quite possible. I sincerely do think every business that produces any quantity of documents should invest in document automation, but perhaps that’s not the case for individuals. #prodchat | Thu May 24 00:24:27 +0000 2018 |
| rsidneysmith | Q4: What are the challenges to creating document automation and templates? #prodchat https://t.co/feIYNDNJ3t | Thu May 24 00:25:00 +0000 2018 |
| rsidneysmith | @michelle1908 I’m a special case, since I used to create document templates for work, but I use it so often in my personal and professional life for so many reasons. And, I find new opportunities every week. 😛 #prodchat | Thu May 24 00:25:33 +0000 2018 |
| rsidneysmith | A4: Finding the right software. Determining what should be automated and what shouldn’t. Taking the time to create document templates for the software to do its magic. #prodchat https://t.co/PdB8lRMsY2 | Thu May 24 00:26:21 +0000 2018 |
| michelle1908 | A4: In the workplace, resistance to change. Personally, slowing down long enough to invest the time on the front end to save time on the back end. #ProdChat | Thu May 24 00:26:23 +0000 2018 |
| michelle1908 | @rsidneysmith What software is available for personal use besides Word? #prodchat | Thu May 24 00:26:57 +0000 2018 |
| rsidneysmith | A4: In a work environment, gaining consensus on the “right” language to use in templates. Sales may disagree with marketing who may disagree with legal. #prodchat | Thu May 24 00:27:13 +0000 2018 |
| prodbookgrp | Join us for our next #Productivity Book Group live discussion! https://t.co/n14akGBB5E #prodchat https://t.co/v9Ws36kboN | Thu May 24 00:29:00 +0000 2018 |
| rsidneysmith | @michelle1908 @TheFormTool is one tool you can use for free. There are plenty of Word, @libreoffice and @googledocs plugins you can use. They’re also available for Outlook, Thunderbird, and and Apple Mail clients. #prodchat | Thu May 24 00:29:54 +0000 2018 |
| rsidneysmith | Q5: How many document templates do you have currently? #prodchat https://t.co/PvmmNnCHnC | Thu May 24 00:30:00 +0000 2018 |
| rsidneysmith | RT @prodbookgrp: Join us for our next #Productivity Book Group live discussion! https://t.co/n14akGBB5E #prodchat https://t.co/v9Ws36kboN | Thu May 24 00:30:07 +0000 2018 |
| rsidneysmith | A5: At this point, I have hundreds. Also, I have a Chrome extension called AutoTextExpander (not perfect, but good in many circumstances) that has text snippets that I insert into documents all the time. Plus, I use Canned Responses in Gmail. #prodchat | Thu May 24 00:31:44 +0000 2018 |
| DrFrankBuck | A5: I probably have a dozen I use regularly. They are primarily Gmail canned responses or Chrome text expanders. #prodchat | Thu May 24 00:32:00 +0000 2018 |
| DrFrankBuck | @rsidneysmith Yes, I love the Auto TextExpander for Google Chrome. #prodchat | Thu May 24 00:32:39 +0000 2018 |
| rsidneysmith | A5: All of my client proposals, quotes/estimates, agreements/contracts, letters and many emails are templates. #prodchat | Thu May 24 00:33:00 +0000 2018 |
| rsidneysmith | @DrFrankBuck Yes, it works great in many circumstances. It doesn’t work in the URL bar (oddly enough) and a few other fields, but it works well and it saves me oodles of time. #prodchat | Thu May 24 00:33:58 +0000 2018 |
| michelle1908 | A5: I don’t have many that I can think of. I have a few email templates. I’ll be thinking about how I can create more though. #prodchat | Thu May 24 00:34:13 +0000 2018 |
| rsidneysmith | Q6: What are some examples of documents you would like to be able to automate? #prodchat https://t.co/nIx6IMllid | Thu May 24 00:35:00 +0000 2018 |
| rsidneysmith | A6: I want to start “templatizing” more of my emails. Also, I plan to create templates for more blog posts…not so much for the same text, but so that the layout of different types of posts are consistent. #prodchat https://t.co/K5uqgEqj6G | Thu May 24 00:36:31 +0000 2018 |
| DrFrankBuck | A6: When I need to supply the same information on a regular basis, it would be good to automate it. #prodchat | Thu May 24 00:37:11 +0000 2018 |
| rsidneysmith | A6: One big challenge is trying to automate my document assembly software with my digital signing software. I’d love to be able to generate a final document and then automagically have it sent off to the client for signature. Still a manual process currently. #prodchat | Thu May 24 00:37:39 +0000 2018 |
| DrFrankBuck | A6: For example, it someone reaches out to me and could become a customer, it’s good to be able to respond quickly with good info. #prodchat | Thu May 24 00:37:51 +0000 2018 |
| michelle1908 | A6: I had a lot of email templates in my previous job, but in my new job I just don’t have the need for them. Completely different work and responsibilities. #prodchat | Thu May 24 00:37:57 +0000 2018 |
| PG_pmp | @rsidneysmith A4: organization facing challenge in doing cost benefit analysis + right kind of tool which can fit within #prodchat | Thu May 24 00:38:25 +0000 2018 |
| rsidneysmith | @michelle1908 That makes total sense. My last company I had tons more templates and now I have far less, even though I still have a lot more than most. Hehe. #prodchat | Thu May 24 00:38:37 +0000 2018 |
| rsidneysmith | @PG_pmp Yes, I find the price on some of these document assembly software astronomical. #prodchat | Thu May 24 00:39:17 +0000 2018 |
| rsidneysmith | Q7: When should you create a document template from a document? #prodchat https://t.co/kJBChibdGY | Thu May 24 00:40:00 +0000 2018 |
| rsidneysmith | #prodchat https://t.co/PB8Fe2nFx9 | Thu May 24 00:40:04 +0000 2018 |
| PG_pmp | @rsidneysmith A6: templates for different matrices #prodchat | Thu May 24 00:40:13 +0000 2018 |
| ShannonRenee | I’m here for #prodchat, albeit a bit late. What’s up tonight? https://t.co/WfYqQ981Di | Thu May 24 00:41:17 +0000 2018 |
| DrFrankBuck | A7: When you see yourself re-creating the same response over and over, take the time to make it a template. #prodchat | Thu May 24 00:41:22 +0000 2018 |
| michelle1908 | A7: When it’s a document that you are going to use more than once #prodchat | Thu May 24 00:41:38 +0000 2018 |
| ShannonRenee | RT @rsidneysmith: Let’s talk about Document Automation and Assembly! #prodchat https://t.co/IsQWf65RBN | Thu May 24 00:41:49 +0000 2018 |
| michelle1908 | @DrFrankBuck That’s what I tried to say Lol! #prodchat | Thu May 24 00:42:06 +0000 2018 |
| rsidneysmith | @ncbluegrass Hi, Tim! I’d check out the various document automation software available, pick a specific document you assemble frequently, and then test your hand at “templatizing” it. You’ll learn along the way. Ask me any questions as you get started! #prodchat | Thu May 24 00:42:20 +0000 2018 |
| rsidneysmith | @ShannonRenee Welcome, Shannon! Great to have you! #prodchat How’re you doing today? | Thu May 24 00:43:00 +0000 2018 |
| rsidneysmith | @JKatzaman You can give yourself ample opportunities to tailor the document to be personal. Automated doesn’t need to at all be impersonal or robotic. It simply needs to be structured to save you time in production. #prodchat | Thu May 24 00:43:44 +0000 2018 |
| prodchat | RT @DrFrankBuck: A7: When you see yourself re-creating the same response over and over, take the time to make it a template. #prodchat | Thu May 24 00:43:53 +0000 2018 |
| ShannonRenee | Document automation is a life-saver. If organizations aren’t using it, then they’re crazy. #ProdChat | Thu May 24 00:43:56 +0000 2018 |
| ncbluegrass | After 3 repeated needs for same information. #prodchat https://t.co/udZFitNvTY | Thu May 24 00:44:08 +0000 2018 |
| ShannonRenee | Document automation saves all kinds of resources: time, money, energy, headache and stress. #ProdChat | Thu May 24 00:44:48 +0000 2018 |
| rsidneysmith | That’s my answer to a T, Tim! If you create a document three times, and you will again, it’s time to create a template. #prodchat https://t.co/y3ogUDUAzd | Thu May 24 00:44:49 +0000 2018 |
| rsidneysmith | Q8: What tools, apps or services can help you assemble, “templatize” and automate your documents? #prodchat https://t.co/L0WeRooimS | Thu May 24 00:45:00 +0000 2018 |
| michelle1908 | @rsidneysmith @JKatzaman So true. I actually just started using @Contactually and sent a business announcement to about 40 people using the Scale Mail feature. I customized the beginning of each message. Great example that I didn’t even think about. #prodchat | Thu May 24 00:45:24 +0000 2018 |
| ShannonRenee | Templates are the universe’s way of telling us not to waste the little bit of time we have on this earth. #ProdChat | Thu May 24 00:45:40 +0000 2018 |
| rsidneysmith | FYI, I was reading up on this crude walk-through but seemingly viable way to do document assembly using Google Docs: https://t.co/SBnx9Qd0hC #prodchat | Thu May 24 00:45:43 +0000 2018 |
| ncbluegrass | Thanks good to join in again today been along time. #ProdChat https://t.co/b3tbQocHYG | Thu May 24 00:45:49 +0000 2018 |
| rsidneysmith | @michelle1908 @JKatzaman @Contactually Excellent use of document automation! 😀 Everyone can use this tech to save time and resources. #prodchat | Thu May 24 00:46:35 +0000 2018 |
| DrFrankBuck | A8: Mail merge in office. You can still do forms in Word, Gmail canned responses, text expander software. #prodchat | Thu May 24 00:46:44 +0000 2018 |
| ShannonRenee | Most folks don’t realize the savings that automation and templates can have on their bottom line. #ProdChat | Thu May 24 00:46:48 +0000 2018 |
| michelle1908 | A8: @Contactually most recently. I’ve used a Google Doc add-in before at my last job in addition to Word’s mail merge. #prodchat | Thu May 24 00:47:19 +0000 2018 |
| ShannonRenee | Suffice it to say, if automation and templates aren’t saving you time and money, then you aren’t using them properly. #ProdChat | Thu May 24 00:47:27 +0000 2018 |
| rsidneysmith | A8: Most people will immediately reap benefits from creating email templates if you send similar emails to people. But, then look to documents you are writing on a regular basis. Lesson plans, letters, reports, proposals, agreements, even small snippets of text. #prodchat https://t.co/EKBzks82Oj | Thu May 24 00:48:06 +0000 2018 |
| rsidneysmith | @ncbluegrass Glad to have you, Tim! It’s been a while for all of us. 🙂 #prodchat | Thu May 24 00:48:29 +0000 2018 |
| DrFrankBuck | A8: @rsidneysmith Your mention of Autocrat reminds me of another add-on for Google Forms…formMule. It allows you to complete… #prodchat | Thu May 24 00:48:55 +0000 2018 |
| rsidneysmith | A8: I have many @evernote templates that I use also. Evernote Web has an amazing calendar integration that generates a meeting note. Great use of document assembly there! #prodchat | Thu May 24 00:49:32 +0000 2018 |
| DrFrankBuck | A8; … a Google Form and the spreadsheet to which the responses go generate emails according to various rules. #prodchat | Thu May 24 00:49:48 +0000 2018 |
| rsidneysmith | Q9: How do you choose the right document automation and document assembly software for you or your organization? #prodchat https://t.co/6lideWed7d | Thu May 24 00:50:00 +0000 2018 |
| Contactually | RT @michelle1908: @rsidneysmith @JKatzaman So true. I actually just started using @Contactually and sent a business announcement to about 40 people using the Scale Mail feature. I customized the beginning of each message. Great example that I didn’t even think about. #prodchat | Thu May 24 00:50:09 +0000 2018 |
| ShannonRenee | I’ve used templates for everything from proposals, invoices and agendas to cover letters, resumes and thank you notes. #ProdChat | Thu May 24 00:50:12 +0000 2018 |
| rsidneysmith | @evernote I’ll sometimes use my document automation software and then copy and paste it into Evernote. 😛 #prodchat | Thu May 24 00:50:14 +0000 2018 |
| DrFrankBuck | A8: I created a set of templates that automate student discipline reporting using formMule. #prodchat | Thu May 24 00:50:23 +0000 2018 |
| rsidneysmith | @ShannonRenee On that point, @linkedin has a built-in résumé generator/builder that you can use. #prodchat | Thu May 24 00:51:02 +0000 2018 |
| rsidneysmith | @DrFrankBuck Yes, and @Smartsheet has a lot of integrations that can automate not only document assembly but also other kinds of workflows. The best is document automation tied to other workflow automation, such as @ifttt and @zapier. #prodchat | Thu May 24 00:51:52 +0000 2018 |
| ShannonRenee | We need to be careful w/ templates and automation. Their relative ease can lull us into carelessness and unforced errors. #ProdChat | Thu May 24 00:52:02 +0000 2018 |
| rsidneysmith | A9: You need to test out the options for your use case. Not all document assembly software is created equal, nor priced the same. Free can be tempting but limited and make your template proprietary (not portable to another tool). #prodchat https://t.co/Of6vMxP5zV | Thu May 24 00:52:57 +0000 2018 |
| rsidneysmith | A9a: Make sure to pick a tool that works with your most common word processor or is easily copied over. I use one that doesn’t work with Google Docs, but easily copies over to it, so it’s no big deal for me. #prodchat | Thu May 24 00:53:32 +0000 2018 |
| ShannonRenee | Even when using templates, proofreading and editing is still important. #ProdChat | Thu May 24 00:54:13 +0000 2018 |
| rsidneysmith | A9b: Look at the features that help you tailor the document…is it going to check formatting (capitalizing names, hyphenating phone numbers, etc.). #prodchat | Thu May 24 00:54:20 +0000 2018 |
| rsidneysmith | @ShannonRenee Absolutely! You can’t be lazy with your documents just because of document assembly software. Great point, Shannon! #prodchat | Thu May 24 00:54:45 +0000 2018 |
| rsidneysmith | Q10: What’s one way you can use document automation/assembly from our #ProdChat discussion today? https://t.co/5Lc16AEZb0 | Thu May 24 00:55:00 +0000 2018 |
| ShannonRenee | RT @rsidneysmith: @ShannonRenee Absolutely! You can’t be lazy with your documents just because of document assembly software. Great point, Shannon! #prodchat | Thu May 24 00:55:11 +0000 2018 |
| rsidneysmith | A10: I’m going to review all of my customer support templates and make sure I’ve got them all. I recently realized that I might be able to write a few more templates for those, to save my and my staff’s time. #prodchat https://t.co/JQinbrezT0 | Thu May 24 00:55:54 +0000 2018 |
| ShannonRenee | Document automation, templates and forms help us #WorkSmarter. #ProdChat | Thu May 24 00:56:06 +0000 2018 |
| rsidneysmith | Next week’s #ProdChat: Does Workplace Flexibility Help or Hurt Productivity? – 5/30/18. (Read this article to learn more before the chat: https://t.co/tw5wMRo2Ad) Join us! https://t.co/Opd0gvPsb2 | Thu May 24 00:57:00 +0000 2018 |
| michelle1908 | A10: I may think ahead about some emails that I may need to send future prospects and create templates. I’ll have to think a little more about whether I’m missing automation opportunities at my full-time job. #prodchat | Thu May 24 00:57:37 +0000 2018 |
| prodchat | RT @rsidneysmith: Next week’s #ProdChat: Does Workplace Flexibility Help or Hurt Productivity? – 5/30/18. (Read this article to learn more before the chat: https://t.co/tw5wMRo2Ad) Join us! https://t.co/Opd0gvPsb2 | Thu May 24 00:58:02 +0000 2018 |
| ncbluegrass | A10: looking forward to exploring options, been informative. Have always used Apple’s keyboard snippet expander. #prodchat https://t.co/KZG3VpvH8u | Thu May 24 00:58:30 +0000 2018 |
| ShannonRenee | Good #ProdChat, I like pop-ins and drop-bys LOL. https://t.co/M4atwoj4ku | Thu May 24 00:58:33 +0000 2018 |
| rsidneysmith | @ncbluegrass Yeah, that’s a great start with document assembly. Document automation software definitely takes it all to the next level. Let us know how it goes! #prodchat | Thu May 24 00:59:08 +0000 2018 |
| ShannonRenee | I’m happy to share this time management presentation with #ProdChat folks. https://t.co/HwvxsFv5kK |
Thu May 24 00:59:55 +0000 2018 |
| rsidneysmith | Have a great rest of your week, all! Thanks, #productivity enthusiasts, for attending @prodchat! See you at our next #productivity chat on #prodchat! https://t.co/JLuLmvAdqa | Thu May 24 01:00:00 +0000 2018 |
| ncbluegrass | Adding to calendar now. #prodchat https://t.co/01tfDlcFoS | Thu May 24 01:00:02 +0000 2018 |
| michelle1908 | @rsidneysmith @prodchat Thank you! #prodchat | Thu May 24 01:00:31 +0000 2018 |
| rsidneysmith | @michelle1908 @prodchat You’re quite welcome, Michelle! #prodchat | Thu May 24 01:00:43 +0000 2018 |
| ShannonRenee | RT @rsidneysmith: Have a great rest of your week, all! Thanks, #productivity enthusiasts, for attending @prodchat! See you at our next #productivity chat on #prodchat! https://t.co/JLuLmvAdqa | Thu May 24 01:00:47 +0000 2018 |