This is a YouTube video titled "How to Automate HR Data Entry 🎬 Part 1" containing a presentation or tutorial recorded on September 4, 2023, focused on automating HR processes by integrating email with SmartSuite to streamline time off request approvals. The content involves a single speaker explaining the automation workflow and setup steps.
I want to talk about how we can leverage email yeah, everyone's favorite topic to be our conduit and connect two tools together that don't otherwise have a direct connection. We're going to have that email automatically be transferred into SmartSuite with all the relevant details so that the relevant manager can approve it. Step one in our automation journey is to know what we are automating. I want time off requests like the one you see here generated from our HR software gusto to automatically become records assigned to whoever's approving them in SmartSuite, so our managers can easily find this information and approve it when they start their day in SmartSuite and look at my work. I want those requests to show up here so people aren't having to work in their email. Make sure you grab at least one example of what this email looks like and keep it on hand. Open it in a new tab, have it handy because we're going to want to be able to reference what's unique about this email in order to focus our trigger down the line.
