Automation Library for Community Members
My suggestion today would very much focused on sharing our automation with the community in sort of a library. Of course someone needs to manage these to avoid duplicates and or pay attention to custom fields etc. But it would be really useful for many out there to start building their Pipedrive profile and setup upon existing experience and readily available process mind maps to seriously save time upon repetitive tasks.
In fact this library could go beyond the Pipedrive in house functions along with 3rd party integrations highlighting the most useful automation workflow and its purpose.
As well a filtering of those automation in relation to the used industries etc.
Mike van der Valk Posts: 4,052edited February 2022 #2
This is a great idea @Martin Pfeiffer we've discussed this before but couldn't really settle on how this could work/look like. Any ideas?0
Martin Pfeiffer Posts: 76edited January 2021 #3Mike van der Valk said:
This is a great idea @Martin Pfeiffer we've discussed this before but couldn't really settle on how this could work/look like. Any ideas?
Hey @Mike van der Valk ,
Since sales is an important part in pretty much every industry I would think that adding multiple tags to an automation like:
- short description = what is does
- rate it by complexity
would help finding other people solution quickly.
I understand there is no simple copy paste for automation especially when everyone out there try's to solve very specific / industry specific / workflow specific problem.
Also an extended learning center describing lots of different use scenarios and shared examples, separated by complexity (beginner, intermediate, advanced) would educate the community. And more so a users research in such a use case database would shed light on solutions of a problem people know they have but never really figured out a way to automate it.
Once automation library has significant variation of examples, it could well suggest industry matching automation to specific users once a while...0