The Workflow Genies
@WorkflowGenies
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A community for Operations and Project Managers đź’» Learn, connect, and lead through teachings, mentorship, and collaboration.
Global
Joined November 2024
Ready to Level Up Your Productivity & Project Management Skills in 2026? If you’ve ever opened Asana, ClickUp, Notion, or Make and felt completely lost, you’re not alone. These tools are powerful, but without guidance, most people struggle to use them effectively. I’ve spent
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Dear Automation Specialists, when your client doesn’t know what to automate, here’s how you lead the conversation like a real specialist There was a time I got a client from the health & wellness industry. Great guy. Passionate about what he did. But when I asked, “What do you
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Last night, the old students of KOKA Academy held another meeting. It started with me teaching Lead Generation 101 using @useapolloio and we got to talking about a whole lot of things. I enjoy my meetings with these people so much. My Shaylas🫠🥹 Some of my points below:
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Talent Bridge Recruitment was juggling candidate intakes for 5 companies using scattered tools. I built a centralized Asana system that unified pipelines, automated tracking, and gave the team real-time visibility, turning messy workflows into a smooth, efficient hiring process.
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I’ve been testing out @clickup latest update, ClickUp 4.0, and here’s why it’s honestly a massive step up from the previous version. As a Clickup Verified Power User, I use ClickUp every single day to manage projects, workflows, systems, and automations, and this update actually
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Getting projects you can practice as a beginner can be quite hard, because sometimes you haven’t reached that level of learning yet, you don’t have projects that help you understand certain features and how they apply in real life, or you just don’t know where to start or find
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The Ultimate Learning & Practice Prompt for Automation Features I’m currently learning the [specific feature name] in [automation tool name, e.g., Zapier, Make, Airtable Automations, etc.], and I...
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Coming up nicely. I love it! đź«
When I build in Notion, I’m not just designing pages, I’m building a system people will live and work in. For me, it’s never just about the visuals. It’s about function, clarity, and ease. currently designing a Notion template tailored for creative studios to streamline their
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When I build in Notion, I’m not just designing pages, I’m building a system people will live and work in. For me, it’s never just about the visuals. It’s about function, clarity, and ease. currently designing a Notion template tailored for creative studios to streamline their
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Currently designing a Notion template tailored for creative studios to streamline their workflow and client management. If you’d love a workspace like this for your team or portfolio, shoot me a message. #notion
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Here’s the best way to actually learn automation and not just play around with it. The truth? If you don’t understand the thinking framework behind automation, you’ll just keep dragging and dropping modules with no real strategy. That’s why most people get stuck after building
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Automations are great. But clarity? That’s what wins clients. Build a Workflow View in @asana that shows the process, not just runs it.
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If you work with clients inside @asana, here’s a simple tip that changes everything Build a Workflow View that clearly shows how tasks move from start to finish. Most clients don’t care about your automations, your dependencies, or your naming conventions. What they do care
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Please don't forget to leave a sub 🙏🥺
Your intake form is make-or-break for client onboarding. Get it right, and everything flows. Get it wrong, and you'll spend the rest of the project playing catch-up. You know that moment mid-project when a client says, "Oh, we don't actually have our brand photos ready yet"? Or
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Your intake form is make-or-break for client onboarding. Get it right, and everything flows. Get it wrong, and you'll spend the rest of the project playing catch-up. You know that moment mid-project when a client says, "Oh, we don't actually have our brand photos ready yet"? Or
Just built a client intake form in Asana for a digital marketing agency. It’s super detailed, captures goals, pain points, budget, the whole thing. I made a short video walking through how I built it. Dropping on my YouTube Monday morning 🎥 https://t.co/c4hKLcgAjW
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Just built a client intake form in Asana for a digital marketing agency. It’s super detailed, captures goals, pain points, budget, the whole thing. I made a short video walking through how I built it. Dropping on my YouTube Monday morning 🎥 https://t.co/PiB4pT0HMn
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Just built a client intake form in Asana for a digital marketing agency. It’s super detailed, captures goals, pain points, budget, the whole thing. I made a short video walking through how I built it. Dropping on my YouTube Monday morning 🎥 https://t.co/c4hKLcgAjW
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People often ask, “How can I incorporate automation into my job or career?” Here’s the truth: every single industry runs on repetitive tasks. And wherever there are repetitive tasks, automation can take over. You don’t need to switch careers or learn to code. You just need to
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Let’s talk about one of the biggest mistakes I see new automation specialists make: They keep jumping from tool to tool. Every few weeks, there’s a new “must-learn” platform and suddenly everyone drops what they were mastering to chase the latest trend. Last month it was abc.
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