SmartSuite

🎓 Event Registration with Attendee Limits in SmartSuite 🎓 In this episode of SmartTips, Jeff Gonzalez demonstrates how to set up an event registration form in SmartSuite that includes built-in limits on attendee numbers. Originally inspired by a higher education use case, this approach can be applied to any scenario where limited seats or registration caps are needed. Learn how to: 🔹 Use linked records to let registrants choose specific events. 🔹 Set up conditional filters that restrict event selection once attendance limits are met. 🔹 Implement an automation that prevents last-minute cancellations within 'x' # of days of the event. Whether it’s for exams, training sessions, or internal events, this solution makes registration easy and efficient! Find more here: https://lnkd.in/gCPVndhD #SmartSuite #EventRegistration #Automation #NoCode #HigherEd

Jon Darbyshire and Tara Darbyshire ricordo la prima volta in cui abbiamo discusso di questo punto come necessario per il mercato italiano (ed europeo). Grazie per la continua dimostrazione di attenzione di SmartSuite verso le richieste dei partner. Ben fatto! Jon Darbyshire and Tara Darbyshire, I remember the first time we discussed together on this point pointing it as mandatory for Italian (and European) market. Thank you for demonstrating again SmartSuite’s attention to partners' requests. Well done! #workflowmanagement #BPM #RPA

Congratulations, Sarah Humphries of EXCEED Energy on successfully achieving the "SmartSuite Certified Consultant" certification! With nearly 20 years of experience in the oil industry and an impressive focus on technical and well operations, Sarah brings a unique depth of knowledge and problem-solving skills to our program. Known for exceptional organizational and team-working skills, Sarah has experience across the entire well life cycle, including decommissioning, as well as hands-on expertise in data systems management. Her proficiency with various proprietary database systems and adept computer skills make her an invaluable asset in adapting and streamlining workflows. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

SmartSuite data is now resident in the #EU for our European customers. Here’s how this addition benefits our customers: ✅ Enhanced Compliance – GDPR, ISO 27001, HIPAA, and SOC 2 standards. ✅ Improved Performance – Faster response times for European users. ✅ Cost Savings – Streamline workflows with a single platform, reducing the need for siloed solutions. #GDPR #ISO27001 #SOC2 #EUDataSovereignty

Day 31 of 90 for aspiring developers! SmartSuite's VALUE proposition: Manage workflows on a single, unified platform. They make it EASY and FAST to build completely custom software solutions for your team. Again: Software drives the effort, sacrifice, and time to achieve any dream down to ZERO. It also opens up impossible dreams! Before NoCode, building entire apps like you can do with SmartSuite just wasn't a thing! The impossible dream is now possible, my friend! -- Want to keep learning about building and selling software without code? Drop me a follow. Tara Darbyshire Jon Darbyshire Rosson Long Nix Good Dan S. John Dillon Jessica Romero

Interactive Workflow Dashboard in SmartSuite: Document Lifecycle Management 📄 This week at SmartSuite, Emma Montgomery helped a customer build a comprehensive Document Lifecycle Management process along with an interactive workflow dashboard—all in just two hours. What started as a request for document tracking quickly evolved into a powerful dashboard that keeps their team aligned, efficient, and in control. Now, they can track document statuses, anticipate upcoming approvals, and manage requests seamlessly—all within one centralized view. No more sifting through emails or waiting for updates; this streamlined process brings clarity and enhances productivity. This project highlights SmartSuite’s ability to adapt to unique customer needs, transforming complex processes into easy-to-manage workflows in record time. We’re thrilled to empower teams to focus on meaningful work with a system as responsive as they are. Watch the dashboard overview video here: https://lnkd.in/g4Amp7-V See the shared dashboard video here: https://lnkd.in/gE5Dbs5i Start using SmartSuite Dashboards today: https://lnkd.in/gV5Hqyem #workflowmanagement #datavisualization #SmartSuiteDashboards #processmanagement #nocode

⏳ Auto-Start and Update Task Timelines in SmartSuite ⏳ In this episode of Smart Tips, Jeff Gonzalez demonstrates how to auto-start and update task timelines using formulas and a simple automation in SmartSuite. With dependencies and working days calculated, you can keep your project timelines accurate and streamlined without any manual adjustments. Learn how to: 🔹 Use linked records to calculate task timelines based on dependencies. 🔹 Set up formulas to dynamically forecast task end dates. 🔹 Implement a powerful automation to auto-start the next task upon completion. Enhance your project planning efficiency with SmartSuite’s project management tools - https://lnkd.in/gnqwjdV2 #SmartSuite #ProjectManagement #TaskAutomation #NoCode #Timelines

Assign-AI, is not perfect! honesty is essential for growth. That’s why we hold ourselves accountable to our core values every step of the way. What’s one of our core values? Integrity and Trust: Commit to honesty, transparency, and ethical practices, ensuring that Assign-AI is dependable and builds lasting trust with customers and team members. Over the past six months, we’ve focused intensely on building new features that empower small businesses to create their own AI automation agents. But in doing so, we’ve missed an essential step: ensuring that what we’ve built is as seamless and bug-free as possible. Why is this step so important? Because a platform riddled with bugs would be incredibly frustrating to use. Occasional bugs are understandable, but a seamless experience is essential. Our goal is to support our small business users in creating AI automations without adding to their stress, and that starts with providing a reliable, bug-free platform. That’s why we’re pausing feature development to reinforce our foundation. Our work ahead: This week, our team is focusing solely on refining what’s already in place. Learning from our mistakes: We’ve implemented a dedicated staging environment to test all updates thoroughly before they reach our customers, ensuring a consistent, reliable experience. Are we proud of what we’ve built so far? Absolutely. But there’s still a lot of work ahead. Whats in the making? We’re laying the groundwork for our next big milestone: a voice-to-text feature that lets you simply describe what you need automated—no triggers or actions to configure. The top lesson learned? Partner with a software company, engage with their users, and identify where they’re spending excessive time on repetitive tasks. By understanding their challenges, we can present use cases that reduce time spent on non-essential activities, ultimately freeing up their day and streamlining their workflow. We are starting this week to honing in on SmartSuite for our initial use-case examples, thanks to my personal connection with founders Jon Darbyshire and Tara Darbyshire I see a big opportunity in helping their users automate tasks on platforms without APIs, bridging gaps between information on non-API websites and actions in SmartSuite. If you’re a SmartSuite user and a small business owner, please DM us with your use cases 🙏 With these adjustments, I’m confident we’re moving in the right direction. #CustomerFirst #ContinuousImprovement #AIAutomation #honesty

Upcoming Live Event: Automate Your Business with SmartSuite: A Fully-Integrated Approach to CRM and Project Management Are you ready to automate and streamline your business processes? We’re excited to invite you to an exclusive webinar that will transform how you manage CRM and project workflows! 📅 Date & Time: November 13, 2024, at 8:00 AM PT 💻 Webinar Topic: Automate Your Business with SmartSuite: A Fully-Integrated Approach to CRM and Project Management Why Attend? The team at Automation Helpers, having successfully built over 250 client projects, is partnering with SmartSuite to reveal their proven methods for scaling sales and operational processes. Join us as Dan Leeman demonstrates the Automation System—an all-in-one SmartSuite solution crafted for agencies and service-based businesses that automates key functions such as: • Email and activity tracking • Contract generation • Project templating • Invoicing …and so much more! This is your chance to get hands-on insights and strategies to help you save time, reduce manual work, and scale your business effortlessly. 🎟️ Register Now: https://lnkd.in/gJfsTRN8 Let’s get your business set up for success with automation. We look forward to seeing you there! #SmartSuite #Automation #CRM #ProjectManagement #Webinar

⏳ Auto-Start and Update Task Timelines in SmartSuite ⏳ In this episode of Smart Tips, Jeff Gonzalez demonstrates how to auto-start and update task timelines using formulas and a simple automation in SmartSuite. With dependencies and working days calculated, you can keep your project timelines accurate and streamlined without any manual adjustments. Learn how to: 🔹 Use linked records to calculate task timelines based on dependencies. 🔹 Set up formulas to dynamically forecast task end dates. 🔹 Implement a powerful automation to auto-start the next task upon completion. Enhance your project planning efficiency with SmartSuite’s project management tools - https://lnkd.in/gnqwjdV2 #SmartSuite #ProjectManagement #TaskAutomation #NoCode #Timelines