[S16-E02] Full Podcast Summary for 10-10-2023 – Software Subscription Tracking; Melissa Smith from Blue Tree Data; Change Notifications with n8n
Season 16 Episode 2
This weeks Hosts: Alli AlosaKamille ParksDan Fellars
This weeks Segments:
Round The Bases –
Meet the Creators –
Meet Melanie Smith from Blue Tree Data Consulting.
Base Showcase –
We dive into a full working base that will It started as a way to document our data/tech stack and data wrangling processes for our clients. The Vault has continued to grow in usefulness now that we have good metadata about our clients’ setups. Out of this, we’ve created an easy way to track tech renewals, budgets, license costs, user assignments, and privacy policy links, with other (typically un-fun) things on the roadmap. It sends notifications to Slack and Clickup at increasing frequencies the closer a renewal date gets, and I’m working on a snooze button with the new actionable Slack message to make it stop if the reminder is no longer needed or desired. We keep an internal base that feeds each Client’s Tech Vault using sync’d tables, where we keep a master table of tech tools and their metadata handy to minimize Client data entry. From the Client’s base, they can choose to link into it or not, and if they don’t find what they want in it, the client can one-click request new additions or corrections to our dataset using AirTable forms. We also have Web Clippers attached to this base so that when we find new tools and vendors to add to our database, it’s easy for us as well. We’re also able to clip articles and attach them to those tools for reference later.
Automate Create –
Watch as we review and work through automations. Kamille follows up with her automation base from last week and covers the n8n automations to complete the project.
Learn more about the automation
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