The Ultimate Guide to Managing Automation Projects (Without Losing Your Sanity)
From Account Setup to Delivery – Master Every Step with Ease
Ever felt like managing an automation project is like herding cats? Let me show you how to turn chaos into order with these practical tips and tricks. 🐱👤
Hey everyone! I've been getting a lot of requests lately on how to manage an automation project. When I say manage, I mean everything from account setup, delivery, logistics, and more. If you're looking to improve your automation game, this is the post for you. Stay tuned! 📺
As usual, I'll link a Notion doc in the description. It will include a textual summary of everything I’m about to tell you. While I prefer videos for visualizing and walking you through the steps, this post will cover all the technical aspects. Whether you run an automation services company, are an automation freelancer, or aspire to be one, you'll find these insights invaluable. Let's dive in! 🏊♂️
Account Setup: Get It Right from the Start
Setting up accounts correctly can save you from a world of pain later on. Here’s how:
1. Use Client's Email and Password: Ensure your client signs up for their account using their email and password, not through Google, Facebook, or GitHub. These sign-in methods might be convenient, but they can create huge problems down the line. Nothing kills your professionalism faster than texting a client at 11 PM for a 2FA code. 😱
2. Avoid Two-Factor Authentication (2FA): 2FA can be a nightmare for automation projects. If a client insists on using it, ensure they know how to disable it or provide alternate login methods. Always aim for username and password logins to streamline your work.
3. Who Owns the Account? Contrary to what some may think, it’s better for the client to own their automation account. This avoids leverage issues where you could be seen as holding their systems hostage. Empower your clients by making them responsible for their accounts. It fosters trust and makes offboarding simpler.
Organizing Your Make.com Account
Proper organization is key to maintaining sanity in automation projects.
1. Folder Structure: Create a clear folder structure in Make.com. I recommend:
Sales and Marketing: For everything related to customer acquisition.
Project Management: For operations.
HR: For hiring and administration.
Other: For miscellaneous tasks.
2. Turn Off Error Notifications: Turn off error and warning notifications while developing. You don’t want your client receiving a barrage of error emails. Once the project is completed, you can turn them back on for maintenance.
3. Naming Conventions: Use a consistent naming convention for scenarios. A good format is:
cssCopy code[Trigger] -> [Function]
For example:
rustCopy codeSearch Google Sheet Daily -> Analyze Image in OpenAI and Send Email
Handling Passwords Like a Pro
Passwords are crucial. Here’s how to manage them effectively:
1. Use a Password Manager: I use 1Password, which allows me to create vaults for each client. During the kickoff call, I'll guide the client to set up their accounts and store their credentials in my password manager. This saves time and avoids future headaches.
2. Testing the Project: Test your flows from start to finish before delivery. Run the entire system to ensure everything works perfectly. This step is crucial for maintaining your credibility and securing long-term client relationships.
Delivering the Project: Seal the Deal with Style
Delivery is more than just sending an email. Here’s how to make it impactful:
1. Record a Video: Record a Loom video walking the client through the entire system. This visual demonstration builds trust and ensures they understand how everything works.
2. Empower the Client: Encourage clients to test the system themselves. This transparency shows confidence in your work and helps them feel more comfortable using the system.
3. Create Documentation: After the client confirms the project, record another video aimed at their team. This serves as lifetime documentation, making it easier for anyone in their organization to pick up where you left off.
Quote to Inspire You:
"The secret of success is to do the common thing uncommonly well." – John D. Rockefeller
By following these steps, you’ll not only manage your automation projects more effectively but also build stronger, long-lasting client relationships. If you have any questions or want to see specific topics covered, drop a comment below. Like, subscribe, and I’ll see you in the next post! 😄
With these strategies, you’ll transform chaos into order, making your automation projects run smoother than ever. Happy automating!