Lesson Descriptions & Topics:
Podio Advanced Lessons:
Optimizing Workspace & Application Architecture
This lesson covers essential topics for effectively managing workspaces and applications. You'll learn how to use workspaces to segment teams or departments, centralize core data and KPIs, and create "golden" workspaces for templates. The training also explores utilizing workspace templates (App Packs) as reusable feature components, managing workspace access and user rights, and implementing workspace dashboards and rollups. Additionally, the program delves into understanding application relationships and their impact on workflows and calculation fields, ensuring application visibility and access across workspaces, determining when to separate an application, accessing application developer information, and generating application reports and user home page dashboards.
Streamlining Workflows with Podio Template Apps
"Template" Apps in Podio allow you to stage certain pieces of information for later use as part of a workflow. This functionality helps you better organize, structure, and ultimately automate a series of actions. By having this information staged in a "Template" app, you can easily add, remove, or update information on the fly without having to update multiple workflows. Example use cases for "Template" Apps include creating a "Staff" template, a "Task" template, a "Notification" template, and a "Settings" template.
Enhanced Experiences with Calculation Fields
This lesson focuses on advanced use cases for Podio calculation fields, including topics like performing calculations across multiple Apps and Workspaces, and formatting field values like money or dates. You'll also learn how to enhance the app interface and navigation by using calculation fields to add section headers, navigation links, and markdown tables. Additionally, we cover using DesignFlow's “Podio CalcBot” built in ChatGPT to help with the creation and troubleshooting of Podio calculation field markdown syntax.
Integrating Data with Email, Forms, & Webhooks
This lesson explores several methods to import your data into Podio from external sources, tailored for various use cases. We focus on techniques such as emailing data to an app or item, using webforms with a light CSS overview, utilizing webhooks through PWA, and setting up workflows triggered by comments. With these methods, we'll demonstrate practical applications including request intake to Podio via email, time off requests via webform, initiating new projects via Siri shortcuts, and managing email and text communications from Podio comments with replies.
Reporting Knowledge & Techniques
In this lesson, we will explore several ways to leverage your data in Podio to generate comprehensive reports across the platform. We will cover options such as using Podio native app and workspace reports for team-based dashboards, utilizing Podio native home page reports for user-based dashboards, and implementing cross-workspace reporting through Podio workflow automation. Additionally, we will review third-party reporting add-on options, providing guidance and sharing lessons learned to enhance your reporting capabilities in Podio.
Podio Workflow Automation Advanced Lessons:
Podio Workflow Automation Native Integrations
Podio Workflow Automation can leverage direct integrations with ShareFile, RightSignature, and ClickSend to streamline various tasks. With ShareFile, you can create and share folders, and save documents to folders. RightSignature allows you to send PDFs for signature and use RightSignature templates for streamlined document handling. ClickSend integration facilitates initial authentication, configuration, and SMS actions, enhancing your ability to communicate and automate the use of text messaging from Podio efficiently.
PHP & Regex: Using Advanced Variables in PWA
Podio Workflow Automation leverages PHP and Regex to enhance data formatting, conduct additional filtering and logic, and create custom variables, which can be utilized throughout the workflow. In this lesson, we will explore how to leverage these capabilities for various use cases, including formatting information such as date and time, triggering workflow actions based on complex logic, and creating HTML buttons for emails. This comprehensive approach ensures efficient and dynamic workflow automation.
Boost Communication Efficiency with Email & SMS
Podio Workflow Automation can send both email and text messages based on various triggers, as well as trigger additional actions based on a reply to the email or text message. There are many use cases for these capabilities and in this lesson, we will demonstrate how you can leverage PWA to send one off email and text messages, as well as template-based emails and text messages.
Mastering PDF Creation & Formatting with PWA
Podio Workflow Automation enables you to build and format PDF documents that include data fields from your Podio apps. Once the PDF is created, it can be saved to a Podio record and/or sent via email or through RightSignature for a signature. In this lesson, we will guide you through building and formatting PDFs using variables and PHP, leveraging PDF actions such as sending via email or RightSignature, and utilizing data tables from Podio using PWA’s HTML Table Builder or custom variables. We will also show you how modifying the source HTML using ChatGPT can help you reduce the time involved in customizing your PDF.
Managing Time-Based Flows & SLAs with PWA
In this lesson we will show you the two types of date-based workflows that can trigger a series of actions. Use cases for these workflows include creating reports based on specific dates or days, sending timed email or text notifications, as well as updating items based on date field conditions to be used to track things like late items or service level agreements. These date flows help ensure that nothing falls through the cracks, keeping your processes running on time.