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Automating your workflow in Karbon

Tim Donohoue
VP of Sales, Karbon

Lachlan Macindoe
VP of Marketing, Karbon

KarbonTips & Tricks
 

Karbon is jam-packed with features and functionality designed to automate common, time-consuming tasks so that your team can provide a higher quality service to clients.

In this video, discover exactly how you can achieve this. Tim and Lachlan walk through several common processes from start to finish. They demonstrate how you can use Karbon to do the work for you, provide an accurate reflection of where your workflow is up to, and keep everyone on your team on the same page.

Learn how you can:

  • Create Automators to trigger updates to statuses, due dates and assignees of any work item or task

  • Standardize your processes with super-powered Templates

  • Bring clients into your workflow using Client Tasks

  • Use Auto-Reminders to handle the entire client chase for you

  • Schedule recurring work creation for your clients

  • Create customized dashboards to get a visual snapshot of workflows across your team

In one session, get an insight into some of the most powerful ways you can automate more low-value admin tasks, using real-life examples and processes you carry out in your firm daily.

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Tim Donohoue
VP of Sales, Karbon

In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.

Lachlan Macindoe
VP of Marketing, Karbon

Lachlan leads a global marketing team that is responsible for driving awareness and demand for Karbon and delivering value through world-leading thought leadership. Coming from senior positions in professional service, sport and non-profit industries before joining Karbon in year 1, Lachlan has a proven record of helping businesses grow through results-driven marketing.