The following is a summary of a session from Converge 2024: RoboHead’s User Conference.
Results Preview
The automation between RoboHead and Airtable was implemented smoothly and quickly, with immediate benefits:
- Improved Visibility: Team leaders could now see workloads and project
- Hours saved by getting the integration up and running quickly with RoboHead support
- Cross-department collaboration: Teams were able to work together, while maintaining processes that worked best for them.
Background
Ann Buice, a 10-year veteran at Arch, thrives on optimizing systems to work efficiently. She has been instrumental in helping Arch’s four teams maximize the power of RoboHead, driving efficiency and improving workflows.
One of the teams had a publishing calendar in Airtable, which they were hesitant to replace. However, they also needed RoboHead’s advanced PM features.
The Challenge
The challenge was allowing each team to continue to to work in the respective tool while also avoiding:
- Lack of Visibility: Without complete integration, team workloads were unclear.
- Inefficient Progress Tracking: Tracking project status was cumbersome and unreliable between the two systems.
- Data Loss: Lost information led to inaccurate reporting and hindered decision-making.
The Solution: Zapier Integration
To bridge the gap between Airtable and RoboHead, Arch implemented Zapier, a tool enabling the two platforms to work in harmony. This integration allowed:
- Seamless Data Syncing: Relevant projects and data from Airtable were captured in RoboHead without manual effort.
- Clear Workflows: Information was categorized to identify what needed to move to RoboHead and what stayed in Airtable.
- Customized Processes: Each tool continued to perform its best functions, tailored to the team’s unique needs.
RoboHead’s support team played a pivotal role in ensuring success by:
- Collaborating with Arch to determine specific requirements.
- Scoping out a tailored solution.
- Configuring and managing the Zapier integration for maximum efficiency.
“It was so easy. I reached out saying we were interested in using Zapier. It was just wonderful. It didn’t take forever…that engagement was just great.” – Ann Buice, Branding Communications Services for Arch Capital
