b'The Tech Cumulus July 2024. continued from Cover1.or specific keywords. For instance, e-mailsTask #2: Hands-Off Appointment Scheduling1.Automatically import and categorize containing the word invoice can be directedWere all busy people, but booking a meetingtransactions. Automation software can straight to a designated folder. shouldnt require 10 back-and-forth e-mails.automatically pull in and categorize Calendar automation tools remove this annoyingtransactions from your bank accounts and 2.Use labels and categorization. Most e-mailexchange by enabling people to book directlycredit cards, dramatically reducing the platforms have an automatic label featureon your calendar and sending automatic eventneed for manual entry and helping maintain that helps you categorize e-mails moreinvitations and reminders. cleaner, more organized financial records.dynamically than folders will allow. You can apply multiple labels to a single e-mail,With calendar automation tools, you can: 2.Generate custom financial reports with one making it easier to retrieve e-mails that may1.Allow clients to book directly into yourclick. Automated reporting tools also have fall into several categories. calendar. With automated calendar tools,robust capabilities for generating detailed customers or team members can view yourfinancial reports instantly. These platforms 3.Scheduling and automating e-mailavailable time slots and book directly. allow for real-time insights into financial responses. Delayed send or schedulingperformance, enabling leaders to make tools automatically send your e-mails2.Sync schedules across devices and teaminformed business decisions quickly.at predetermined times, which can bemembers. These tools can also sync with particularly useful for reaching recipients inmost e-mail platforms, ensuring all team3.Integrate with your bank and payment different time zones. Write now, send later. members are updated in real time when aprocessors: There are tools that also provide time or location changes. comprehensive integration with banking 4.Automate task creation from e-mails.systems and payment processors that track Automation services can integrate your3.Send automated appointment reminders.cash-flow management and ensure that all e-mail with project management tools andCalendar tools also support sendingtransactions are automatically recorded and automatically convert incoming e-mailsautomated appointment reminders.reconciled in your accounting software.into actionable tasks, so you never miss anThese can be customized to go before the important action item! appointment, reducing no-shows and makingFocus On The Work You Enjoy sure everyone is on time and prepared. E-mail, appointments and bookkeeping are critical 5.Utilizing AI and advanced automation. If youto running your work and business, but they want to level up your e-mail automation,Task #3: Streamline Bookkeepingdont need to be a mind-numbing time suck. Use some automation tools let you use AI to labelTracking the ins and outs of finances manuallysimple automation tools to take manual tasks off new e-mails based on their content, whichis tedious and can also be subject to moreyour plate so you can focus on the creative and can streamline how you prioritize and handlehuman error. Here are three ways automationstrategic parts of your business youenjoy most.incoming messages. improvesbookkeeping:I DIDNT KNOWUNFORTUNATELY, THAT EXCUSE DOESNT REPLENISH YOUR BANKCARTOON OF ACCOUNT, RESOLVE A DATA BREACH OR ERASE ANY FINES AND LAWSUITS.Its coming . THE MONTHThat day a hacker steals critical data, rendering your office useless .That day whenyour bank account or credit card is compromised .Or that day whenyour customers private lives are uprooted .Cybercriminals and hackers are constantly inventing NEW ways to infiltrate your company, steal your assets and disrupt your life. The ONLY way to STOP THEM is this:You Must Constantly Educate Yourself On How To Protect Whats Yours!Now, for a limited time, we have the perfect way to help reduce your risk and keep you safe! Simply sign up to receive our FREE Cyber Security Tip of the Week. Well send these byte-sized quick-read tips to your e-mail inbox. Every tip is packed with a unique and up-to-date real-world solution that keeps you one stepIts interestingMom hates early ahead of the bad guys. And because so few people know about these security secrets, every week youllChristmas sales, but she loveslearn something new! back-to-school sales.Get your FREE Cyber Security Tip of the Week at Kloud9IT.com/weeklysecuritytipTechnology That Works!216-393-24842'