Ressources STÆNK

Automate your monitoring process: mechanize each step to save time

Today, if a company succeeds in differentiating itself from its competitors, it is thanks to its ability to understand the universe in which it operates in order to anticipate risks and detect opportunities, hence the importance of setting up effective monitoring.

Often forgotten due to lack of time, the vigil can become a fully automated processsimple and functional.

This article will introduce you to the method to follow to automatically share your watch on any platform... WordPress, Twitter, Gmail, Blogger... All you have to do is find your best articles and automation (a term that defines an automated process / automation) does the rest.

How does this automated process work?

To do this, you just need to have 2 tools :

 

Feedly is an application that allows you to generate many interesting articles according to the keywords you have predefined beforehand, so choose the feeds that interest you and about which you want to be informed. automatically proposes sources (blog, sites...) that deal with the subject... It's up to you to make your choice...

Once your monitoring topics have been chosen, it is time to set up your automation process.

To do this, the tool IFTTT (If + This Then That) is ingenious. It creates programmes which are automatically executed according to your needs and request.

Remember two things:

  • If represents your condition (if)
  • This represents your consequence (then)

If + this then that (If + that then this)

Select your "if" condition, this condition must be generated from a tool, for example Google Sheet, Twitter, Instagram, Wikipedia... (several other tools are also available) Depending on the selected tool, ITFFF will ask you which automation conditions do you want to be implemented.

For example, we want to merge our Google Sheet with our WordPress, and there are several options available:

One of the possible automations with Google Sheet and WordPress is the following: "if a new row is added, then a post will be created on the WordPress blog" or "if a new spreadsheet is created then a post will be created on WordPress".

A multitude of automatisms is therefore possible... To do this, all you need is to equip yourself with a monitoring management tool and of IFTTT that will allow you to link your different applications.

Another tool that can be used is Zapier, which should be used in the same way as IFTT, by selecting your two tools to automate and choosing your automation conditions.

Practical, isn't it?

At Staenk, we have already implemented our automated process:

At Staenk, this method has already proved its worth since our monitoring is largely automated, as we select the most relevant articles of the week and every Friday we publish a summary of this monitoring in the form of an article on our blog, the aim being to have the selection of articles and their publication on the blog as the only manual step.

In this application example we use Zapier and Feedly.

But then how did we proceed? all the steps performed are explained below:

  • Create an account on Zapier (or other)
  • Create an account on an RSS feed aggregator such as Feedly (or any other according to your preferences)
  • You create a Google Sheet spreadsheet
  • In this step you will need to connect your RSS feed aggregator to your Google Sheet worksheet, why? so that each interesting item you want to select can be saved directly and automatically on your Google Sheet, from this step Zapier enters into play, you have to go to your Feedly account settings to select Zapier, and launch the desired automation between your Google sheet and Feedly worksheet.

  • Once this is done, it is important to set up the desired automation: at Staenk, we have simply decided that each of the items saved in a "Board" (Feedly's system for saving selected items) is also saved in our Google sheet; for example, if we are interested in an interesting article on SEO, we decide to save it directly in our Board, several boards can be created to classify the items.

  • Once the automation is created between your RSS feed aggregator and your spreadsheet, simply create an automation between your spreadsheet and your WordPressFor our case, the goal is to create a post on the site as soon as we put a new article on our Google Sheet worksheet, by creating a new "ZAP", by selecting your Google Sheet worksheet and your WordPress website.

  • Then simply fill in the data for each of your actions to define the parameters that Zapier must take into account, for example, define the link to the Google Sheet spreadsheet to be taken into account, the action to be implemented, etc.
  • Do the same with the parameters of your WordPress action: define the link of your site, the status of the post to create, the model of your post etc... The most meticulous part is to define your model which will be expandable with each new automation... Here is the model we have set up:

It must therefore be understood that this model is obviously linked to our Google Sheet where our articles are recorded, each "Step" represents a line of our spreadsheet!

Here is our Google Sheet, where each article is listed, each column represents a specificity (title, content or link).

  • Before starting your ZAP and therefore your automation, you can ask Zapier to send a test to WordPress, which will allow you to know if your model is well configured and if all the specificities selected in each of your actions are well defined, it is obvious that it is better to select the "draft" status of the article and publish it by yourself, once the checks are done.
  • Once your tools have been selected and your ZAP defined, send yourself a test ! everything works ! set your ZAP to "on" and let Zapier do the rest !

To see the result, we let you go to our blog, our news are published every week (see article "La semaine du webmarketing")

à propos de l'auteur.e : Swann Le Moigne

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