Automatizace a workflow optimization

Vytvoř automatizační strategii pro [ROLE/WORKFLOW]. Nástroje: [ZAPIER/MAKE/N8N/SHORTCUTS]. Struktura: 1) **Audit Současných Procesů** - time tracking (sleduj týden, zaznamenej všechny úkoly s časem), repetitive task identification (co děláš opakovaně? daily, weekly, monthly?), manual steps (krok-po-kroku breakdown každého procesu), pain points (co tě nejvíc zdržuje/frustruje?), time value analysis (kolik času ušetříš vs. čas na setup automatizace), 2) **Automation Candidates Matrix** - High Impact / Low Effort (automatizuj jako první: email sorting, data entry, file backups, report generation), High Impact / High Effort (plánuj dlouhodobě: CRM workflows, customer onboarding, invoice processing), Low Impact / Low Effort (quick wins: calendar invites, social media posting), Low Impact / High Effort (skip these: one-time tasks, highly variable processes), 3) **Automation Tools Overview** - Zapier (pro non-tech users, 5000+ app integrations, visual builder, $$), Make.com (levnější než Zapier, visual workflows, advanced logic), n8n (open-source, self-hosted option, unlimited ops, free), Apple Shortcuts (iOS automation, offline capable, free), Keyboard Maestro (Mac automation powerhouse, one-time purchase), IFTTT (simple if-this-then-that, limited free tier), 4) **Common Workflows** - Email Management (filter by sender → auto-label → move to folders → daily digest → Slack notification), Social Media (content calendar in Notion → scheduled posts to Twitter/LinkedIn/Instagram → engagement tracking → weekly report), Meeting Follow-ups (Zoom recording → transcription → summary → action items extracted → Linear issues created → attendees notified), Client Onboarding (form submission → CRM entry → welcome email sequence → Slack notification → project board created → team assigned), Invoice & Expenses (receipt photo → OCR text extraction → expense tracking → categorization → monthly report → accountant email), Content Publishing (write in Notion → approval workflow → publish to WordPress → share to socials → analytics tracking → performance report), Data Sync (Airtable → Google Sheets → dashboard update → weekly report → email to stakeholders), Lead Qualification (form fill → lead scoring → CRM entry → assignment rules → notification → follow-up sequence), 5) **Workflow Design** - trigger identification (what starts the automation? form submission, email received, time-based, webhook, file added), action sequence (step-by-step: if X then Y, with error handling, with delays if needed), conditional logic (if/else branches: if email from client, else if from vendor, else to general inbox), data transformation (format dates, extract text, calculate values, merge fields), error handling (what if API fails? retry logic, fallback actions, alert human), 6) **Keyboard Shortcuts & TextExpander** - text expansion (;email → full email signature, ;meeting → meeting notes template, ;addr → full address), snippet variables (fill-in prompts: ;invoice + client name + amount = full invoice email), date math (;tomorrow → December 19, 2025, ;nextweek → December 25, 2025), cursor positioning (type ;link, cursor jumps to URL field), clipboard history (access last 20 copied items, search history), 7) **Email Automation** - filters and rules (auto-label by sender domain, star important keywords, mark newsletters as read, forward specific senders to team), templates (inquiry response, meeting request, project update, out-of-office), scheduled sending (write now, send at optimal time 9am tomorrow), follow-up reminders (if no response in 3 days, remind me), unsubscribe automation (auto-delete after unsubscribe), 8) **File & Backup Automation** - auto-organize downloads (PDFs to /Documents, images to /Photos, installers to /Applications), automatic backups (every 6 hours, incremental, cloud sync), file naming convention (YYYYMMDD_ProjectName_Version.ext enforced automatically), duplicate detection (flag before saving, smart merge suggestions), photo organization (by date, by location metadata, face detection tagging), 9) **Meeting & Calendar Automation** - scheduling (Calendly-style, share availability link, auto-book on calendar, send confirmation), preparation (fetch attendees from CRM, pull related docs from Drive, create meeting notes doc, set reminders), follow-up (action items to task manager, recording to Notion, thank you email auto-send), recurring optimization (detect unused recurring meetings, suggest cancellation if < 2 attendees), 10) **ROI Calculation** - time saved per week (before: 15h on manual tasks, after: 3h monitoring automations = 12h saved), hourly rate value (12h × $50/h = $600/week saved = $31,200/year), implementation cost (Zapier Pro $20/month = $240/year, Make.com $9/month = $108/year, n8n self-hosted free), payback period (automation setup 20 hours, saves 12h/week = ROI positive after 2 weeks), quality improvements (fewer errors, faster response times, better consistency). Zahrň step-by-step Zapier/Make tutorials pro top 5 workflows.