EPISODE 05
Eric Mistry
Strategy & Shared Services Operations Manager,
Contentsquare (Heap)
Building automations to drive data-driven customer education programs.
Discover how Eric Mistry builts automations for the customer education team at Heap,
saving hours of manual and repetitive work.
PART 1
Exploring the power of automations for customer education teams
PART 2
How Eric's automations save 20 hours per week of instructor time and how he builds them.
The Finer Details of This Episode
- 01 Role of automations in customer education
- 02 Common customer education tasks that can be automated
- 03 What to automate vs what not to automate
- 04 Establishing the ideal source of truth for training programs
- 05 How to build a chatbot on slack to answer support queries
- 06 How Eric makes crucial data move between CRM, LMS, google sheets and much more
- 07 How Eric automated the ILT booking process at Contentsquare (Heap)
- 08 Resources to learn about automations