Sending Client Emails via Gmail from within the Podio UI

Out of the box, Podio/Podio Workflow Automation has a perfectly serviceable send email action — if you don’t mind generic, Podio branding.

This Sway details how a much more complex flow in Podio Workflow Automation coupled with waiting webhooks in Zapier can get that email template sent via Gmail — and then the merged content saved as an item in its own Podio app as well.

Sway Screenshot

Link in the imagage above or here to launch the flow.

Podio is Producing: An Update on The Spirits Importers, and It Seems Another Tutoring Client

The Podio Product Roadmap call on the 19th was perhaps a little less impressive than I had hoped for. But I must confess that I like the colors on the UX Beta. And I’ll have to retire my well-worn, well-recieved line about how in a cloud platform industry on innovation overdrive, there stands the Podio User Interface, as if frozen in Amber.

My Wine & Spirits Importer Client project is moving ahead steadily. The data model for SKUs, Brands, Wineries & Varietals is coming together nicely, as is a Globiflow automation that looks up the producer based upon brand terms (sometimes 1:1 more often 1:many). Researching all the terms takes the time; adding it to Podio is what triggers the iterative search over the hundreds of SKUs.

My Tutoring of an Atlanta area Operations Manager for a Real Estate firm may pay a divident of a second such client.

Take a look at the Sway below.

Click here or on the image to launch the Sway.

ChartGrids Dashboard Visualizations for Podio

One of Podio’s longstanding weaknesses has been dashboards and business intelligence visualizations. So I was pleasantly surprised to discover this app, ChartGrids.com

By drilling down through Podio Org to Workspace to the App whose data you want to visualize, you can combine charts from different apps into a dashboard. Right now it’s only bar charts. But area charts, pie charts and donughts charts are on their way.

Drill down through the hierarchy
Podio Data Dashboard

More on Podio, Globiflow & Procfu Scripts

An old sway and a new sway.

Some growth would appear to have taken place.

Go figure. Here’s the new one.

Click to launch the Sway.

And this next one from 3 years ago is worth it if only for the tall schema shot towards the end.

Image or this link launches the Sway

Podio + Globiflow & Procfu: Extracting PDF Content for Subsequent Analysis & Automation

screenshot of Globiflow automation

My biggest client these days is a real estate investor who monitors Open Data feeds for investment ideas to add to the funnel and evaluate on the basis of reported information.

We’re using Podio to house all the data, and Globiflow, Procfu Scripts, and integromat to acquire, transform, and move data around.

Open the Sway below for more…

Click here for the Sway.

And I guess it’s about time to update this Podio Overview from a few years’ back. How much I’ve learned since then.

https://sway.office.com/MPIp3j1mxtPO2Ecm?ref=Link