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Unlocking Efficiency: Rob Dwyer’s Approach to Automating Support Operations
Manage episode 465006137 series 3625122
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Support teams juggle way too many manual tasks—from sending training invites to formatting reports and tracking progress. But what if you could automate it all with the tools you already have?
In this episode, Rob Dwyer from Happitu shares how he used VBA inside Microsoft tools to eliminate repetitive work, saving hours every week on training, onboarding, and QA.
You’ll learn:
✅ How to identify automation-ready tasks
✅ The exact tools Rob used to streamline workflows
✅ How non-coders can start automating with AI-generated scripts
✅ Why automation isn’t about replacing people—it’s about freeing them up for higher-value work
🚀 Listen now and start automating!
📩 Get weekly tactical CX & support ops tips → https://live-chat-with-jen.beehiiv.com/
🔗 More episodes of Live Chat with Jen Weaver → https://www.buzzsprout.com/2433498
📑 Download Rob's automation template and playbook here → https://drive.google.com/drive/folders/1o9cPleC3alW3AV4rZc83V-M5F8ajsum0?usp=sharing
Sponsored by Supportman.io
Chapters
1. Automation and Efficiency in Support Ops (00:00:00)
2. Efficiency With VBA Automation in Training (00:04:16)
3. Unlocking Efficiency Through Automation (00:12:22)
4. Leveraging Communities for VBA Code (00:17:47)
5. Maximizing Efficiency Through Automation (00:22:05)
6. Iterative Process Automation Success Tips (00:26:23)
11 episodes
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