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The State of Workflow Automation for Marketers

Edward Frazer
Written by Edward Frazer

Let's dive in to how marketers can use workflow automation to save time and scale their outreach.

The State of Workflow Automation for Marketers

Connecting Platforms and Streamlining Social Media Management

As digital ecosystems grow increasingly complex, individuals and businesses are looking for efficient ways to streamline their online presence and automate repetitive tasks. In 2024, workflow automation has evolved into a vital tool for managing multiple social media accounts, content creation, engagement tracking, and even e-commerce operations.

Below, we’re compiling the most common workflow automation requests we get at DryMerge.

Social Media Management and Cross-Platform Integration

A significant portion of automation revolves around managing various social media accounts and ensuring content reaches the right audience on multiple platforms. The key challenge here is maintaining a consistent presence across diverse platforms like Instagram, Twitter (X), TikTok, Discord, and Facebook, while avoiding information loss.

• Cross-Posting and Sharing Content: Users can automate the sharing of posts across platforms. For example, new Instagram posts can automatically be shared to Twitter, Facebook, WhatsApp, or even Slack. This is especially helpful for businesses or influencers who want to maximize their reach without manually posting to each social network.

• Live Stream Notifications: Streamers and content creators benefit from automation tools that notify their followers across multiple channels when they go live. For instance, a user might set up notifications in Discord when starting a live stream on TikTok, or push alerts to Slack when they receive new interactions on Instagram. This helps maintain engagement and ensures followers are informed in real-time.

• Hashtag and Trend Tracking: DryMerge can automate how to track popular trends and hashtags. For example, users can set up alerts when specific hashtags trend on TikTok or Twitter, ensuring they never miss out on relevant discussions or opportunities for engagement.

Data Collection, Analysis, and Reporting

Another major trend is the automation of data collection and reporting. Whether it’s tracking social media engagement metrics, customer interactions, or content performance, users are increasingly relying on automated workflows to log and analyze data efficiently.

• Engagement Metrics: Many automation tools are set up to log key engagement metrics from platforms like Instagram, TikTok, and Twitter into spreadsheets or databases. For example, users might log Instagram Story views into Google Sheets or track comments on YouTube videos to monitor community engagement. This allows for real-time analysis of content performance, helping users make data-driven decisions.

• Content Logging and Backup: Another important automation task involves content archiving. For instance, automating the backup of TikTok drafts to Google Drive or saving Instagram posts to Dropbox ensures that users have a secure backup of their content for later use or repurposing.

• Performance Reports: Users can generate automatic reports on various social media platforms. For example, Twitter analytics can be automatically recorded in Excel sheets for easy reporting.

Describe your automation

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Engagement and Customer Relationship Management (CRM)

Automating engagement is one of the key ways brands and content creators maintain a responsive presence online, without the need for constant manual effort.

• Direct Messaging Automation: Many users set up workflows to respond to or track direct messages on platforms like Instagram and Twitter. For example, direct messages on Instagram can be synced to Zoho CRM as new leads, while messages on Twitter can be forwarded to WhatsApp or Gmail for immediate follow-up. This allows businesses to maintain quick communication with potential customers or followers, even when they’re not actively online.

• User-Generated Content (UGC) and Polls: Another common use case involves automating responses to user-generated content. For example, if a user receives a response to an Instagram Story poll, the results can be automatically logged in Google Sheets for analysis. Similarly, Instagram Stories can be created from UGC or RSS feeds, ensuring a continuous flow of engaging content for followers.

E-commerce and Monetization

For many creators and businesses, social media is not just about engagement but also about driving revenue. As such, automation has expanded to include sales notifications, transaction alerts, and customer interactions.

• Payment and Donation Alerts: For streamers or e-commerce businesses, it’s crucial to stay updated on financial transactions. Automation tools can notify creators when they receive donations on platforms like TikTok or Stripe payments, ensuring they’re aware of any incoming funds, which can be especially useful for live streams or campaigns.

• Automated Product or Content Launches: Businesses using platforms like Stripe for payments can automate notifications about new features or products, while content creators may set up workflows to automatically post new blog content or product launches to their social media channels.

Streamlining Content Creation and Repurposing

Content creation and repurposing are central to an effective social media strategy, and automation tools are increasingly being used to streamline this process.

• Automated Content Creation: Tools that automatically generate Instagram Stories from Google Sheets data or from RSS feeds are becoming more sophisticated, allowing users to keep their content fresh without manually creating posts. For example, a user could automate the process of creating Instagram Stories using content pulled from a YouTube playlist, ensuring regular updates and engagement on their Instagram account.

• Cross-Platform Content Repurposing: Another popular use case is automating content repurposing across platforms. A blog post might be shared automatically on Facebook, or a YouTube community post can be repurposed and shared in a Discord channel. This level of automation makes it easier to maintain consistent branding and messaging across multiple digital platforms.

Describe your automation

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Discord Logo

Conclusion

As we move further into 2024, the role of workflow automation continues to evolve, particularly in the realm of social media management and content creation. Automation tools not only save time but also allow for more dynamic and efficient interactions with audiences. Whether it’s automating data logging, cross-platform posting, or customer engagement, the capabilities of workflow automation are making it easier than ever to maintain a professional, consistent, and responsive online presence.

The future of automation holds even more promise, especially as AI-driven tools like DryMerge become more integrated with social media platforms, allowing for smarter, more personalized workflows. For now, the combination of streamlined content distribution, real-time notifications, and automated reporting is empowering content creators, businesses, and marketers to focus more on strategy and less on manual tasks.

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