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Introduction

Kickstart your productivity in less than 5 minutes

What is zoolo?

zoolo is a powerful productivity platform that streamlines and automates repetitive tasks, integrating them into outcome-focused workflows for enhanced efficiency and performance.
The platformform consists of 3 parts:
  1. 1.
    Workflows & Tasks
  2. 2.
    Automations
  3. 3.
    Tables (Databases) & Views
zoolo's main components
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Who is zoolo for?

zoolo is a tool for any company struggling with manual, repetitive tasks and at least one process.
Processes can be:
  • 💰 Sales, Acquisition & Marketing
  • 🏢 Transactions
  • 🫵🏽 HR
  • ✅ Approval processes
  • 📈 Projects
  • 👋 Onboarding
  • ❓ Requests & Support
and many more.

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What exactly are workflows?

A workflow is a recurring, goal-oriented process.
It consists of several phases, each containing several tasks.
A workflow is started via a trigger (more on that later) - we call a running workflow a worklow execution 💡

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How can automations help me?

Automations serve as efficient AI-powered assistants, seamlessly handling repetitive, manual tasks. They work in the background and allow you to focus on achieving your workflow objectives.
An Automation can be a simple building block like
  • Sending emails
  • Creating Word documents
  • Summarizing data
or complex programs, written in our JavaScript Low-Code editor.

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Why do I need tables (databases)?

Tables hold data that is relevant to complete workflows.
Every workflow is stored in a fully customizable ⚡️ database - similar to an spreadsheet.
Every database has a form with at least one input field. You can create as many databases as you want and connect them seamlessly.

Views

You can think of views as nice filters for your databases. You can create as many views as you like for each database.
You could, for example, create one view per CRM stage: New, Interested, Demo, Won, Lost.

Example

Here's an example: a sales workflows
  • It requires a database that holds the information about the actual lead, like budget, time frame, deal captain.
  • Next to that, it requires a database of companies and another one of people.
  • Each person is connected to a company and a lead.
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Exammple of databases for a sales workflow
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How do I start a workflow?

You can start a workflow by either dropping a
  • 📄 document (e.g. PDF),
  • 📤 sending an email to the automatically generated email address
  • 🛠️ or by manually creating a workflow item
You can also start a workflow with many more triggers like
  • an automation
  • our API
  • an Upload to your OneDrive or Dropbox
  • a recurring event
and many more.
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How do I get started?

zoolo basically sets itself up automatically. You just need to head over to https://app.zoolo.io/signup​
  1. 1.
    After signing up it asks you about your industry and use-case.
  2. 2.
    Next it automatically creates a workflow with tasks for each of its phases.
  3. 3.
    It also creates a first database to hold key information for every workflow execution and some simple automations.
  4. 4.
    An interactive introduction guides you to the first steps to give you a quick heads up 🚀
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Thanks for your interest in our platform - we are more than honored that you've read this introduction up to this point 💙
Last modified 1mo ago