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ReportsNow
Automation is a game-changer for reducing manual intervention, but receiving a “canned” report can at times feel cold and sterile. What if you could combine the power of automation with the warmth of human connection without sacrificing time? In this session, discover the value of a few small steps during setup to make a world of difference every time you run a report. Whether it's adding an encouraging note in with your weekly financials for accounting or including personal touches in routine client emails, use automation to drive efficiency and to build relationships while improving channels of communication.
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