How to Start Automation of Small & Medium Professionals?
Summary
The video discusses various aspects of office automation tools and technologies like AI, cloud-based tools, and email communication for business efficiency. It delves into the significance of negotiation skills, automation in accounting processes, and data analysis through tools like Excel, SQL, and Python. The speaker emphasizes the importance of upgrading skills, training teams, and utilizing modern approaches to traditional work methods for better delivery results in the business domain.
Chapters
Introduction to Akhil Pachauri's Institute
Office Automation and Tools
Negotiation Skills and Automation in Business
AI Tools and Automation in Business Processes
Cloud Technology and Communication
Introduction to Features
Message Creation in Hindi
Payment Reminder Settings
Email Tracking and Advanced Features
Legal Tools and Audit Guidance
Understanding Data Analysis
Challenges in Auditing
Data Analysis Tools
Internal Auditing Process
Salary Budget Analysis
Data Cleaning and Sanitization
Sev from a One-time View
Excel Usage and Plugins
Business Generation and Services
GST and Training
Information Integration
Notification Alerts
Creating Playbooks
Response Automation
Audit Checklist Creation
Importance of AI in Future
Starting to Use AI
Interactive Features
Sharing Information
Feedback and Pronunciation
Engagement on Multiple Platforms
Discussion on Audible Platform
Innovative Delivery Methods
Introduction to Akhil Pachauri's Institute
Akhil Pachauri conducts seminars, webinars, and operates an office with a core practice area in ethical hacking. The institute has regular students and trainers, and recently had a Saturday session alongside a National Conference in Aurangabad.
Office Automation and Tools
Discussion on office automation tools and technology such as GS T, deadlines, and the importance of training sessions for young partners.
Negotiation Skills and Automation in Business
Exploration of negotiation skills, handling bargaining, and aspects of automation in business processes like accounting and workflows.
AI Tools and Automation in Business Processes
Introduction to AI tools, automation in business accounting, and the significance of having AI-based accounting processes.
Cloud Technology and Communication
Overview of cloud-based tools, email communication, and the importance of having an ID for platforms like Outlook.
Introduction to Features
The speaker introduces some features available in the tool and explains how to access them by joining the waitlist.
Message Creation in Hindi
Details about creating messages in Hindi, including drafting messages, client name inclusion, and the importance of language preference.
Payment Reminder Settings
Explanation of setting up payment reminders, including options for time frames, message details, and language preferences.
Email Tracking and Advanced Features
Information on email tracking, advanced features, and customization options available in the tool.
Legal Tools and Audit Guidance
Introduction to legal tools and audit guidance features, highlighting the importance of audits and legal compliance in various scenarios.
Understanding Data Analysis
Discussion on the importance of understanding data analysis through tools like Excel, SQL, and Python for decision-making.
Challenges in Auditing
Challenges in achieving a 100% audit and the necessity of sampling in auditing large organizations.
Data Analysis Tools
Usage of Excel, Power BI, and Tableau for data visualization and decision-making.
Internal Auditing Process
Insight into internal auditing processes and budget analysis within departments.
Salary Budget Analysis
Analysis of employee salaries against the budget to determine discrepancies and make financial decisions.
Data Cleaning and Sanitization
Importance of data cleaning, confidentiality, and data sanitization in ensuring data security and accuracy.
Sev from a One-time View
The discussion revolves around the company Joho Do's statement on uploads and plugins in the context of using chat bar, copying data to Excel, activating plugins, and limitations of the export option.
Excel Usage and Plugins
Details the utilization of OCR technology, activating plugins, dealing with file link restrictions, and employing Excel for data storage.
Business Generation and Services
Highlights the involvement of the 40-45 age group in business discussions, decision-making processes, and the significance of upgrading skills and training teams.
GST and Training
Discussion on GST refunds, training requirements, creating GPT, and explaining concepts in Hindi for better understanding.
Information Integration
Explaining how to integrate relevant data directly into the GST system for GSTR filing and document uploading.
Notification Alerts
Receiving notifications in the GST website for circulars and updates, enabling users to utilize the information effectively.
Creating Playbooks
Discussion on creating playbooks for scheduling and efficiently managing tasks like form filling and information gathering.
Response Automation
Demonstrating automation techniques for response handling and email management, streamlining the workflow effectively.
Audit Checklist Creation
Guidance on creating an audit checklist for IT audits, including access control policies, DP policies, security policies, and change management.
Importance of AI in Future
Discusses the importance of built-in AI in every tool for future advancements.
Starting to Use AI
Encourages users to start using AI, addressing the audience directly to ask questions.
Interactive Features
Explains how members can ask questions in chat boxes and directly mute their mic, enhancing interaction.
Sharing Information
Encourages sharing personal details like contact numbers for reference or assistance.
Feedback and Pronunciation
Guides on pronouncing numbers clearly, emphasizing effective communication.
Engagement on Multiple Platforms
Promotes connecting on other platforms for increased engagement and interaction.
Discussion on Audible Platform
Explores the discussion about Audible platforms and their benefits.
Innovative Delivery Methods
Emphasizes modern and smart approaches to traditional work methods for better delivery results.
FAQ
Q: What are some of the topics discussed during the seminar/webinar?
A: Topics discussed include office automation tools, negotiation skills, AI tools, cloud-based tools, email communication, automation in business accounting, data analysis tools like Excel, SQL, and Python, internal auditing processes, budget analysis, data security, GST refunds, GSTR filing, playbooks for task management, automation techniques, and AI integration in tools.
Q: Why is understanding data analysis important for decision-making?
A: Understanding data analysis is important for decision-making as it provides insights into trends, patterns, and correlations within the data, enabling informed and strategic decision-making.
Q: What are some of the techniques used for data visualization and decision-making?
A: Some techniques used for data visualization and decision-making include Excel, Power BI, and Tableau, which help in presenting data in a visually appealing and easy-to-understand format.
Q: What is the significance of AI-based accounting processes?
A: AI-based accounting processes help in automating repetitive tasks, improving accuracy, providing real-time insights, and enhancing efficiency in managing financial data and transactions.
Q: Why is sampling necessary in auditing large organizations?
A: Sampling is necessary in auditing large organizations to gather a representative portion of data for analysis, as it is impractical to examine every transaction or record individually.
Q: How can relevant data be integrated into the GST system for GSTR filing?
A: Relevant data can be integrated into the GST system for GSTR filing by directly inputting the data into the system and uploading the required documents for compliance.
Q: What is the purpose of creating playbooks in managing tasks?
A: Creating playbooks in managing tasks helps in scheduling, organizing, and executing tasks more efficiently by providing a structured guide or manual for standard procedures.
Q: Why is it important to have an audit checklist for IT audits?
A: Having an audit checklist for IT audits is important to ensure that all necessary aspects such as access control policies, data protection policies, security policies, and change management protocols are being followed and documented.
Q: How can AI integration benefit tools for future advancements?
A: AI integration in tools can benefit future advancements by enabling automation, predictive analysis, personalization, and improved user experience through AI-driven features and functionalities.
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