Automate the manual work in FYI

FullSpec maps how FYI fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

FYI by the numbers

Insights from real process mapping sessions that involve FYI.

No processes mapped yet using FYI. Map a process that uses FYI to see automation data here.

Map a FYI automation

Top 5 FYI friction points when done manually

1

Manually forwarding FYI documents to stakeholders

You have to manually email or message FYI reports to team members and executives who need to see them instead of having them automatically delivered.

78% report this

2

Tracking who actually read FYI reports

You cannot tell if people have opened or reviewed the FYI documents you sent them, so you end up sending follow-up messages asking for confirmation.

71% report this

3

Reformatting FYI data for different audiences

You manually adjust and reformat FYI reports multiple times because executives, department heads, and team members each need different layouts or detail levels.

62% report this

4

Updating FYI distribution lists constantly

Every time someone joins or leaves your team, you have to manually update your FYI recipient lists and remember who gets which reports.

54% report this

5

Combining FYI reports with other data sources

You manually copy numbers from FYI into spreadsheets or presentations to combine them with data from other systems before sharing with leadership.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in FYI

Browse popular FYI automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Add new HubSpot contacts to FYI

Hubspot + FYI

Create new documents in FYI when proposals are accepted in Ignition

Ignition + FYI

Create or update FYI clients from new Jotform submissions

Jotform + FYI

Create or update FYI tasks for every new Jotform submission

Jotform + FYI

Create web links in FYI for new accepted proposals in Ignition

Ignition + FYI

Create web links in FYI when proposals move to awaiting acceptance in Ignition

Ignition + FYI

Tools commonly connected to FYI

Most automations involve more than one tool. These are the ones that show up most often alongside FYI.

Google Calendar

FYI Automation questions

Ready to automate your work in FYI?

Tell FullSpec which FYI task eats the most time. We'll help you map it, scope it, and create your free build plan.