Automate the manual work in Jaldi

FullSpec maps how Jaldi 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.

Explore ideas

Jaldi by the numbers

Insights from real process mapping sessions that involve Jaldi.

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

Map a Jaldi automation

Top 5 Jaldi friction points when done manually

Syncing Jaldi data across spreadsheets

When customer information changes in Jaldi, you manually update the same records in Excel or Google Sheets to keep reports and dashboards current.

78% report this

Exporting Jaldi reports for stakeholders

You spend time pulling data from Jaldi, formatting it, and sending static exports to team members who need updated customer or sales information.

71% report this

Matching Jaldi records to invoices

You manually cross-reference customer records in Jaldi with accounting documents to ensure billing aligns with the contact information stored in the system.

62% report this

Cleaning duplicate Jaldi contacts

You regularly scan through Jaldi to find and merge duplicate customer entries that were created when the same person was added multiple times.

51% report this

Transferring Jaldi data to email lists

You extract contact segments from Jaldi and manually paste them into your email marketing tool to send campaigns to specific customer groups.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Jaldi

Browse popular Jaldi 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.