optimizing task usage blog trayai

Tips and tricks for optimizing your task usage

alexander assur headshot

Alexander Assur 

Sales Engineer

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

cvent-logo-white

Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

Lorem ipsum dolor

UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Tray.io > Tray.ai animation DARK

Homepage Tray.ai logo animation DARK

Tray.io > Tray.ai Animation - LIGHT

Homepage Tray.ai logo animation LIGHT

Top 5 must-haves to successfully build and deploy AI agents 

Setting the right pace for AI: Insight from Gartner IT Symposium 

First of its kind native vector table for iPaaS

iPaaS in an AI-driven world

The next tech stack challenge: Combatting AI misalignment

Q&A: Inside Bynder’s integration strategy

Expanding on-premise capabilities with our new agent 

Has PowerShell lost its power for IT operations?  

Build your own AI agent with Tray.ai

Welcome to Tray.ai: The fast, flexible, and safe AI-ready iPaaS

Tray and Amazon Bedrock: Boosting sales prep efficiency

Reduce your integration technical debt with a modern iPaaS

4 Things We Learned at Forrester B2B Summit

Reduce costs, boost efficiency with AI knowledge agents

Navigating the AI Adoption Ladder

How to automate software license optimization

Tray named a Gartner® Visionary: Looking ahead to an AI future

Tray Community 2023 Recap

Introducing Tray Academy Certificates

Tray.ai partners with Amazon Web Services (AWS)

A guide to accounts receivable (AR) automation

The ultimate guide to hiring a RevOps Manager

Unlock profitability with order-to-cash automation templates 

Q&A Part 3: Ensuring data security with Tray Merlin AI

Q&A Part 2: Supercharge automation with Tray Merlin AI

Embracing automation and AI for success in sales

3 ways to plug revenue leakages with O2C automation

Callable Lookup: Employee Directory

Q&A Part 1: Unleashing the power of Tray Merlin AI

4 signs your order-to-cash process is broken

The RevOps secret weapon: Low-code automation

Accelerate revenue growth with order-to-cash automation

Transforming AI into action: An inside look at Tray Merlin

5 signs you need to uplevel your automation platform

From Zero to RevOps Hero: How to Build a Winning RevOps Team

Support, learning, & community: the Tray customer experience

Building your RevOps machine: the essential tech stack

Tray Insights Hub: Your integration cockpit

Introducing new beginner courses on Tray Academy

Getting started with RevOps: A Beginner’s Guide

At the forefront of a tectonic shift in automation

iPaaS vs RPA: What’s the difference?

Capture leads reliably with our lead intake automation templates

Extend your automation reach with new templates & connectors 

Steal this custom Salesforce Sync

Automation drives low-code digital transformation

Persistent data storage at the solution instance level

Storing a last modified time stamp on a solution instance

Translating programming constructs to Tray workflows

Embedded integrations are table stakes for software vendors

The beginner’s guide to embedded integrations

How low-code workflow automation speeds up IT projects

Beyond process automation: Redefinition drives new value

Serverless workflows go mainstream to meet data demands

From IT decentralization to end-user innovation

How to secure Slack with low-code automation

Maximizing HubSpot Forms

Embedded integrations: Everything you need to know

Basic ETL on the Tray platform tutorial

How to integrate Facebook lead ads data with Salesforce

Working with ADP Workforce Now APIs for HR and payroll

How to load LinkedIn lead data into your CRM

All you need to know to integrate Salesforce and Asana

Marketo lead scoring: The essentials

The ultimate guide to updating Salesforce in bulk

How to scale high-volume e-commerce order fulfillment 

How to upload HubSpot data in bulk

Edge out competitors by automating conversation intelligence

Working with the Intercom API: What you need to know

What is an API integration? (for non-technical people)

Breaking down the critical steps of the sales cycle

Turning real-time event streams into game-changing value

Drive down CPC and target the best leads automatically

How to automate deep-funnel SEM bidding for B2B Target ROAS

Open Source RevOps: 1st steps of the lead processing pipeline

Intro to the lead processing pipeline on the Tray platform

Low code is the future of lead management (and RevOps)

Automation maturity: Your company’s secret weapon

Syncing Marketo + Salesforce data: What you need to know

Five reasons why services teams need an integration solution

How to pass data from Google Forms to any tool

Introduction to working with Slack programmatically

Scale onboarding and security with automated provisioning

How to update Marketo records in bulk

Drive sales-marketing alignment by sharing sales wins

Win more deals by automating win/loss analysis and insights

Expand customer marketing with automated customer advocacy

Product management process: How to avoid being too tactical

How to improve ROAS and automate exclusion lists

Microsoft Teams integrations made easy

How to personalize email nurture streams with automation

Convert more leads and retain customers with chat insights

A look at the Tray Zoom connector

How to solve the top product management challenges in SaaS

Maximize webinar leads with video conferencing integration

A look at the Tray Salesforce Marketing Cloud connector

Instabook prospects that fit your ICP

What you can do with Tray's Zendesk Sell connector

Qualify leads and grow engagement by identifying intent in data