Time-Saving Strategies: Streamlining Contract and OKR Processes

We have two really great Lindys running that I wanted to share in case anyone else can use them. One is simple but a huge time saver: Send Lindy an email with "Contract Request" and the relevant client details (run out of our CRM with a mail merge) and she populates form contracts and sends back a link to a Google Doc that the sales manager can review and send on to the client. The magic is that she knows based on the client details in the email which contract form to use. And she also handles a lot of the fuzzy logic that you can't deal with in a mail merge and is hard in more deterministic tools (e.g. write all amounts in $1000 and in words to make our lawyers happy or include / exclude certain clauses depending on the terms). Many, many hours saved with this. Second one is more strategic. Three days out from our monthly OKR review, pull all OKRs from our OKR database. Also pull all tasks from our project management tool. Use context about overall company goals and act as a hard-nosed CEO versed in our industry and OKR methodology to review progress against each KR and build a full report identifying gaps and clarifying priorities. Send email to all team members with a summary of items in the report that pertain to them, remind them about the meeting. Now everyone goes into that Google doc before the OKR meeting, reads it, comments on it and prepares rather than showing up cold. Our meetings are now debates about priorities and strategy rather than reading the news of what happened the last month. This one isn't about saving hours because before no one had the bandwidth to do this kind of prep. It's like having an expensive consultant running our monthly OKR process. We'll see how we expand it to quarterly and annual, which are more strategic. I suspect that these monthly reports will become extremely valuable for that when we get there. Thanks Lindy.