When Automate is an Auto-Nope, Glances Gets to Work

Artificial Intelligence (AI) software has shown us a mere glimpse into the wild frontier of today’s technology landscape – and it has already proven to help save time and create controversy (reference ChatGPT investigation). Even if you are on the fence about adopting AI to improve your workday processes, you have likely already interacted with AI-produced materials and experiences, from chatbots and predictive modeling tools to virtual assistants, content creators, website builders, and more.

Software integrations (off-the-shelf to custom) and workflow automation tools like Zapier and Jotform are also designed to make our human work lives easier. However, even with these platforms in place, there are still major gaps in your daily task management that must be dealt with, dare we say, manually. 😱
When expensive integrations and automations can't keep up with your company’s growing tech stack, Glances helps fill the void. Built as a no-code integration platform, Glances securely connects all of your business apps so you can forget tab switching and start streamlining your daily work.
✔️ Get on-the-spot access to live data without needing pricey integrations
✔️ Gain ability to complete daily work that can’t be done with automations
✔️ Give teammates data insights without direct access to app accounts
What to ask yourself before buying any integration or similar software
What does my team really need to be able to see or do? That’s the million dollar question that can help you get to the root of what your team needs to improve productivity and avoid any costly integration work that’s not the best fit. How do we know this? It comes from a lot of experience, specifically in developing integrations!
After nearly 20 years of creating complex, two-way data integrations for popular CRMs and software products, our team found that when a business customer wanted an integration, 80% of the time they just needed a simple way for their team to view data or perform a task in another application. This aha-moment lead our team to conceptualize and create Glances as a unique SaaS solution to resolve these common workflow disruptors. And hey, we even earned a U.S. patent for our hard work.
Get a quick overview on why you don’t need an integration in the video below, created by Glances co-founder and CEO Jason Eggers.
How to automate your tasks that typically can’t be automated
Utilize the power of Glances Actions to wrangle your daily to-dos across multiple apps. Handled directly within Glances while you work anywhere online, Actions allow you to complete tasks in other apps without navigating away from your work. In fact, our customers report saving up to 20 minutes of time per completed task. Check out some examples of what you can accomplish below:
✔️ Create, send, and resend invoices and estimates
✔️ Pre-fill various online forms
✔️ Create new customers and update existing profiles
✔️ Start online calls and virtual meetings
✔️ Create new payments and refund existing payments
✔️ Create new products and services

Since Glances connects with any business app that has an API, our developers can create specific Actions or functions based on your team’s daily roadblocks and ultimate workflow goals. Use our Request an Action calendar to select a time to briefly discuss your current apps and needs with our team. Learn more about how Actions work in our overview video.
Finding your best fit in the sea of software
If AI is not a reliable path, automation tools are leaving some tasks unresolved, and you don’t need your data moved back and forth, Glances is an excellent pathway that is affordable and flexible for your team and ever-evolving apps.
Integrate all your favorite apps and perform Actions, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect apps when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.