Hiring and Onboarding Remote Employees

An AI agent is an artificial intelligence tool that can take actions autonomously within a software environment. While on the surface they might seem similar to other popular AI tools — like ChatGPT or Midjourney — there’s one specific difference between them. AI agents act without human input. As advanced as tools like ChatGPT might be, they can’t act without a person making a request or programming some kind of action. An AI agent can perform complex tasks without any human intervention. AI agents are rapidly becoming a vital technology for automating repetitive tasks, streamlining analysis, and more. In this guide, you’ll find definitions of the five types of AI ag…

Manually organizing large amounts of data, from multiple sources is a frustrating and time-consuming task. Fortunately, the right tools can automate the process, letting you skip the tedious parts and get right into the analysis that matters. Coefficient is one of the most popular tools on the market for moving data through spreadsheets, and with good reason. It’s easy to set up, easy to learn, and for many teams it’s more than worth the price tag. But what if it isn’t right for you? Coefficient.io alternatives: Summary table Coefficient.io alternativeStarting priceIntegration typeNumber of connectorsBest forUnito$49/monthTwo-way, real-time60+Two-way sync a…

From the moon landing to putting 5,000 songs in your pocket, humanity has accomplished some amazing things. But none of those feats was a one-and-done monolith — every one was made up of smaller, repeatable tasks. That’s why to work better, we often don’t need to focus on the end goal. We need to optimize the steps we take to get there! These individual steps are called workflows, and today, they increasingly happen online. Enter workflow management software, designed to bring clarity, oversight, and efficiency to our virtual workspaces. Today, we’ll share great examples of workflow management software, and cover the basics of how they work. 11 Examples of workfl…

Right now, we’re in a golden era of automation. It’s never been easier to lighten your workload by automating tasks and connecting different apps. In just a few clicks, you can integrate, automate, and optimize powerful workflows to help your business run more smoothly. And when it comes to this type of thing, Workato is a big name — but certainly not the only one. There are plenty of other integration solutions out there that can do similar things, and some might even be a better fit for your needs. Whether you’re a small business owner or part of a bigger company, understanding these options can help you make the choice that’s best for you. Here are some of the best…

You hired two L2 agents. Built better training documentation. Restructured your escalation tiers. Six months later, you’re staring at the same dashboard number: 28% escalation rate. Your manager wants to know why engineering is still underwater with tickets. You’ve tried everything the ITSM (IT Service Management) playbooks recommend (more people, better processes, clearer criteria) and the number hasn’t moved. Here’s what’s actually happening: You’re measuring volume and speed. You’re missing what shows where things break. Traditional escalation metrics track outcomes (how many tickets escalated, how fast they moved). But escalations fail at structural breakpoint…

What you’ll find in Unito’s 15 Ways to Integrate Salesforce in Real-Time: A breakdown of the costs of developing your own integration. The challenges of using Salesforce across five functions without integrations. How integrations streamline 15 workflows in Salesforce. Get the ebook by filling out the form → Do more in Salesforce (by integrating your tools) Salesforce is understandably at the core of your sales and marketing efforts. It might be used in other functions, too, but one thing remains true: it’s rarely a one-size-fits-all tool. Whether it’s your customer support team, your developers, or your HR team, people in your organization use tools o…

Managing a project can feel like trying to assemble a 1000-piece puzzle, except those pieces are scattered across emails, shared drives, and the minds of your team members. And running a project without a project management template is like assembling that puzzle without the box. No clear picture of what you’re trying to do, and no guide rails for the hard road ahead. It’s no wonder 70% of projects fail globally. A project management template provides a proven framework that eliminates guesswork, reduces errors, and accelerates your project from kickoff to delivery. Whether you’re launching your next marketing campaign, helming a software development team, or managing…

Jira is a powerhouse for software development, but it’s rarely a central tool for other teams. Stakeholders typically spend more time looking at spreadsheets or slide decks than they do Jira issues. Team leads spend just as much time in Jira as in the tools everyone else uses. Developers spend almost no time in Jira, focusing their work on coding tools and repositories like GitHub. Now imagine getting all these people to collaborate on a software development project. That’s where Jira integrations come in. They standardize data from Jira in other tools, as well as feed your Jira issues with additional context from these other platforms. Here’s why you need a J…

Netsuite is a powerful all-in-one tool for enterprise organizations that want to limit the number of apps they use without limiting functionality. It’s a solid option for managing projects, handling customer data, and even processing payments. One of the biggest advantages of a platform like NetSuite is the ability to automate more of your manual work away, giving your teams precious time back for more essential tasks. But you have more than just a few options when it comes to NetSuite automation. So how do you pick the right one? Why not use built-in NetSuite automation? NetSuite has built-in automation features that can suit some of your needs, but few enterp…

NetSuite is one of the most popular ERP (enterprise resource planning) platforms on the market. For many organizations, NetSuite is the all-in-one platform through which every single process flows. The more data it has — and the more up to date it is — the better they can operate. But there are situations when the data you need isn’t in NetSuite. It might be in separate CRM software, in a project management tool used by a third-party collaborator, or even buried in someone’s email inbox. In these situations, NetSuite integrations can get the data you need out of other tools and keep it centralized in NetSuite. Here’s how they work — and which ones you might need. …

Only 6.4% of features drive 80% of user engagement. The other 93.6% represent misallocated effort, features that seemed important during prioritization but turned out not to matter. This isn’t a prioritization framework problem. Most teams have frameworks. They run RICE scoring, debate impact estimates, and leave planning sessions with clear priority orders. Three weeks later, engineering is working on something that wasn’t even in the top ten, and nobody remembers why. Prioritization frameworks solve the wrong problem. The hard part isn’t deciding what’s most important. The hard part is making those decisions persist through the chaos of execution. Priorities liv…

If you’ve ever been in the middle of some work only to have an app crash, you know the pain and panic of a failing IT service. If that app is back up and running in just a few minutes, it’s thanks to an effective incident management process. Whether you’re a project manager working with an organization’s IT team, a member of the IT team brushing up on the basics, or a customer service agent wanting to elevate your skills, knowledge of incident management will help you succeed. In this post, you’ll discover: A clear definition of incident management — and why it’s important A high-level overview of the incident management process Helpful tips and best …

Software integration is essential when organizations use hundreds of apps in day-to-day work, and nowhere is that more true than with Asana. This popular project management app has fantastic built-in automation tools and a strong reporting suite, but it’s rarely the only place where work happens. Whether collaborating with developers in Jira or reporting on trends with tools like Google Sheets, an Asana integration allows all teams to have the same context no matter where they work. Here’s a guide to integrating Asana with the rest of your stack. What is Asana? Asana is one of the most popular project management platforms on the market. It’s robust enough to ha…

Your support AI routes a high-value customer to the basic tier queue. Not because the AI is poorly trained, but because it can’t see the CRM data showing their account status. The customer waits 20 minutes for an agent who immediately needs to escalate. You check the ticket later and see what went wrong: the AI made its routing decision using only what existed in the support platform. Everything else such as the account value, the renewal date, and the previous escalations live in systems the AI couldn’t access. ChatGPT works brilliantly because you give it complete context within the conversation. You describe the problem, provide background, and clarify details in r…

Asana is a powerful project management solution for just about any team, but it doesn’t have the features sales and customer success teams need in their daily work. That’s why many organizations opt to use Asana for general project management and Salesforce for managing sales pipelines and customer support. But when collaboration between teams needs to cross these tools, you need an integration solution to keep crucial data at everyone’s fingertips. Asana offers a Salesforce integration that uses built-in features to automatically create new work items in each tool and update fields. Unito offers its own integration that creates a two-way sync between ASana tasks and …

Salesforce is one of the most powerful sales tools out there: it’s in the name. But sometimes, you need another way to make that sales data available to other teams. That can be because they don’t have access to Salesforce at all, or they need to process sales data through an intermediary, like a spreadsheet. That usually means manually copying and pasting data from Salesforce to that spreadsheet or spending hours cleaning up a data export. But it doesn’t have to be that way. With Unito’s integration for Salesforce and Google Sheets, you can automatically export Salesforce data to your spreadsheets while keeping everything in sync. That means anything your sales …

For a software development team looking to collaborate on software projects in Microsoft Azure, both Azure DevOps and GitHub are excellent options. It all depends on the options, functions and capabilities valued by your team. Given the variety of unique features they each offer, we can make a strong argument for both sides! So if you’re asking yourself: “which is better, Azure DevOps or GitHub?” here’s a closer look at each of these developer favorites. You’ll learn what sets them apart, how much they cost to use, and what to consider when you’re making a choice between the two. What is Microsoft Azure DevOps? Microsoft Azure DevOps is an all-in-one pro…

Azure DevOps was designed by software teams for software teams to support development projects from ideation to deployment. It’s particularly useful for continuous integration. While Azure Boards gives you a full suite of agile project management capabilities, those features need a little time and tinkering to get used to. But don’t worry! We have you covered on the basics with our introductory guide to agile methods in Azure DevOps. And here, we’ll be diving a little deeper into our recommended best practices on how to manage projects in Azure DevOps in 2025. Unique features of Azure DevOps for project management Cross-functional teams will find the Azure D…

Your software team’s work is absolutely vital to your business. But developers and product managers often use tools built with their expertise in mind, tools that don’t always overlap with what other stakeholders are using. When that’s the case, someone usually has to build manual reports to keep everyone else in the loop. With the right tools, these reporting workflows don’t have to come with headaches and hours of manual work. Here’s how you can use a free template for Google Sheets — and a Unito flow — to automatically build Jira dashboards. Built-in Jira dashboards vs. custom Jira dashboards Built-in Jira dashboards can be completely customized to share …

Your network operations team escalates a P1 ticket to infrastructure. The infrastructure team lead opens it twenty minutes later and sees a ticket created that morning with three comments, none of which explain why it’s now urgent or what the network team already tried. She pings the original engineer on Slack: “What’s the actual issue here?” He’s confused; he added a detailed handoff comment before escalating the ticket. The problem? It’s in the old system. She’s looking at the new one. This happens constantly during and after tool migrations. Escalation paths exist in your documentation and your org chart, but the actual context for individual tickets disappears in…

Marquis Murray is a global Asana Solutions Partner and CEO of Cirface, a process improvement consultancy with clients like PayPal, Wealthsimple, and MLB. He also has a YouTube channel where he shares his expertise in all things Asana and workflow management. We interviewed Marquis to learn more about the work he does with his clients, how optimizing Asana processes can help prevent burnout, and how leaders can measure their Asana workspace’s efficacy. How did you become such an expert in Asana? I kind of stumbled into both Asana and workflow optimization. I used to run a marketing agency and had to onboard a lot of team members, and found myself repeating the s…

“There has to be a better way to do this.” That frustration is at the heart of many workflows. It happens when you need to copy data from one tool into another. It happens when a deliverable you’re waiting on to start your work falls through the cracks. It happens when projects go over budget because essential tasks ended up requiring much more work than anticipated. Workflow automation won’t eliminate all that frustration, but it can make a good chunk of it disappear. Whether you’re drowning in manual data entry, constantly switching between disconnected tools, or looking to scale your team’s productivity, workflow automation can transform the way you work. T…

You close the ServiceNow ticket at 4:17 PM, finally. Customer issue resolved after three hours of back-and-forth, all fields updated, status set to Closed. You switch tabs to check engineering’s progress on the underlying bug in Jira. The ticket is still marked “Waiting for Support.” The last comment is from yesterday: “Need more info from customer.” You closed that loop three hours ago. Your engineering team never saw the update. Now you’re typing an explanation to the customer about why the fix took two days longer than it should have. Your support team averages four-hour resolution times. Your engineering team averages a six-hour turnaround on escalations. But …

Four teams. Three systems. One ticket nobody wanted to own. A customer can’t access their dashboard. Your support agent troubleshoots for twenty minutes, confirms it’s not a password issue, and escalates the ticket to engineering. Engineering sends it back: “This is a support issue.” Your agent re-escalates with more context. Engineering kicks it to DevOps. DevOps routes it to the platform team. The platform team sends it back to your queue: “Severity 3, not ours.” By the time someone actually looked at the problem, two business days had passed and your customer filed three follow-up tickets. Nobody bounced the ticket out of spite. Everyone applied their proce…

Searching for integration solutions surfaces a confusing landscape of acronyms and overlapping categories. EAI, iPaaS, ESB, API management, integration platforms, and sync tools all claim to solve the same fundamental problem: getting your business systems to talk to each other. The confusion isn’t accidental. The integration market evolved rapidly over the past decade, and vendors position their products using whatever terminology resonates with buyers. Understanding what these categories actually mean, and where the boundaries blur, helps you evaluate options without getting lost in marketing language. The practical question isn’t which category is best. It’s wh…