Key Takeaways

  • Save Time: WorkOS shortcuts let you perform advanced tasks in seconds, slashing time spent on repetitive work by over 40%.
  • Centralized Commands: Replace 5+ tools with one conversational interface that manages campaigns, meetings, and finances seamlessly.
  • Actionable Shortcuts: Master 25 essential commands across six SimpleDirect apps to enhance productivity and reduce errors.
  • Boost Efficiency: Founders using WorkOS have reported a 30% increase in team productivity within 60 days.
  • Bonus Resource: Download the WorkOS Command Cheat Sheet for quick access to these shortcuts anytime.

Why WorkOS Shortcuts Are Game-Changing for Founders

As a founder, you juggle countless responsibilities daily.

Between managing teams, coordinating meetings, launching campaigns, and tracking performance, time becomes your most valuable commodity.

Unfortunately, studies show that 73% of entrepreneurs spend up to 25% of their workday switching between apps and juggling disconnected workflows.

SimpleDirect WorkOS changes the game by centralizing your operations under one conversational AI-powered command center.

Instead of navigating through multiple tools, you can execute complex workflows with natural language commands.

The Impact of Shortcuts on Founder Productivity

  • Time Savings: Reduce repetitive tasks by an average of 2-4 hours per week.
  • Error Reduction: Automated commands eliminate manual errors, improving accuracy by 25%.
  • Improved Focus: Founders report a 40% improvement in focus and task prioritization thanks to fewer distractions.

Imagine scheduling a meeting, sending a follow-up email, and generating a financial report—all without leaving your WorkOS chat interface. That’s the power of WorkOS shortcuts.

How to Use Commands in SimpleDirect WorkOS

How to Use Commands in SimpleDirect WorkOS

What Are WorkOS Commands?

WorkOS commands are natural language inputs that trigger specific workflows across the six SimpleDirect apps. Think of it as typing (or speaking) your to-do list and having an AI assistant complete it for you.

How Commands Work

  1. Initiate: Enter your command in the WorkOS chat interface or use voice input.
    Example: "Generate a sales report for Q3 and email it to the leadership team."
  2. Execution: WorkOS AI processes the command and performs the task by integrating data from relevant apps.
  3. Feedback: Receive real-time updates, results, and suggested next steps.
Pro Tip: Use shortcuts like /campaign, /finance, or /chat to trigger specific commands faster.

The 25 Must-Know WorkOS Shortcuts

  1. SimpleDirect Campaign Commands

Simplify email and direct mail workflows:

Command Action Example Use Case
Create Email Campaign Draft and send email campaigns. "Send a welcome email to all new subscribers from last week."
Track Campaign Results Generate performance metrics. "What’s the open rate for the March email campaign?"
Schedule Follow-Ups Automate follow-up emails. "Send reminders to leads who didn't respond."
Launch Direct Mail Send physical mail campaigns. "Mail all customers in New York about our product launch."
Export Campaign Data Export campaign metrics to a file. "Export last quarter’s campaign data to Excel."
  1. SimpleDirect Finance Commands

Stay informed about your financial health:

Command Action Example Use Case
View Cash Flow See cash flow projections. "What’s our cash flow for the next quarter?"
Track Expenses Analyze spending trends. "Break down August expenses by category."
Request Funding Apply for business loans. "Request a $50,000 loan for marketing."
Send Invoices Automate invoicing. "Send an invoice to Client ABC for $5,000."
Analyze Margins Calculate profit margins. "What’s the profit margin for Product X?"
  1. SimpleDirect Desk Commands

Automate customer support tasks:

  • Resolve Tickets Automatically: "Close all resolved tickets older than 7 days."
  • Assign Tickets: "Assign new high-priority tickets to John."
  • Generate Insights: "What’s the average resolution time this week?"
  • Update Knowledge Base: "Add a new FAQ about pricing."
  • Summarize Chats: "Summarize all customer support chats from yesterday."
  1. SimpleDirect Voice Commands

Enhance your phone system operations:

  • Call Transcription: "Transcribe yesterday's client call."
  • Set Up Auto-Responses: "Set an out-of-office voicemail."
  • Schedule Calls: "Schedule a call with the legal team tomorrow at 3 PM."
  • Analyze Call Data: "What’s the average call duration for sales this month?"
  • Block Spam Calls: "Block all spam numbers."
  1. SimpleDirect Meet Commands

Simplify meeting coordination:

Command Action Example Use Case
Schedule Meetings Book meetings instantly. "Set up a meeting with the engineering team for Monday at 10 AM."
Reschedule Meetings Modify existing schedules. "Reschedule the 2 PM meeting to 4 PM."
Prepare Agendas Generate meeting agendas. "Create an agenda for the Q1 strategy meeting."
Sync Calendars Merge personal/work schedules. "Sync my work and personal calendars."
Cancel Meetings Free up your schedule. "Cancel all non-essential meetings for today."
  1. SimpleDirect Chat Commands

Centralize collaboration and task management:

  • Search Files: "Find all files related to the Q4 marketing plan."
  • Create Tasks: "Add ‘Review investor deck’ to my task list."
  • Set Reminders: "Remind me to call the supplier tomorrow at 9 AM."
  • Share Updates: "Send a project update to the marketing team."
  • Integrate Tools: "Connect Slack to SimpleDirect Chat."
How to Build Power User Habits in WorkOS

How to Build Power User Habits in WorkOS

Founders who embrace WorkOS shortcuts report faster workflows, better team alignment, and reduced errors. Here’s how to become a power user:

  1. Start Small: Select 3-5 shortcuts that solve your biggest challenges.
  2. Use Daily Summaries: Command WorkOS for instant updates on tasks, meetings, and deadlines.
  3. Leverage AI Suggestions: Follow AI-generated recommendations to optimize your workflows further.
  4. Review Analytics Regularly: Use finance and campaign commands to identify areas for improvement.
  5. Customize for Your Needs: Tailor workflows by integrating third-party tools (e.g., Slack, Salesforce).

Power User Statistic

According to SimpleDirect user data, founders who actively use shortcuts report:

  • 30% faster decision-making
  • 40% fewer manual errors
  • 25% increase in task completion rates

Conclusion: Work Smarter, Not Harder

SimpleDirect WorkOS is the ultimate productivity hack for busy founders. By mastering these 25 shortcuts, you can centralize your workflows, reduce time spent on repetitive tasks, and focus on scaling your business.

Start building your power user habits today by trying out these commands and downloading the full cheat sheet.

Simplify your work. Maximize your impact. Start with SimpleDirect.

Meet the Author: SimpleDirect Team

SimpleDirect Team

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