Case Study: Ptex Group achieves hours saved per episode with Zapier

How one podcast thrives on automation

Ptex Group’s CEO, Meny Hoffman, launched the business podcast “Let’s Talk Business” and needed a way to handle the complex onboarding and coordination for 70+ guests without spending hours on manual work. Using Zapier, he looked to automate the many time-consuming steps involved across multiple apps, from guest communication to project management.

Zapier, with help from Zapier Expert Flow Digital, implemented a 22-step automated workflow that managed emails, created folders and documents, tracked tasks in Smartsheet, and coordinated tools like Keap, Google Drive, Dropbox, and Google Docs. The result was a streamlined process that saved about two hours per episode, reduced manual maintenance to very few tasks, and made it possible to launch and sustain the podcast efficiently.

Ptex Group

Meny Hoffman

Chief Executive Officer