Watch these related Makerpad tutorials on automating data tasks: Manually copy/pasting data from a paginated site to your CRM.Saving invoice payments to your accounting software.Updating lead status in your CRM from email responses.Saving links from Slack messages to a central knowledge hub.Posting the same information across channels, etc. Entering data from a website into a table. Data transfer tasksĪny data you have to handle more than once is a prime automation opportunity. Frameworks to identify where you can automate tasks 1. An added bonus is also the margin for error that is significantly reduced by handing off tasks to the bots. The huge and obvious benefit of automation is the amount of time it saves teams so they can work on tasks that can only be handled manually, like sales calls, writing content, and strategy planning. Many businesses use hundreds - often thousands - of automations to help their business run smoothly every day. Other tools include Integromat, IFTTT (short for If This Then That), and Tray.Īutomation sequences can range from the simple to the extremely complex. In the tech world, automation is the process of connecting apps and services to make repetitive tasks happen on ‘auto-pilot’, without code or needing developers to build the sequences involved.Ī basic example would be: when someone on your website fills out a form, their details are automatically added to a spreadsheet, then an email sent to that person to confirm receipt, followed by an event added to your calendar to remind you to call that person on the phone number they entered in the form.Īutomation sequences like this are commonly built using Zapier, which is arguably the most popular automation tool. Here are the three most common categories of tasks ready for automation, followed by a case study in each category. ![]() But what I've found more helpful are frameworks for identifying parts of your business you should check for automation. Zapier has a whole list of automations to help inspire ideas for new automators. But what people always point to as most helpful is not technical expertise, it's knowing what's possible. Over the last year, I've helped hundreds of people automate large portions of their businesses or their jobs. ![]() The number one reason? People are unsure how automation could be useful to them right now. According to Zapier's most recent automation index, 43% of knowledge workers get more done and 41% save time by automating work.īut knowing how to get started with automation can be daunting.Ģ2% of survey respondents still don't use automation tools and don't plan to. ![]() The benefits of automation are undeniable. With business shifting online, automation has become a necessary skill for everyone to learn. Brick-and-mortar retailers built ecommerce stores, gyms and fitness studios moved classes online, and restaurants leaned into delivery services. COVID-19 forced millions of businesses to pivot online over the last year.
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