You don't need a massive digital transformation to start saving time. Often, it's the small, repetitive tasks that quietly eat away at your week — tasks that can be automated in an afternoon and save you hours every single week.
1. Email Automation
Email is often the biggest time sink. Instead of manually sending follow-ups, welcome messages, and reminders, set up automated sequences.
What to Automate
- Welcome sequences — New subscribers get a series of emails automatically
- Follow-up reminders — "Just checking in" emails sent X days after a meeting
- Appointment confirmations — Automatic emails when someone books a call
- Cart abandonment — Remind customers who left items in their cart
2. Form & Lead Automation
When someone fills out a form on your website, what happens next? If the answer is "I manually add them to a spreadsheet," there's a better way.
What to Automate
- Add to CRM — New leads automatically appear in your sales pipeline
- Send to spreadsheet — Backup all submissions to Google Sheets
- Notify your team — Slack or email alert when a high-value lead comes in
- Tag and segment — Automatically categorise leads based on their answers
3. Invoicing & Payment Reminders
Chasing payments is awkward and time-consuming. Automate the awkwardness away.
What to Automate
- Recurring invoices — Monthly retainers sent automatically on the 1st
- Payment reminders — Gentle nudges at 7, 14, and 30 days overdue
- Thank you emails — Automatic receipt when payment is received
- Sync to accounting — Invoices flow directly into Xero or QuickBooks
5. CRM & Data Sync
If you're manually copying customer data between systems, you're not just wasting time — you're introducing errors.
What to Automate
- Two-way sync — Update a contact in one place, it updates everywhere
- Deal stage updates — Move deals in your CRM, trigger follow-up actions
- Customer tagging — Automatically tag based on purchases or behaviour
- Activity logging — Calls, emails, and meetings logged automatically
6. Automated Reporting
If you're pulling the same numbers from the same places every week or month, automate it.
What to Automate
- Dashboard updates — Live data from all your tools in one place
- Scheduled email reports — Weekly summaries delivered to your inbox
- Custom alerts — Get notified when metrics hit certain thresholds
- Client reports — Branded PDF reports generated automatically
Getting Started
You don't need to automate everything at once. Start with the one task that annoys you most, and build from there.
Audit Your Week
Track what you do for a few days. What tasks are repetitive? What do you dread?
Pick One Thing
Choose the task that's either the most time-consuming or the most annoying.
Find the Right Tool
Most automations can be built with Zapier, Make, or native integrations.
Test and Refine
Run it for a week, fix any issues, then move on to the next automation.
One automation saves 30 minutes a week. Five automations save 2-3 hours. Ten automations can reclaim an entire workday.
Need Help Setting Up Automations?
We specialise in connecting your business tools and building workflows that save you time every single week. Let's talk about what's eating up your hours.
4. Social Media Scheduling
Posting to each platform individually, every day, is a productivity killer. Batch your content creation and schedule everything in advance.
What to Automate