Automate daily processes by starting with repetitive tasks that follow fixed rules, such as entering orders, sending invoices and reminders, and moving data between programs. Map the task, work out how much time it takes, then connect your tools so it happens automatically, with human review where needed.
Step by step
- 1
Collect the repetitive tasks
Ask each department for a list of what it repeats daily and weekly, and how much time it takes.
- 2
Rank them by impact
Start with the tasks that take the most time and are most prone to error.
- 3
Make sure the rule is clear
Automation works when the step can be written as: if this happens, do that.
- 4
Choose how to connect
Settings inside the programs themselves, integration tools, or a custom integration through an API.
- 5
Monitor and improve
An error log, and human review for exceptional cases.
Automating a disorganized process only repeats the mistakes faster. Organize the process first.
Standard operating procedure SOP template
Write any recurring procedure the same way: purpose, scope, responsibilities, steps, checkpoints and a change log.
Download the template free- business process automation for small business
- how to save employee time with automation