Productivity Tips

How to Automate Your Business

We’ve talked about how important organizing your business is, how do you make the time for it? In one word…AUTOMATE!

Below, I recommend three tools I’m currently using. One of them includes an affiliate link. I happen to love this particular tool and if you sign up, they’ll give me a small thank you at no additional cost to you. 🙂 

How to Automate Your Business

As you can see from Merriam Webster’s definition above, automation means to make things happen automatically. In other words, without you having to do anything. Think about how many individual tasks you do in your business over the course of your average week. Automation makes you more efficient over time.

Are you manually posting to social media?

Are you manually sending invoices to ongoing clients?

How about manually sorting your email?

All of these and more can be automated and will add up to several hours saved over the course of your month.

What should I automate?

In short, everything you can! But realistically, here are a few things I automate and the tools I use to do it. All of these are very inexpensive or free. I am all about a financially efficient business too.


Dubsado automate your business

I’m sure most of you have heard of Dubsado, but if not here’s a quick rundown of this AMAZING tool! It is a CRM (Customer Relationship Management), which means that you can handle everything related to your clients right from this one system. I use it for invoicing, contracts, business forms, scheduling, time tracking, and emailing to name a few. In this one system, I can set up automated invoices for my ongoing clients and I can set up workflows for when I sign a new client. When I assign a project to a new client, all of the necessary contracts, invoices, and emails are taken care of. It even simplifies things for my clients by providing a portal for them. It takes a 10 minute task down to less than a minute.

Facebook Scheduler

Facebook is a bit picky and their algorithm strongly prefers posts that are scheduled by their own scheduler instead of a third party. I batch the writing of my posts and then put them all in the scheduler at the same time too. This means I can set it and forget it. I hop on my page for videos and live posts, but most of my content is taken care of early.

I don’t currently have a group, but if you do, I believe you can schedule those posts too.

How to Automate your Business and why

Email Filters

All email providers have a way for you to filter your emails. How many emails do you get every week that you don’t need to look at or respond to immediately? I would wager to say that most of your email fits this category. If you are manually sorting out your emails or worse, not doing anything with your emails, then you need to set up filters ASAP.

Basically, filters tell your email what folder to go into INSTEAD of your inbox. You can filter by individual email address or by a certain word or topic that shows up in the email. For instance, you can filter all of your newsletters by designing a filter for the word “unsubscribe.” Tell your filter to every email that contains the word “unsubscribe” into your Newsletter folder. Now, you’ll never see these emails until you have the time to actually read these newsletters. This also helps by removing the potential distraction if the subject line is really catchy.

I’ve put together a Business Automation Audit to help you think through your business tasks to see what you’re currently doing manually but can automate for little to no cost. It’s fillable and you can download it below. I strongly suggest that you take 15 or 20 minutes this week and fill it out. Download now and be amazed at how much time you can gain back into your week.

18 thoughts on “How to Automate Your Business

    1. Absolutely! Take one or two tasks at a time to get them automated and you’ll be amazed at how much time you have to devote to the things that truly matter!

    1. One of the greatest things about automation is that it’s so customizable! I’m glad you’ve found tools that work for you!

  1. EMAIL FILTERS! I’m always surprised at how many people don’t even know about this! Email filters are a life saver for me! It makes sorting through urgent tasks so much easier. I also use them to keep all client emails batched together, which works wonders for my brain to focus on one thing at a time! Thanks for sharing 🤗

  2. Automation is key to success for businesses now a days. There is so many tasks that are staff just shouldn’t need to do anymore. At my current company I assist with their business development and I am always striving to automate as much as possible. The CRM system you wrote about is such a brilliant idea. I’m definitely going to look into it.

    1. Automation saves us not only time but money! When you’re business isn’t big enough to hire someone yet, you MUST automate in order to build! Dubsado is AMAZING! Let me know if you have any questions!

  3. I live for automation. I have spent the last year perfecting my systems and automation for my businesses. Great post. I use some of these tools you mentioned above.

    1. I’m sure you find yourself with more time in your schedule now that you’ve gotten it all worked out too! Automation is AMAZING!

  4. I’m still learning from you, but I’m trying to reach my goals. I definitely enjoy reading all that is posted on your website.Keep the tips coming. I liked it!

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