Your Guide To The Top Business Tasks You Can Automate 

You can’t work with automation software before assessing what tasks you can automate. Luckily, almost anything is automatable these days. You can find dozens of excellent automation candidates. 

Let's start with the basics: What can be your first step? 

Calendar scheduling software lets you organize appointments and set notifications for them. You can offer appointment forms for your contacts, and your software will use that information to schedule it. 

You can turn multiple sources into to-do lists: sent forms, emails, and messages. You can automate workflows from this information and add them to calendars. 

Automation lets you segment your emails into categories. However, you can also automate responses and follow-ups for your email marketing campaigns or regular communications. 

Social media marketing is vital for any company today. It can be as time-consuming as email management, so automating it is an outstanding opportunity. You can schedule posts and automate your live chats easily. 

Filling and creating forms take almost the same time, for they add up quickly. Thankfully, you can automate both tasks with different intuitive solutions. 

Data management is one of the ideal processes for automation. You can streamline data organization, database creation, data analysis, and backups. Every process has branching automation possibilities, and it can make a significant difference in your company. 

Personal interviews are naturally non-automatable for now. However, you can organize application forms from recruiting efforts, prospective buyers, and aspiring tenants. Automation can filter the best prospects for personal interviews. 

Creating proposals takes effort, and organizing them is similarly problematic. Luckily, today's solutions can automatically manage and share your submissions while keeping them in a single database. 

Collecting, sorting, signing, and sending documents can be tedious. Cloud and collaboration solutions allow you to centralize your documents and share them instantly with others. 

Creating invoices and billing requires contact data. That makes them prime for automation. Different solutions can collect this information and create invoices from them. 

After collecting them, you need to keep your leads updated on your offers, developments, and other relevant information. You can draft emails and schedule them—and their follow-ups—seamlessly with the right tools. 

Marketing has seen prominent innovation in multiple manners. You can automate emails, social media, customer journeys, and the sales process. Keeping them posted on their hired services and orders is also straightforward. 

Live chats and other support channels are fantastic for automation. Chatbots and CRM software give you countless possibilities to keep your clients engaged and interested. 

Finally, you can create contact profiles and update them in real-time with current automation solutions. Any changes to the profile’s source will show on their profile within your database. 

After you’ve listed what you wish to automate, you need to find the right tool for every task. The market is filled with fantastic solutions—some more advanced than others. Let's go through the most popular automation solutions for the functions we mentioned. 

Zapier is a typical recommendation if you want versatility and intuitiveness. You can automate and integrate multiple processes with a single solution. 

IFTTT is similar to Zapier, but it offers more specific features. It's better for beginners, but you're sacrificing other solutions' flexibility. However, its free version is stellar for newcomers. 

ActiveCampaign is a staple in CRM software—particularly for email marketing. You can create email campaigns with follow-ups and responses. However, it might lack some features from its more advanced peers. 

The Google Ads dashboard comes with plenty of fundamental features that can get you started for marketing automation. You can automate bidding and reporting, and its API offers more possibilities. 

UiPath is the ideal choice if you want to expand your automation possibilities. It’s more complicated, so working with a professional can be crucial. Nevertheless, these scripts work with virtually every process within your business.