Episode 104 - Automating tasks in your business, the right way

Key points in this episode:

Welcome to episode 104 of the With Flow podcast!

In this episode we talk about something that can save you so much time and energy in your business: automation.

So, what is automation? It's simply using an app or tool to complete a series of steps for you, so that you're not doing it manually. For example, tools like Acuity or Calendly can automate client bookings and handle confirmation emails and reminders for you.

Byt, not everything in your business should be automated. I suggest starting with things that don't need the human touch, like repetitive tasks or things that you're doing over and over again. The goal is to free up your time and energy for the things that actually require your time and attention.

You can automate a lot of things in your business, like client onboarding, content creation, social media scheduling, and more. And there are so many different tools out there that can help you automate these tasks. Tools like Zapier or Pabbly Connect can move data from one app to another, and tools like Client Joy or HoneyBook can automate client workflow, such as sending out client agreements and invoices.

To get started with automation, identify what you want to automate and map out your workflow to understand how all the pieces fit together.

Choose the right tools for the specific tasks and start small. Test it out yourself before putting it out into the world, and refine and improve as you go.

Automating things in your business is one of the easiest ways to save yourself time and energy. So, what are you waiting for? Get started today!