What To Automate
The highest-return tasks to automate first, and exactly how each one works.
23 articles
What To Automate First (And What To Leave Alone)
How to choose what to automate first in your business: a simple scoring model, the workflows that pay back fastest, and what to leave alone for now.
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Automate Your Social And Content Ops
How to automate your social and content ops so the production line, scheduling and repurposing run themselves while you keep the voice and approve every post.
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Automate Scheduling And Booking (Kill The Back-And-Forth)
How to automate scheduling and booking so people self-serve a real open slot instantly, meetings route to the right person, and the email tennis finally ends.
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Automate Your Reporting Dashboard (Live Numbers, No Spreadsheet)
How to automate a live reporting dashboard that pulls numbers from Xero, your CRM and ad platforms, so you decide off current data, not last week’s spreadsheet.
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Automate Recruiting Admin (Screen, Schedule, Follow Up)
How to automate recruiting admin: applications acknowledged, shortlisted against your criteria, interviews booked and candidates kept warm, while you decide.
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Automate Quote And Proposal Generation
How to automate quote and proposal generation so quotes go out in minutes not days, pricing stays consistent, and you stop being the bottleneck on winning work.
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Automate Order Processing
How to automate order processing so orders are captured across your systems, stock and exceptions flagged to a person, and fulfilment triggers itself.
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Automate Meeting Notes Into Your CRM
How to automate meeting notes into your CRM so calls summarise themselves, action items and next steps log automatically, and your CRM stays current and useful.
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Automate New-Lead Notifications And Routing
How to automate new-lead notifications and routing so every lead is owned in seconds, assigned to the right person, and escalated if it is not actioned.
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Automate Inbox Triage (Sort, Label, Draft On Autopilot)
How to automate inbox triage so an Inbox Agent sorts, labels and archives the noise and drafts replies in your tone, leaving you a clean, prioritised inbox.
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Automate Lead Enrichment (Name And Email To Full Profile)
How to automate lead enrichment so every new lead arrives as a full profile in your CRM, scored and ready, instead of a bare name and email to research.
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Automate Google Review Requests
How to automate Google review requests so happy customers get asked at the right moment in your tone, building a steady flow of genuine reviews without chasing.
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Automate Follow-Up Sequences For Quotes And Stalled Deals
Automate follow-up sequences so quotes and stalled deals get worked consistently in your tone, stopping the moment a lead replies, so fewer deals die quietly.
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Automate Expense Tracking And Receipt Capture
How to automate expense tracking and receipt capture so receipts read and code themselves into Xero, GST claims stop slipping, and the tax-time shoebox is gone.
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Automate Document And Contract Generation
How to automate document and contract generation so agreements assemble from your templates and client data in minutes, with a person reviewing and signing.
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Automate Data Entry Between Your Tools (Kill The Copy-Paste)
How to automate data entry between your business tools so the same information stops being re-typed across CRM, accounting and spreadsheets, with fewer errors.
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Automate Customer Support Triage
How to automate customer support triage so tickets get classified, routine replies drafted in your tone, and upset customers routed straight to a person.
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Automate Customer Onboarding (A Hands-Off First Week)
How to automate customer onboarding so every new client gets a consistent first week: welcome, document collection and account setup that run themselves.
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Automate Bookkeeping And Reconciliation
How to automate bookkeeping and bank reconciliation inside Xero or QuickBooks so transactions code themselves, the books stay current, and the scramble ends.
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Automate Appointment Reminders (Cut No-Shows)
How to automate appointment reminders and confirmations so no-shows drop, the calendar stays full, and reception stops ringing every client to confirm bookings.
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Missed-Call Text-Back: Turn Missed Calls Into Booked Jobs
How missed-call text-back automatically texts every missed caller, so enquiries turn into booked jobs instead of a competitor when you can’t pick up the phone.
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Automate Invoicing And Payment Tracking In Xero Or QuickBooks
How to automate invoicing and payment tracking in Xero or QuickBooks so invoices go out when work finishes, overdue accounts chase themselves, and cash moves.
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Speed-To-Lead: Reply To Every Enquiry In 5 Minutes
How to set up an automated lead follow-up system that replies to every enquiry in under five minutes, qualifies it and routes it, without touching your phone.
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