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  • Writer's pictureLauren Evans

Automating Your Business: A Beginner's Guide to Workflows and Process Automation

Updated: Nov 27, 2023

Managing a small business can be overwhelming! Especially when you’re a solopreneur who’s responsible for every business process, from client onboarding to accounting to email marketing and more.

Instead of trying to do it all on your own, why not automate your processes?

By automating repetitive tasks and streamlining workflows, you can save time, increase efficiency, and focus on what you do best.

In this beginner's guide, I'll introduce you to the idea of process automation, help you identify tasks that can be automated, and provide examples of powerful tools and platforms to streamline your business operations.

Please note, some of the links on this page might be affiliate links, meaning if you take action (ex. subscribe, make a purchase), I might earn a little something at no extra cost to you. Any recommendations I make for programs or tools are because I truly believe in them and have actual experience using them.

What is Process Automation?

Process automation is when technology is used to streamline and automate repetitive tasks and workflows within a business. It involves implementing software solutions and tools that can perform these tasks automatically, without the need for manual intervention.

A business process map being drawn out by hand on a desk

Why Should I Automate My Business Processes?

When you automate your business processes, you free up time to concentrate on strategic business goals and growth. Plus, you can gain a competitive edge by being more efficient, responsive, and adaptable.

Reduce Your Workload

Automation eliminates the need for manual intervention in repetitive tasks, such as data entry, email marketing, or social media scheduling. This saves you valuable time that can be invested in more critical aspects of your business, like customer acquisition or product development.

Improve Accuracy and Service

Human errors can be costly for businesses. With process automation, you can minimize the risk of mistakes and ensure consistent and accurate results. Plus, you’re able to respond more quickly to inquiries, which enhances the quality of your work and improves customer satisfaction.

Allow for Scalability

As your business grows, so does the complexity of your operations. Process automation allows you to scale your business without the need to hire additional staff. By automating tasks, you can handle increased volumes efficiently and maintain a high level of productivity.

Looking over an entrepreneur's shoulder at the laptop on the table and mobile phone in their hand

What Tasks Should I Automate?

Before you dive into automation, it's essential to assess your current workflows and identify tasks that can be automated.

Start by taking a close look at your existing processes and identify repetitive tasks that are time-consuming or prone to errors. These are the areas where automation can have the most significant impact.

Some common workflows and tasks that can be automated include:

Client Onboarding

Make it easy for clients to start working with you by automating the steps to bring them on board. Create an online intake form that upon submission sends clients directly to the payment processing page, which then generates a contract and emails it to the client for their review and digital signature.

Appointment Scheduling

Streamline the process of scheduling appointments with clients or customers by using appointment scheduling software and adding your personalized booking link to your website, your automated onboarding emails, etc. Clients and prospects can then select their preferred time slot, and the appointment is automatically added to everyone’s calendar.

Administrative Tasks

Eliminate all of your administrative tasks by automating your data entry, document drafting, file organization, and more. Connect your online tools by using built-in integrations and automation programs like Zapier so that information flows freely from one platform to another.

Screenshot of Airtable website on a desktop browser

Tools and Platforms for Process Automation

When it comes to process automation, there are several tools and platforms available to help you streamline your business operations and automate specific tasks.

Here are a few examples of tools that can assist you in automating the tasks mentioned in the section above:


Zapier is a powerful automation tool that allows you to connect different apps and automate tasks between them. With its user-friendly interface and extensive app integrations, you can create automated workflows without the need for coding knowledge. For example, you can use Zapier to connect your online intake form with your payment processing system, automatically generating contracts and sending them to clients after payment is complete.


Calendly is an appointment scheduling tool that simplifies the process of booking meetings with clients or customers. By integrating Calendly with your digital calendar and Zoom accounts, Calendly can automatically create Zoom links for new meetings and add the appointment and video conferencing details to your calendar. Plus, your clients and prospects will receive calendar invites, confirmation emails, and appointment reminders.


Airtable is a versatile platform that combines the functionalities of a spreadsheet and a database. It offers customizable templates, views, and database features that allow you to automate various aspects of your business, ranging from task management to triaging inquiries and organizing content.

These are just a few tools to get you started, but there are many more to choose from. Be sure to do your research and select tools that align with your specific business needs and integrate well with your existing systems.

Process automation is a game-changer for any small business owner. By leveraging automation, you can save time, increase efficiency, and scale your business without overwhelming yourself.

Start by identifying tasks that can be automated, explore the tools and platforms mentioned above, and start taking steps toward streamlining your business operations.

Remember, process automation is not a one-time activity. You’ll want to continuously evaluate your workflows, identify new opportunities for automation, and embrace new tools and technologies that can simplify your business processes.

If you'd like help identifying tasks that can be automated and setting up those automated workflows, I'm available for hire. Click here to schedule a Discovery Call and let's start streamlining your business together.

With the right tools and mindset, you can focus on what matters most – growing your business and doing the work you love.

For more tips to help grow and scale your business and spend less time running it, be sure to subscribe to my email list and follow me on Instagram, Facebook, and YouTube.


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