3 Simple Strategies for Identifying Tasks to Automate in Your Business


Automation is a hot topic in the business world today. With the rise of artificial intelligence and other advanced technologies, more and more tasks can be automated, saving time and money for companies. But where do you start when it comes to automation? Here are three simple ways to get ideas for tasks to automate in your business.

1. Start small

One of the biggest mistakes businesses make when it comes to automation is trying to automate too much, too soon. Instead of trying to automate every single task in your business, start small and work your way up. Identify the tasks that are most repetitive and time-consuming, and focus on automating those first. This will allow you to get a feel for how automation works and how it can benefit your business, without overwhelming yourself or your team.

2. Develop a system for identifying automation ideas

Once you’ve decided to start small with automation, you need to develop a system for identifying which tasks to automate. There are two key steps to this process: being aware and taking notes, and mapping out your process.

First, make a conscious effort to be aware of the tasks you and your team are doing on a daily basis. As you go about your work, take note of any tasks that seem repetitive or time-consuming. This will give you a starting point for identifying tasks that could be automated.

Next, map out your process for each of the tasks you’ve identified. This will help you see the bigger picture and understand how the task fits into your overall workflow. By mapping out your process, you can identify any bottlenecks or inefficiencies that could be addressed through automation.

3. Look into task categories and examples

Now that you have a system for identifying automation ideas, it’s time to start looking at specific tasks and how they can be automated. There are several broad categories of tasks that are good candidates for automation, including repetitive tasks, double handling, email tasks, tasks you forget to do, and reporting tasks.

3.1. Repetitive tasks

Repetitive tasks are those that are done over and over again, often with little variation. These tasks can be tedious and time-consuming, and they often result in human error. Automating repetitive tasks can save time and reduce the risk of mistakes. Examples of repetitive tasks include adding contacts to multiple systems, setting up new clients, sending the same email multiple times, chasing payments and synchronizing data between different platforms.

3.2. Double handling

Double handling refers to the process of doing the same task twice, or even more times. This often happens when different team members or departments have to perform the same task, without sharing information or coordinating their efforts. Automating double handling can save time and improve the accuracy and consistency of your work. Examples of double handling include social media posts, updating contact information, and tracking events.

3.3. Email tasks

Email tasks are another common area for automation. Many of us spend a significant amount of time each day dealing with emails, from sorting and organizing them to responding to them. Automating email tasks can help you save time and stay on top of your inbox. Some examples of email tasks that can be automated include sorting and organizing emails, responding to common questions, and following up on emails that haven’t been answered.

3.4. Tasks you forget to do

Tasks you forget to do are another area where automation can be helpful. We all have tasks that we know we need to do, but that we often forget about. Automating these tasks can help you stay on track and ensure that important work doesn’t fall through the cracks. Examples of tasks you might forget to do include following up on emails, conducting team check-ins, tracking project activity, and monitoring social media.

3.5. Reporting tasks

Finally, reporting tasks are another area where automation can be beneficial. Many businesses have to generate regular reports on various metrics, such as key performance indicators (KPIs), payments, feedback, and notifications. Automating these tasks can save time and ensure that your reports are accurate and up-to-date.


In conclusion, automation can be a powerful tool for businesses of all sizes. By starting small, developing a system for identifying automation ideas, and looking into specific task categories and examples, you can find the right tasks to automate in your business and start reaping the benefits of automation.

If you need help getting started with automation, reach out to us! We are happy to get you started!

PS: This article was 99% written by AI, only the H2 headline was added. All it needed was the title of the article, the rest was generated in a few seconds.

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