We all recognise that ‘time is money’ but when you’re under pressure to deliver and you have to do it all. These simple automation tactics will help you to save valuable time every day and focus on other areas of your business.
1) What is automation?
2) How can automation benefit my business?
3) The best free automation tools to supercharge your business
4) Practical use – get a demo of the best automation flows
5) Q&A
Make your productivity apps work harder for you by integrating them and letting them do the boring admin work behind the scenes for free!
I personally connect Hubspot / Mailerlite / Accountancy Software & Google Sheets to save approximately 2 hours per week or more! You can create flows that target a specific need / resource requirement within your business and you can easily monitor and track results by using easy to setup triggers.
Look out for our full automation guide coming soon as part of the Bitesize Marketing Guides
Find out more by visiting www.theoruby.com
2. Simple Automation for Small Business
1) What is automation?
2) How can automation benefit my business?
3) The best free automation tools
4) Practical use – get a live demo using your own apps
5) Q&A
3. 1) What is automation?
Connect your apps and automate workflows so you can focus on your most
important work!
Integrate all of your apps so they can seamlessly run behind the scenes
Software automation can be incredibly simple or painfully complex.. we will
start with the basics
I can offer 121 training / setup for any specific tasks that you have in mind
4. 1) What is automation?
Set a trigger to perform an action
Save an item to Pocket and automatically share a tweet
5. 2) How can automation benefit my business
What am I trying to achieve?
How much time will it save?
Can it be automated easily or does it require human interpretation.
How can I monitor if it's working?
Can I trust it to work automatically - how accurate are my selections?
Always ask - why are you using the tool!?!
"Always start with the end in mind"
I save around 2-3 hours per week by creating workflows between my most
common admin applications
Hubspot / Mailerlite / Google Sheets / Eventbrite / Wave / Trello / Pocket
6. 2) How can automation benefit my business
What repetitive / mundane tasks could I potentially automate?
Creating a database from subscribers and sending them an automated
welcome email
Create a new excel row for every new invoice / purchase / milestone
Trigger a database update when a lead is generated
Adding new emails from a client to a slack conversation
Woocommerce - Track products / sales / customer service
7. 2) How can automation benefit my business
Automated workflows can easily grow with your business.
Connect thousands of apps and set up intellegent rules to minimise admin
8. 2) How can automation benefit my business
Be Specific - Take the time to pick the data that matters most to you!
9. 3) My 3 Favourite Automation Tools
Personal - Simple smart device automation
Business - User Friendly work applications
Business - Customisable, flexible work automations
10. THANK YOU
Please get in touch if you have any questions
theo@theoruby.com
07709 852 364
Our next Power Hour: Friday 21st August, 12 pm
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