There are numerous things you can automate in your business. Some things you may have already thought about or started, such as email marketing. But others you may not have thought of yet, such as auto file generation, event registration, and more.

  1. Social Media Marketing – Use software like to set up social media marketing sharing and engagement.
  2. Blogging – Set up your email marketing software and social media platforms using software like to generate applets that will automatically share any blog you publish with your email subscribers and social media platforms using the right size image and everything.
  1. Research – Use a combination of artificial intelligence, surveys, behavioral emails, tagging, and other tools to automatically deliver reports to you based on the criteria you set.
  1. Tracking and Measuring – Set up Google Analytics or platform analytics to track and measure and create automated reports. You can use to automatically create a document that is filed away for you to check when it’s time.
  1. Remarketing – Set up a pixel that autocrinally tells your customers when they left their shopping carts or that sends an advertisement just to them based on their behavior in your cart.
  1. Event Registration – Let your customers sign themselves up for your events using the tools included with platforms like or connect software using and another tech.
  1. Customer Care – Set up chatbots, customer questionnaires, and a self-service kiosk right on your site. Chatbots can be programmed to speak in your brand voice in a conversational manner and offer an amazing ROI.
  1. Email Responses – Set up triggers within your email autoresponder software that delivers the right information that you’ve preloaded into the system to your customers just when they need it most.
  1. Transactional Emails – Preload all transactional emails to your autoresponder so that they’re delivered based on what your customer does.
  1. General Email – Set up automation in your email so that when someone signs up for your list or buys something, they get periodic emails based on their interests.
  1. Invoicing and Reminders – Set up your invoicing tools to generate automatic invoices based on the criteria you set up, as well as sends auto-reminders. Most bookkeeping software will do this these days if you set it up.
  1. Payroll – If you have employees, invest in payroll software or work with a payroll firm. They’ll provide the tools that allow your employees to enter their time and control various aspects of their pay independently.
  1. Storing Records and Receipts – Purchase software that enables you to take a picture of your records and receipts so that it’s always there when you need it.
  1. Bookkeeping – A lot of bookkeeping software today, even Go Daddy’s version, will automatically book your purchases and income for you. This can save hours, depending on the number of transactions you have daily.
  1. Customer / Client Appointment Scheduling – If you’re a coach or someone who has to interact with customers and clients via appointments, let them make their own. Software like lets your customers self-serve in more ways than one.
  1. Bill Paying – If you have bills to pay, you can set up automatic payments for all sorts of bills so that you don’t have to think of them every month. You can do this via your bank.
  1. File Backups – Everyone should be backing up all the time. Having an external drive isn’t really good enough now. Buy file storage online. It’s much safer, and set everything up so that it backs up automatically.
  1. Calendar Sharing – You can automate your calendar sharing by using the right type of software for your needs. For example, if you work with a team that is spread out over the country, using Google Calendar that you can all view and see will help. You can also use project management software like for this.
  1. Email Inbox Management – Use software like to help you keep spam out of your inbox. You can also set up to organize your files for easier consumption.
  1. To-Do List Development – Using, you can turn your emails or other accounts like Slack and Trello into a to-do list with the right commands.
  1. Digital Product or Freebie Delivery – Set up your sales page so that when your customer signs up, they’ll receive the product automatically.
  1. Lead Gen and Nurturing – When your customer gets their freebie, you can automatically deliver emails that build the relationship using or other autoresponder services.
  1. Contact Management – Use a system that allows you to scan your contacts into your customer relationship management software along with tagging so that you can set up networking ops fast.
  1. File Creation – Set up or to create files and add them to your Dropbox from tasks, emails, and other triggers.
  1. Help Desk – Use software like to set up an automated helpdesk for your customers.
  1. Surveying Customers – Use behavioral triggers on your website, in email, and on social media to deliver a survey to your customers.

Now that you’ve seen this list of ways to start automating, did it give you some good ideas? What do you want to automate? If you’re not sure about how to automate something in your business, I can probably help if you contact me.

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