I Don’t Know What I Want to Automate What Do I Do?

In today's fast-paced world where efficiency is key, automation has become an essential tool for businesses and individuals alike. However, the journey to automation can often be daunting, especially if you're unsure of where to start. If you find yourself asking, "I don’t know what I want to automate. What do I do?" - you're not alone.

Hey, everybody! Jeremy Redman here with Kyle. How's it going? Cool. So we got this question. I don't know what I want to automate. What do I do?

There are two main categories of individuals when it comes to automation:

It all starts with understanding the tasks you do in your business. Take a week to jot down every task you perform or use a task manager to track them. Look for:

Once you've identified a task to automate, try recording a video of yourself performing it. Aim to complete the task within 60 seconds - a benchmark for a task suitable for automation. Break down the task into smaller steps for easier implementation.

Utilize automation tools like Zapier to streamline your processes. Consider tasks like scraping reviews, inventory management, sales follow-ups, lead generation, and outreach campaigns.

Automation is a powerful tool that can save you time, effort, and resources in the long run. By identifying and automating repetitive tasks or large projects, you can enhance productivity and focus on growing your business.

Remember, the key to successful automation is understanding your needs, analyzing your tasks, and utilizing the right tools to simplify your workflow. So, take the first step today and start your journey towards a more efficient and productive future through automation.

Hey, everybody, Jeremy Redman here with Kyle. How's it going? Cool. So we got this question. I don't know what I want to automate. What do I do? So I'm assuming there, there, there are a swath of people who love what we do, who buy it and know the value of automation and how it can help. Um, but they don't know exactly what to automate.

So, and there is a, there are a swath of people who know exactly what to automate, know, know the thing they want to automate, but don't know how to automate it in our tool. So, it starts with one, knowing what to automate. So you're there, you just need to focus on the tool parts of the course. Okay, but if you don't know what you want to automate, you have to just think about the tasks you do on a daily basis, and most likely those are either repetitive manual web tasks.

Okay, that you're on the web or you have like a desktop app or something like that where you have to outreach to you're prospecting for your business or you have to manually upload social posts to instagram or you know content somewhere or respond to support tickets all if you're doing something online and it's a manual process online manual as in you're going and having to do the Clicks, the copy paste, the typing, the searching for images of something and downloading it, whatever your business, you're going into your inventory tracking system.

And every time something comes out of stock, you need to be alerted. And then you need to go order it on Cisco's website. I don't know. Right. Your vendors website, when you could make an automation, right. That is essentially that every time this goes out of stock, You could use that as the trigger to monitor a front end change or a website change, and then log into that vendor's website and make an order.

So that is a process. So all you have to do essentially is think about in your day, what are my daily repetitive processes or my weekly processes or my monthly or quarterly processes? That's one side of it, okay? Then. After you figured out one, one thing to start with one thing, okay? Um, you see if you can record it in a video, like you go to the chrome browser, see if you can record it in a loom video or a recorded format, and then see if you can do that task within 60 seconds.

And that is normally our bar for like that is one task or one automation. And then you can start breaking it down. Um, Kyle, is there anything that you would add on that front? No, I think you're covering it. So think about it as do I have any manual tasks? So every time, every time someone fills out that form on my website, I go in, I look at their name, I look at their email, and then I grab that information and post it to our.

CRM like that's an easy automation, right? Like data migration. Um, so look at things as like manual, repetitive tasks, anything you do on the computer, right? So just sit down and think about your business. What think about the tasks you do in your business? What do you do take a week? So every day write down every task you do or a task manager that you have Go through the tasks in the task manager.

I have to do this I have to do this. I have to do this. Then you have three tasks to work with, right? Every week. Oh, man I think about the things you forgot to do. Okay, dang it. What did I I forgot to do that thing? Okay, that was a task that task magic could have done and it could have done it for you You didn't need to remember to do it.

Okay, so there's there's a big thing That is a manual repetitive task a daily weekly monthly quarterly task The other side of it is like heavy semi repetitive tasks like Data scraping or data migration, where it's a very, very large task, and it's not necessarily repetitive on a consistent basis and repetitive on a consistent basis.

I mean, like, I don't do this every day or every week or every. Month or quarter. I do this every so often, right? Every, it could be, I do this this week and I don't do it for four months, but doing it's a huge task. Like for instance, when we were making docs, we scraped some website, Zapier's website for flows.

Didn't we, Kyle? Or was it Zapier? I don't know. It was something. I think it was Zapier and make great. So it would have cost us thousands of dollars to hire a VA to do that. Cause you couldn't really scrape it. So, but our tool could scrape it. And it was. Semi repetitive, meaning I had to go to this page, scrape these results, go to that page, scrape these.

So it was repetitive and we had to set up that loop, right? Um, which you'll learn in here as well. So that and that task that took our runner. What? A day to do?

Yeah, I think it was like, because Zapier has it separated into like 50 to 100. Kyle, go to guided templates.

So for those tasks, we have a bunch of um, uh, scraping guides. So if you go to the scraping guide, so scraping, so like all of these tasks, right? Scraping Yelp, Google, like say you want to engage with You want to scrape Yelp reviews or Google reviews and engage with them. You can do that. That's not something you do every day.

Maybe you check them every day to see if there's a new one. So you can make an automation to alert you when there's a new one and automatically reply to it. So that's one. Um, what would be another one? Right. So like anything, inventory management, right? Like we discussed, um, sales follow up, like soliciting for reviews for people.

Um, lead generation, bringing traffic into your website or your brick and mortar store. Uh, what's another good one? Outreach, any outreach, Facebook, Instagram, LinkedIn. Yep. Outreach. Um, yeah. So think about it as far as those two tasks. I have these. Recurring manual repetitive tasks. And then I have these big, huge semi recurring tasks, or it could be one.

You could buy this app for 500, do one scraping job. And it, you just doubled your money. , right? We scraped 30,000 results, or 28 or 48,000, something like that. 30,000 ish results. It would've cost me 1500 bucks, $2,000 from a va, guaranteed. I've been charged, I've charged two, 300 bucks for a hundred or 200 results of stuff.

Okay, so that's how you think about it, right? Do you have those data like all your those tasks you're dreading to do? Because you know, those tasks are gonna take you for a long, a long time. Um, and then the manual, repetitive, daily, weekly, monthly, quarterly, yearly, even. You want, you know, your annual reports are coming up that are due.

Make sure you, I want to remind myself, you know, something like that, whatever. I got to make new orders. Remind me, set up a reminder. Anything else, Kyle? Nope. I think you covered it. Okay. Awesome. That is how you get started here. If you don't know what to automate.