Automate in this order: (1) Invoicing and payment follow-ups — tools like Xero can automate invoice generation and payment reminders. (2) Client onboarding — build a template welcome sequence with HubSpot or Zapier. (3) Scheduling — Calendly or ServiceM8 eliminates calendar back-and-forth. (4) Reporting — most accounting and PM tools generate scheduled reports automatically. Start with one process, get it reliable, then move to the next.
Answered 24 Apr 2026
Before you automate anything, document the current process first. Write down every step, who does it, and where errors happen. We tried to automate our quoting process and realised the slowness was not because it was manual — three people had to approve every quote, including ones under $500. We simplified approval rules first, then automated the workflow. The simplification saved more time than the automation.
Answered 24 Apr 2026