In the ever-evolving landscape of business processes, automation has become the cornerstone of efficiency and productivity. In this post, we’ll delve into the art of enhancing your existing automation infrastructure by seamlessly integrating new automations into the mix.
What is business automation software?
Automation is an ever-growing buzzword for businesses. While many are familiar with the automation of physical processes, it’s now common for business automation software to reduce manual office tasks, like copying and pasting data or sending emails. Many apps offer built-in automation, using if/then style rules. You can also find apps dedicated to automation, which create connections between apps and allow you to use more complex logic to automate tasks. Examples of these apps are Zapier, Make and Workato.
Adding automations to your business
While you might want to crack on with creating a new automation, you must have a good picture of your current business automations and what they do. What tasks do they perform, and how do they interconnect? If you don’t, you may find your processes overlapping or even contradicting each other. If you don’t have a clear picture of your automation landscape, take some time to map it out before you continue. You can find tips on how to do that in our post How to seamlessly weave automations into your process mapping.
Another good reason to understand your current automations is that you may be able to duplicate existing work to save time. For example, let’s say that you use Zapier and you already have a Zap (automation) to add a new lead to your CRM if they book time in your calendar, and you want to set up a Zap to do the same thing for your colleague. You can copy the Zap and change a few of the details instead of creating one from scratch. Duplication not only saves time but also maintains consistency across your workflow.
Know which apps you’re connecting and get the necessary access
Summary
Solvaa: Strategy, Solutions, Support, Education
UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.
We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.
Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).
A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.
Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.
Related Posts
