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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.

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Know which apps you’re connecting and get the necessary access

Now that you have a clear picture of your existing automations, turn your attention to the apps involved in the new automation you want to build. Do you have access to all the necessary apps? Do you have the right level of access – if you’re using an app like Zapier, it often requires admin-level permissions in the apps that you’re connecting.

 

Moreover, check if you have access to all relevant areas within each app. For instance, in Google Drive, ensure that your Google account has access to the required folders. This attention to detail prevents hiccups in automation execution and guarantees that you can build your automations without needing to stop and ask for permission from various account owners repeatedly.

 

Summary

Enhancing your automation infrastructure with new processes is a strategic move toward maximizing efficiency. Understanding your existing business automations, identifying duplication opportunities, and ensuring app accessibility are critical steps in this process. By adopting a thoughtful approach to automation expansion, you not only save time but also pave the way for a more streamlined and productive workflow.

 

Embrace the power of business automation apps, to elevate your business. Stay tuned for more practical insights and step-by-step guides to boost your software and productivity endeavours. Happy automating!

Reduce your overwhelm with our automation training programme

And finally, if you’re really keen to reduce your overwhelm and transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.

It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too!

Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.

Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘. 

Find out more via our dedicated Solvaa Automation Academy website.

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

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