There are two key steps you need to take before you can start building automations for your business.
Without taking these steps, you won't have the clarity you need to successfully create the automation.
The first step is to identify the most time-consuming tasks within your day-to-day and your company's day-to-day.
This is important to identify because those are the tasks that you'll want to build automations for.
The easiest way to do this is by tracking your working hours for a week and identifying what you spend the most amount of time on.
This will help you identify those time-consuming tasks.
The second step is to build a flowchart with every step of that process before you start building the automation.
This process will make your life so much easier.
Because once you start using a tool to build the automation, you'll already have the entire process mapped out.
That way you won't be struggling to build it once it's time to do so.
You can use a software like https://whimsical.com/ to build the flowchart.
Here’s an example of what this flowchart could look like (depending on how many steps are in the process and what it is)
It's important you take both of these key steps before you start building your automations.