Let’s talk automation: how they can free up time and save you money

aka how to stop wasting time on things you hate doing

You’re probably hearing the word automation more and more.

But what does it actually mean for your business?

Let me break it down:

Business process automation is using tech to handle repetitive, boring, mind-numbing tasks—so you and your team can focus on things that actually move the needle.

It’s like having an invisible assistant who never takes a sick day and never drops the ball.

But automation isn’t a one-size-fits-all solution. There are levels to this game 👇

1. Basic Automation

Think of this as the entry-level magic.

Scheduling emails, auto-posting to socials, auto-tagging new leads in your CRM—stuff that saves you small chunks of time but adds up fast. Tools like Zapier or Make can help stitch these together like digital duct tape.

No code? No problem.

You don't need to be technical to start automating basic tasks. You just need to know what you're tired of doing manually (and spoiler alert: there's an automation for that).

2. Process Automation

Basic automation is great.

But process automation?

That’s where businesses unlock real scale.

Think of it as setting up a repeatable system that just works—without constant check-ins, Slack reminders, or “Hey, did we do that yet?” energy.

It’s perfect for workflows like:

• Onboarding new hires
• Managing client requests
• Publishing blog posts
• Sending proposals
• Approving expenses

Instead of manually babysitting these steps, you build a flow once—then let automation run the show.

But here’s the trap most teams fall into:

They try to automate a messy, undocumented process.

Which only speeds up the chaos.

That’s why step one is mapping the process.

Lay it all out visually:

• What happens
• Who does it
• When it happens
• What tools are involved

Because once you can see it, you can improve it. And then you can automate it.

Want a step-by-step walkthrough (with an onboarding example)?

Read my full guide to process mapping →

Automation works best when you build it on clarity.

Map first. Automate second. Thank yourself later.

Why This Matters More Than Ever

Let’s be honest. Most businesses are juggling a lot of apps.

Notion. Slack. Google Docs. Trello. HubSpot. Monday. Asana. You name it.

But here’s the problem:

Information gets scattered.

You don’t know where the latest version of a doc lives.

Someone updates one thing, but forgets to update it everywhere else.

I believe Notion should be your centralized hub.

The heartbeat of your business.

But I also know Notion alone isn’t enough.

That’s why automation is crucial. You want your tools talking to each other. You want updates flowing in and out of Notion without you lifting a finger. That way you avoid info silos and always have the latest data at your fingertips.

The Real ROI of Automation

Automation doesn’t just save time. It saves money. It reduces human error. It scales with you. It turns chaos into clarity.

Gartner says it can save up to 25,000 hours of manual work per year. That’s not a typo. That's thousands of hours you can invest elsewhere.

Even better? Your team stops doing things they hate—and starts focusing on stuff they love. (And that usually leads to better work.)

It’s Not Just About Efficiency—It’s About Growth

Compliance, security, traceability—yep, automation helps with all of that too.

But the big win?

It clears the runway for growth.

When your backend runs like a well-oiled machine, you have the freedom to test new ideas, launch new offers, and actually enjoy running your business.

So Where Should You Start?

You don’t need to automate everything at once. Pick one area. One process. One recurring task that’s draining your time.

Fix that first. Then move to the next.

Need help spotting where to start?

Let’s chat and explore 👉 Book a discovery call