If you want to succeed as a business owner, you should utilize your time productively.

As a business owner, you should spend your time on productive tasks instead of time-consuming tasks that don’t require much involvement from your side. The same applies to your employees.

Alright. Sounds good! But, who will do those time-consuming tasks?

Automation! You can automate many of your business activities using automation tools.

To help business owners and employees utilize their time effectively, I have decided to write a blog about how to automate business. This blog contains 5 effective steps you can implement to automate your business activities.

Let’s get started!

Step #1: Identify the tasks to automate

If you want to automate your business processes successfully, you should carefully identify the tasks to automate. 

When planning an automation strategy, you should note that it isn’t possible to automate all processes of a business. Some of them require direct human involvement. 

For instance, say that your business operates in the digital marketing niche. In this case, the following are the tasks you should automate and not automate. 

Tasks to automate: 

  • Scheduling blogs 
  • Scheduling social media posts
  • Scheduling ads
  • Sending out emails
  • Bulk optimizing website images
  • Sending bills to customers, etc. 

Tasks to not automate: 

  • Writing blogs. Though there are some AI tools that can help you with content creation, you shouldn’t completely rely on them. 
  • Analyzing the performance
  • Setting up advertising campaigns
  • Creating ad content, etc. 

I hope you got a clear idea of the tasks you should automate and not. By using a similar strategy, you can identify the tasks to automate in your business. 

Step #2: Choose the automation tools

Now that you have identified the tasks to automate in your business, you should choose the automation tools. 

There are a lot of automation tools out there meant to perform various functions. You can search for an automation tool that can fulfill your requirements. 

For instance, if you want to automate sending out emails, you can use email marketing tools like GetResponse. If you want to schedule posts for publishing on social media platforms, you can use Publer

You should also keep the cost in mind when purchasing an automation tool. If an automation tool does a great job but costs a lot of money, you can instead hire a freelancer to do the task as it’s more value for money. 

However, if the task is repetitive, asking a freelancer to do it can get expensive. In this case, it’s better to buy an automation tool. 

Nonetheless, well-analyze and choose an automation tool depending on your requirements. 

Step #3: Set goals

Automating tasks can help you succeed in your business. However, if you don’t have a set of goals to achieve, there’s no point in spending money and implementing automation in your business. 

Generally speaking, if you want to achieve success in anything you do, you should set goals to achieve

Similarly, if you want to automate your business, you should set some targets to achieve. By doing so, you’ll go with the correct set of strategies and tools. Also, you’ll know to make the best use of them. 

Step #4: Create SOPs to follow

If you don’t know, SOP stands for Standard Operating Procedures.

If you want to successfully implement automation in your business, you should create a set of SOPs that you and your team members should follow.

You can create SOPs keeping your business end goals in mind.

Step #5: Measure the results

Once you implement automation in your business, it’s time to check how it’s performing.

You can measure the results from the automation tools and analyze the impact they created on your business. Besides the tools, you should also check the impact created by your other automation initiatives.

If your business involves many activities, automation would definitely have helped you save a lot of time and resources.


Automating your business is a complicated task, and it can get expensive. But, it has many advantages.

If you’re running a small business and you have planned to automate tasks, great! Just ensure that you implement automation correctly by keeping in mind the points discussed in this blog.

As you implement automation, you should track results to know their effectiveness.

Some automation tools may not work well for your business. In this case, you can swap with another tool that suits your business better.

Wrapping up, I hope you found this blog helpful and gave you a clear idea of how to automate business.

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