Automate your process by Charlie Morton

Automate your process by Charlie MortonAutomate your process by Charlie Morton

Automate your processCharlie Morton

If you have a task that is being repeated or taking up a lot of time and resources, it's worth investing in automating it.

Not only can it reduce the cost but it also frees up workload and other resources and enables your people to do more rewarding and valuable work that computers can't do.

Whether it's a lot of copy and pasting, weekly reports, regular emails or something more complicated, there's usually a way to get it done!

I will way up the pros and cons of no-code automation tools vs custom code.

Some favourite tools include:

Data

Google Sheets

Airtable

Notion

Hubspot

Pipedrive

Zoho

Automations

Zapier

IFTTT

Make

Airtable Automations

Google Cloud Functions

Communications

Twilio

Sendgrid

Customer.io

Mailchimp

GMail

What's included

Problem solution statement

Understand existing processes, stakeholders, users and tools. Boil down the biggest issues and evaluate based on value-effort ratios. e.g Problem: "Account managers spend 15 hours a week sending update emails to clients" Solution: "Automate the sending of update emails to clients based off the CRM" Value: 15 hours per week for 20 staff members Effort: 1 week's work to setup process automation

Implement automation

Develop the process automations using no-code tools where possible and custom development where required.

Training

Where needed, provide training and/or training materials to stakeholders who may need to implement any adjustments to their workflows

Charlie's other services

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