Time is precious, so why waste it on tasks that you don’t have to do yourself?
Whether you’re formatting notes from meetings, managing your leads or just sharing posts on social media, your day can quickly be overrun with menial tasks. Sure, you could outsource these to a VA, but your dollars could be better spent using platforms for tasks that do not require actual human input.
For example, instead of having someone create an invoice, format it up, then send it off, you can jot down the important details and have a machine do all the work for you.
Still, business automation through integration with platforms like Zapier can be a bit of a handful at first, and to get the most out of it you need a little inspiration to see the possibilities. So, let me give you a head start and highlight five common tasks to automate for a company of any size to save time and focus on the work that matters.
Organizing meeting notes
Meetings are best when they encourage productivity, but having to take time to organize and format your notes after every meeting completely counteracts your productivity goal.
The solution? Use Zapier to automatically shift your meeting notes into a format you’ll use.
For example, when my team has a meeting we’ll run our meeting checklist – a quick list which helps us stay on track and lets me take notes as we go along, including links to recordings of work that is presented.
Once the meeting wraps, I tick off the final step in the checklist and Zapier automatically pulls the notes and links from it and formats them into a snippet which is sent as a message to our Slack channel.
In other words, I take notes, then Zapier formats and pastes them into Slack. It’s a relatively short time saver, but with 4 meetings a week it more than builds up (both in time saved and keeping me productive by not messing around with notes).
Be sure you select a system for where you want to go and not necessarily where you are right now.
