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What Should You Automate First?
Answer 6 quick questions and find out which part of your business to automate first for the biggest win. Takes about 60 seconds. No sign-up.
Question 1 of 6
What eats the most of your week right now?
Where do things most often fall through the cracks?
How do new customers come on board?
How do you report on how the business is going?
When a new lead comes in, how fast do you reply?
What would help most right now?
Your result
How to decide what to automate first
Most people try to automate everything at once - and end up automating nothing. The better approach is to pick the one process that costs you the most time every single week and start there.
That usually means looking at frequency first. A task you do 20 times a day is worth automating before one you do twice a month, even if the monthly task takes longer each time. Lead follow-up, customer replies, invoice chasing, and data entry are the most common culprits for Australian small businesses.
Once you've picked the process, the question is whether it's rule-based enough to automate. If a new team member could follow a written checklist to do it, automation can handle it. If it needs genuine human judgement every time, it probably can't be fully automated - but you can still reduce the admin around it.
You can also use the Automation ROI Calculator to put an actual dollar figure on what your top target is worth. That makes it easier to justify the build cost and set a realistic payback expectation. For more background on what automation actually covers, read our plain-English guide to workflow automation.
Why starting small beats automating everything
There's a common trap: spending months mapping out an end-to-end automation strategy before doing anything. Meanwhile, the same manual tasks are eating your week.
A first automation that takes two weeks to build and saves five hours a week has paid for itself inside a month. It also gives you a real sense of how automation works in your specific business - which processes are cleaner than expected, and which ones have edge cases you hadn't thought of.
Each automation you ship makes the next one easier. Your team gets comfortable with systems doing the repetitive work. You stop second-guessing every rule and just let it run. That's the compounding effect people rarely mention when they talk about automation.
If you'd like to map this out properly for your business, book a free 30-minute call and we'll walk through your top three candidates together.