How do you decide when to automate a task in your business? 🔄

Question

Personally, I like the idea of "3 strikes"

If a task occurs 3 times, everyone should ask themselves "can we automate this?"

Worst case, it leads to a more streamlined process, even if we can't automate it 100%.

Accepted Answer

I automate a task when it starts taking too much of my time consistently. Like if I have to manually generate a report every week and it takes an hour each time, that's when I know it's time to automate that sh*t! Zapier has been a life saver for connecting different tools and making things run on autopilot. Highly recommend checking it out if you aren't automating stuff already!

Nathan Covey · Answer

@vaibhavdwivedi Read the post description 😅

Nathan Covey · Answer

I like this 3 strikes concept!

Vaibhav · Answer

When you've enough revenue to reinvest.

Tatiana Vdovychenko · Answer

This is a very interesting strategy! Automation usually starts with increasing routine tasks that take up all the time and hinder the ability to scale. I highly recommend this series of short videos for those who are just wondering if it's worth it and if it's worth it, where to start https://www.youtube.com/playlist...

Answer

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Dany · Answer

Yeah, I agree! Goes with the saying work smart, not hard! :D

This is similar to our inspiration to create our product (LoonaLabs) where we automate things that take up time and effort, so we can skip the tedious or monotonous steps and focus more on refining and polishing our work instead.

xavi · Answer

3 strikes idea is good, but I think we also need to look at the ROI, how much of the effort saved, as we could prioritize on tasks with better ROI. So may be we should ask "should we automate this"

Answer

I'd say if it takes you less than 5 minutes to do the task manually each time it comes up, don't bother automating it. If it takes 5-30 min, consider automating if it's a frequent task. And definitely automate anything that takes 30+ min of manual effort on a recurring basis. Time is precious in a small biz! 🙌

Daniel James Harris · Answer

If it's a repetitive task that takes up a good chunk of my or my team's time each day/week, I'll consider automating it after doing it manually 3 times. This helps validate if it's truly repetitive and worth the upfront automation effort to save time in the long run. Tools like Zapier and Integromat make it pretty easy to set up basic automations without coding.

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I use a similar approach if a task is repetitive and takes up significant time, it’s a candidate for automation. Even if it’s not fully automatable, it’s worth exploring.

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For me, It's about frequency and consistency. If a task is done regularly and follows a clear pattern, it’s a good candidate for automation to free up team members for more strategic work.

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I look at tasks based on their impact on efficiency. If automating a task could save a considerable amount of time and reduce errors, it's time to consider it.

Martin Harris · Answer

Automation in a business should be considered when it improves efficiency without sacrificing quality. The decision comes down to a balance of time, resources, and human involvement. For example, if a task is repetitive, time-consuming, and doesn’t require creative input or complex decision-making, automation might be the right step.

How do you decide when to automate a task in your business? 🔄

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