Automation is not about robots. It is about the same five-minute task you do 30 times a week. Here are the ones we see most often in small businesses, and a simple test for whether each is worth fixing.
The test
A task is worth automating when it happens often, follows the same steps every time and costs real hours. Multiply minutes per task by times per week. Anything over two hours a week is a good candidate.
The five
- Invoice reminders. Polite reminders at 3, 10 and 30 days past due, sent from your accounting tool, stopping when paid.
- Review requests. One message to every customer after the job, with a direct review link. Ask everyone, never just the happy ones.
- Intake forms. New customers fill out an online form once, and the details flow into your job software or spreadsheet without retyping.
- Appointment reminders. A text or email the day before, with an easy way to reschedule. Fewer no-shows, fewer calls.
- The weekly numbers. Calls, bookings, jobs done, money in and money owed, in one short email every Monday morning.
Before you automate
- Write the steps down. If you cannot describe it, a tool cannot do it.
- Use the tools you already pay for first. Many have built-in automations nobody turned on.
- Keep a person in the loop for anything that involves money, complaints or judgment calls.
- Do not move customer data into a new tool without checking its privacy terms.
We build single workflows from $1,500 at a fixed price, in the tools you already use, with $150 a month support if you want us to keep them running.