Ultimate Guide to Business Automation

Successful business owners can attest that their success was not a result of only their efforts. As a business owner, you cannot do everything on your own, and you will need to delegate tasks to generalists or professionals and automate some tasks.

Automation is relatively new, and some businesses find it to be a challenge to automate. Read on, and explore the different things to keep in mind when automating.

Factors to consider when doing business automation

Business automation is the process of carrying out a business’s repetitive tasks using technology. It is done to minimize time and effort to carry out different tasks. When employing business automation, there are factors you need to consider to ensure the process is successful;

Choosing what to automate

You can automate most of the business tasks, but sometimes the soft wares may generate non-desired results. Therefore, avoid tasks that require creativity or human input. For example, it is possible to create content using software, but the product is low-quality content that you cannot use.

The tasks you should automate are the repetitive tasks that are easy for software to perform accurately. The tasks can be;

Sending invoices

When conducting business, you will often have to process invoices. You can process them without human intervention using a system known as accounts payable automation (AP automation). Getyooz can aid you in AP automation that will help;

  • Reduce issues of; overdue invoices and upset vendors
    • Reduce invoice processing errors in your business

Social media

For your business to stay relevant, you require to keep posting from time to time. You can use software that; schedules social media posts, reposts, and creates posts.


The idea is not to automate the entire sales process but to automate some repetitive processes during sales. For example, having software that guides a customer through a buying journey or software that sends an automatic message to the delivery person once a customer orders something.

Other things you can automate include;

  • Email responses
    • Contacting customers
    • Paying bills

Set goals

The ultimate result that one expects is to increase ROI, but it won’t happen overnight. Therefore, you need some short-term goals and key performance indicators that will allow you to evaluate whether you are on the right path.

For example, you can carry out AP automation to reduce the number of errors in the invoice-processing process. Within a month, you can gauge whether AP automation is working for your business by identifying whether the number of mistakes is declining.

Gauge your results

When you are gauging your results, undertake a phased approach. A phased approach is whereby you review your progress periodically. With short-term targets and KPIs, you can do this more efficiently and quickly know what is working and what is not.

Evaluating the results allows you to quickly gauge what automation systems to keep, which ones to renovate, and which to drop. Always make sure you are not paying for automation services that are not benefiting your business.

Why is business automation critical?

Every business should automate, especially at a time when everything is becoming digitalized. Here are some of the reasons why your business should automate;

Improves your customer’s experience

Nowadays, customers are too quick to judge any business. A 2019 report suggests that it takes only 0.05 seconds for a customer to evaluate your website. When they encounter slow responses or slow-loading website pages, they may not be keen to see what you are offering.

You can improve your customers’ experience by automating some of these things, such as email responses. In this way, you attract new customers and maintain loyal customers.

Increases productivity

There are so many repetitive tasks in a business. A simple repetitive task, such as replying to emails, can take up more than an hour, and still, you may fail to respond to all emails.

If you optimize email responses, you can save an hour and also reply to all customers. If you can automate all other repetitive tasks, you will be saving lots of hours that you can use to work on activities that need your utmost attention.


With automation, you can monitor different activities quickly. There are many instances whereby businesses lose money due to a lack of transparency among employees.

To avoid this, you can automate financial activities such as paying bills, processing invoices, and even automating the payroll. With automation, there are clear digital records that make it easier to audit and ensure everything is in the right order.

Bottom Line

Automating a business is necessary for any business. Start small while gauging your results, and then adapt automation into more complex tasks. Make a step to automate today!

Author: Editorial Team

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