Getting started with automation

”I do not fear computers. I fear the lack of them.” Isaac Asimov

Why Automate?

Automation is a great way to reduce stress and increase productivity by handling repetitive tasks. Instead of doing the same manual work over and over, let technology do it for you. Humans shouldn’t be doing admin, really.

Choosing Tasks to Automate

Start with tasks that are repetitive, involve data transfer, or are error-prone. For instance, tasks like running reports, updating systems, or notifying colleagues can be great candidates for automation.

Deconstructing Tasks

Break down your tasks into triggers and actions:

• Triggers are events that start the automation, like someone filling out a form on your website.
• Actions are what happens after the trigger, such as saving contact details, notifying team members, or sending a document.

Selecting Automation Tools

Here are some tools to help you get started:

Local Tools

Install these on your computer for everyday tasks.

• Raycast: Great for streamlining tasks on your computer.
• Alfred: Perfect for Mac users to automate workflows.
• Microsoft PowerToys: Another option for PC users.

SaaS Tools

Online tools that connect different software.

• IFTTT: Simple tool for basic automation tasks.
• Make and Zapier: More powerful tools for connecting apps and automating complex workflows.
• Tray and Microsoft Power Automate: Advanced tools for enterprise-level automation.

Get Started

Identify a repetitive task, deconstruct it into triggers and actions, and choose the right tools to automate it. You don’t need any technical skills to start; these tools are user-friendly and powerful.

Happy automating!