4 signs that some of your work can be automated

July 1, 2021

It's 9 a.m. and you're already in the swing of things.

The emails are pouring in, the excelsior charts are begging you to fill them with little numbers gleaned from left and right and you're already wondering what you're doing there.

You didn't sign up for this.

You wanted to make an impact, make a difference to your business and do exciting assignments with great people.

But you are chained to the floor by tasks that don't really add up to much.

So what do we do?

Good news, in 2021 you can now create small programs without coding to allow you to delegate these tasks to... a robot.

When we help our clients automate their business, we advise them to follow these 4 tips.

❶ Ask yourself regularly: does the amount of attention I give to this task match its importance?

It sounds trivial, but it is a very important step.

When you give an hour to a task you are asked to do (or that you impose on yourself) ask yourself if it is worth it.

These tasks are good candidates for automation:

- Emails that are almost copy/paste from a template where you change the name/first name and two or three data (= word/date/number)

- Excel files where the data you enter comes from another Excel file or tool

- Drafting contracts, regulatory documents, etc. (Documents where you fill in some fields, but which almost never change)

If you recognise part of your job in these tasks, you certainly have some good candidates for automation.

❷ Start with the smallest possible tasks

This will allow you to make mistakes on small scopes and have quick satisfaction steps (and continue on the bigger pieces with motivation).

You can then merge the tasks together to create complete processes that are crucial to your business.

Find out what is useful, beneficial and a game changer for your employees.

Have you ever been introduced to that great new tool that wastes more time than you save? Digital fatigue is real and its negative effects on you and your employees should not be underestimated.

So when you start an automation project (or any digital project for that matter) think about the user experience of your employees and not just the goal you have set.

❹ Don't do it all in your corner

Involve the people who do the job you want to automate from the very beginning of the thinking process!

It creates confidence in what is being built and allows everyone to become an actor in the automation of their area.

If you want to get started, we've published a simple tutorial on how to fill in your Word files automatically which you can find here.

Start automating your business today.

Get in touch with us and start identifying opportunities to automate and digitalize your business on your Microsoft Office 365 suite.