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These 5 Tools Will Automate Your Business Workflow
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These 5 Tools Will Automate Your Business Workflow

When you’re running your own business, time is of the essence, so anything that can save you time and reduce the risk of errors needs to be considered. 

Using workflow automation tools will help you save time and stress: more time = more projects, more revenue, and more freedom.

Automating your business workflow using tools like Zapier and IFTTT will help you save time, ensure accuracy in processes like data entry, and prevent mistakes. 

If you’re ready to take your business to the next level with workflow automation, These 5 Tools will Automate Your Business Workflow to get you started.

What is Workflow Automation?

Tools Will Automate Your Business Workflow

Workflow automation is a process that reduces redundant tasks and saves you time by allowing your apps or other software to perform tasks for you. In some cases, it’s possible to automate entire business processes.

As an entrepreneur, your time is one of your most precious resources. 

You don’t have endless hours to execute every task that comes your way, so workflow automation can help make you more productive. 


Depending on your industry and how advanced your business is, various tools are available to automate different processes within your business workflow. 

These tools come with varying complexity levels and price points to work for almost any type of small business.

What Things Can I Automate in My Business?

An excellent place to start is with repetitive tasks and activities that you do on a daily, weekly, or monthly basis. 

While many of these things might seem simple enough to be done without automation, they still represent an opportunity for you to gain productivity in your business. 

Find your automatable tasks. List them out and decide which ones are best suited for automation. Then, figure out what tools will help you automate each task. 

For example, if you’re trying to automate social media posting but don’t have a tool like Hootsuite or Buffer, consider signing up for one of those services. 

Or, if you want to use Google Docs as part of your workflow automation, make sure everyone on your team has access to it. 

Finally, set aside time every week (or month) to check in on how well everything is working and whether adjustments need to be made. Make sure your plan works for you: There’s no doubt about it—automation can save a lot of time. But that doesn’t mean it always makes sense to automate something just because you can. 

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Advantages Of Workflow Automation Tools

Saving time and increasing productivity is apparent benefits of automating workflow, but other benefits might be less visible. 

A good workflow automation tool will reduce human error by cutting manual steps from a process. 

They’ll also make processes more consistent by ensuring employees always follow the same steps. 

This can be very valuable in an organization with many different people working on similar tasks. For example, if your team is responsible for updating social media accounts or sending email newsletters to customers, you could use a workflow automation tool to ensure each account is updated at least once per day. If you don’t use such a tool and rely instead on one person to remember to do it manually, you run the risk of missing days when no one remembers—or even worse, they forget multiple times! 

With a workflow automation tool, all employees would have access to the same instructions and would know how often they need to check their designated accounts. 

Finally, because many tools include built-in analytics tools, you can keep track of how much time is saved by using them as well as any errors that occur as a result of removing manual steps from your workflows. 

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There are five tools that I use every day to manage my business and keep it running smoothly, and I’m always discovering new ways to automate my workflow using these powerful tools. Let me walk you through the basics of each one and show you some examples of how you can use them in your own business.

  1. Google Sheets

These 5 Tools Will Automate Your Business Workflow 1

Whether you’re trying to create a basic document to track your marketing efforts or you’re creating a robust software application that automates your workflow, Google Sheets can help. 

The spreadsheet software is quite powerful; in fact, most of us probably don’t take full advantage of its capabilities. Check out these 15 advanced tips to make sure your Google Sheets skills are on point.  

Then check out how to add more than 10,000 rows to a Google Sheet with ease and how you can use spreadsheets for more than just numbers. If there’s something specific you want your spreadsheets to do—or if there’s something it doesn’t do—you can find ways around it using formulas and other hacks.

  • How to use Google Sheet For Business Automation

Google Sheet is a powerful tool that you can use to keep your team’s tasks and projects in order. 

It comes with a comprehensive set of features and functions, including easy-to-use formulas and automatic cell formatting. 

The best part is that Google has made it accessible for anyone who uses a Google account. 

What’s not to love? You can use Google Sheets to create organization charts, sales and profit reports, inventory lists, and more. There are also many third-party add-ons available for Google Sheets that allow you to do even more with your spreadsheets.

One way to get started using Google Sheets as an organizational tool is by creating a task list.

This is perfect if you have too much on your plate and need a way to organize everything into bite-sized chunks so you can see what needs to be done now, later, or never at all.  You can also use it to create a hierarchy of tasks that will help you delegate work within your team. 

To create a task list in Google Sheets, open up a new spreadsheet and click Insert then List in the menu bar along the top of your screen. A blank table should appear with three columns: Title, Status, and Priority. Enter each item you want to include in your task list into one of these columns. 

For example, you could enter the Design logo under Title, Complete under Status, and High under Priority. You can also use different colors for different priorities (for example, red for high priority). 

If you want to add more information about a specific task—such as who will do it or when it was completed—you can insert another column between Title and Status called Notes. Once you’ve created your task list, you can sort items by status or priority and share them with other people in your organization. Another great way to use Google Sheets is for project management. 


When working on a project, it’s important to keep track of every step involved so that nothing falls through the cracks. By setting up a project management sheet in Google Sheets, you can easily track which steps are complete and which ones still need attention.

  • Importance Of Google Sheet

We can say that google sheet is a simple yet powerful online tool that helps to solve many problems. Google sheets are free and almost everyone knows how to use them. But when used effectively, it can help you in the automation of repetitive tasks, calculations, data gathering, and more. 

For a web developer or designer using google sheets for his/her work becomes mandatory as it saves time and makes their job easier than ever before.  In addition to these benefits, there are also some drawbacks like once your sheet gets big with a large number of rows and columns then it may slow down your computer speed. But still, we can say that google sheet is one of the tools to automate your business workflow. 

  1. Clickup

Clickups is an all-in-one business toolbox. With collaboration tools, project management tools, task tracking tools, and CRM functions, it serves as a central hub for a small or large team to manage their day-to-day activities. ClickUp’s integration with Slack allows users to have meaningful conversations about every project directly from their workflow. 

The software integrates seamlessly with Google Drive, Dropbox, and other popular cloud storage services. This helps teams keep their information secure while also having easy access to critical files. Whether you need to keep track of your own tasks or you want to help your employees stay on top of theirs, Clickup has got you covered. 

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You can even create custom fields to make sure you capture any piece of data that might be relevant to your organization. For example, if you work in marketing, you could add a field for a campaign name so that each time someone updates a file in Clickup they can quickly record which campaign they are working on at that moment. 

This web app connects with your other business tools to give you a bird’s-eye view of all your social, email, marketing, and sales data. Integrate it with another tool to automate your workflow and reduce repetitive tasks. 

For example, you can use clickup for project management, then integrate it with Trello to schedule projects in Trello based on what you’re working on in clickup. You can also connect it with Slack so that when an important event happens, you get a notification right away. If you want to get started with Clickup, take advantage of its free 14-day trial period. It’s definitely one of the tools to automate your business workflow.

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Advantages of ClickUp for business automation

Optimizing business processes is one of ClickUp’s most valuable features. ClickUp allows you to easily connect your Google Drive and Dropbox accounts with our app, so we can automatically sync those files into any relevant workflows you’ve created. This means that when there are changes in a file, we will update your processes accordingly—saving you loads of time.

  1. SocialPilot

Get notified in Slack whenever someone mentions you or your brand on social media. Hootsuite’s scheduling tools are built right into SocialPilot, allowing you to create automatic messages and social media posts that can be scheduled to post at a later date and time. And, don’t forget they also offer competitive social listening tools which is a nice way to track your competitors’ online activities. 

The best part about SocialPilot is their amazing support.   You won’t find better customer service anywhere else. (Free trial) With over 1 million users worldwide, it is one of the most popular social media management platforms out there, and one of the best tools to automate your business workflow. 

However, what sets it apart from other social media management tools is its ability to automate various tasks like posting content across multiple networks and analyzing data with its powerful reporting features. With so many useful features available for free, it’s hard not to fall in love with Sprout Social!​


How to use social pilot for business automation

It’s important to build a strong presence on Facebook, Twitter, Pinterest, and other social media sites. 

The key is to be consistent. You want to post regularly and you want your content to be engaging. 

That way, your audience will begin recognizing you as an expert in your field and you’ll start driving traffic back to your website. SocialPilot helps make that easier by allowing you to schedule social media posts across multiple profiles and publish photos at regular intervals. 

With tools like these, you can automate your business workflow so that it doesn’t interfere with what really matters: creating great content for your audience. If you find yourself spending too much time managing your social media accounts manually, then consider automating some of those tasks using tools like SocialPilot. You’ll spend less time posting and more time creating quality content for your audience. For a limited time only, get started with 3 months free when you sign up for SocialPilot today!

Importance of socialpilot

In social media marketing, success is all about getting as many eyes on your products and services as possible. This requires an almost constant stream of high-quality posts—but how can you keep up with everything while running a business? SocialPilot automates repetitive, time-consuming tasks, freeing you to focus on growing your audience and increasing conversions. 

Once your team is set up, SocialPilot optimizes all of your social profiles so that they’re always sharing high-quality content. The platform also helps you schedule posts in advance and respond to comments in real-time, allowing you to engage with customers without taking up too much of your valuable time. And if that weren’t enough, it also lets you create custom reports based on any metrics or KPIs (key performance indicators) that are important for your business. 

All in all, SocialPilot is a powerful tool for marketers who want to scale their social presence quickly and effectively.

  1. Mailchimp
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Using MailChimp’s automation tools can help you create easy, click-through forms and newsletters to keep your audience informed. It also integrates with most of your third-party apps to make sure your posts go out on time, every time. 

To get started, head over to their tutorials for a breakdown of how it works. 

Then, you can use one of their many pre-made templates or start from scratch. Either way, they have helpful tips that will walk you through each step of creating an email campaign. 

The best part? Their support team is available 24/7 in case you run into any issues along the way. You can set up multiple campaigns at once—with unique content, images, and links—and then schedule them all to go out automatically when you want them to. This tool will save you so much time, as it’s one of the best tools to automate your business workflow. 

Advantages Of Mailchimp

If you’re looking for a tool that can help your business keep in touch with clients via email newsletters, then Mailchimp should be on your radar. On its own, Mailchimp allows you to send out professional-looking emails to subscribers based on campaigns and templates. And it’s free. For those who want more advanced features, however, there are paid plans starting at $10 per month. 

 The key here is flexibility. Mailchimp does so much that if you don’t find it useful now, you may find yourself turning to it later as your business grows and evolves. 

For example, in addition to its core email newsletter capabilities, Mailchimp also allows users to create surveys, landing pages and signup forms—features that may be of use when you’re ready to start growing your online audience. In short, even though there are other tools out there that might offer more specialized features right now, they could easily become unnecessary as your needs change down the road. 

In a sense, it’s hard to go wrong with Mailchimp since you can always add on more advanced features later on down the line. This can save money over time and eliminate some of those what if? 

Scenarios, where you wonder what would have happened, had you started with a different tool initially. With Mailchimp, you know exactly what you’re getting from day one. Of course, these advantages will only help you if you actually take advantage of them. 

  1. IFTTT

Using MailChimp’s automation tools can help you create easy, click-through forms and newsletters to keep your audience informed. It also integrates with most of your third-party apps to make sure your posts go out on time, every time. 

To get started, head over to their tutorials for a breakdown of how it works. 

Then, you can use one of their many pre-made templates or start from scratch. Either way, they have helpful tips that will walk you through each step of creating an email campaign. 

The best part? Their support team is available 24/7 in case you run into any issues along the way. You can set up multiple campaigns at once—with unique content, images, and links—and then schedule them all to go out automatically when you want them to. This tool will save you so much time, and serve as one of the best tools to automate your business workflow. 

How IFTTT Can Automate Your Business Workflow

There are tons of tasks and processes you need to perform in your business, but there’s no reason to spend hours performing them manually. Instead, automate these tasks IFTTT.

 As a simple example, let’s say you want to save all your Instagram posts to Dropbox. Using IFTTT, you can set up an action that automatically saves every single Instagram post you share to your Dropbox account. You can even specify which folder in your Dropbox it should be saved to and how you want it named (e.g., Instagram – 2016-05-16). IFTTT has more than 300 channels and services, so there are lots of ways to automate tasks in your business workflow.


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One of my favorite parts about automating your business workflow is that it helps you save time, which can be one of your most valuable resources as an entrepreneur. 

More time = more projects, more revenue, and more freedom. But remember to check-in and revisit these processes every once in a while to make sure they are still saving you time; otherwise, they might just be wasting it! Good luck with automating your business workflow!

Richard Odds

Richard Odds is a Digital marketer SEO expert, and a business strategy planner, Chief Editor at Mss Resource where I help small business owners and marketers generate more leads, new paying users, and optimize their funnels with data-driven Marketing & SEO tips that work.

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