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 How to Create an Automated Workflow in 3 Steps!

If you’re looking to create an automated workflow, there are a few key steps you’ll need to follow. First, you’ll need to identify the tasks that can be automated. Next, you’ll need to determine what tools to automate those tasks. Once you have your tools in place, you’ll need to plan how the automation will work. Finally, you’ll need to put that plan into action and test it to ensure it’s working as intended. By following these few steps, you can create an automated workflow that can save you time and energy.

1. Identify the tasks that can be automated

The first step to creating an automated workflow is to identify the tasks that can be automated. This will vary depending on the nature of your business, but some common tasks that can be automated include email marketing, social media posting, and lead generation. 


2. Determine what tools you’ll need to automate those tasks

Once you’ve identified the tasks that can be automated, the next step is to determine what tools you’ll need to automate those tasks. Various tools are available, and the best tool for your business will depend on the specific tasks you’re looking to automate. My favorite place to start are AppSumo, SendFox, Monday, Zappier, and other current software you may already have that could offer integration. 

After you’ve determined what tools you’ll need to automate your tasks. Not all automation tools are created equal, and some may be better suited for your business than others. If you need help, please book a free consultation with us here:


3. Create a plan

Once you’ve decided what tasks & tools you’ll use to automate, it’s time to create a plan. This will help you determine how the tools you’ll need will be implemented into your business and how you’ll monitor it. Having a plan will help you stay organized and on track as you move forward with your automation. I will suggest you keep a note handy with the URLs for the tools you will be using. This will make it easier for you to check your status and make corrections. 

As you implement your automation tool and monitor its progress, be sure to track your progress. This will help you see what’s working and what isn’t and make necessary changes along the way. By tracking your progress, you’ll ensure that your automation tool is working as efficiently as possible and you are getting the highest ROI possible. 



By following these simple steps, you can create an automated workflow that can save you time and energy. Automating your workflow can help you to be more productive and efficient, freeing up your time to focus on other tasks.     

Jason Moyer

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