Getting Started with Automation
Play • 17 min

Following on from our episode on the benefits of automation, Paul Sweeney (Pretium Solutions) takes a closer look at how you can get started using automations.

First of all, it's important to decide what would benefit from automation. Some of the key things to look for in tasks are as follows:

  • Is it a repetitive task? (Those boring tasks like data entry)
  • Is it a fragile tasks? (Easily affected by human error like missed steps and typos)
  • Is it a recurring task? (Things like reminders)

Your time is precious and as a business owner, you may be juggling many roles and feel even more time pressure.

Make your worklife easier by automating some of your business processes. Take a close look at your apps and systems. How is work being done? What can be streamlined?

And remember, start small! Just automating one process can make a difference and it will help get you into an automation mindset. From there, you will start to notice other systems that can be improved and simplified.

As mentioned by Paul, you can learn more about the automation tool Zapier here.

You can check out part one of our look at automations here: Why You Should Automate Your Business Processes

Paul Sweeney Chartered Accountant & Business Advisor, launched Pretium Solutions after a long and successful career in accounting and business advisory. Paul credits his passion for small business with growing up in country NSW, where family-run businesses were the cornerstone of everyday life.

For Paul, the driving force behind The Business Behind Your Business was to make high end, proactive, directed and value-based advisory services available to small to medium businesses.

Paul brings to the table decades of experience as a highly qualified accountant and business advisor at every level of business. Through consulting, coaching and on-the-ground training and operations, his focus is on unlocking the untapped potential for greater profitability. Paul’s qualifications allow him to pair strategic advice with an advanced understanding of taxation and compliance matters.

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