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Workplace automation is the application of processes or systems using technology (software and/or hardware) to do repeatable or predictable workflows without requiring manual intervention. The result? Speeding up the way you work by removing manual steps to increase productivity and efficiency.

In today’s episode of The Business Efficiency Podcast, I share how automation can be a HUGE help for small teams especially if you’re a one-man/woman team at the moment to save time and make things easier. Today, I’ll be narrowing down when to start with automation, what you need to get started, and the types of automation you need to be aware of.

Let’s get this started.

Key Points:

✔️ There’s a zap for that’ Setting up automations is essential these days when running a business.

✔️ 3 Types of automations

  • Marketing automation
  • Information management automation
  • Process and workflow automation


✔️ Examples of each type of automation

✔️ What can you automate? Where to start

✔️ Anatomy of an automation

  • Trigger
  • Action
  • Consequence

✔️ Automation tools

✔️ How to make a Zap in Zapier

✔️ Setting up automations in project management tools

Links and Resources:

Business Efficiency  Roadmap

Book a Clarity Call with Aerlie

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Hi I'm Aerlie


Thankyou for tuning in to the Unload Podcast.

I have over 10 years experience in supporting clients to improve their efficiency, reduce overwhelm and organise their business operations effectively. I specialise in setting up project management platforms such as ClickUp and Asana for tracking and reporting your business operations, documenting processes and improving you and your team's productivity and collaboration.

I know that business owner's find it difficult to step out of the chaos and day to day running of their business, despite all of the other plans they have. Getting these foundations set up and running efficiently are the best way for you to grow your business to the next level. Reducing the mental load so that there is more space for action taking, problem solving and ideas is what I'm passionate about.

I live and work in the gorgeous Adelaide Hills and am a mum to two girls.


Acknowledgement of country

I acknowledge that I undertake my business on the land of the Peramangk and Kaurna Nations.

I acknowledge their deeply spiritual connection with Country and I pay my respect to Elder's past, present and future as the custodians of this ancient and beautiful land.