Checklist: 10 Must-Have Automations for Every Business

Automation helps you save time, optimize your processes, and focus on what truly matters. This checklist covers 10 essential automations you can implement today to scale and streamline your business.

1. Automate Email Management

✅ Automatically filter emails using Gmail or Outlook rules
✅ Send automatic replies to FAQs using ChatGPT + Zapier
✅ Organize your inbox with folders and labels

2. Automate Appointment Scheduling

✅ Use Calendly to eliminate email back-and-forth
✅ Send automatic SMS and email reminders
✅ Sync Google and Outlook calendars

3. Automate Content Creation

✅ Schedule posts for Instagram, Facebook & LinkedIn with Metricool
✅ Use AI to auto-generate blog content
✅ Send automated newsletters via Mailchimp

4. Automate Lead Management

✅ Automatically collect leads using Typeform or Google Forms
✅ Send leads to a CRM (HubSpot, Pipedrive) with Zapier
✅ Trigger follow-ups via email or WhatsApp

5. Automate Client Follow-Up & After-Sales Service

✅ Send post-purchase surveys automatically
✅ Generate invoices and payment reminders with QuickBooks
✅ Track customer interactions in your CRM

6. Automate Admin Tasks

✅ Centralize documents in Google Drive or Notion
✅ Automate expense tracking with Expensify
✅ Generate contracts with DocuSign automatically

7. Automate Project Management

✅ Auto-create tasks in Asana or Trello
✅ Assign tasks using Notion Automations
✅ Track deadlines with Slack or Teams notifications

8. Automate Ad Campaigns

✅ Automate bidding for Facebook and Google Ads
✅ Auto-generate reports with Google Data Studio
✅ Run A/B tests to optimize campaigns

9. Automate Reporting & Data Analysis

✅ Track performance in Google Sheets or Airtable
✅ Automate dashboards in Looker Studio
✅ Generate monthly reports automatically

10. Automate Cybersecurity & Data Backups

✅ Auto-backup important files to the cloud
✅ Schedule automatic updates and website security scans
✅ Monitor logins and receive alerts for suspicious activity

Take Action Now: Save this checklist and start implementing these automations today to save time, reduce errors, and grow your business.