📚 Main Topics

1. Identifying Automation Opportunities

   • Tracking team time to find repetitive tasks.
   • Recognizing patterns in workflows.
   • Prioritizing tasks that save time and improve efficiency.

2. Mapping Out Automation

   • Visualizing processes using mind mapping tools.
   • Breaking down workflows into detailed steps.

3. Building a Custom Automation

   • Using tools like Tally, Google Sheets, Google Docs, and Zapier.
   • Creating a custom proposal for a pest removal service based on customer requests.

4. Automation Steps

   • Setting up triggers and actions in Zapier.
   • Using Google Sheets for data storage and lookups.
   • Generating quotes and estimates using ChatGPT for statement of work.
   • Calculating costs based on service frequency and tax rates.
   • Creating Google Docs templates for customer quotes.
   • Drafting emails in Gmail with the generated quotes.

✨ Key Takeaways

• Start SmallFocus on automating a few key tasks rather than trying to automate everything at once.
• Use Available ToolsLeverage free tools like Tally for form building and Google Sheets for data management.
• Test Each StepEnsure each part of the automation works correctly before moving on to the next step.
• Utilize AIIncorporate AI tools like ChatGPT to streamline content generation within your automation.

🧠 Lessons Learned

• Efficiency is KeyAutomating repetitive tasks can significantly reduce manual labor and improve business operations.
• Documentation MattersKeeping a well-organized source of truth (like a Google Sheet) is crucial for successful automation.
• Customization is ImportantTailoring the automation to specific customer needs (like differentiating between new and returning customers) enhances service quality.
• Feedback LoopEngage with your audience for suggestions and improvements to continuously refine your automation processes.