How do you decide when to automate a task in your business? 🔄

Question

Personally, I like the idea of "3 strikes"

If a task occurs 3 times, everyone should ask themselves "can we automate this?"

Worst case, it leads to a more streamlined process, even if we can't automate it 100%.

Vaibhav · Accepted Answer

When you've enough revenue to reinvest.

Nathan Covey · Answer

@vaibhavdwivedi Read the post description 😅

Nathan Covey · Answer

I like this 3 strikes concept!

Answer

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Dany · Answer

Yeah, I agree! Goes with the saying work smart, not hard! :D

This is similar to our inspiration to create our product (LoonaLabs) where we automate things that take up time and effort, so we can skip the tedious or monotonous steps and focus more on refining and polishing our work instead.

xavi · Answer

3 strikes idea is good, but I think we also need to look at the ROI, how much of the effort saved, as we could prioritize on tasks with better ROI. So may be we should ask "should we automate this"

Ruby Josephine Winters · Answer

I'd say if it takes you less than 5 minutes to do the task manually each time it comes up, don't bother automating it. If it takes 5-30 min, consider automating if it's a frequent task. And definitely automate anything that takes 30+ min of manual effort on a recurring basis. Time is precious in a small biz! 🙌

Daniel James Harris · Answer

If it's a repetitive task that takes up a good chunk of my or my team's time each day/week, I'll consider automating it after doing it manually 3 times. This helps validate if it's truly repetitive and worth the upfront automation effort to save time in the long run. Tools like Zapier and Integromat make it pretty easy to set up basic automations without coding.

Kirtiman Singh · Answer

@vaibhavdwivedi 😎

Tessa Lynch · Answer

I use a similar approach if a task is repetitive and takes up significant time, it’s a candidate for automation. Even if it’s not fully automatable, it’s worth exploring.

Garrett Adams · Answer

For me, It's about frequency and consistency. If a task is done regularly and follows a clear pattern, it’s a good candidate for automation to free up team members for more strategic work.

Summer Graham · Answer

I look at tasks based on their impact on efficiency. If automating a task could save a considerable amount of time and reduce errors, it's time to consider it.

Martin Harris · Answer

Automation in a business should be considered when it improves efficiency without sacrificing quality. The decision comes down to a balance of time, resources, and human involvement. For example, if a task is repetitive, time-consuming, and doesn’t require creative input or complex decision-making, automation might be the right step.

Obsolution · Answer

It comes down to the cost to automate it and if the thing that’s reoccurring is something that is really taking up as much time as you think.

I am all about effeciency but sometimes you may spend more time trying to build something to automate the task than the task is actually taking. If it will impact revenue (positively) and the ROI is there then that’s the best time to automate something.

How do you decide when to automate a task in your business? 🔄

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