The first step is identifying the problem you need to solve. It’s easy to think that any automation can help you save time and money. But you need to be careful when automating tasks because some may actually slow down your work process.
After you have identified the problem, it’s important to track what tasks you do in a day. This will help you determine which tasks are easily automated and can be done using a workplace automation tool.
Reviewing your daily tasks is also important. By looking at the tasks that are repeatable or can be automated, you can save time and improve efficiency. Finally, use a workplace automation tool to automate the tasks that are easiest to do or that fit your needs.