As your startup grows, the processes that worked initially slowly start breaking down. So how do we tackle it? - By automating your internal processes.
When?
So, automating & building for scale from Day 1 of your startup is a mistake. You are going to be tweaking many processes and even getting rid of some. So, wait for internal flows to stabilise and then identify the tasks that suck the most amount of your time.
How?
But yes, then manual processes will cause errors, cost you new initiatives, and become more challenging. So, in the report, we break it into:
We discuss these three steps including the usage of CRMs, Airtable, and Zapier/Integromat.
I also share, multiple other tools that supercharge processes! All this in this report. It is just 5 mins, as promised :).
If you would like it even shorter, I've summarised it on Twitter - here's the thread below!
The entire tech @Flexipletweets built on #Nocode.
— Karthik Sridharan (@KarthikS2206) November 4, 2020
Tools used:
1. @zoho
2. @airtable
3. Other use case-based tools connected with @zapier + @integromat
So, I want to share the advantages & the process of automating internal systems.
Thread👇🏽
Report: https://t.co/8c7a9OVf03
I want to automate internal processes to save time that can then be invested in better activities.
CRM solutions along with other modern no-code tools can build a solid backend infrastructure for your startup. The key is being able to identify the tasks for which automation actually makes sense.
Manual processes might be required to ensure quality in a startup, especially in the early stages. But later on, they can get quite painful and eat into your bandwidth to take up other initiatives. Finding smart ways to automate tasks can save you an immense amount of time, avoid manual errors, and allow you to scale.
Automating & building for scale from day 1 of your startup is a mistake. You are going to be tweaking many processes and even getting rid of some. So, wait for internal flows to stabilise and then recognise the tasks that suck the most amount of your time.
Further, building automation takes time. Therefore, pick this up when you don't have other important initiatives or when manual processes are just not tenable anymore.
Automations take time to put in place and can disrupt processes if set up poorly. So, test it extensively. Also, start small - begin with less critical flows. For the more important tasks, automate piece by piece instead of taking up the tough job of automating the entire flow at once.
Of course, the setup for each startup will be different. However, the approach can be broadly broken down into three steps:
i. Identifying areas to automate
ii. Finding the right tools for automation
iii. Implementing the automation
i. Identifying areas to automate
These are manual workflows that you realise are one or more of the following:
ii. Finding the right tools for automation
Next, finding the right tool is key. For this you can look at:
iii. Implementing the automation
Since we can't examine the exact automation of your startup, we instead focus on the popular tools and how/where they can be used.