What is workflow automation?
Workflow automation means software carrying out repeatable steps for you when a trigger occurs.
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A simple example
Someone completes an enquiry form. Instead of copying their details into a spreadsheet and manually telling someone about it, an automation can do both steps automatically.
If you don't have the website or contact form yet, our guide to building a small business website covers the contact page and Create, a UK website builder, before you automate the enquiries.
Think in three parts
Your first automation should be boring
That's a good thing. Start with a small task you repeat often, not a huge business process. Once the simple version works reliably, add more steps.
A tool you can use to practise
Make has a visual workflow builder and a free plan. The link below is an ad/affiliate link.
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