Automate Repetitive Tasks

There are lots of ways that you can use technology and software to automate tasks and workflows in your work and small business. Investing the time to setup some automations will save you hours/days of effort in the long run.

Forms

Do you use old paper forms to capture any sort of information? Would you benefit from capturing that information electronically and then automatically taking it to the next step?

Creating online forms is easy nowadays.  There are simple (yet sophisticated) tools available to help you take the information you capture and use it in many ways (send emails, populate databases, create documents, start orders etc).

Templates and Document Assembly

If you are constantly writing similar emails or documents, there are templating tools that can help you when you want to draft or develop new content.

If you’re constantly searching for stuff you’ve previously done to copy and paste it into new documents, setting up a proper templating tool is the way to go.

Using Your Current Software to Automate

There are lots of commands and tools inside of everyday productivity tools like Word, Excel, Outlook, Gmail, Google Workspace, Accounting Tools etc that are under-utilised by most users.

I see a lot of people doing the same things over and over again that could easily be changed into one or two keystrokes.  It’s worth investing a little bit of time in trying to automate tasks that you find yourself doing repeatedly every day or week.

We can help you with workflow and automation – contact us at WestVIC Technology for jargon-free advice and solutions.