The Best Way to Use Automation Platforms to Optimize Your Business Processes

Jul 20

Every business owner knows that there are too many things to do every day. It is easy to get distracted or bogged down by the sheer number of tasks that you have to do to keep everything running smoothly. Fortunately, automation platforms are available to help you get things done with minimal effort. Plus, it can help you with client-facing tasks, like marketing and advertising. If you are overwhelmed by the number of tasks that need to get done, here is the best way to use automation platforms to optimize your business processes.

Focus on Repetitive Workflows

To get the most out of your automation platforms, focus on automating repetitive workflows. These platforms excel at handling repetitive tasks as long as the steps are well defined. Platforms like Zapier are a good example of how this can work. Zapier lets you string together tasks that can be automated so that you can have an entire workflow handled without your import. A common example of this is posting pictures on social media. Many companies set up the workflows for taking the picture from one site and posting it on all of the others.

Support Features Make Automation Easier

When setting up automated workflows, take advantage of the support features that you have available. Every platform comes with sets of support features, like Zappier’s mobile app or test data feature, that are designed to help you maximize the effectiveness of your workflows. Spend some time understanding how these features work and use them to help you define your workflows in the best way possible. 

Check Which Apps Work Before Choosing a Platform

The way that many automation platforms work is by linking with the apps that you use and sending data between them in the right order. Before you pick a platform or invest in one heavily, check to see if all of your apps work with that platform. For the most part, most platforms will not have a problem connecting to apps. IFTTT is a good example of this since it seamlessly connects to the majority of apps that are available and has them displayed on its website. However, you do not want to be caught in a system where you cannot connect to an app that you are heavily invested in. Most platforms have their compatibility list on their website, but you can also take advantage of trials to be sure. 

Look For More Than App Connectivity

While connecting apps is effective, there are always systems that are not apps. Choose a platform that has connectivity with these other programs. Integromat connects with apps, but also uses a combination of JSON, HTTP, and SOAP modules to connect to other web services. Use this to your advantage if you have a lot of non-app services that your company uses. 

Automation Can Be The Future

Automation can be the key to your success if you can establish workflows that help you be more productive. Tech companies, like KitelyTech, are leading the way in helping businesses improve productivity through automation. Try any one of the most popular automation platforms to see how they can help you optimize your business.

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