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In MasterBase\u00ae automation starts with a specific task that the customer wants to be performed more efficiently and effectively, which then results in one or more actions, all of which are executed in the applications they use to perform the job.<\/p>\n
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Now, what is the automation mentality?<\/strong>\u00a0It is one that keeps automation at the core of all activity. Instead of automation being an afterthought, it is an afterthought. think<\/strong>We are constantly and proactively showing how automation can optimize every work process.\u00a0<\/p>\n \u00a0<\/p>\n For example: someone who lacks this automation mindset will consider automation only when presented with a problem. In contrast, someone with an automation mindset is always thinking about how automation can help them do more and in a better environment. More for less (resources, time, effort).<\/p>\n \u00a0<\/p>\n \u00a0<\/p>\n Developing an automation mindset starts by looking at your work processes and evaluating how automation can optimize operations, accelerate growth, increase reliability and more.<\/p>\n \u00a0<\/p>\n There are three main qualities you should look for in a task; if you detect at least one of them, that task should be automated:<\/p>\n \u00a0<\/p>\n Routine<\/strong>Mind-numbing tasks such as copy\/paste and data entry. In activities such as these it makes little difference whether they are done by oneself.<\/p>\n \u00a0<\/p>\n Fragile<\/strong>: Work very subject to human error, such as typos or forgotten steps.<\/p>\n \u00a0<\/p>\n Newspaper<\/strong>Recurring tasks, such as reminders and autoresponders.<\/p>\n \u00a0<\/p>\n Once you have detected these qualities in common tasks in your job, you can think about how to use automation to improve the way they are performed.<\/p>\n \u00a0<\/p>\n You can also evaluate your work by the applications you use and how you use them, to determine if these tasks fit into the routine, fragile and periodic framework described above. It's just a different way of looking at your work.<\/p>\n \u00a0<\/p>\n Forms<\/strong>Forms: Intended to collect information from customers, prospects or teammates. The automation that starts with these forms can trigger actions such as storing data, sending data or notifying people based on certain conditions.<\/p>\n \u00a0<\/p>\n Spreadsheets:<\/strong>\u00a0Spreadsheets and databases can take information from a variety of sources, store it for analysis and reference, and provide a starting point for team members to distribute work or validate data before sending the information to another destination.<\/p>\n \u00a0<\/p>\n Notification actions:<\/strong>\u00a0Automation to notify a team member (or oneself), via a chat application or your preferred task management tool, when something is ready for a next step or an action needs to be taken by the notified party.<\/p>\n \u00a0<\/p>\n \u00a0<\/p>\n There are six habits that can help you make automation really generate value for your business.<\/p>\n \u00a0<\/p>\n 1. Start small (spiral methodology)<\/strong><\/p>\n Many people make the mistake of trying to automate everything and too soon, when they start their automation journey. Automation is a process and a skill that is learned by doing.<\/p>\n \u00a0<\/p>\n We recommend always starting with a simple but very useful work challenge, and always go from less to more, from simple to complex.<\/p>\n \u00a0<\/p>\n 2. Educate your team and spread the automation mentality.<\/strong><\/p>\n The importance of getting into the habit of educating and spreading this way of thinking lies in the fact that automation is much more valuable when everyone uses it.<\/p>\n \u00a0<\/p>\n Having an entire team, and not just its leader, automating saves three times as much time and energy. In addition, the team has a much better understanding of daily tasks and workflows, which are not always visible to management.<\/p>\n \u00a0<\/p>\n By educating your team and imbuing them with the automation mindset, you are empowering them to make their work more efficient and, in many cases, more enjoyable.<\/p>\n \u00a0<\/strong><\/p>\n 3. Question how<\/em>no who<\/em><\/strong><\/p>\n Instead of asking who will do the work, focus on how it will be done. Once you dig deeper into the actual work process, you will detect which steps can be automated.<\/p>\n \u00a0<\/p>\n For example, if you want to generate a sales process that assigns leads: First identify all the steps you need to take, then get information from your website, transfer that new lead information to your CRM tool, add the new lead to your mailing list and assign it to a sales rep.<\/p>\n \u00a0<\/p>\nHow to develop an automation mindset<\/strong><\/h2>\n
Create automation habits<\/strong><\/h2>\n
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