How I Build Automations

Most clients are so intimidated and feel overwhelmed by the technology that they don’t even know where to start.

Because they believe automations are scary.

Truth is: they’re not.

It’s all about understanding your own process and figuring out where you can remove the pain.

Here’s a step-by-step breakdown of how I work with clients.

Start With The Problem

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To solve a problem, you have to admit you have one.

Even if you are unsure of how to get there, most of my clients know that there has to be an easier way.

After all, we’re the “app for that” generation.

Initially, clients might say things like:

  • “It takes me 4-6 hours to send out one email about a week about upcoming events.”
  • “I’m spending too much time copying and pasting the same thing to everyone who fills out our form.”

And while people are cautious to give their jobs to the robots, giving up a little control allows you to gain a lot of freedom.


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This is the fun part. It’s sort of like automation therapy.

I play really dumb, and I ask a lot of annoying questions.

But, don’t worry. It’s a judgement-free zone. I’m only here to understand your needs and desires.

But during this 60 minute roundtable, I’ve got some primary objectives:

  1. What’s your current process look like?
  2. What are you biggest pain points?
  3. What problems can we solve immediately and what can we solve later?
  4. What would your perfect world look like? And how close can we get?

After that call, I head to the drawing board and lay it all out visually.

Show, Don’t Tell

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After I’ve fully digested the notes from our call, I start to outline exactly what your automation will look like in LucidChart.

We get together and I show you exactly what we talked about including the different triggers, the individual steps, all the content and the end results.

You may not know how to build it, but you’ll know exactly how it works.

Build and Test

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While I do like the role of automation therapist in the discovery portion of the process, crafting the automation is my favorite part.

But there’s no magic. The process is totally transparent.

We meticulously build and review all the content one piece at time. It helps avoid overwhelm of the big surprise.

While I love a good ta-da moment, this isn’t magic. It’s just automation.

So, you’ll view the entire process in project management software like with complete visibility along the way.

Once everything is in order, we test and make sure it’s working exactly like we envisioned.

It’s a journey. There’s usually a bump or two, but we avoid a big detour by taking it step by step.


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Going live is always fun, but in all honestly, it’s pretty anticlimactic. Because like I said, you’ve seen it all unfold gradually.

The magic is what happens over time.

Slowly but surely the automation earns you back time—your most valuable resource.

In the case where we are removing a few hours from you work week, you get immediate relief.

But even when automate those daily tasks that take 10-15 minutes, you start to feel the results in several weeks. And after a few months, it adds up like compound interest.

It’s a slippery slope of efficiency. With that extra time, you’ll start to wonder:

What else can I automate?

Categorized as Automation