As an entrepreneur, your time is your most valuable resource. Here is how to automate the tasks that steal hours from you every week.

Spot your repetitive tasks

The 4-criteria test

A task can be automated if it is:

  1. Repetitive: you do it more than three times a week
  2. Predictable: the steps are always the same
  3. Digital: it is done on a computer
  4. Low added value: it does not require your unique expertise

The most commonly automated tasks

Task Time saved/week Difficulty
Scheduling appointments 2-3h Easy
Invoice follow-ups 1-2h Easy
Social media posting 2-3h Easy
Reporting 1-2h Medium
Client onboarding 2-3h Medium
Sorting and replying to emails 1-2h Medium

Tools to Automate Repetitive Tasks

Level 1: Beginner (free or low-cost)

Calendly (appointment scheduling):

  • The client picks a slot in your calendar
  • Automatic confirmation and reminders
  • Syncs with Google Calendar

Buffer/Later (social media):

  • Schedule your posts in advance
  • Publish on several platforms at once
  • Analyse performance

Brevo (formerly Sendinblue) (email marketing):

  • Automatic email sequences
  • Automated newsletter
  • Sign-up forms

Level 2: Intermediate

Zapier (app connector):

  • Connect your tools together with no code
  • Example: New form contact → Added to CRM → Welcome email
  • 5,000+ connectable apps

Make (formerly Integromat) (advanced automation):

  • Complex visual workflows
  • Data manipulation
  • Cheaper than Zapier for high volumes

Level 3: Advanced

n8n (self-hosted):

  • Open source and free
  • Can be hosted on your own server
  • Maximum flexibility

Real automation examples

Automation 1: Client onboarding

Trigger: Quote signed

  1. Automatic creation of the client folder (Google Drive)
  2. Sending the kick-off questionnaire (Google Forms)
  3. Creating the project in Trello/Notion
  4. Personalised welcome email
  5. Added to the CRM with "Active client" status

Automation 2: Invoice follow-up

Trigger: Invoice unpaid at day 7

  1. Courteous reminder email on day 7
  2. Second reminder on day 14
  3. Notification to yourself on day 21
  4. Automatic formal notice of default on day 30

Automation 3: Monitoring and content

Trigger: Daily

  1. Collecting articles from your industry (Google Alerts + RSS)
  2. Summary sent to your Slack/email
  3. LinkedIn post suggestions based on trends

Best practices

  • Start small: automate one task at a time
  • Document: note down every automation you set up
  • Test: check everything works before letting go
  • Monitor: check your automations once a week

Conclusion

Automation is not just for large companies. With the right tools, even a solo entrepreneur can save the equivalent of a full day every week.