Automation · 4 min read
Five admin jobs you can automate this month
You don't need a big system to save time. These five small automations are a great place to start, and most work with tools you may already pay for.
1. Booking confirmations and reminders
Online booking tools can confirm every booking and send a reminder the day before. Fewer no shows, and far less phone tag.
2. Review requests
Send a friendly message with your Google review link a day or two after each job. Set it once and it happens every time.
3. Invoice reminders
Most accounting and invoicing tools can send polite reminders when an invoice is due and when it's overdue, so you don't have to chase.
4. Instant enquiry replies
When someone fills in your form, send an automatic reply that thanks them, says when you'll be in touch and answers the most common questions.
5. Onboarding forms
Instead of a long back and forth by email, send new clients one form that collects everything you need: details, preferences, files and permissions.
Start small
Pick the one job that annoys you most and automate that first. Once it's working, move to the next.
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