Smart Ideas: What Should You Actually Automate?
Smart Ideas: What Should You Actually Automate?
A practical guide to bringing Claude into your real workflows, decisions, and connected tools.
- Identify automation candidates
- Framework: frequency, complexity, value
- Create prioritized list
The best things to automate are tasks that are: repetitive, time-consuming, and don't need your unique judgment every single time.
For solo operators and small service businesses
Morning briefing: 'Every weekday at 7:30am, check my calendar for the day and send me a summary to review.'
End-of-week wrap-up: 'Every Friday at 3pm, create a brief summary of what was accomplished this week.'
For businesses using Odoo CRM
Pipeline report: 'Every Monday, pull my open opportunities from Odoo and create a one-page status report in my workspace folder.'
Stale lead alert: 'Every Friday, check for leads that haven't been updated in 14+ days and list them.'
For content creators and coaches
Content idea generator: 'Every Tuesday morning, generate 5 blog or social media topic ideas based on my industry and save them to my ideas file.'
List 10 weekly tasks, rate 1-5 each.
Multiply scores for ranking.
Pick top 3, describe automation.
Think about this: Pick one. Just one task from this list — or one from your own business — and set it up this week. That's all it takes to see the value.
In case you hear this term out there...
Automation — When a computer completes a task automatically, without manual input.
Trigger-based task — A task that runs when a specific thing happens — like receiving an email or adding a record.
✦ Start with one automated task this week. The best automation is the one that actually runs.
✦Key Takeaway: The best automations save the most time on tasks you already do every week.
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