mana kaneuchi
fully automated business for everyone

fully automated business for everyone

The 3 Steps to Successfully Automating Your Business

The 3 Steps to Successfully Automating Your Business

To avoid extra costs, please learn with a small prototype to know what you do. The pre-made automation templates help you make it and NoCode required.

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mana kaneuchi
·Jul 11, 2022·

5 min read

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Table of contents

  • Key Takeaways
  • Concept
  • Video Content
  • Effortless Mindset
  • Automation Templates
  • Conclusion

Key Takeaways

  • You can reduce risks with NoCode like Make
  • You can save cost by using templates made with Make
  • With the templates you can evaluate what you want to do

Concept

To create a favourable future without labour, there are 3 steps to successfully building a fully automated business.

  1. Decide what you don’t do
  2. Act and learn before you ask
  3. What you focus on expands

With the 3 steps, you’ll be able to apply what you have got to other areas. It’s a secret to getting the optimal results with less effort.

In addition, you can cut the unnecessary costs since you already know how it works specifically with the prototype and proper action. It might sound like a long way around compared to having someone's help from the beginning, but the truth is that you can take a shortcut with the practical knowledge. It will give you benefits when you need help in automating a lot more tasks.

As a result, you can build a fully automated system itself with low cost and less effort even in the expansion phase. So don’t forget these 3 steps!

Video Content

3 steps to successfully building your own automated business

Effortless Mindset

The reason I started sharing the automation templates for free is that everyone should have a small prototype to know what they want before they develop a system from scratch.

Developing an app from scratch is neither a shortcut nor an effortless way. Additionally, it requires a steep learning curve when you start developing your own app for the first time, even though you use some NoCode tools.

But, what if you could have enough samples that other people already develop and use?

To decide what you don't do, you can avoid to develop an app from scratch. So that you can focus on getting rid of unnecessary tasks and workflow from the existing business. To make sure if your idea is effective, you can take advantage of the power of automation templates to know what you want. Then, you can expand what you focus on by modifying the templates according to your environment.

Makes sense? If you like the idea, please keep reading!

Automation Templates

Here are the samples that I shared in the video. All the templates are available for you on my GitHub project and you can download them for free since it's an open source project.

Content and task management

If you have a virtual team for content creation, you can try this template. It gives you an idea of how to avoid context/app switching when you work with the team.

Screenshot 2022-07-11 at 7.32.37 PM.png

Tools: Box, Todoist, Slack and Make

Use case:

  1. Upload video, image and script as a zip file
  2. Automatically create a task
  3. Automatically send a notification to your team

You can download this template here.

Survey analysis with NLP AI

If you struggle with checking all the text responses from your customers, this template helps you create "executive summary" with keywords and categories. 1SaaS.co is my favourite tool to play!

Screenshot 2022-07-11 at 7.33.07 PM.png

Tools: Airtable, 1SaaS and Make

Use case:

  1. Upload CSV to your Airtable base
  2. Modify the data with group, filters and view
  3. Analyse the data with NLP AI
  4. Add the results to Airtable again
  5. Use the chart extension to visualise

You can download this template here.

Invoice automation with PDF.co

Want to reduce your hard work related to invoice? This template may give you an idea of reducing your payment operation. The idea came from an actual discussion via LinkedIn.

Screenshot 2022-07-11 at 7.33.38 PM.png

Tools: Google Drive, PDF.co, Todoist and Make

Use case:

  1. Receive an invoice via email
  2. Get the text data from PDF
  3. Get the invoice number or phone number
  4. Search the database with the number
  5. Move the PDF to the correct folders
  6. Create a task with -3 days from the due

You can download this template here.

If you want to have more samples of PDF management, please check my PDF.co page.

Conclusion

To take a shortcut in a more effortless way, you can make full use of the power of NoCode tools. In addition, you can use the templates made with NoCode, such as Make. With these strong tools, you'll be able to create and evaluate a prototype in your work environment.

1. Decide what you don't do and get rid of non-essential stuff

With NoCode and the automation templates, you can make sure what tasks and workflow can be removed from your work.

2. Act and learn with a small prototype before you ask

This is the same as the first one, but it prevents you to waste your time and resources. If you know what you do specifically, you won't lose your money by asking someone for help in building what you don't know.

3. Improve and expand what you've built

In the expansion phase, you'll know what you focus on actually expands. If you start with a small prototype, you'll get a fully automated business system step by step. Because you already have a process that works for you.

Generally, as an automation consultant, I charge at least 500 - 2,000 USD for building a tailor-made automation. Hope you'll get the most of the template on my GitHub because it's completely free!

 
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