The Four Types Of Automation

October 13, 2021

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I'm Court —online systems educator for coaches. I'm here to help you love your business again.

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Today, we’re going to cover the four types of automation in your business. Let’s be real, as entrepreneurs, we really don’t have time to waste on manual tasks that are eating up the bulk of our days. That’s where automation come in.

Automating your business can sound scary and overwhelming, but we are here to break down the four types of automation and give you some action steps to implement them in your business today!


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Benefits Of Automation

Overall, automating manual tasks can save you so much time in your business. In addition, automating tasks increases productivity and reduces mistakes and oversights.

One of the biggest benefits of using automations in your biz is that it helps take repetitive steps off your plate, but still allows you to keep control where you want to.


Common Misconceptions Of Automation

The 2 biggest misconceptions about automation are:

  1. “Automation” just means tech automation (which we will explain in a little bit!)
  2. Automations are just a “set it and forget it” way of running your biz


1. Tech Automation

Most of the time, when a client comes to us wanting to create automations in their biz, they are usually talking about tech automation.

Tech automations are basically automations created through online softwares such as Zapier or Integrify.

An example of a tech automation would be when somebody fills out your lead intake form on your website, then you use Zapier to send the response into another platform like ClickUp.

Another example would be whenever a product is purchased through your payment processing platform, you could ping the team in Slack to celebrate your wins!

Action Step: Find at least 2 tech automations to set up in your business

2. Personal Automation

Personal automation is things that you do in your life that support you personally. This includes things like morning rituals, daily routines, and time blocking,

I’ve found that the key to creating my morning routine is to figure out my non-negotiables. Creating a morning routine doesn’t have to include a set of steps you follow every morning. It can be as simple as knowing that you need to have breakfast with your partner in the morning or take your dog on a walk to set your day off right.

Time blocking can also be a really great tool to use in your business. Like creating a morning routine, time blocking doesn’t have to be a strict process you follow. I’ve found that using time blocking as more of a guide to my day is what works best for me. Time blocking is truly about finding what works best for you!

 Action Step: Figure out your non-negotiables for your morning routine

3. Process/Workflow Automation

Process or workflow automations are a set of steps that you follow every time you do a specific task. They are rinse and repeat processes you follow in your biz.

For example, when you publish a new blog post, you have a specific process to do this. 

Another example is your process for lead management. So maybe once a lead schedules a discovery call they then fill out the intake form, then your team reviews it, the discovery call happens, the proposal is sent, etc.

Action Step: Write Down Workflows + Processes For The Tasks In Your Biz

4. Templated Automation

Templated automations are really anything that is going to speed up your biz processes.

For example, this can be things like canned email responses and templated contracts, invoices, or proposals. For canned email responses, you can create templated responses for common types of questions or emails that you get so you can quickly copy and paste or just click a button to send a response!

Action Step: Create at least 5 templated email responses in a document on ClickUp or Google Docs

Next Steps

Step 1: Write down tasks in your business that you would like to automate

Step 2: Place them into one of the four types of automation we discussed in this episode

Step 3: Set up your automations!

*As you complete your tasks this week, think about if any of them can fall under these 4 types of automations!


Setting up automations in your biz can save you so much time and will help you cut down on inconsistencies in your business. It can seem like a big task, but implementing automations in your biz allows you to focus your time on pushing the needle forward!



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