Automating Your Business

What is this playbook?

This playbook helps founders automate repetitive tasks and connect their tools so work happens without manual effort. Automation is the highest-leverage way to save time.

The Problem It Solves

Manual, repetitive tasks quietly eat hours every week and invite errors. Most of them can be automated.

The Step-by-Step

1. List repetitive tasks — anything you do the same way often.
2. Map the trigger and action — what starts it, what should happen.
3. Start with one automation — a small, high-value win.
4. Use Zapier or Make — connect your apps.
5. Add AI steps where useful — smarter automations.
6. Monitor and expand — automate more as you go.

Tools That Help

• Zapier / Make — connect apps and automate.
• n8n — advanced automation.
• ChatGPT / Claude — AI steps in workflows.
• Airtable — the database behind automations.