A Developer or a Zap?

Automation just means: when this happens, do that. Automatically. Without you touching it.

A Developer or a Zap?
Photo by GuerrillaBuzz / Unsplash

There's a moment every business owner hits. Something breaks, or something takes too long, and the first thought is "I need to hire someone to fix this."

Sometimes that's true. But most of the time, what you actually need is a simple automation that connects the tools you already use, and it takes 20 minutes to set up, not 20 days to hire for.

What automation actually means

Forget the buzzword. Automation simply means: when this happens, do that. Automatically. Without you needing to do anything.

A new lead fills out your form, their information goes straight into your CRM, and they receive a welcome email. When an invoice gets paid, your spreadsheet updates, and your team receives a Slack notification. If a client books a call, they get a confirmation, a reminder the day before, and a follow-up email afterward.

None of this needs custom code. None of it needs a developer. It only requires a tool like Zapier, Make, or n8n, and about 15 minutes of your time.

The big three

Zapier is easy to start with. It connects to thousands of apps, and the interface is very simple. If you can fill out a form, you can build a Zap. The downside is the price; it adds up quickly once you need more than basic workflows.

Make, formerly known as Integromat, is more powerful and visual. You build workflows by dragging and connecting modules on a canvas. It's cheaper than Zapier for complex workflows and gives you more control. The learning curve is a bit steeper, but it's worth it.

n8n is the self-hosted option. It's free if you run it on your own server, and it's very flexible. If you're technical or have someone on your team who is, n8n offers the most power at the lowest cost. The tradeoff is the setup and maintenance.

Start with one workflow

Start by automating the one thing that drives you the craziest, the thing that makes you think you must be going bonkers for still doing it manually.

Common offenders include new lead notifications, those annoying invoice follow-ups, the routine onboarding emails that always seem to get forgotten, or the mindless drudgery of data entry between apps, or maybe it's the scheduling of social media posts or meeting reminders.

Just pick one task to automate and build it out. Test it, watch it run without you having to lift a finger, then go on to the next one.

The real value isn't time saved

Yes, automation is going to save you some time, but the real benefit is getting that consistency. Humans forget to send those follow-up emails, or they copy the wrong numbers into the spreadsheet. They get caught up in a meeting, and that lead just goes cold.

Automation, on the other hand, just keeps on going. It doesn't get tired, it doesn't get busy, it doesn't have a bad day.

The businesses that can keep running smoothly aren't the ones with the biggest teams; they're the ones that've got the repeatable bits figured out, and the humans are free to focus on the work that actually needs a human.

Your move

Pick one workflow. Build it this week. Once you see your first automation run on its own, you'll never want to go back to doing it manually.