Business Automations

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I want to use my time as effectively as I possibly can; there is nothing that I hate more than wasting my time, especially when operating a business.

The matter of time is critical in running an effective business; genuinely, every minute counts when you are making a sale, demonstrating a product to a customer, or even just pitching your idea to someone else. In business, you are constantly on borrowed time, and you then learn how to make use of that time, whether it be making your content more concise or engaging, quickening your own sales cycle, or finding how to best transfer information precisely.

Many of these methods exist, yet I’ve found my best solutions to be those that don’t require human input, building effective systems & automations to effectively proceed with business goals.

When managing a CRM or ERP, you for a tool that fits your needs. It could be using HubSpot, Salesforce, or Pipedrive software to handle your customer relationships, it could be manually writing down what customers purchased, and of course, this will vary by industry. I have found great usage of these tools, especially Pipedrive, to have a simple visualization of where my customers are during the sales process, and for an inexperienced reader, this means I can tell whether a lead is prospective, whether I’ve booked a call or followed up with them and even I’ve sent an invoice and they have paid.

Business processes don’t require much more outside of the standard usage of tools; however, I’ve realized and have taken part in the trend of automation, using tools such as n8n, make, Zapier, or integrated software to optimize these business processes. Automation at its simplest is performing tasks without human input, but in such a human field like business, how could it possibly be automated?

Well, here’s what I’ve found: the process begins with a mapping & outline of your business operations

This is an outline of an automated customer journey. Note the branching pathways & customer segmentation that is being performed. The automation includes a basic lead form where customers qualify and locate themselves on their own path. This is the automation for a full client sales cycle being sold business-to-business, which means customers are in different industries, such as e-commerce or agencies themselves. The automation picks up on who they are through the customer segmentation and begins to personalize; this is where the magic happens. Normally, the very nature of personalization requires human interaction; however, this automation leverages AI (my favorite buzzword) to understand who the client is and their needs from the form they filled out, and it then uses this to curate & create specific content paths for the prospective customer. This means that through the automation, a customer is being given bespoke & relevant case studies, landing pages, and sales material to guide them throughout the process.

On the operations side, I’m sure you can imagine that this becomes more than handy. We’ve just taken our basic sales cycle into an intelligent revenue-generating machine, and we have properly qualified & educated our customers before even touching base with them, and they are being served personalized content. Automations such as these have a direct correlation in higher close rates for the sales cycle, and of course, they would, the customer feels you have held their hand directly throughout the entire process.

Now, what I find interesting still is that this automation includes SOPs for clients who are unqualified, as they may always become eventually become qualified. It will nurture them through relevant emails and touch base with them automatically, even when someone no-shows the call, it will follow up with them with the knowledge that they have no-showed. This call automation also includes a dashboard for intelligent business analytics, showcasing statistics throughout this process.

In my own pursuits, I closely modeled this automation. I spoke to the guy who sells this, and this runs business owners $9,250, a pretty price for such a useful tool. I wasn’t able to shell out my own cash, and I thought to myself, this could be quite useful to learn. I took it upon myself to research and learn how business processes are actually automated and the tools that go into them.

I first learned Make through one of my mentors, and I automated the process of enriching my leads with relevant information, a basic tool that helped me figure out how exactly I should speak to my client through who they were. I then learned N8N, a technical monster of a tool.

N8N integrates with most business software and is extremely flexible. I’m not sponsored by them, so I’ll stop glazing them, but it speaks volumes to how useful this tool really is.

attached is a sample n8n workflow. To give a visual example of how these flows really work, you can see it begins with an HTTP request, which is then sent to Airtable (a cloud relational database platform) and is capable of parsing through the database with specific instructions. This is a basic workflow to set matches in Airtable, but these workflows go quite deep.

Attached here is yet another visual example of a N8N workflow, this is a digital marketing workflow. Now, this system is a social media content factory, and it is integrated with the application of agentic AI. This means that this is not a cycle automation as we’ve seen before, but an output-generating schema. It begins with a JSON file as an external system prompt that outlines the goals, purpose, and function of the system. It instructs the AI to create professional and insightful social media content and then researches social media itself to integrate real-time trending topics to then include within the content. The workflow itself will generate images for platform usage and publish itself to the relevant platforms using a router agent. This is all operated with relevant user touchpoints, generating emails and using Telegram & Google Docs to ensure the user can perceive and document the status of the process.

You can tell that this is a higher-level automation, and I find it fascinating just how useful these tools are becoming. This is researching, platforming, and publishing content all by itself, and I’m curious to see how, as this technology evolves, just how much we can remove the need for human input in any field.

I am curious enough about automation to create my own. I worked alongside a team of talented developers to make some of these automations for myself and to sell to other businesses. While I’d love to share more, I cannot leak too much about this as I have been running trials and testing where we truly fit as a product. I find it to be a very lucrative field, as it directly correlates with revenue generation and saves time, the two most important currencies in the business field. I am vested in the future of this technology and am curious to see just how this will play out, and there are many others who are too.

Automation agencies have become a dime a dozen. I get LinkedIn DMs from agency owners daily, looking to save my time or revenue or give me a free case study. Discernment allows you to forgo any proceedings from the majority of these people as they don’t have results or a compelling enough offer for me to even respond. I believe this tech is going to excel in very specialized cases, as generic offers and templates are already available publicly.

Maybe after reading this, you can dive into making some automations for yourself, or maybe not, the world will still turn.