What do you do if you want to save time in your career by using process automation tools?

1 Identify the tasks

The first step is to identify the tasks that are suitable for automation. These are usually the ones that are repetitive, rule-based, time-consuming, or prone to errors. For example, you can automate tasks such as data entry, report generation, email communication, invoice processing, or file management. You can use the Pareto principle to prioritize the tasks that have the most impact on your goals and outcomes. You can also consult with your colleagues, managers, or customers to get feedback and suggestions.

2 Design the workflow

The next step is to design the workflow that will automate the tasks. A workflow is a sequence of steps that defines how the tasks are performed, what inputs and outputs are needed, and what conditions and triggers are applied. You can use flowcharts, diagrams, or pseudocode to map out the workflow and visualize the logic and structure. You can also use tools such as Trello, Lucidchart, or Visio to create and share your workflow diagrams.

3 Implement the solution

The third step is to implement the solution that will execute the workflow. This involves choosing and using the right tools and platforms that can automate the tasks. There are different types of process automation tools, such as robotic process automation (RPA), business process automation (BPA), or low-code/no-code platforms. RPA tools use software robots or bots to mimic human actions on applications or systems. BPA tools use software applications or systems to automate business processes or functions. Low-code/no-code platforms use graphical interfaces or drag-and-drop features to create applications or workflows without coding. Some examples of process automation tools are UiPath, Zapier, or Microsoft Power Automate.

4 Monitor the results

The final step is to monitor the results and performance of the solution. This involves measuring and evaluating the outcomes, benefits, and challenges of the automation. You can use metrics such as time saved, errors reduced, quality improved, or customer satisfaction increased. You can also use tools such as Google Analytics, Excel, or Tableau to collect and analyze data and generate reports. You can also review and update the workflow and solution as needed to optimize and maintain the automation.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?