Simplifying your processes and assessing what can be automated

Before looking to gain from the benefits of automating your processes, it is essential to analyze, understand, and simplify your existing manual processes. Following this method will ensure that you have more robust processes as well as helping to reduce the number of steps you have in your Zaps. This will, therefore, help to lower the number of tasks that will contribute to your monthly Zapier task limit when your workflows run.

When you hear the term process mapping, you might immediately think you will need to employ someone with analytical skills to help you detail your processes in flowcharts and documents. You may also believe that it does not apply to you or your business. The fact is that you most likely already map out your processes in one way or another, such as when you create training documents and checklists for new staff. Having documented procedures allows you, the business owner, the manager, and the...