Join IFTTT for free
Explore Plans Developers
Mobile menu Close menu

7 repetitive tasks that small businesses should automate in 2023

  • It's no secret that small businesses face unique challenges when it comes to managing their operations. Automation is one tool that can help small business owners free up time and resources, allowing them to focus on growing their businesses. In 2023, there are several tasks that small businesses should strongly consider automating in order to stay competitive and efficient.

    BTW IFTTT is a small business automation tool. We're free to start and you can automate everything from your Calendar to Email and Social Media. Join for free today!

    join today button

    Table of Contents:

    • Automating business processes with IFTTT
    • Calendars and appointment schedulers
    • Customer relationship management (CRM) system
    • Social media
    • Email marketing
    • Cloud Storage
    • Communication
    • Surveys and customer feedback

    Automating business processes with IFTTT

    Automating business tasks with IFTTT can be extremely beneficial for small businesses. IFTTT stands for “If This, Then That” and it is a cloud-based platform that allows users to create automated workflows – or “Applets” – that simplify the process of managing everyday tasks. With IFTTT, users can set up custom triggers such as “if an email arrives in Inbox, then add it to my calendar” or “if a customer posts a comment on Twitter, then send them a thank you email”. This automation can save time and reduce manual effort, freeing up resources that can be better spent on growing the business. Additionally, automated workflows like those provided by IFTTT ensure accuracy and efficiency when executing routine tasks. Businesses that automate with IFTTT are also able to gain insights into their operations through data analysis, allowing them to make informed decisions in order to better manage their business processes. Overall, automating with IFTTT provides businesses with many valuable benefits when it comes to effectively managing their operations.

    Calendars and appointment schedulers

    how to export google calendar events to google sheets

    Automating calendars and appointment schedulers can be hugely beneficial for small businesses. By automating these processes, businesses are able to free up resources that can be put towards more important tasks, such as marketing or product development. Automation also ensures accuracy when it comes to setting appointments and scheduling meetings - an essential task for any business. Furthermore, automating calendars and appointment schedulers can help improve customer service by automatically scheduling follow-up meetings or providing timely reminders about upcoming appointments. This helps ensure that customers have a positive experience with the company, leading to increased loyalty and customer satisfaction. Additionally, automation allows businesses to easily track their appointments over time, providing valuable insights into the effectiveness of their operations. Lastly, automated systems are less prone to errors caused by manual entry or human error - ensuring accuracy and reliability in all areas of the business. In summary, automating calendars and appointment schedulers can save time and money while helping businesses provide better customer service – making it a must-do task for any small business in 2023.

    Check out the best scheduling automation tools on IFTTT

    Customer relationship management (CRM) system

    Small businesses should automate their customer relationship management (CRM) system in order to increase efficiency and optimize their sales processes. Automation makes it easier to track customer interactions, such as emails, phone calls, meetings, and other engagements. This allows businesses to quickly identify opportunities for follow-up or further engagement with the customer. Additionally, automation can help streamline the process of creating and managing customer profiles, making it easier for businesses to keep track of important information such as preferences, purchase history, and contact details. Furthermore, automated CRM systems can make it simpler to segment customer information into different categories based on criteria like purchase frequency or spending habits. This can make it easier for small businesses to target specific groups of customers with relevant promotions or offers that suit their needs. Finally, automated CRM systems provide valuable insights that can be used to guide business decisions and strategies in order to maximize revenue and foster better relationships with customers. In summary, automating a CRM system can help small businesses save time and resources while enhancing their ability to connect with customers – making it a must-do task for any small business in 2023.

    Check out our favorite CRM tools on IFTTT

    Social Media


    Automating social media can be a great way for small businesses to maximize the reach and impact of their messaging. Automation allows businesses to quickly post content across multiple platforms simultaneously, saving time and effort that would otherwise be spent manually entering data for each platform. Furthermore, automation makes it easier to segment customers into different target audiences, allowing companies to customize their messages and tailor them more effectively toward specific groups. This increases the chances of engagement with potential customers, as well as providing higher value content that is tailored specifically to their needs. Additionally, automated systems can also help small businesses track user engagement with their posts – providing valuable insights into which types of content perform best. This helps small businesses focus their efforts on creating content that resonates with their audience in order to build better relationships and foster loyalty over time. In summary, automating social media can save time while improving the effectiveness of messaging and increasing customer engagement – making it a must-do task for any small business in 2023.

    Automate your favorite social media apps on IFTTT

    Email marketing

    Email marketing automation allows small businesses to quickly create, send, and track emails to their customers in an efficient and cost-effective manner. Automated email campaigns save time and resources by eliminating the need for manual entry of data, as well as streamlining the process of creating content and customizing messages. Additionally, automation enables small business owners to segment their customers into different groups based on criteria such as purchase history or preferences – allowing them to customize the content they send out accordingly.

    Furthermore, automated email marketing helps small businesses track user interactions with their emails in order to measure the engagement and inform future campaigns. This allows companies to adjust their approach or messaging depending on what works best with their target audiences. Automation also makes it simpler to set up automated follow-up emails that are triggered based on customer behavior, such as opening an email or clicking a link within it. This can help businesses better nurture relationships with their customers by providing timely updates or relevant offers tailored towards their needs.

    Automate your email on IFTTT

    Cloud Storage

    By automating their cloud storage, small business owners can quickly upload and retrieve their documents from the cloud, eliminating the need for manual entry of data. Additionally, automation allows small businesses to take advantage of user-access control and privacy settings, ensuring that only authorized personnel can access sensitive documents. Automation also helps small businesses organize, store, and back up all their digital files securely in one place – making it easier to locate and manage them. Moreover, automated backups can be scheduled to run on a predetermined basis, such as daily or weekly – allowing companies to keep up-to-date copies of all their vital information with minimal effort. Finally, utilizing cloud storage automation tools enables companies to collaborate more effectively by providing secure access to shared documents across different teams or departments. This saves time and reduces the risk of errors or omissions when multiple people are working on the same projects. In summary, automating cloud storage helps small businesses save time and resources while ensuring secure data management – making it a must-do task for any small business in 2023.

    Best Cloud Storage services on IFTTT


    ifttt automation

    Automating internal communication can drastically improve the efficiency of communication within a small business. Automation helps streamline many of the tedious manual processes that are associated with traditional communication methods, such as email and phone calls. It also enables small businesses to quickly send more targeted messages to specific groups or individuals, allowing them to easily keep their employees informed and up-to-date on important company matters. Additionally, automating internal communication gives employers more control over how they communicate internally, enabling them to customize their messaging and ensure that appropriate policies are being followed.

    Furthermore, automation provides small businesses with real-time insights into employee engagement levels and provides data-driven feedback on how employees prefer to be communicated. This allows businesses to tailor their internal communications in a way that is most effective for their organization and ensures that employees are properly engaged and motivated. Automated systems also enable companies to schedule messages ahead of time or create automated responses for frequently asked questions – saving both time and money in the long run. Finally, utilizing automation creates an organized system for tracking conversations, emails, attachments, notifications, and announcements – allowing employers to have an overall view of all their team’s activities at any given time.

    Automate these communication tools with IFTTT

    Surveys and customer feedback

    Automating surveys and customer feedback is an essential task for any small business. By automating their feedback process, companies can save time and money while improving the accuracy of their data collection. Automated surveys and feedback systems allow businesses to gather real-time insights about customer experiences, enabling them to quickly identify areas in which they need to improve or address more closely. Additionally, these systems enable companies to track customer responses over time – giving them a clearer understanding of trends and patterns in consumer behavior.

    Automation also makes it easier for businesses to analyze large sets of data – allowing them to identify correlations and relationships between different variables. This can help small businesses uncover new opportunities or potential problems that they may not have been aware of before, allowing them to make informed decisions and maximize their success. Furthermore, automated survey systems allow companies to collect structured data with consistent formatting – simplifying the process of entering information into databases or spreadsheets for further analysis.

    By automating their surveys and customer feedback processes, small businesses can gain valuable insights into what their customers want, and how they feel about the company’s products and services, as well as identify where improvements can be made. Additionally, this automation helps streamline internal operations by eliminating manual paperwork and freeing up resources that can be used for other tasks. Finally, using automated survey software allows companies to quickly test out different variations of questions or polls – gathering valuable insights before committing major resources towards product development or marketing initiatives.

    Forms and survey tools on IFTTT

You may also like