Managing a business alone is not easy. Besides selling, the entrepreneur needs to handle customer service, inventory, finances, and marketing—all at the same time. With so many functions, repetitive tasks take up time and hinder the company’s growth. The impact of this can be seen in the numbers: in 2024, Brazil recorded 949 bankruptcy filings, 578 of which were from micro and small businesses, according to Serasa Experian.
Automation has been the solution for those seeking more productivity without increasing costs. “Those who still do everything manually waste time and risk making mistakes that harm the business. Automating processes is a smart way to organize the company and grow sustainably”, explains Luciana Papini, an automation specialist who has trained over 5,700 professionals in the field.
Want to know where to start? Here are 5 ways to automate tasks and simplify your routine, according to the expert:
1- Use automation to respond to customers on WhatsApp
WhatsApp is essential for sales, but manually responding to each message can overwhelm your routine. Automating this process improves customer experience and reduces response time. It’s possible to streamline service, schedule responses to frequently asked questions, and filter interested customers.
2- Record customer history effortlessly
Organizing customer information makes service easier and helps close more sales. With automation, this data is recorded and can be used to track orders and schedule reminders.
Why does this make a difference? The interaction becomes more efficient and personalized, with no risk of losing opportunities.
3- Manage finances and inventory more securely
Doing this manually can lead to errors and losses. Automating these areas prevents mistakes and helps the entrepreneur keep everything organized.
– Quick tip: Set up automatic alerts for payment due dates or product restocking.
4- Schedule marketing campaigns to attract customers
Sending promotions and emails manually takes time. Automation allows you to schedule personalized messages for specific audiences. Welcome messages, abandoned cart reminders, and exclusive offers can be sent automatically.
5- Organize daily tasks without missing deadlines
Entrepreneurs need to juggle multiple roles. Automation helps structure routines, set priorities, and track progress on demands. Better planning reduces forgetfulness and allows more focus on business growth.
– Extra tip: Hiring a specialized professional can further optimize results. This expert helps structure workflows, integrate tools, and ensure automation works efficiently for the business.
Luciana emphasizes that automating processes does not take control away from the entrepreneur. On the contrary, it brings more clarity and efficiency to management. “With small adjustments, any business can improve productivity without needing major investments”, she concludes.
