Want to save time and money in your business? See 5 ways to automate tasks

Managing a business alone is not easy. In addition to selling, the entrepreneur needs to take care of customer service, inventory, financial and marketing & everything at the same time. With so many functions, repetitive tasks take time and hinder the growth of the company.The impact of this can be seen in the numbers: in 2024, Brazil registered 949 bankruptcy applications, 578 of micro and small companies, according to Serasa Experian. 

Automation has been the way out for those seeking more productivity without increasing costs. “Who still does everything manually wastes time and risks 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 and responsible for training more than 5,700 professionals in the area.

Want to know where to start? See 5 ways to automate tasks and make your routine easier, according to the expert:

1- Use automation to reply customers on WhatsApp

WhatsApp is essential for sales, but manually responding to each message can overwhelm the routine. Automating this process improves the customer experience and reduces response time.You can streamline service, schedule answers to frequently asked questions, and filter out interested customers.

2- Record the history of customers without complication

Organizing customer information makes it easier to serve and helps close more sales. With automation, this data is recorded and can be used to track orders and schedule reminders.

Why does it make a difference? Contact becomes more efficient and personalized, without risk of losing opportunities. 

3- Financial control and stock more safely

Doing this control manually can generate failures and losses. Automating these areas avoids errors and helps the entrepreneur to keep everything organized.

: Set up automatic alerts for payment due or product replenishment.

4- Programe campanhas de marketing para atrair clientes 

Sending promotions and emails manually takes time. Automation allows you to schedule personalized messages for specific audiences. Welcome messages, abandoned cart reminders, and unique offers can be sent automatically.

5- Organize daily tasks without missing deadlines  

Entrepreneurs need to divide themselves between several functions. Automation helps to structure the routine, set priorities and track the progress of demands. Better planning the day reduces forgetfulness and allows more focus on the growth of the company. 

: Having a specialized professional can further optimize results. This expert helps you structure flows, integrate tools, and ensure automation works efficiently for the business.

Luciana reinforces that automating processes does not take the control of the entrepreneur over the business. On the contrary, it gives more clarity and efficiency to management.  “With small adjustments, any company can improve productivity without needing large investments”, or, concludes.