How to Automate Literally Anything

A Simple 3‐Step Framework to Automate Any Task

Author

Venessa Darroll
August 08, 2025

Automation means setting up repeat tasks to run themselves—accurately—without needing you to do them every time.

Think things like:

  • Sending the same welcome email to every new client

  • Copying info from a form into your CRM

  • Reminding yourself (or your team) about the same weekly tasks

All those little admin jobs that chip away at your time? Automation clears them off your plate.

And with the tools available today, you don’t need a developer, a massive budget, or months of planning. You can start small, make it work for how you run things—and see results fast.

Here’s a simple 3‑step process to help you automate almost anything in your business:

1. Spot Your “Repeat Offenders”

Look for tasks that tick these boxes:

Repetitive → they happen the same way every time

Rule-based → no major decision-making needed

Time-consuming → they steal your time but don’t grow your business

Tasks like: Sending client onboarding emails; Moving leads from a form into your CRM; Weekly reporting; Scheduling social posts.

If you can say “every time X happens, I do Y,” it’s a perfect candidate for automation.

ROI check: Even automating a simple onboarding email can save 15–20 minutes per client. Multiply that across 10 clients a month—that’s 3+ hours back

2. Decide How Much to Automate

Not everything needs to be fully automation on day one. Think in layers:

Assisted automation →  It reminds you what to do (e.g. Slack pings you when a new lead comes in).

Partial automation → It does part of the task, but you still approve it (e.g. adds the lead to your CRM but waits for you to tag it).

Full automation→ It runs end-to-end without you touching it (e.g. adds the lead, tags it, and sends a welcome email automatically).

Start small. You can always layer more automation later.

ROI check: Even a simple partial automation like auto-adding leads can cut admin time by 50% while keeping human oversight.

3. Plug It Into a Simple Workflow

Everything boils down to this flow: Trigger → Action → Result

Trigger: Some initiating activity happens.

→ A client fills out a form

Action: These are the steps that follow.

→ Automatically create a client folder + send a welcome email

Result: What you achieve.

→ Client feels cared for and you save 20 minutes

This same trigger → action → result framework works for:

  • Small, daily admin tasks - even personal reminders and habit trackers

  • More complex, full business processes

Once you automate one thing, you’ll start seeing dozens of other opportunities. And it snowballs—saving you hours every week while reducing errors and stress.

Want to go deeper?

I’ve put together a FREE Automations 101 Playbook—it’s packed with easy wins, step-by-step examples, and the tools I recommend to get started without the overwhelm.

On the flip side—if you’re automating everything, but it’s a headache trying to remember what you built, where it lives, or what it’s actually doing—then it’s not helping. It’s adding chaos.

If you're a founder who's stacked up Zapier workflows, Make scenarios, scripts, and custom automations — and now you can't remember what lives where — we’ve got you.

AutoM8te Vault is your personal automation control panel.
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About 3-2-1 AutoM8tions

Working with automations every day, one thing is clear — no two setups are exactly the same. Everyone’s business has unique needs, but even the most complex automations are really just made up of smaller, simpler parts.

That’s the idea behind my 3-2-1 AutoM8te video series. Each video shares a quick, practical automation that’s useful on its own — but when you start stacking them, can build powerful, custom workflows that suit your goals.

🚨NEW VIDEO: How to set up Goggle OAuth in Make.com

Why set up a custom Google OAuth consent for your automations?

As a business owner running multiple automations, you need your Gmail, Drive, and Sheets connections to stay reliable without constant reauthorization. By creating your own OAuth consent screen and credentials in Google Cloud, you’re giving Make.com a dedicated, stable connection to your Google Workspace.

Google OAuth in Make.com

This approach:
✅ Prevents token timeouts so automations don’t break unexpectedly
✅ Ensures long‑term, secure access to your Google data
✅ Keeps full control over what data your automations can reach
✅ Avoids issues with Make’s shared default connection, which can expire or conflict with other users

It’s the most reliable way to keep all your business automations running smoothly without interruptions.

This automation is perfect for you, if you:

  • You’re a business owner running multiple Make.com automations across Gmail, Google Drive, or Google Sheets

  • You’re tired of constant reauthorization prompts breaking your workflows

  • You want a stable, long-term connection to Google that won’t expire every 7 days

  • You need peace of mind knowing your automations will keep running even when you’re not watching

  • You want full control and transparency over what data your automations access

  • You’re using a Google Workspace or personal Gmail account and want a scalable, secure setup for now and the future

Need Assistance? 

Our team is able to work with you, build-for-you, or perform process automation audits. We’re also experienced in data migration so if you’re wanting to move you data safely from one platform to another the we can help.

Please don’t hesitate to contact us here: Contact@AutoM8tch 

www.AutoM8te.Tech