#automationguide

[getbotbytes]

Checklist: Your First Automation

Before You Start

Identify Your Pain Point - Pick one repetitive task you do daily (email sorting, social media posting, data entry)

Choose Your Battle - Start small! Don't try to automate your entire business on day one

Set Realistic Expectations - Your first automation might save 15-30 minutes daily (that's amazing!)

Tool Selection

Pick One Platform - Choose either Zapier or Make.com (don't try both at once)

Start With Free Plan - Test the waters before investing money

Check App Compatibility - Ensure your favorite apps connect to your chosen platform

Planning Your Automation

Map Your Current Process - Write down each step you currently do manually

Define Your Trigger - What event will start your automation? (new email, form submission, scheduled time)

Set Your Action - What should happen when triggered? (send notification, create task, update spreadsheet)

Test With Sample Data - Use fake information first to avoid mistakes

Building Your Bot

Create Your Account - Sign up for your chosen automation platform

Connect Your Apps - Link the tools you want to automate between

Set Up The Trigger - Configure what will start your automation

Add Your Actions - Define what happens next in the sequence

Name Your Automation - Give it a clear, descriptive name you'll remember

Testing & Launch

Test Run - Turn on your automation and trigger it manually

Check The Results - Verify everything worked as expected

Monitor For 24 Hours - Watch your first day of automation closely

Make Adjustments - Tweak any issues you discover

Celebrate Your Win - You just automated your first task! 🎉

Next Steps

Document Your Process - Write down what you built for future reference

Share Your Success - Tell someone about your automation win

Plan Your Next Automation - What's the next repetitive task you want to tackle?

Join Our Community - Connect with other automation builders for support and inspiration

Remember: Build. Automate. No Code Required.

Your first automation doesn't need to be perfect it just needs to work and save you time!