Concrete examples of tasks to automate with no-code for successful digital transformation.
What is task automation in business?
Automating tasks in business involves delegating repetitive and low-value actions to computers rather than your teams. In the short term, the primary goal is to free up more time for you to focus on more complex tasks such as project management, customer follow-up, etc. A long-term automated digital strategy is a means to increase productivity, reduce costs, improve transparency and information flow, and better manage your teams and projects.
No-code and low-code tools: levers to facilitate process automation.
Initially, small and medium-sized businesses were the most marginalized by the advent of artificial intelligence, mainly due to the high costs associated with the emerging technologies. Today, the situation has changed, partly due to the development of no-code tools that open up automation access for these smaller organizations.
What are the benefits of automation software for your digital transformation?
Whether for your CRM, management tool, communication tool, etc., automated workflows allow you to track in real-time the progress of your projects, each employee's tasks, the time spent on each task, the performance of your prospecting campaigns, etc. It’s an optimal way to react in real time and optimize every action taken. These automations serve, for example, to:
- Prioritize tasks by structuring and qualifying your leads based on their source, relevance.
- Enhance your customer follow-up by defining importance levels for each inquiry, each project.
- Support your sales team by populating your prospect records, evolving client follow-up in real-time, integrating your transactions into your CRM, etc.
- Save time by reducing back-and-forth between stakeholders before scheduling a meeting, facilitating the search and sharing of company documents, automating recurring emails.
- Minimize errors by automatically qualifying your prospects, tracking the progress of your projects, etc.
The technical barrier is lifted with the advent of intuitive and user-friendly no-code interfaces. Any sales team can now autonomously configure and customize workflows, sometimes even at an individual scale. We sometimes refer to 'low-code' when minimal developer intervention is required.
How do automated workflows work?
The concept is to start from a trigger element, a “Trigger,” which will initiate a series of actions without requiring your intervention. Once the trigger is identified, you simply need to assemble one by one the applications where events should occur.
Workflows can be quite simple, such as sending you an email notification when someone contacts you through your website. However, it is possible to extend these operational flows much further by assembling a wide range of tools: a new prospect from Waalaxy that gets enriched with Dropcontact, sent to your CRM such as Airtable, then integrated into a Sendinblue email campaign, and notified to the sales team by connecting Webflow and Slack with Make (Integromat), and so on.
Make (Integromat), Zapier, Automate.io, ... Which no-code tool to use to automate processes in your business?
It can sometimes be challenging to choose from all the automation tools available on the market, as their offerings are often similar. Here are some recommendations to help you select the best no-code tool for your business.
Identify the number of tasks to automate
Some automation tools like Zapier will vary the price based on the number of programmed chains. Assess the number of recurring tasks you wish to automate, keeping in mind that each chain is associated with a unique trigger linked to a single account. However, the resulting actions can affect multiple accounts. For instance, if you want to receive a notification for every message sent from your website’s contact form, the trigger will be the unique email address programmed on the contact form, but notifications can be sent to multiple different email addresses. Here’s a method to connect your Webflow forms with your no-code business tools.
Analyze the complexity of automation processes
The cost of your tool may evolve based on the complexity of your chains or the volume of data transferred. Thus, it is essential to conduct a diagnosis of the actions to be performed for each of your workflows. Referring to the previous example, the more steps you add following the receipt of a message from your website, the more complex the chain will be and the larger the volume of data transferred.
Choose your tool based on your organization’s digital skills
Software like Make (Integromat) sometimes requires low-code knowledge for more complex automations. Evaluate your team's technical skills before selecting your tool. If your technical abilities are limited, know that many online resources exist to help you program your chains. You can find tutorials on our blog, for instance, on how to connect Webflow to Make (Integromat) or other no-code tools.
User experience and interface of the tool
Most of these software options offer a simplified and intuitive user experience. Therefore, web interface preferences are highly subjective. Some tools like Make (Integromat) or IFTTT also offer mobile applications that allow you to work on more advanced automation processes.
Check the available integrations with your automation tool
The price difference between software can sometimes be significant. This can be explained by the number of integrations offered. For example, Zapier distinguishes itself from its competitors with nearly 2000 available applications. Other platforms like Make (Integromat) allow you to create automated processes via low-code without requiring the application to be integrated into the tool. In other words, if you have advanced technical skills, you can create complex chains linking any of your tools.
Developing an effective sales follow-up through automation
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Manual outreach, follow-ups, copying data from one tool to another, CRM updates, etc. No-code can put an end to this list of tasks by acting as a commercial right-hand support throughout the sales journey. Learn more about automated prospecting.
Simplify customer outreach and meeting scheduling
Quickly scheduling meetings with your teams can be accomplished in just a few clicks. Tools like Calendly allow you to set up shared calendars based on roles, activities, availability, designated time slots, etc.
Gather information on your prospects
Automate the flows from your website to your database: connect Webflow and Make (Integromat). Contact forms, quote requests, online tests, newsletter sign-ups - all are effective resources for obtaining information about your prospects. The data flows from tools like Jotform, Typeform, or Joonbot can thus be automatically sorted, enriched, qualified, and even assigned to team members.
Automatically generate quotes
No-code now allows you to automate the creation and sending of quotes comprehensively. Drafting, sending, electronic signature—everything can be programmed to ensure the quote meets specific criteria in terms of pricing, products, timelines, etc. This method enables a higher volume of sending without being a burden on the teams.
Improve follow-up on prospecting and reminders
Create customized notification scenarios according to team members, access levels, preferred communication channels (email, Slack, Teams, SMS, etc.), and more. The entire team thus stays automatically informed about project progress, the arrival of new leads, or the assignment of new tasks. Tools like Notion, Coda.io, or Airtable can help you automate these flows.
Reduce the time spent drafting contracts
Several solutions can be utilized to automate the creation and sending of contracts. Flows can minimize back-and-forth communication among departments, prevent copying of information, or even allow real-time modifications.
Automatically transfer data between your tools
Processes that require data copying are numerous. Opening a customer account may necessitate creating accounts in the ERP, then in the CRM, and then in the production module, etc. With automation, only one data collection is needed to update all your tools. Filling out documents, sharing commercial data, technical sheets, etc. As you can see, the stakes of automation are high and the possibilities extensive.
Track key KPIs for your team
Once your tools are interconnected, you can easily get an overview of your team's performance. Tools like Google Data Studio or Geckoboard enable you to create personalized dashboards that consolidate all your data. The results of your campaigns, time spent on your projects, sales performance, everything is updated in real-time to provide greater agility in your development.
Task automation with Digidop
At Digidop, our automations primarily utilize Make (Integromat) and Zapier. We conceptualize and program workflows tailored to our clients' needs.
We chose Zapier primarily because its automations offer a very good simplicity-to-effectiveness ratio. This is a considerable advantage for quickly training our clients and making them autonomous on the main features of this tool.
Make (Integromat), on the other hand, allows us to create more advanced chains with a better quantity-to-price ratio. Furthermore, the results of our queries can sometimes be much more precise, ensuring equally effective outcomes.
Discover the no-code tool stack of Digidop!
