Automation, working smarter not harder, cutting out fluff, all of this can be a good method of improving your standing and potential as a professional. That said, sometimes it’s important to only cut the queue when it’s absolutely wise to, and when you have the space to move forward. In many cases, being able to automate your professional life is not a guarantee, and requires a diligent, careful approach to get right.
But how can you tell the difference, and better differentiate the two? It’s not always clear, especially if you’re new to the concept.
Ultimately, it comes to your professional priorities. Do you write that email using AI? When is a personal touch required? What systems can you trust to be automated, and which require your direct oversight? Can you benefit from learning from others, or the systems they set up to assist them with their work?
In this post, we’ll discuss three essential components of how automation can work best in your professional life. Without further ado, let’s continue.
Table of Contents
Enhancing Workflows
Elevating your personal workflow through automation simply means integrating tools and processes to streamline tasks that work for you, and to see the resultant efficiency gains that offers.
You might start by identifying repetitive and time-consuming activities, such as email sorting or data entry, that can benefit from automation. Certain productivity apps may help you construct the formatting more easily, such as how Notion has AI-inbuilt tools for crafting tables and lists, and so on.
You could also use industry-specific software that puts you at the cutting edge, such as with AI for private markets with Ontra Synapse. A streamlined approach to your daily workflow can work wonders in unlocking your potential going forward.
Invoices and Billing
If you work with freelancers, or perhaps if you’re a freelancer yourself, you can benefit from automation by curating invoices and billing that help track output and deliverables and then bill based on the unit of value you invested into that, be that projects completed or hours worked.
Using invoice generation tools can help you better curate your own time investment and tally up expenses you’ve tracked over time, or if working with freelancers, you might implement a submission dashboard that tracks these earnings as easily as possible.
In the long run, this can save you a great deal of time, and also inaccurate reporting.
Email Management
We all know the pain of coming into work on Monday and seeing ten million emails waiting for us. That can feel like an organizational assault cause, and it’s not comfortable. However, with some management of your inbox, you could work wonders here.
That might involve regular inbox tagging to certain folders (like members of your team or out of business requests), sorting like tracking an analytics, and even automated responses such as when you’re out of office.
In Conclusion: How to Automate Your Professional Life
Spending a few hours putting this together can save you so much time over the year, to the point where with a good coffee, Monday morning doesn’t have to feel so bad after all.
With this advice, you’re sure to automate your professional life in the healthiest way.
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