Create marketing funnels in minutes!

Your page? Unpause your account to remove this banner.

Learn more
The Blog/Marketing/Automation Tips for Digital Marketers

Automation Tips for Digital Marketers

Wednesday, December 07, 2022

What is Automation?

Automation is the technology by which a process or procedure is performed with minimal human assistance. There are two main reasons why people use automation. One reason is to save time. If you have a lot of work to do, then automating some of it might make sense. However, there are other ways to save time that don’t involve automation. You should also consider whether the task you are automating is something that needs to be done manually.

Automation has become increasingly popular in recent years. Many companies now offer software solutions that allow them to automate repetitive tasks. For example, if you want to send out invoices automatically, you could set up an automated process that sends out emails to customers every month.

Computer on a table with chairs

Automation Encompasses Many Vital Elements, Systems, and Job Functions

Automation has been a hot topic in the business world for years now. It seems that with each new technological advance, there is another article or study touting the impending doom of jobs due to automation. And while it is true that certain jobs will be replaced by machines, it is important to remember that automation encompasses many vital elements, systems, and job functions – not just the machines themselves.

For example, consider the automobile. Sure, there are robots that can now assemble a car from start to finish. But there are also GPS systems and other automated technologies that help us get from point A to point B. In fact, automation has made our lives safer and more efficient in a number of ways.

In the end, automation is not something to be feared. It is an important tool that can help businesses save time and money while also increasing safety and efficiency.

Why is the Automation Professional so Important?

The automation professional is increasingly becoming more important as the world becomes more automated. With the ever-growing popularity of automation technologies, the automation professional is in high demand. They are responsible for the installation, operation, and maintenance of automated systems. Automation professionals are also responsible for developing and managing the controls for these systems. They must be able to troubleshoot and resolve issues that arise with these systems. They must also be able to develop and implement new automation technologies. Automation professionals are essential to the continued operation of automated systems.

Tablet with screen to connect to social media

What Digital Marketers Can Automate

Content Management

The automation of content management refers to the use of technology to manage content more effectively and efficiently. This can include the use of software to help with the creation, storage, and retrieval of content. It can also involve the use of tools to help automate the process of publishing content to the web or other channels. Automation can help content managers save time and money, and improve the quality and consistency of their content.

The use of automation in content management is becoming more and more popular as the benefits become more clear. Many content management systems now offer some degree of automation, and there are a number of standalone tools that can help with specific tasks. Automation can help content managers save time and money, and improve the quality and consistency of their content.

Document Processing

Document Processing Automation (DPA) is the technology that enables the automatic processing of documents. It can be used to automatically process documents that are received in various formats, such as email, fax, or paper. DPA can also be used to automatically generate documents, such as invoices or reports.

DPA can greatly improve efficiency in an office setting, as it can automate many of the tasks that would otherwise need to be done manually. It can also help to improve accuracy, as it can reduce the potential for human error. In some cases, DPA can even be used to create documents that are not possible to create manually, such as documents that are automatically generated from data in a database.

Document Management

An organization's document management system (DMS) is a set of tools used to track and store electronic documents and/or images of paper documents. The purpose of a DMS is to centralize control over an organization's document-based information, to improve the efficiency and security of that information, and to make it easier for authorized users to access and share the information. A DMS typically includes a document repository, one or more application interfaces, and a set of rules and procedures for managing documents.

Workflow Automation

Workflow automation is the technology that allows you to automatically trigger and track processes and tasks that need to be completed. It is designed to help you optimize efficiency and improve productivity by automating manual processes. Workflow Automation can be used to automate simple tasks, like sending email notifications, or complex processes, like employee onboarding.

In a business, there are many processes and tasks that need to be completed on a daily basis. To optimize efficiency and improve productivity, businesses use Workflow Automation. With Workflow Automation, businesses can automate simple tasks, like sending email notifications, or complex processes, like employee onboarding. Automating these processes and tasks allows businesses to focus on more important tasks, and ultimately improve their bottom line.

Decision Management

Decision management is the process of creating, automating, and deploying business decisions. It is a subset of business process management, and its goal is to make the decision-making process more efficient and effective.

Decision management systems are used to automate the decision-making process. They are designed to help organizations make better decisions by providing a framework for decision making, and by automating the process of decision making.

Decision management systems can be used to automate simple decisions, such as which product to buy, or they can be used to automate complex decisions, such as which supplier to use. Decision management systems can also be used to make decisions that are not possible to automate, such as how to respond to a customer complaint.

Decision management systems are beneficial because they can help organizations make better decisions. They can also help organizations save time and money by automating the decision-making process.

Process Mapping

Process mapping is the documentation of the steps involved in a business process. It can be used to document existing processes or to design new ones. Process maps can be created by hand or with specialized software. Process maps typically show inputs, outputs, and the steps involved in between. They can also show who is responsible for each step, what resources are needed, and what the process looks like from the customer's perspective.

webpage showing automation software

Automation Tools

Automation Tools are the software which help us to automate the process. There are different types of automation tools available in the market. The most popular and widely used automation tool is "Selenium". It is an open source tool used for automating the web application. There are different types of tools available in Selenium like IDE, RC, WebDriver.

IDE is used for record and playback the test scripts. It is very easy to use and does not require any programming knowledge.

RC is used for testing the web applications. It is written in Java and hence requires some programming knowledge.

WebDriver is used for testing the web applications. It is written in different languages like Java, C#, Python, etc. One of the advantage of using WebDriver is, it can simulate the real user scenario and can also work with the most popular browsers to give the users the best experience. It also has good community support and is constantly being improved by the open source community.

person on macbook laptop looking at data

Business Process Automation

Air Table - is an online database that is used to store information. It is a cloud-based system that allows users to access their data from anywhere in the world. Air Table is a powerful tool that can be used for a variety of purposes, including managing customer information, tracking project progress, and more.

ClickUp - Automation is the process of using technology to complete a task or process without human intervention. ClickUp is a cloud-based project management tool that enables users to manage their projects and tasks through an automated system. ClickUp allows users to create and manage their projects and tasks through an easy-to-use interface. ClickUp also offers a variety of features that make it an ideal tool for project management, including:
-The ability to create and manage projects and tasks through an easy-to-use interface
-A variety of features that make it an ideal tool for project management -The ability to automate tasks and processes

Asana - Asana is a business process automation tool that helps you manage your tasks and keep your team organized. Asana is a great tool for small businesses and startups because it helps you get your work done quickly and efficiently. Asana is also a great tool for larger businesses because it can help you manage your workflows and keep your team organized. Asana is a web-based tool that you can use for free, and it has a paid version for businesses that need more features.

Dubsado - If you are a small business owner, you know that there are a million things to do and only so many hours in the day. This is where Dubsado comes in. Dubsado is a business process automation tool that helps you automate the mundane tasks that take up your time so that you can focus on the things that matter most. From lead capture and client management to invoicing and project management, Dubsado has you covered. Plus, with its easy-to-use interface and customizable workflow builder, you can tailor Dubsado to fit your specific business needs. So why not give Dubsado a try? It just might be the answer to your time-management woes.

17Hats - 17Hats is a business process automation tool that helps small business owners and entrepreneurs streamline their business processes and get organized. It is a web-based application that provides users with a central place to track all of their business tasks, projects, and communications. 17Hats also offers a suite of productivity tools to help users manage their time, schedule appointments, and stay on top of their to-do lists.

Email Automation Tools

Active Campaign - Active Campaign is an automation tool that helps businesses automate their marketing and sales processes. It allows businesses to create and automate marketing campaigns, sales processes, and customer relationships. Active Campaign also provides a wide range of features and integrations that businesses can use to customize their automation processes.

Convertkit - Convertkit is an email automation tool that helps you to automatically send emails to your subscribers. It is a powerful tool that can help you to increase your email list and improve your email marketing.

screenshot of data for sales funnel

Sales Funnels

Sales funnels are a great way to increase sales and revenues for businesses of all sizes. By automating the process of creating and managing sales funnels, businesses can save time and resources while increasing conversion rates. Sales funnels can be used to increase online sales, generate leads, or even promote events and products. By automating the process of creating and managing sales funnels, businesses can focus on other areas of their business, such as product development or customer service.

Best Sales Funnel Software:
Clickfunnels - Automation is the key to a successful sales funnel. By automating your sales funnel, you can focus on generating more leads and closing more deals. Clickfunnels is a great tool for automating your sales funnel. With Clickfunnels, you can easily create landing pages, track your leads, and follow up with your prospects.

Wordpress - There are a number of ways to create a sales funnel, but one of the most effective is to use a WordPress plugin. There are many great plugins available that can help you create a sales funnel quickly and easily. Once you have a sales funnel in place, it's important to regularly monitor and optimize it to ensure that it's working as effectively as possible.

Groove Funnels - Sales funnels are an essential part of any business, and Groove Funnels is the best platform for creating and managing them. With Groove Funnels, you can easily create beautiful sales funnels that convert visitors into customers. Plus, the platform makes it easy to manage your sales funnels, so you can focus on running your business.

Automation Software

Zapier - is an online tool that connects your favorite apps and services together to help automate tedious tasks. With Zapier, you can connect apps to automate workflows, or "zaps." For example, you could automatically send new leads from your CRM to your email marketing service, or add new contacts to your CRM when they're added to your email list.

Webhooks - Webhooks are a way for you to automatically trigger events in your code based on actions that happen elsewhere. For example, you could set up a webhook to automatically notify your team whenever a new customer signs up for your service. Webhooks are typically used to automate tasks or workflows, making them an essential tool for anyone who wants to optimize their productivity. I currently use Pipedream for setting up webhooks.

Make - Make is a tool which controls the generation of executables and other non-source files of a program from the program's source files. Make gets its knowledge of how to build your program from a file called the makefile, which lists each of the non-source files and how to generate it from other files. When you write a program, you should write a makefile for it, so that it is possible to use Make to build and install the program.

A.P.I. - API stands for “Application Programming Interface” and refers to the various means one company has of communicating with another company’s software internally. An API would allow a third party such as Facebook to directly access the various functions of an external application, such as ordering a product on Amazon. A company will likely release an API in order to increase its audience by enticing others to develop integrations with its popular software. Automation is the process of using an API to automate tasks that would otherwise be completed manually.

One example of automation is using IFTTT, which is a free web-based service that allows users to create simple recipes that link different Internet-based services together. For example, a user could create a recipe that automatically posts a link to their Facebook profile every time they upload a new video to YouTube. This is just one example of how an API can be used to automate a task that would otherwise be completed manually.


Hi, I Am Val Kuikman

CEO Of Scale and Flow

I am an Integrator and COO of an online Marketing Company. I have over 20 years of experience in building systems and processes that have scaled businesses quickly. 

I have also run public events and charities as well as receiving state certified accreditation for Policies and Procedures.

I started as a Virtual Assistant and have done all the things in a business. I now help others to build, scale and earn income in their own businesses. 

Book A Strategy session And Get Started On Your Journey To Becoming A Highly profitable business owner!

Your dream clients are waiting.

scale and flow logo

Copyright 2022 @ Val K Consulting LLC.
all rights reserved