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How to get the most out of task automation

By Zachary McDaniel | No Comments | 22nd October 2020

In the business world, there are many things you have to keep track of. Your day can get very busy very fast to say the least. That’s why there’s always a constant push to make day-to-day business activities easier. This is where task automation comes in.


The digital age is pushing and almost forcing leaders in their given industries to come up with new and innovative technology to help make the lives of businesses easier. The idea is not to make something (whether that be software, technology, etc.) to just simply do the job for us. Instead, the idea is to make something practical and efficient. Something that helps us get the job done faster.

What is task automation?

In the simplest of explanations, task automation is the involvement of technology in order to aid in the completion of any given task. Task automation in this sense is often described as the elimination of the need for human involvement. The more you can eliminate that need, the more the task can be automated.

This most often manifests itself in software, but there are plenty of examples of physical tools that have helped automate tasks. A good example would be a drill. The drill automates by driving a screw into a surface. Or, if we combine both the physical and digital space, a movie theater is a good example. In the past, if you wanted to see a movie, you had to go to the theater, physically purchase a ticket, and then find your seats. Now, everything is done online. You can purchase your tickets, select your seats, and even put in an order for concessions before you arrive. All of this is task automation because it removes the need for human involvement.

But today, we are mostly going to be focusing on digital solutions for task automation. Digital solutions for task automation have paved the way for marketing teams around the world for years now, and it’s only getting better from here.

How to automate tasks

Task automation isn’t as simple as buying some software. In most cases, it does involve some work to set up. Of course, if done correctly, this can end up saving a lot of time and work in the future.

A great example of how to automate tasks is the transfer of data between tools. This can be very labor intensive, and honestly a big waste of time. CSV files need to be uploaded manually and repeatedly. But, there is a way to automate this process.

With a tool like LeadsBridge, automation becomes easy to transfer data from something like a lead generation platform to your CRM. Instead of having to worry about doing all the work yourself, the task is completely automated once the connection is made, saving a lot of time and effort.

We’ll discuss the LeadsBridge solution in a little more detail below. For now, let’s move on to automating workflow.

How to automate workflow

When it comes to task automation, workflow is a very important aspect. This is due to the fact that automation can save you a lot of time, and change your workflow management completely.

Essentially, automated workflow is defining a series of steps it takes to complete a given task, and then removing all of the unnecessary, manual steps.

For this process, there are many online tools to help. There are workflow softwares, task management softwares, and much more to help you take all that manual labor out of the picture. As a result, there are many things that you can end up saving. Here are a few examples:


  • Overwhelming paperwork

  • Onboard new employees and find new candidates much faster

  • Enhance workflow visibility


  • Simplify documentation

  • Shorten approval processes

  • Manage auto-deposits for regularly scheduled payments

  • Simplify payroll

  • Integrate company data with accounting software and tools


  • Assign open tickets to the best available representative

  • Evade duplicate requests for support

  • Manage scheduled updates and changes with important stakeholders

  • Manage data better and keep track of important usage trends


  • Standardize list building by simplifying the whole process

  • Send and keep track of promotional, onboarding, and informational emails

  • Hold on to leads and nurture them when needed


  • Manage marketing tasks and get real-time updates

  • Collaborate efficiently with team members

  • Automate marketing campaigns and gather information for data analysis

  • Create and manage a quality lead generation process + Lead nurturing process

As you can see, in every department of a company, there is a way to automate workflow. Depending on the needs of the business, these processes for workflow automation could vary, but these are just a sample of what automation could mean for you.

When you should be automating tasks

A very common question when talking about this subject is whether or not a task should be automated. Although it would be easier if you could avoid doing it manually, is it really worth it?

In order to answer that question, you must first ask a few questions about the task in general:

  • Would it help save time?

  • Would it help save money?

  • Is there something else that has a higher priority?

  • Is the manual aspect of this task complicated?

There are a number of questions that, if answered yes, could make task automation worth it. Overall, if the task can be completed more efficiently or cheaper, it is generally worth the automation.

In addition to that, there are plenty of tools out there that turn really complicated and repetitive tasks like manually uploading CSV files into clockwork.

Task automation: The easy way

As complicated as setting up a task automation process might be, there are a few ways you can make it easier. The best example of task automation made easy is LeadsBridge. With LeadsBridge, you can connect your favorite marketing tools together with a few clicks.

Once your tools are connected, LeadsBridge can help generate quality leads, manage your customer data, and more.

Let’s say that you want to gather lead data from an advertising platform like Facebook Lead Ads, and send that data to your CRM. With LeadsBridge, that is possible. Instead of having to manually upload CSV files, all you need to do is make the connection and gather the leads. LeadsBridge will take any incoming lead data and push it into your CRM so that you can properly nurture the lead all the way through the conversion funnel.


By making these connections, you can use your CRM for proper segmentation and insure qualitative data hygiene. Of course, this is just one example. There are over 400 different integrations possible with Leadsbridge. This is task automation at its finest.

Conclusions and takeaways

Task automation has been on the rise since the day the marketing industry began. Innovators and industry leaders are always looking for a way to make their lives easier and help others do the same. With everything above being said, there are many benefits to task automation:

  • Reduce overall costs

  • Help increase productivity

  • Increase availability

  • Improve marketing efforts (accuracy and reliability)

  • Improve performance across all departments

  • Improve focus, drive, and strategy

Of course, depending on the task automation, there could be any number of benefits. It’s all a matter of need, goals, and the results from both. All-in-all, with the right tools at hand, any business can optimize their task automation efforts, increase profitability, and overall avoid the need for repetitive, manual tasks.

Download Now the free Marketing Director's Guide to Automation

Zachary McDaniel

Zachary is a Content strategist, a freelance writer, and a world traveler. Fueled by the technical details and inspired to continuously learn more. Helping small startups and massive enterprises alike grow their brand.

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