Sell an automation

Introduction to the platform's automation capabilities.

Automations are workflows that execute repetitive tasks without human intervention. They operate on a simple "If This, Then That" logic, serving as a digital assistant that handles your routine "busy work" 24/7.

How it works:

• Step 1: Identify "Robotic" Tasks Look for tasks that are high-frequency and low-complexity, such as moving data from an email to a spreadsheet or sending follow-up reminders.

• Step 2: Choose Your Tools * No-Code Integrators: Tools like Zapier, Make, or IFTTT allow you to connect different apps (e.g., connecting Shopify to Discord) without writing code.

  • Built-in Features: Many apps have native automations (e.g., "Rules" in Outlook or "Automations" in Notion).

• Step 3: Define the Trigger and Action Every automation needs a Trigger (the event that starts it) and an Action (the task performed).

  • Example: Trigger: New lead signs up on your website Action: Automatically send them a welcome PDF and add them to your CRM.

• Step 4: Test and Optimize Run a "live test" to ensure the data flows correctly between apps before letting the automation run fully autonomously.

Below are some examples of automations from the platform:

1. Create Impactful Facebook Ads with Google Sheets, ChatGPT, and the BAB Formula

2. Design with Canva Using Google Sheets Data and Upload to Google Drive

How do I sell an automation?

The automation edit page does not have a text editor; the main component is to include a file.

Now that you know about automations, we can move on to snippet.