Work Smarter: 5 Tasks to Automate

Work Smarter: 5 Tasks to Automate

Ryan Patel
AI & Automation

If you feel like you're constantly busy but not actually "moving the needle," you likely have a manual task problem.

In 2026, the difference between a struggling business and a scaling one is how they handle "The Boring Stuff." Repetitive tasks like data entry, scheduling, and lead sorting are silent profit killers. Here are five high-impact tasks you can automate today to win back your time.

1. Lead Sorting and Triage

The Problem: You get an email inquiry, and it sits in your inbox for 4 hours before you manually reply to ask for more details. The Automation: Use a smart form (like Typeform or Tally) connected to an AI tool.

  • The Result: The AI reads the inquiry, decides if the lead is "hot," and automatically sends them a booking link or a specific brochure based on their needs—all while you sleep.

2. Meeting Scheduling & Reminders

The Problem: The "back-and-forth" email chain: "Does Tuesday at 2 PM work for you?" "No, how about Wednesday?" The Calendar Fix: Use tools like Calendly or SavvyCal integrated with your CRM.

  • The Result: You send one link. The client picks a time. The meeting is added to both calendars, a Zoom link is created, and an SMS reminder is sent 1 hour before the start. Time saved: 15–20 minutes per meeting.

3. Invoice Follow-ups

The Problem: Checking your bank account to see who has paid and sending awkward "friendly reminder" emails to late payers. The Financial Fix: Connect your accounting software (like Xero or QuickBooks) to an automated reminder sequence.

  • The Result: The system tracks the due date. If it’s 24 hours late, it sends a polite nudge. If it’s 7 days late, it sends a firmer one. You only get involved if the payment is severely overdue.

4. Social Media Cross-Posting

The Problem: Manually uploading the same video or post to LinkedIn, Instagram, and Facebook one by one. The Content Fix: Use a "Single Source" automation. When you save a finished post to a specific folder in Google Drive or Dropbox, a tool like Zapier or Make can automatically format and schedule it across all platforms.

  • The Result: Post once, appear everywhere.

5. Meeting Summaries & Action Items

The Problem: Spending 30 minutes after every call typing up notes and emailing tasks to your team. The AI Fix: Use an AI Notetaker (like Fireflies or Otter.ai).

  • The Result: The AI joins your call, records the audio, and provides a perfect bulleted summary and a list of "Next Steps" within 2 minutes of the call ending. You just hit "Send."

[Image: A simple flowchart showing a Lead Form connecting to a CRM then to a Slack notification]

How to Get Started

You don’t need to be a coder to start automating. Most of these can be set up using "No-Code" tools that connect your favorite apps together.

  1. Audit your week: Write down every task you did more than three times.
  2. Pick ONE: Start with the one that annoys you the most.
  3. Build the bridge: Use a tool like Zapier to connect the two apps involved.

Conclusion: Focus on What Only Humans Can Do

The goal of automation isn't to turn your business into a cold machine. It’s to remove the robotic tasks from your plate so you can focus on creative strategy, building relationships, and closing deals.

Not sure which tool to choose? At TinyConnect, we build custom automation "blueprints" for businesses ready to scale. Let’s look at your current workflow and find your hidden 10 hours.


This article is part of our Automation Series. Check our journal for more tips on Enterprise AI, Cloud Migration, and Digital Strategy.