The Ultimate Guide to Project Automation


Picture this:

You’ve got a million things on your plate and you’re panicking you’re not going to get it all done over the next week.

You owe a few clients an update about the status of their projects, the team isn’t moving as fast you’d like, and you’re pretty much going to spend the morning triaging everything and putting out fires.

On top of that, you’ve still got a business to run, a team to manage, expectations to set, and a life outside of work that deserves living.

You want more out of your day, and while productivity advice is helpful, you still need something that you and the whole team can get behind. Not everyone is Gary Vaynerchuck, and you certainly can’t just be The Hulk™️ all the time. Sometimes, you need to be regular ‘ol Dr. Bruce Banner.

But instead of asking the question “How can I fit more into my day?”, let’s instead discuss what you can cut.

If there’s one thing you can cut from your day to free up your time, it’s definitely spending way too much time trying to make sense of what’s going in your project management tool.

There’s a strong chance the project management tool is the mecca for all of your team and business activity. And if opening it up in the morning fills you with dread, then this guide will be for you.

Before you stress, keep calm and read this:

Many founders and project managers (yes — including the “accidental” ones) struggle with keeping the project running as smoothly as possible. However, the primary reasons for a project being a painful process aren’t always because of the project manager’s performance.

They’re due to a lack of sustainable and scalable processes, or an abundance of overly complex processes.

There is a solution.

Regardless of whether you are the founder of an agency or software company or a team leader of a department, you can turn all this around by leveraging project automation.

Project automation comes in many forms and you might have heard it called workflow automation, process automation, and even task automation. For the sake of this eBook, we use the term interchangeably, but generally we’re talking about the automation that happens within a project management tool.

On average, project automation can help you and the team save anywhere from 15 - 30 hours a week per employee. You’ll manage your boards and processes (and ultimately your team) a whole lot less.

In this eBook, we will provide an in-depth look at the whats, whys, and hows of project automation, and how to implement an easy, low-cost project automation solution in your own business.