Free checklist · PDF
30 tasks to automate in your company this year
This automation checklist lists 30 repetitive tasks a company can hand over to tools: quote follow-ups, order entry, status reports, weekly reports. For each one, the tool usually used, how hard it is to set up, and a box to write down your minutes per week. Then you can see where to start.
Free. Your first name and email are all it takes.
In the PDF
What is in the checklist?
- 01
30 tasks in 5 areas
Sales, admin, customers, team and reporting: six tasks per area, each described in one concrete sentence.
- 02
A typical tool for each task
What is most often used to automate it (n8n, Make, your CRM, your invoicing software…), so you know what we are talking about.
- 03
Three difficulty levels
Easy, medium or advanced, with a clear definition of each level.
- 04
A "minutes per week" column
You estimate the time spent yourself. No ready-made figures: yours are the ones that count.
- 05
A priority grid
To place your three most expensive tasks and decide which one to tackle first.
LioneaExcerpt · page 2
B · Admin
- 07 · Chase unpaid invoicesA polite reminder on the due date, a firmer one after that, with the invoice attached.
- 09 · Turn an accepted quote into an invoiceNo more copying: the signed quote becomes the deposit invoice.
- 10 · Enter orders received by emailThe purchase order is read, the lines are copied over, a person approves.
- 12 · Match payments to invoicesEach incoming transfer is linked to its invoice, and mismatches are flagged.
Who it is for
Who is this checklist for?
- The founder who feels the week disappears into low-value tasks, without knowing exactly which ones.
- The freelancer or consultant who does everything alone and wants to know what could stop being done by hand.
- The person who runs admin, operations or sales and has to propose priorities to management.
- The team preparing an automation project that wants to come to the first meeting with a clear list.
It will not tell you which software to buy. It helps you see where your time goes, which always comes before choosing a tool.
Get the PDF
Get the checklist
- 01
Enter your first name and your email.
- 02
You receive the link to the PDF (5 A4 pages).
- 03
Tick the boxes, write down your minutes, and keep it for your next team meeting.
Frequently asked questions
Before you download
Do I need technical knowledge to fill in the checklist?
No. Each task is described in everyday words, and the tools are named only as examples. You tick what you do by hand and write down how long it takes you.
Which task should I automate first?
The one that takes you the most time each week and always follows the same rules. The last page of the checklist has a priority grid to help you find it. Quote follow-up is often a good place to start.
How much time can I save?
It depends entirely on your tasks and how often they come up, which is why the checklist gives no ready-made figure. Write down your minutes per week, then use the calculator to see what they add up to over a year.
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