How to Automate Tasks in 2022 (Ultimate Guide)

Want to learn how to automate tasks?

The need for task automation has been steadily growing in recent years. One of the reasons behind this is that automation can free up 30% of the time you spend working on daily tasks!

Naturally, many businesses see automation as a magic wand that can transform their company for the better.

That’s why we’ll be taking a trip to Harry Potter’s Wizarding World of Hogwarts to understand the secrets behind automation!


In this article, we’ll go over what task automation is, what tasks you can automate, and reveal the best workplace automation solution for 2021.

Off we go to Platform 9¾!

What Is Task Automation?

Task automation is the use of tools or software to automate repetitive, manual tasks.

Think about the spell ‘Accio’ for a moment. 

It can be used to summon an object, without you having to lift a finger! 

boy saying accio

If it was real, we’d use it to fetch our keys, files, mobile phones, or really, anything!

But what does this have to do with automation?

Just like spells help you perform tasks without hard work, task automation helps you complete work without much effort.

And in task automation, instead of magic, the task is assigned to tools, apps, and artificial intelligence.

So what are the tools required for automation?

There are loads of task automation tools that can help you automate literally anything!

If you can’t wait to read about task automation tools, click on the portkey (image) to take a shortcut to the section about workflow automation software!

What Are the Benefits of Task Automation?

There are way more advantages to task automation than just reducing manual effort! It reduces operational costs, increases reliability, and unlocks your team’s true potential.

Here’s how task automation can streamline your workflow and your business activities:

1. Reduces operational costs

Want to cut down on costs?

Say hello to automation!

You can automate administrative tasks like data entry and personal assistance to save on hiring employees’ for these roles.

Additionally, you can identify redundant processes within the organization and remove them completely.

2. Increases reliability

Automation reduces human error by making sure that the task is performed flawlessly from start to finish. 


Every task has a series of steps that need to be followed in order to complete it. While muggles like us can miss out on a step when we’re tired or distracted, a computer system works tirelessly to complete the task without error.

3. Unlocks your team’s true potential

You may have hired the most skilled employees, but they’re not going to be able to put that skill to use if they only work on tedious, simple tasks every day.

It’s like hiring Dumbledore as a groundskeeper for Hogwarts!


It just doesn’t make sense!

Workplace automation takes these mundane tasks off your employees’ hands to free up time for them to take on more advanced business tasks. As a result, they’ll be putting their skills to use and actually growing in your business. 

What Tasks Can Be Automated? 

Remember, there’s a magic spell for everything – even turning a staircase into a slide! Similarly, there’s workplace automation for almost all recurring tasks. 

You can automate lead management, marketing, finance and accounting, human resources, and administrative tasks.

In fact, a McKinsey report revealed that almost half (45%) of business tasks can be automated with current technologies like machine learning and artificial intelligence. 

Let’s take a look at how a business process automation could be applied to all departments of your company: 

1. Lead management

Remember Horcruxes? 

They are objects that contain a part of a wizard’s soul.

Similarly, with a little stretch of literary imagination and good old British humor, leads are Horcruxes for your sales team as they are the heart and soul of what they do!

Here’s how you can automate the most important part of the sales process:

Managing inbound leads

Psst… looking for a quick way to get more leads?

Offer free bottom-of-the-funnel content like an ebook, pdf, video, or any valuable resource to visitors on your website. All they have to do is fill out a form with their email address and information you are looking to gather, like their name and age.

Once they fill out the form, they get their free book, but you get something even more valuable – their data! 

You can then use the automation features in your form tool to automatically store and organize it in a marketing automation system and directly push the leads to a CRM (Customer Relationship Manager). This simple automation can save you the pain of punching data into an excel spreadsheet. 

2. Marketing

Since marketing is crucial for business growth, you need to ensure all your marketing processes are optimized.

And how do you do that?

With the help of marketing automation

Here’s how you can improve your efficiency in this department:

A. Industry research

Want to be one step ahead of your competition? 

You need to keep a close eye on industry trends, technologies, and competitors. 

But that doesn’t mean you need to spend hours on research.

Just like how Voldermort used Wormtail to do his bidding, tools like Google Alerts can be your digital assistant!

It can monitor online mentions of specific trends and then automatically compile them into emails for you!

B. Social media

Are you still manually uploading social media posts in 2021?

It’s time to get out of the dark ages and embrace marketing automation! 

There are tons of social media tools like Hootsuite that let you schedule posts on social media well in advance. It also lets you post the same content across all channels simultaneously – so you don’t spend hours uploading posts on Twitter, Facebook, and Instagram separately. Other tools, like AI writing tools can help you write your captions to save even more time.

3. Finance and accounting

You need to be cautious with your company finances.

Even the smallest human error can cause huge losses! 

Here’s how task and workflow automation in accounting software makes these processes safer:

A. Managing invoices

You don’t need a Remembrall to turn red to tell you that you’ve forgotten something!

Cloud invoice software can send an automatic reminder whenever you need to send invoices via emails

It can also automate the invoicing process by:

  • Automatically scheduling and sending recurring invoices
  • Tracking whether the invoices have been paid

B. Sales tax

Calculating sales tax is like playing a game of Quidditch.

Think about it.

In both cases, even a single slip can yield disastrous results! 

You need to prevent any human error while doing your taxes, or it will cost you a lot in penalties.

So how do you do it?

You can outsource your tax efforts to an automated tool like Avalara. The system researches the tax rates based on your location, product or service offered and generates the amount of tax you need to pay.

4. Human resources

Out of all the departments, the HR team has to deal with the most number of recurring tasks.


Every business process that involves an employee follows a set of repetitive tasks like interviewing, onboarding, training, etc.

Now imagine that your business has 50 employees. 

This means that these business tasks have to be repeated 50 times! 

Your HR teams need workplace automation to set these simple tasks on autopilot, while they focus on more complex processes

Let’s look at what they can automate:

A. Screening potential candidates

You might receive a lot of applications for a job offer. 

But how do you know they are fit for the role?

Just like how the sorting hat decided which houses students belong to, you can have an automated tool that helps you identify the most suitable candidates for your ‘house’ or company. 

sorting hat saying gryffindor

Once potential candidates have filled in their contact details on your website, tools like Paperform can send them a form loaded with preliminary questions about their strengths & experiences.

After they’ve finished filling the form, you can quickly review the application and decide their fate: just like the sorting hat does!

B. Managing benefits

After a certain period of time, your new hires become eligible for benefits like paid leaves, housing allowance, etc. 

Unless you manage a small business, it’s hard to track when an employee has qualified for these benefits. Fortunately, you can automate reminders that notify your HR team as soon as their probationary period is over.

5. Administrative tasks

Administrative tasks are those everyday processes that are simple and don’t require much thought like filing paperwork, scheduling appointments. 

In fact, they are so easy, then even a house elf like Dobby can do it!

Like Dobby, automation can play the role of a personal virtual assistant. It can help you with these simple tasks, so you can focus on what really matters:

A. Scheduling appointments

Even the simple task of scheduling appointments can be time-consuming. You and your guest might struggle to find a suitable time to fit a meeting into your busy schedules.

Why not use a robotic virtual assistant to schedule all meetings for you? 

Tools like help you automate this process by automatically offering your guest a chance to choose a time slot for their meetings.

B. Sorting Emails

Harry would have been shocked to know that an average muggle spends around 11 hours a week checking their emails!

harry saying that's completely mental

Most of the time is spent scouring the inbox for important emails and responding to them.  

Wouldn’t it be better if your inbox was well-organized?

You can let Gmail automatically sort emails into folders based on the rules you set for it, so you can find important client emails instantly.

Bonus automation: Want to surprise your client on his/her birthday? Use automated tools like Automator to send a customized birthday email. Sounds silly, but it’s a great way to improve relationships with your clients!

How Do You Decide Which Tasks to Automate?

Now that you know what tasks can be automated, it doesn’t mean that you need to start automating everything immediately!

You can decide what to automate by identifying the problem you need to solve, tracking what tasks you do in a day, and reviewing your daily tasks.

You need to spend some time thinking about what automated tasks can best benefit your business. Here’s a step by step guide to help you figure out what specific tasks should be automated:

1. Identify the problem you need to solve

It’s easy to think that any automation can help you save time and money. 

But you need to be careful when choosing a suitable automation tool for your business.

You wouldn’t drink a potion without knowing what it does, right?

kids drinking potion

Similarly, you shouldn’t choose an automation without understanding its effects; otherwise, it may cause more issues than it solves!

Start by asking yourself a couple of questions like:

  • What issues do I want to solve in the existing business process?
  • What is my team currently doing to fix the problem?
  • What other ways can task automation help my team?

After you’ve decided why you want to automate, it’s time to find out what you can automate.

2. Track what tasks you do in a day

Start by noting down all the specific tasks that you and your team do on a daily basis. It’s also helpful to track the amount of time spent on each task to give you an idea of how much time goes into them.

However, don’t exaggerate the truth like the questionable journalist Rita Skeeter!

Tip: You can do this easily by using the right time tracking tools.

3. Review your daily tasks

Once you’ve documented every business process, it’s time to see whether they are suitable for automation.

And how do you do that? 

You need to see if the task meets at least two of these criteria:

  1. Requires you do the same processes over and over again
  2. Can be done without much thought
  3. Doesn’t challenge your skills
  4. Interrupts your focus regularly
  5. Doesn’t require a lot of personalized attention

Let’s take a look at an example of one such common task in the Hogwarts Library:

Hermione needs to return and organize the books in the library.

Can this task be automated? 

Let’s find out.

This task can be automated because it is repetitive (#1), is simple to implement (#2), doesn’t challenge her skills (#3), and doesn’t require personalized attention (#4).

In fact, this repetitive task has already been automated at Hogwarts. 

The books organize themselves now:

books putting themselves on shelves

But how can this be automated in the real world?

Instead of looking for the correct shelf to return the book, an automated system will be able to:

  • Identify the book she borrowed last
  • Search for the relevant shelf in the database
  • Display exactly where she has to return the book

4. Use a workplace automation tool to automate these tasks

After you’ve listed the simple tasks that can be automated, you need to figure two things out:

  • Can the entire task be automated by a single app?
  • Should only a few parts of the task be automated?

After figuring this out, you need to find a good automation tool that will help you be more productive. 

Here a few tips to help you make an informed decision on selecting a task automation tool:

How to Find a Workplace Automation Solution for Your Business

Here’s what you should look for in a workplace automation tool:

A. It should be easy to use

When you’re introducing a new process or system to your team – you might be met with a lot of resistance. That’s why you need to ensure that your automation tool can be used by anyone.

For example, If you’re managing a non-technical team, the tool shouldn’t require the users to know Voldermort’s favorite programming scriptPython

(Get it?)


B. It should be able to handle most of your tasks

It doesn’t make sense to buy a separate tool for handling every individual task of your workflow. It’s like getting a separate wand for each and every spell!

Keep a lookout for tools that have features that can handle more than a single automated task

For example, an email automation tool that helps you with marketing automation is a good choice.

C. Its cost should justify the benefits

Not everyone is as rich as Draco Malfoy’s father, who once bought Nimbus 2001s for all of his son’s Quidditch team members!

Create a budget for all your task automation tools and other related software like RPA (Robot Process Automation). 

Then create a shortlist of the tools that can help you, and choose the one that offers the most value for the lowest price.

The Best Tool to Automate Tasks in 2021

Now that you know what makes an automation tool great, it’s time for a deep-dive into a tool that satisfies the above traits: ClickUp!

ClickUp is the world’s highest-rated remote project management software. Whether you use Agile, Scrum, or any other project management method, it has everything you need to automate your administrative tasks.

Let’s take a closer look at ClickUp’s Automations and how they help your business:

ClickUp Automations

Want to be a wizard, like Harry? You’re in luck!

man saying you are a wizard

Here are a few sample magic spells you can cast with ClickUp’s Workflow Automations:

  • Automatically assign people to specific tasksAssignio!
  • When the due date approaches, change a task to high priority to encourage your team members to speed up! – Hurrius!
  • Automatically post a comment whenever the task status changes – Commentato!

How do ClickUp Automations work?

Let’s begin by revealing the components that make an automation tick:

1. Automation Elements
A. Triggers

They are events or things that need to happen in order to start an automation

Here are just a few triggers that you can choose in ClickUp:

  • Assignee changes: whenever the person that’s assigned to a task changes, an action will be performed automatically
  • Due date arrives: when the due date approaches, an action will be performed automatically
  • All subtasks resolved: whenever all the subtasks related to a task are completed, an action will be performed automatically
automation configuration in clickup

For example:

Dumbledore has created a task called ‘Triwizard tournament.’ So when the due date of the tournament arrives, he creates an automation to assign the task to the entrants.

B. Conditions

Conditions give you more control over automation. They are statements that must be true in order for task or workflow automation to run. 

Let’s take a look at a few of them:

  • Priority: filter out tasks that have no priority
  • Status: choose tasks that have a certain status 
  • Tag: task should have a certain tag attached to it
automation status change in clickup

Note: You can add multiple conditions for a single automation.

Sticking to the previous example, Dumbledore knows the tournament is dangerous, so he prevents students under the age of 17 from entering.

Therefore he added a condition where the automation includes all tags except: ‘Underage’.

C. Actions

Actions are things that will happen when the automation has been triggered, and the conditions have been met

There are quite a few automated actions that can be done like:

  • Change status: changes the status (‘To do’, ‘In Progress’, ‘Done’) of a task
  • Add a comment: add any comment you want on the task
  • Change assignees: allows you to add, remove and reassign team members

Note: You can add multiple actions for a single automation.

So once the Triwizard tournament approaches, the automation is going to assign the finalists – ‘Harry’, ‘Cedric’, ‘Victor’, and ‘Fleur’ to the task. Additionally, a new subtask is created, which tells the four what to do next.

group of people in swim wear
2. How elements work together

Now let’s put all the elements together, and we get this schema:

‘When this happens (trigger), and this is true (condition), then the system does this (action).’

Taking all the previous examples we get:

‘When the tournament date approaches (trigger), and there is no ‘underage’ tag (condition), then add Harry, Cedric, Viktor, and Fleur to the task (action 1), and create a subtask titled  ‘Retrieve golden egg from Dragons’ (action 2).

This way, the finalists know what to do next, without Dumbledore getting up from his chair!

3. Creating an Automations in ClickUp

There are two ways to use Automations in ClickUp. 

You can either choose from a large library of 50+ premade Automations, or you can create your own custom Automation to suit your needs.

Here’s how:

  1. Open List View of your tasks.
  2. Click on the cute robot icon
  3. Click + Add Automation
  4. Create your own trigger, conditions, and action.
  5. And done. You’ve created a custom Automation!
custom automations in clickup

It’s that easy. 

And you don’t have to worry about learning Python script or any other complicated Automation scripts for it!

4. Integrate with other tools

ClickUp allows you to connect your Automations to any tool of your choice with the help of Webhooks!

What’s a webhook?

It is an API (Application Programming Interface) concept that allows you to link two apps and send information from one app to another.

Create a trigger and copy a Webhook link as an action.

This way, when the automation is triggered, the data will be sent automatically to the other app.

Automation isn’t the only trick up ClickUp’s sleeves!

ClickUp has tons of features that can be used by all teams:


Task automation is truly magical. 

boy saying I love magic

When used correctly, it saves your team plenty of time.

And with all this extra time, your team can sharpen their skills and become wizards in their own right!

That’s why it’s important to figure out what you need to automate right now. 

But you can’t automate recurring tasks without a task automation software, right?

But don’t worry.

ClickUp has all the features you need to automate work processes and recurring tasks to ensure that everything proceeds smoothly.

Sign up with ClickUp today and fight against the dark wizards of unproductivity!

Questions? Comments? Visit our Help Center for support.

Sign up for FREE
and start using ClickUp in seconds!
Please enter valid email address