• Table of Contents

Hey there 👋

This “cheat sheet” is designed to help you outline your first automations!

Just click on the “Duplicate” button on the upper right corner and you’ll be able to use this template on your own Notion workspace.

This “cheat sheet” provides a step-by-step framework to help you identify and build your first automation. Automating repetitive tasks can save you time and simplify your workflows. Follow the steps below to outline your first automation. You'll be ready to start building in no time!

Step #1: Make A List Of Your Most Repetitive Tasks

Aim to write down 5-10 tasks you do repeatedly and would like to automate. Some examples:

• Sharing social media posts
• Adding data to spreadsheets
• Managing files across apps

Focus on tasks that are repetitive, follow a clear set of steps, and don't require much judgment or evaluation.

My repetitive tasks: