The word "automation" puts a lot of people off before they even start. It sounds like something that requires a developer, a complicated setup process, or a level of technical comfort that doesn't feel accessible if you're primarily a coach, consultant, or creative.
It doesn't. And the people who've been telling you it does are probably trying to sell you something more expensive than you need.
Automation, at its most useful, is simply this: when something happens in one of your tools, something else happens automatically in another. You set it up once. It runs. You don't touch it again unless something needs to change.
"Automation isn't about being technical. It's about identifying the moments in your day where you're the hand-off — moving information from one place to another — and removing yourself from that process."
What automation is actually for
Most solopreneurs use multiple tools that don't talk to each other. Your booking platform doesn't know about your project management tool. Your email list doesn't update when someone books a call. Your task manager doesn't react when a client pays an invoice.
So you become the connection point. You manually transfer information from one place to another, dozens of times a day, in small increments that don't feel significant in isolation — but add up to an enormous amount of interrupted time and cognitive load across the week.
Automation removes you from that process. Not from the work that matters — from the hand-offs that were never supposed to require a human.
The tools: Zapier and Make
Zapier and Make (formerly Integromat) are the two main no-code automation platforms. They connect to thousands of apps and allow you to build "if this, then that" workflows — called Zaps (Zapier) or Scenarios (Make) — without writing a single line of code.
Zapier is the place to start if you've never done this before. The interface is intuitive, the documentation is excellent, and the free tier covers enough to build your first handful of useful automations. It's more expensive at scale, but for a solopreneur getting started, cost isn't the first concern.
Make is more powerful for complex multi-step workflows and significantly cheaper at volume. Once you understand the logic of automation and have a few Zaps running, Make is worth learning — especially if you want to build anything involving conditional logic or data transformation.
What to automate first
The mistake most people make is trying to automate everything at once, getting overwhelmed by the options, and doing nothing. Here's a more useful approach: identify the three tasks in your week that are purely informational hand-offs. Not decisions. Not creative work. Just: I take this information from here and put it over there.
Common starting points for coaches and solopreneurs:
- New client books a call → welcome email goes out automatically → client added to your project management tool
- Invoice paid → client tagged in your email list → onboarding sequence triggers
- New subscriber joins your list → added to a specific segment → gets a specific welcome sequence
- You complete a task in your project manager → client gets a status update email
- Form submitted on your website → data appears in a spreadsheet → you get a Slack or email notification
Pick one. Build it. Let it run for a week. Notice what it feels like to have that task stop appearing on your mental list. Then pick the next one.
A real example: new client onboarding
This is the automation I recommend building first, because it touches every solopreneur's business and delivers the most immediate sense of relief.
The client's experience: they pay, and within minutes they receive a warm, personal onboarding email with everything they need. Your experience: you get a notification and one specific task. Everything else happened without you.
The principle that makes it stick
The Low Friction approach to automation isn't "automate everything possible." It's "identify what is currently costing you energy that doesn't need to." Some tasks need a human. Lots of tasks that feel like they need a human actually don't.
The test is: if this task went wrong because the automation failed, would it cause real damage — or would it just be inconvenient? Automating things where failure causes real damage requires more care. Automating administrative hand-offs where the worst case is that you manually send one email — start there. Build confidence. Expand from there.
A solopreneur who has their five most repetitive processes automated is not a tech person. They're just someone who decided their time was worth protecting — and set up the thing that does that.
Ready to build your first automation — properly?
The Zapier & Make workshop walks you through building your first automations step by step — with templates for the most common solopreneur workflows. Join the waitlist for priority access and the founding member rate.