How to Use Automation to Reduce Overwhelm (Without Becoming a Tech Person)
How to Use Automation to Reduce Overwhelm (Without Becoming a Tech Person)
AI & Automation

How to Use Automation to Reduce Overwhelm (Without Becoming a Tech Person)

Lianne Byrne · September 2025

Photo: Karsten Winegeart on Unsplash

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 women running a business 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 when you're 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 small business owners:

  • 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 small 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 life redesign 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 woman who has her 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.

Lianne Byrne

Lianne Byrne

25 years in digital and marketing. Burnout survivor. ADHD at 43. Coaching women in midlife through the reclaim · redesign process. Currently worldschooling in Guatemala.

Free · 2 minutes

Where is your time actually leaking?

The Time Friction Audit identifies where your time and energy are going — and what to do about it.

Take the free audit →

Keep reading

AI & Automation Strategy Session

90 minutes. A clear plan. No more guessing.

I audit your workflow, identify 2–3 tools that actually solve your problems, and build you a 30-day implementation plan.

Book an AI Strategy Session →