Jenny WilsonA surprising amount of every workweek goes to tasks a computer could do: moving cards, reminding people, copying updates from one place to another. Automations take that work off your plate so the team can focus on the parts that need human judgement. Here are seven to set up first.
1. Assign reviewers automatically
When a task moves to “In Review”, assign the right reviewer based on the project or label. Nobody has to remember whose turn it is.
2. Remind before deadlines
Send the assignee a reminder two days before a due date and again on the day. Fewer surprises, fewer late nights.
3. Create recurring tasks
Weekly reports, monthly invoices and quarterly reviews can create themselves with the right owner and due date. Saasar’s recurring tasks handle daily, weekly, monthly or custom schedules.
4. Flag stalled work
If a task has not moved for three days, add a “Needs attention” label and notify the project lead. Stalled work becomes visible before it becomes late.
5. Welcome new team members
Adding someone to a project can trigger an onboarding checklist: accounts to create, documents to read, people to meet. Every new hire gets the same good start.
6. Post weekly summaries
Every Friday, send a summary of completed tasks and upcoming deadlines to the team channel. Stakeholders stay informed without asking for a status meeting.
7. Connect your other tools
Create a task from a starred email, attach files from cloud storage automatically, or open a task when a customer reports a bug. Integrations turn Saasar into the hub where work arrives.
Start with one, then build
Do not automate everything on day one. Pick the most repetitive task your team does, automate it, and check after two weeks that it works as expected. Then add the next one.
Keep automations visible
Name every automation clearly and review the list once a quarter. Rules that nobody understands become confusing over time. Good automations are simple, documented and easy to switch off.
The best automation is the one your team stops noticing – because the busywork just quietly gets done.
