{"id":78607,"date":"2022-09-15T08:29:00","date_gmt":"2022-09-15T15:29:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=78607"},"modified":"2023-11-02T12:20:15","modified_gmt":"2023-11-02T19:20:15","slug":"business-process-automation-tools","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/business-process-automation-tools","title":{"rendered":"3 essential business process automation tools you should be using"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Business process automation tools can be a no-brainer for your small business to help you keep organized and stay on track. Read this article to learn the three most important types of tools you need for your business, along with examples.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-1024x793.jpg\" alt=\"Man on desktop using business process automation tools\" class=\"wp-image-81528\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you\u2019re an independent business owner, you\u2019ll find that at some point, taking care of everything manually isn\u2019t feasible.&nbsp;<\/p>\n\n\n\n<p>As your business starts to grow, it will become increasingly challenging to stay on top of all the tasks you have to complete for each client. You\u2019ll want some sort of system that automates all the repetitive tasks that are eating away at your time, but gives you room for personalization in client interactions. That\u2019s where <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\" target=\"_blank\" rel=\"noopener\" title=\"business process automation tools\" data-wpil-keyword-link=\"linked\">business process automation tools<\/a> come in.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation\">Business process automation<\/a> can help you save time and get more done. Automating your business also helps you enhance your customer experience as they\u2019ll find your processes easier and more enjoyable to get through. Here are three types of business process automation tools you should consider for your business.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#choose\">How to choose business process automation tools for your business<\/a><\/li>\n\n\n\n<li><a href=\"#email\">Email automation tools<\/a><\/li>\n\n\n\n<li><a href=\"#workflow\">Workflow automation tools<\/a><\/li>\n\n\n\n<li><a href=\"#accounting\">Accounting and bookkeeping automation<\/a><\/li>\n<\/ul>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88404\" class=\"elementor elementor-88404\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"256\" height=\"186\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-merino-tr.png\" class=\"attachment-medium size-medium wp-image-88406\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-324fe3f e-flex e-con-boxed e-con e-child\" data-id=\"324fe3f\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Work more efficiently \n<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-323a7b6 elementor-widget elementor-widget-text-editor\" data-id=\"323a7b6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Set up custom automations with HoneyBook that ensure you\u2019re still providing personalized interactions. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup%20\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30c1b67 elementor-widget elementor-widget-image\" data-id=\"30c1b67\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"175\" height=\"170\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-merino-bl.png\" class=\"attachment-medium size-medium wp-image-88407\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<a id=\"choose\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">How to choose business process automation tools for your business<\/h2>\n\n\n\n<p>Choosing the right business process automation software for your business doesn\u2019t have to be complicated or overwhelming. A little bit of planning and organization can go a long way toward making the process easier.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s a two-step workflow we recommend to help you decide on the right automation solutions for you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create a process map<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/process-map\">process map<\/a> is when you visually represent all the steps involved in the tasks you\u2019re doing together with the task owners and the timelines. The simplest way to do this is by drawing it all out on a whiteboard or on your notepad.&nbsp;<\/p>\n\n\n\n<p>Making a process map can give you a good picture of the types of tasks that need automating and streamlining. These are usually mundane, repetitive tasks that take up your time, effort, and resources. Sometimes while you\u2019re creating your process map, you will find steps that you can eliminate altogether.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Evaluate budget\/capabilities<\/h3>\n\n\n\n<p>Next, you want to determine how much of your budget you can realistically afford to set aside for your software. A lot of the business process automation tools in the market offer subscription plans, so you can choose to pay yearly or monthly. While there is no one-size-fits-all solution when it comes to how much to budget, it\u2019s common for small businesses to spend <a href=\"https:\/\/onserve.ca\/how-much-should-a-small-business-spend-on-information-technology\/#:~:text=Small%20businesses%20spend%20around%206.9,the%20percentage%20drops%20to%203.2%25.\">close to 7%&nbsp;<\/a>of their revenue on technology.&nbsp;<\/p>\n\n\n\n<p>Next, evaluate business process automation tools based on the deliverables you\u2019ve identified in your process map.&nbsp;<\/p>\n\n\n\n<p>We\u2019ve prepared a list of the top three types of automation tools you\u2019ll need for your business to make things easy for you. As you work through your list think about the features that are most suited for your business as requirements can vary from business to business.<\/p>\n\n\n\n<a id=\"email\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">1. Email automation tools<\/h2>\n\n\n\n<p>Email automation tools can help you communicate seamlessly with your clients and leads. They\u2019re also a highly cost-effective marketing tool. For every $1 you <a href=\"https:\/\/www.lyfemarketing.com\/blog\/email-marketing-roi\/\">spend on email marketing<\/a>, you can expect to earn $38 back in revenue.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mailchimp \u2014&nbsp;<\/strong>Mailchimp initially started as an email marketing services provider. But since then they\u2019ve upgraded to offer a whole host of marketing features making it a great resource for using email not just for connecting with your clients, but also for marketing. For example, you can use Mailchimp to design on-brand creatives for your email content, segment users who will receive them, and also time them to be sent out after a specific event or action has taken place.&nbsp;<br><br>Mailchimp\u2019s biggest unique selling proposition is how easy it is to use. The range of features available at affordable pricing makes it a great draw for small business owners who want the basics minus the bells and whistles. On the flip side, you may find you need to spend time learning to implement more complicated workflows.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Flodesk<\/strong> \u2014 Flodesk has the unique distinction of having been designed by creators. So, you have more control over the look and feel of your email content. With Flodesk, you also have the ability to build robust email automations. For example, you can set up emails to be sent out at specific times, automatically send a pre-written response if your client has opened the email, or a pre-written follow-up if the client hasn\u2019t.<br><br>If you\u2019re looking for standalone software for basic email setup, you\u2019ll find Flodesk simple and easy to use. But if you\u2019re looking for a full-featured email marketing platform, you\u2019ll find Flodesk very limited in terms of what it can do, compared to Mailchimp.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>HoneyBook<\/strong> \u2014 HoneyBook is best known and most-loved for being an independent business-friendly client relationship management software that doubles as a great cash flow management tool (automated <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\">invoicing<\/a> and payments). Use HoneyBook\u2019s automated workflows feature to respond to inquiries as they come in through your landing page. You can even set up HoneyBook to initiate communications with your clients when project milestones are reached.<\/li>\n<\/ul>\n\n\n\n<p>HoneyBook has a devoted fan following among business owners who like how effectively it supports back-end administration while making sure the client is having a great experience, too.&nbsp;<\/p>\n\n\n\n<a id=\"workflow\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">2. Workflow automation tools<\/h2>\n\n\n\n<p>Workflow automation tools are a no-brainer for businesses of any size. They help you streamline processes and stay on top of all your tasks. For independent businesses, <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-software\">business process automation software<\/a> is especially helpful for automating client management, booking, project closure, and more.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>HoneyBook<\/strong> \u2014 Use HoneyBook to automate your most important processes like booking clients, onboarding them, and closing projects when they\u2019re finished. You can also automate internal task reminders and the emails you\u2019re sending to your clients. Also, use it to send the interactive files that move your processes forward.&nbsp;<\/li>\n\n\n\n<li><strong>Kissflow&nbsp;<\/strong>\u2014 Kissflow is a great all-in-one tool to automate all your small business processes. One of its stand-out features is the ability to collaborate and communicate with your team members or your clients on documents, content, and files. You can get through tasks a lot faster with Kissflow. Kissflow is relatively easy to use but there is a bit of a learning curve, so you may need some time to get to grips with the software.<\/li>\n\n\n\n<li><strong>ClickUp<\/strong> \u2014 ClickUp is essentially a <a href=\"https:\/\/www.wordstream.com\/blog\/ws\/2021\/03\/30\/productivity-tools\">productivity tool<\/a>, but who doesn\u2019t want to be more productive as a business owner? It\u2019s also one of the best automation tools available if you work remotely with your clients. You can create documents and connect them to tasks, track the progress of your projects, set priorities on what you want to accomplish first, collaborate with your small team, and so much more. ClickUp can be a bit overwhelming at first, but with some learning and practice, you\u2019ll be able to make sense of how everything works. &nbsp;<\/li>\n<\/ul>\n\n\n\n<a id=\"accounting\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">3. Accounting and bookkeeping automation<\/h2>\n\n\n\n<p>Another must-have for small businesses are accounting and bookkeeping tools to help you stay organized with your finances and manage payments for your clients and vendors. With the right tools, you can automate the process of maintaining and assessing your cash flow. No, most of these tools aren\u2019t a replacement for a professional <a href=\"https:\/\/pros.honeybook.com\/directory-finance-legal\">accountant or bookkeeper<\/a>, but they will take hours off your plate if you\u2019re used to handling checks and managing your books via spreadsheets.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>QuickBooks<\/strong> \u2014 QuickBooks is an accounting software package that makes it easy for you to track sales, and create and send your invoices and payment receipts. You can also use reports to keep track of how your business is doing at any time. QuickBooks has a lot of great features that make it highly appealing for small business owners. For example, you can enter the information from your vendor bills and set them up for payment when they\u2019re due. You can also add <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/payment-reminders\" target=\"_blank\" rel=\"noopener\" title=\"payment reminders\" data-wpil-keyword-link=\"linked\">payment reminders<\/a> if needed.&nbsp;<br><br>QuickBooks is a user-friendly software designed for people who don\u2019t speak &#8220;accountese,&#8221; although it won\u2019t entirely do away with the need for an accountant. There is a bit of a learning curve but it\u2019s not as challenging as you might expect. Also, QuickBooks integrates with HoneyBook, so you can have a direct connection with HoneyBook\u2019s invoicing and <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/payment-processing\" target=\"_blank\" rel=\"noopener\" title=\"payment processing\" data-wpil-keyword-link=\"linked\">payment processing<\/a> features\u2013making it easier for you to get paid&nbsp;<em>and<\/em> manage your books..<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FreshBooks<\/strong> \u2014 FreshBooks is packed with features that make it a very useful automation tool for managing your finances. You can customize and create professional invoices, track billable time, automate your payments, and get a bird\u2019s eye view of your performance using their Double-Entry Accounting tools.&nbsp;<br><br>FreshBooks is simple to understand and easy to use. Negatives, if any, are more for larger businesses. You also have the ability to carry out project management functions inside of FreshBooks. FreshBooks is perfectly geared for solopreneurs and small business owners.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Xero<\/strong> \u2014 Xero is another feature-rich accounting software tool that does a lot. Over and above general accounts management, you can do things like maintaining pay records and doing pay runs for your employees, connecting to Stripe, GoCardless, etc. to receive payments faster, creating professional quotes, syncing with banking transactions, and so much more. Overall, Xero is a fantastic all-in-one accounting tool for small business owners.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">HoneyBook \u2013 The best clientflow management platform for independents&nbsp;<\/h2>\n\n\n\n<p>Digital transformation doesn\u2019t need to be another trending buzzword meant for big businesses with deep pockets. Independents and small business owners can easily take advantage of <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\">workflow automation software<\/a> to go from overwhelming manual work to efficient automation without missing a beat.&nbsp;<\/p>\n\n\n\n<p>With HoneyBook, it\u2019s easy to learn <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-automate-your-business-without-losing-the-personal-touch\">how to automate your business<\/a>. No matter what your process requires, you can translate it into HoneyBook and set up simple, efficient automation. You don\u2019t need to mess around with complicated tools that take months and months to onboard. HoneyBook\u2019s intuitive automation connects with interactive files that can easily replace what you\u2019re already using.&nbsp;<\/p>\n\n\n\n<p>HoneyBook, the only <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/best-crm-for-one-person-business\">CRM for solopreneurs<\/a>, offers a powerful, interactive clientflow management platform that lets our members customize files to their needs and include sales videos, photos, questionnaires, a customizable <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-invoices\">online invoice<\/a>, contracts, and more, and allows you to get paid directly through our <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-payment-software\">online payment software<\/a>. Everything is fully branded to match your business, and each file can be dynamic and interactive, depending on your needs. Now peace of mind comes with just one login.<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"87865\" class=\"elementor elementor-87865\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-2237b60 e-con-full cta_click e-flex e-con e-parent\" data-id=\"2237b60\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-a763669 e-con-full e-flex e-con e-child\" data-id=\"a763669\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acab07b elementor-widget elementor-widget-image\" data-id=\"acab07b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"646\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img.png\" class=\"attachment-medium_large size-medium_large wp-image-87866\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img.png 403w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img-187x300.png 187w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-711ec11 e-con-full e-flex e-con e-child\" data-id=\"711ec11\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1504169 elementor-widget elementor-widget-heading\" data-id=\"1504169\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">More time for fun<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ea6184 elementor-widget elementor-widget-text-editor\" data-id=\"9ea6184\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Automate your repetitive tasks and admin work with HoneyBook automations.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6939b6e elementor-widget elementor-widget-button\" data-id=\"6939b6e\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Business process automation tools can be a no-brainer for your small business to help you keep organized and stay on track. Read this article to learn the three most important types of tools you need for your business, along with examples. If you\u2019re an independent business owner, you\u2019ll find that at some point, taking care [&hellip;]<\/p>\n","protected":false},"author":816,"featured_media":81528,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[341],"class_list":["post-78607","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-automation"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Business process automation tools can be a no-brainer for your small business to help you keep organized and stay on track. Read this article to learn the three most important types of tools you need for your business, along with examples. If you\u2019re an independent business owner, you\u2019ll find that at some point, taking care of everything manually isn\u2019t feasible.&nbsp; As your business starts to grow, it will become increasingly challenging to stay on top of all the tasks you have to complete for each client. You\u2019ll want some sort of system that automates all the repetitive tasks that are&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"Irene Lopez","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/irene-lopez"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Business Process Automation Tools | HoneyBook<\/title>\n<meta name=\"description\" content=\"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Business Process Automation Tools | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-15T15:29:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-02T19:20:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1548\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Irene Lopez\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@honeybook\" \/>\n<meta name=\"twitter:site\" content=\"@honeybook\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Irene Lopez\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\",\"name\":\"Business Process Automation Tools | HoneyBook\",\"isPartOf\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage\"},\"image\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage\"},\"thumbnailUrl\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg\",\"datePublished\":\"2022-09-15T15:29:00+00:00\",\"dateModified\":\"2023-11-02T19:20:15+00:00\",\"author\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/a83bec3aa6595fe296c87e76d6ad4b7d\"},\"description\":\"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types\",\"breadcrumb\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage\",\"url\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg\",\"contentUrl\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg\",\"width\":2000,\"height\":1548,\"caption\":\"Man on desktop using business process automation tools\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/hbb.reliablepenguin.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Business best practices\",\"item\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"3 essential business process automation tools you should be using\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/\",\"name\":\"HoneyBook\",\"description\":\"Resources to empower independent business owners\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/a83bec3aa6595fe296c87e76d6ad4b7d\",\"name\":\"Irene Lopez\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f4a5701e2c4173370b3fe64d71c61586bf4631d59218cc22d2b83a64c81d5ad7?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f4a5701e2c4173370b3fe64d71c61586bf4631d59218cc22d2b83a64c81d5ad7?s=96&d=mm&r=g\",\"caption\":\"Irene Lopez\"},\"description\":\"Irene Lopez is an SEO Copywriter and Content Strategist specializing in developing content for businesses serious about boosting their visibility and creating impact. While her professional background encompasses HR, Marketing, and Administration, she's written extensively for Technology, Health, Finance, and Beauty and Fashion brands too.\",\"url\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/irene-lopez\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Business Process Automation Tools | HoneyBook","description":"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools","og_locale":"en_US","og_type":"article","og_title":"Business Process Automation Tools | HoneyBook","og_description":"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types","og_url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools","og_site_name":"HoneyBook","article_publisher":"https:\/\/www.facebook.com\/honeybook.co","article_published_time":"2022-09-15T15:29:00+00:00","article_modified_time":"2023-11-02T19:20:15+00:00","og_image":[{"width":2000,"height":1548,"url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg","type":"image\/jpeg"}],"author":"Irene Lopez","twitter_card":"summary_large_image","twitter_creator":"@honeybook","twitter_site":"@honeybook","twitter_misc":{"Written by":"Irene Lopez","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools","name":"Business Process Automation Tools | HoneyBook","isPartOf":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage"},"image":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage"},"thumbnailUrl":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg","datePublished":"2022-09-15T15:29:00+00:00","dateModified":"2023-11-02T19:20:15+00:00","author":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/a83bec3aa6595fe296c87e76d6ad4b7d"},"description":"Business process automation tools can be a no-brainer for your small business. Read this article to learn the 3 most important types","breadcrumb":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#primaryimage","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg","contentUrl":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/09\/automation-tools-feature.jpg","width":2000,"height":1548,"caption":"Man on desktop using business process automation tools"},{"@type":"BreadcrumbList","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/business-process-automation-tools#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/hbb.reliablepenguin.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Business best practices","item":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices"},{"@type":"ListItem","position":3,"name":"3 essential business process automation tools you should be using"}]},{"@type":"WebSite","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/","name":"HoneyBook","description":"Resources to empower independent business owners","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/a83bec3aa6595fe296c87e76d6ad4b7d","name":"Irene Lopez","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f4a5701e2c4173370b3fe64d71c61586bf4631d59218cc22d2b83a64c81d5ad7?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f4a5701e2c4173370b3fe64d71c61586bf4631d59218cc22d2b83a64c81d5ad7?s=96&d=mm&r=g","caption":"Irene Lopez"},"description":"Irene Lopez is an SEO Copywriter and Content Strategist specializing in developing content for businesses serious about boosting their visibility and creating impact. While her professional background encompasses HR, Marketing, and Administration, she's written extensively for Technology, Health, Finance, and Beauty and Fashion brands too.","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/irene-lopez"}]}},"_links":{"self":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/78607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/users\/816"}],"replies":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/comments?post=78607"}],"version-history":[{"count":0,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/78607\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media\/81528"}],"wp:attachment":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media?parent=78607"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/categories?post=78607"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/tags?post=78607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}