As a freelancer you’re probably used to having a dynamic work life. Juggling between clients, negotiating for different projects, and managing the constant hustle of being your own boss can get hectic at times. It’s essential to stay organised and balance your schedule, raise timely invoices, and set boundaries with clients to maintain a healthy work-life balance and get more done.

What if we told you being a freelancer no longer means you’ve got to work alone! How, you ask? Well with the help of automation, you can take care of a lot of your tasks by integrating applications. Think of automation as your personal assistant to working better!

4 Tips To automate your workflow

No you don’t need to be a coder to make use of automation in your everyday life. Thanks to technology you can now  integrate your favourite applications with little to no code, one such way of doing so would be through our own platform the Quickwork iPaas, click here to know more about that. Now let’s get back to some tips and tricks to help you automate your workflow:

  • Raising invoices: As a freelancer, the happiest moment is having your invoices cleared. When you’re managing multiple projects, keeping a track of your invoices, in terms of raising them and reminding clients to clear them can take up a lot of your time. Automating this process will help you manage your invoices in a more organised manner, and save you more time. Here’s how you can go about this:
  1. Use applications like Stripe or Zoho Invoice to add customers and create templatized invoices.
  2. Integrate this with your email to automatically raise invoices with your customers.
  3. Use applications like scheduler to set a condition; this means if you haven’t received a reply on your mail within 60 days then the scheduler will carry out an action,
  4. Set the action as sending a reminder mail to clear your payments.

This journey automatically takes over the process of sending invoices to reminding your customers.

  • Managing your schedule: Use a task manager! Task manager’s aren’t just for companies, they can be very helpful for individuals to keep a track of their progress on multiple projects as well.These allow you to view all your projects, set deadlines, keep a track of the amount of time spent  on each project and much more.  Integrate your Calendar with a task manager to directly create new tasks for you based on your meetings.You can also integrate your messenger with these task managers to directly create tasks out of saved messages.
  • Making the most out of mails: A messy mailbox can lead to you missing out on important mails, messy mailboxes also make it tough for you to navigate and find relevant emails. This is why you need automation.
  1. Integrate your mail with applications like Google Sheets, keep a track of all your emails regarding a similar subject.
  2. Syncing your mail with Dropbox or Google Drive to automatically download all your attachments.
  3. Connect your calendar to send reminder mails automatically.
  • Set your work hours: One of the biggest upsides and downsides of working in the freelance industry is not having fixed hours. While it means you don’t have to abide to the daily grind of 9-5 in the office, your clients may at times try contacting you at odd hours where you aren’t available. Using an application like scheduler set your work hours, integrate this with a messaging application or your mail to automatically shoot a reply to your clients intimating them politely that you’re currently unavailable, and will get back to them the next day (or whenever your work hours are.)

Building your journey to automation

There are hundreds of applications out there for you to explore, and use that can help you stay organised and productive. Combining these applications however can help you work quicker and smarter. Automation can take over the heavy burden of administrative work that comes with being a freelancer and act as your digital helping hand if used correctly. Check out our pre-made Journeys and get in touch with us to know more about building Journeys, to work better.