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 boss can get hectic. 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 you are a freelancer no longer means you’ve got to work alone! You can take care of your tasks by integrating applications. Think of automation as your assistant to work better! How do you ask?
4 Tips To automate your workflow
You don’t need to be a coder to use automation in your everyday life. Thanks to technology, you can now integrate your favourite applications with little to no code automation; one such way of doing so would be through our 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:
- As a freelancer, the happiest moment is clearing your invoices. When you’re managing multiple projects, keeping track of your invoices and reminding clients to clear them can take up a lot of time. Automating this process will help you manage your invoices more organised. Here’s how to go about this:
- Use applications like Stripe or Zoho Invoice to add customers and create templatised invoices.
- Integrate this with your email to automatically raise invoices with your customers.
- Use applications like the scheduler to set a condition; this means if you haven’t received a reply on your mail within 60 days, then the scheduler will act,
- Set the action as sending a reminder mail to clear your payments.
This journey automatically takes over sending invoices to remind your customers.
- Managing your schedule: Use a task manager! Task managers aren’t just for companies; they can accommodate individuals to keep track of their progress on multiple projects. These allow you to view all your projects, set deadlines, track the 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 create tasks directly from saved messages.
- Making the most out of mails: A messy mailbox can lead to you missing out on essential emails; messy mailboxes also make it challenging to navigate and find relevant emails. This is why you need automation.
- Integrate your mail with applications like Google Sheets, keep track of all your emails regarding a similar subject.
- You are syncing your mail with Dropbox or Google Drive to download all your attachments automatically.
- Connect your calendar to send reminder emails automatically.
- Set your work hours: One of the most significant upsides and downsides of working in the freelance industry is not having fixed hours. While it means you don’t have to abide by the daily grind of 9-5 in the office, your clients may try contacting you at odd hours when you aren’t available. Using an application like a 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 to explore and use that can help you stay organised and productive. However, combining these applications can help you work quicker and more intelligently. Automation can take over the heavy burden of administrative work with freelancing and act as your digital helping hand if used correctly. Check out our app directory and get in touch with us to know more about building Journeys, to work better.