Automate a repetitive task without coding

Use this guide when you catch yourself copying the same information between apps, renaming files or sending the same email over and over. You need the apps involved, an automation tool that connects to them, and a test account or test data if possible.

Step by step

1. Pick one task worth automating

   Choose a task you do at least weekly that follows the same steps every time, such as saving email attachments to a folder or adding new form responses to a spreadsheet. Avoid tasks that need judgement or involve sending money. Starting small makes it easier to trust the result.