Worksheet 14: Light Automation Setup

Simplifying Repetitive Tasks to Create More Ease and Flow

Purpose of This Worksheet:
In the Business Tree Model, roots carry essential functions that support the whole tree — and some of those can be automated to make the business more efficient and sustainable. Light automations reduce cognitive load and free up energy for more creative, strategic work.

Use this worksheet when:

  • You’re repeating the same tasks manually

  • You feel like things fall through the cracks

  • You want your systems to support you (not the other way around)

Instructions (Step-by-Step):

Step 1: Identify Repetitive Tasks
🟩 Prompt:
List any tasks you regularly repeat in your business — especially ones that take time or mental energy.

✎ Write 5–10 regular tasks you repeat:
[Space with checkboxes]

Step 2: Highlight the Best Automation Candidates
🟩 Prompt:
From your list, highlight the tasks that:

  • Follow a predictable pattern

  • Involve notifications, reminders, or updates

  • Require little-to-no customisation per client

✅ Mark 2–3 tasks that could be simplified or automated:
[Blank space]

Step 3: Explore Your Tools
🟩 Prompt:
Which tools do you already use (e.g. calendar apps, CRM, invoicing, project management)?
What automations or integrations do they already offer?

✎ Tool Inventory:

✎ What automations are already working?
[Blank space]

Step 4: Choose Your “Light Automation” Experiments
🟩 Prompt:
Pick one or two small experiments to try — the goal is simplicity and ease, not full system overhaul.

📌 Examples:

  • Auto-reply email confirming a session was booked

  • Scheduling tool (like Calendly) connected to Zoom

  • Payment link auto-sending after a discovery call

  • Trello board automation to move cards by due date

  • Zapier or Make (Integromat) to copy client form responses into your system

✎ What 1–2 light automations will you set up this week?
[Blank space]

Step 5: Check for Alignment
🟩 Prompt:

  • Does this automation serve the business and the gardener?

  • Does it free up time without compromising connection or clarity?

✎ Any concerns, hesitations, or points to revisit later?
[Blank space]

Final Prompt:
Once this automation is in place, what will you do with the time and energy it saves?

✎ Write your intention here:
[Blank space]