Define your goals: Set specific goals for your automation tool using SMART criteria (Specific, Measurable, Attainable, Relevant, Time-bound)
ExampleSpecific: Automate the data entry process for incoming customer queries from our website forms
Measurable: Reduce manual entry time by 50% in Q1
Achievable: Implement and integrate an automation tool like Zapier with our CRM in two weeks
Relevant: Free up the customer support team to focus on resolving queries rather than entering data
With deadlines: Achieve full implementation and measurable results in three months
**Search the Internet for automation tools that fit your needs. Consider cost, scalability, integration capabilities, ease of use, and compatibility with your current technology stack.
Review user reviews: Review user reviews, customer testimonials, and case study user comments to get a realistic perspective on each tool
Try before you buy: At this stage, you should have two or three strong candidates. Contact vendors for product demos, free trials, or guides to experience the data entry automation software in action.
Make your choice : Choose the automation tool that best fits your organizational needs, budget, and team capabilities. Opt for a scalable solution that supports your long-term goals. Data entry software with AI workflow automation will typically offer more value than one without.
Case Study: ClickUp CEMEX
CEMEX has improved its workflows by eliminating manual tasks using the ClickUp Form View . Form submissions automatically start a project using a custom template, allowing the marketing team to get right to work.
Before automation, every time a writer finished a task, we had to manually communicate iran whatsapp number data up the chain of command that the text was ready. That could take 36 hours.
Oscar Aguilar, Director of Marketing Operations at CEMEX
CEMEX also used
ClickUp Task Relationships
to create efficient workflows. These workflows make it easy to transition projects from potential clients to copywriters, designers, and motion graphics creators. By linking tasks, documents, and dependencies in one central location, employees have everything they need.
We try to create validation chains to include people who need to review creative work or request changes in our process. With ClickUp, this is no longer manual.
Oscar Aguilar, Director of Marketing Operations at CEMEX