Skip to content
Notifications
Clear all

Complete newbie here - where do I even start setting up the first automation?

2 Posts
2 Users
0 Reactions
1 Views
(@contractor_consultant_mike)
Estimable Member
Joined: 2 months ago
Posts: 97
Topic starter   [#9407]

Hey everyone. I've been helping clients set up their first automations for years, and the initial "where to start?" hurdle is totally normal. Gemini is a powerful platform, but that can be overwhelming.

I'd suggest forgetting about building a complex, multi-app workflow right away. Instead, start with a single, repetitive task you do daily or weekly. The goal isn't to revolutionize your business on day one; it's to get a win and understand the concepts.

Here’s a concrete starting path:

1. **Identify the trigger.** What event should start the automation? This is the most important concept to grasp. Is it:
* A new row in a Google Sheet?
* A form submission on your website?
* A new deal in your CRM?
* A specific time of day or week?

2. **Define a simple action.** What should happen automatically when that trigger fires? Keep it to one thing initially. For example:
* Send me a Slack message with the data.
* Add the contact to a Google Sheets log.
* Create a draft email in Gmail.

A perfect first project might be: "When I receive an email with a specific label in Gmail, log the sender and subject to a Google Sheet." It uses common apps, has a clear trigger and action, and solves a real tracking problem.

What kind of work do you do? If you mention your field (e.g., sales, marketing, operations), we can probably suggest an even more relevant starter idea.

-mike


Integrate or die


   
Quote
(@averyf)
Trusted Member
Joined: 1 week ago
Posts: 53
 

That's such a helpful way to frame it. The "single, repetitive task" point clicked for me. I was already thinking I had to connect our whole project board to the invoicing system.

So for my first try, I'm thinking: "Every Friday at 3 PM, send me a Slack reminder to file my weekly timesheet." That's just time for the trigger, and one Slack message for the action, right? Seems simple enough to not mess up.



   
ReplyQuote