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Productivity, Technology

To Automate or not to Automate Your Personal Productivity System

Written by CM Smith
A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.
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We are all about doing things faster and better around here at Lifehack. And part of doing things faster and better is having a solid personal productivity system that you use on a daily basis.

This system can be just about anything that helps you get through your mountain of projects or tasks, and helps you get closer to your goals in life. Whether it’s paper or pixels, it doesn’t really matter. But, since you are reading Lifehack I have to assume that pixels and technological devices are an important part of your workflow.

“Personal Productivity System” defined

A personal productivity system (at least the definition that this article will use) is a set of workflows and tools that allow an individual to optimally get their work done.

Workflows can be how you import and handle your photos from your camera, how you write and create blog posts, how you deploy compiled code to a server, etc.

Tools are the things like planners, todo managers, calendars, development environments, applications, etc.

When automation is bad

You may be thinking that the more that we automate our systems, the more we will get done. This is mostly the case, but there is one very big “gotcha” when it comes to automation of anything.

Automation is a bad thing for your personal productivity system when you don’t inherently understand the process of something.

Let’s take paying your bills for example. This may seem very obvious, but if you can’t stick to a monthly budget and have trouble finding the money to make payments on time, then automating your bill payment every month is completely useless and can be dangerous for your personal finances.

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Another example is using a productivity tool to “tell you” what tasks are important and what to do next. If you haven’t taken a step back and figured out just how your productivity systems should work together, this type of automation will likely keep you from getting things done.

You can only automate something in your personal productivity system that have managed for a while. If you try to automate things that aren’t managed well already, you will probably feel a bit out of control and have a greater sense of overwhelm.

Another thing to remember is that some things should always be done by yourself, like responding to important emails and communicating with others. Automating these things can show your coworkers and colleagues that you don’t care enough to communicate yourself.

When automation is good

On the other hand, automation is a great thing for your personal productivity system when you understand the process of something and can then automatically get the steps done. When you know how to manage something effectively and understand the step-by-step process of a portion of your system, it’s probably a great time to automate it.

I have several workflows that I have introduced in the last year that takes some of the “mindless” work from me so I can be more creative and not have to worry about the details of something.

On my Mac I use a combination of Automator workflows, TextExpander snippets, and now Keyboard Maestro shortcuts to do things like automatically touch-up photos imported from my iPhone 4S or open all the apps and websites needed for a weekly meeting to the forefront of my desktop by typing a few keys. Once you open yourself up to automating a few of your processes, you start to see other pieces of your system that can benefit from automation.

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Once again; none of this works unless you understand your processes and know what tools you can use to get them done automatically.

The three steps to determine if something is “ripe” for automation

If your workflow passes these three steps, then automate away, baby:

  1. You can do this process in your sleep and it doesn’t require your full, if any form of attention. It can (and has been) managed in some form prior to automating it.
  2. The process is time consuming.
  3. The process doesn’t require “human finesse” (ie. communicating and responding to something personally)

Automating your personal productivity systems can be a great for you in the long run if you are careful and mindful of what you are doing. You first need to understand the processes that you are trying to automate before automating them though. Don’t get stuck in thinking that anything and everything should be automated in your life, because it probably shouldn’t.

Pick and choose these processes wisely and you’ll find the ones that take up most of your time to be the best ones to automate. What have you automated in your personal productivity system?

Featured photo credit: Bram Naus via unsplash.com

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