Top 10 AI Tools to Streamline Your Small Business
Running a small business is no easy feat. As an entrepreneur, it's easy to get bogged down in day-to-day tasks like bookkeeping, scheduling, onboarding, and marketing management.
The good news is that automation tools can streamline these repetitive processes and help you work smarter, not harder. Implementing even a few key automations allows you to focus your limited time on high-level strategy and growing your business, rather than manual busywork.
Don't let administrative tasks slow you down! This list of the top 10 automation tools will help you efficiently manage the back office and administrative side of your business so you can get back to doing what you love. The few hours you will spend setting them up, will pay off ten-fold in the future. With the right automations in place, you can work more efficiently and scale your small business without getting overwhelmed by operational details.
Clickup
Automate project management by creating boards, lists, due dates. You can delegate tasks to your virtual assistants or business partners. Recently added AI to add in automated templates and create recommended next steps.
Alternatives: Asana, Trello, Monday and many project management software. $0-7/mo to get started!
Calendly
Automate appointment scheduling and eliminate email back-and-forth. There is no reason you should be manually scheduling with clients or others - this links back to your calendar and will automate so you avoid those long, drawn out email chains of dates.
$0-40/mo to get started!
Hootsuite
Social media management platform to schedule posts, analyze engagement, manage multiple accounts. This does cost more than Later or others, but has amazing capabilities not only with marketing management but customer relationship management (CRM). One stop shop!
Alternatives: Later, Lately, Buffer, SmarterQueue$99/mo to get started!
Later
Automate social media management for free! If you’ll be posting mainly to Instagram, Later is one of the best free social media management tools to try out and is great for visual content. In addition to Instagram, you can also use it to schedule posts to Facebook, Twitter, Pinterest, TikTok, and LinkedIn.
$0-40/mo to get started!
Loom
Best free online screen recorder. Easily record yourself and your screen to share within your team, on your website or with your clients. A great simple way to communicate “live” when we are virtually working. Their AI will automatically summarize, transcribe and title your videos.
FREE to get started!
Mailchimp
Email marketing automation - create email campaigns, manage subscriber lists. This connects wonderfully with Zapier to your CRMs and emails! Highly recommend if you’re going to use this, create a Zap!
$0 - 20/mo to get started!
Otter.ai
Get an AI meeting assistant that records audio, writes notes, captures action items, and generates summaries. The free version records all 30 min conversations. Your otter will automatically join every call on your calendar so you don’t even have to add it!
$0 - 10/mo to get started!
ScoreApp
Automated quiz funnel creator and manager. ScoreApp makes quiz funnel marketing easy, so you can attract relevant warm leads, insightful data and increase your sales. You can make a quiz in under 15 min. This also has great Zap potential!
$0-32/mo to get started!
Slack
Streamline all work communication to one place for multiple audiences. I use this to communicate with my team, individuals and clients. Great for collaboration. There are easy integrations between Slack and tools like Canva, Clickup and GSuite!
$0 - 20/mo to get started!
Zapier
Connect all of your business tools or apps and automate workflows between them. Great for automating repetitive tasks. Connects most business tools such as Mailchimp, CRMs, Social Media, Websites and others.
$0 - 20/mo to get started!
ChatGPT vs. Claude.AI??
ChatGPT vs. Claude.AI??
Why Claude.ai over ChatGPT?
Claude.ai can process larger amounts of text
Claude.ai is trained on real-time data unlike ChatGPT
Claude.ai has better EQ (in my opinion)
Only challenge being that you can’t upload base-line descriptions like who you and your business is, to consistently repeat.
Virtual AI assistants are an affordable and scalable way for solo-preneurs and small business owners to automate tasks and free up their time for high-level strategic work. This enables small business growth and success.
Claude.ai is an AI assistant that can automate repetitive administrative tasks, provide helpful information, and even answer customer service inquiries to save small businesses time. I use this for all copy writing, social media inspiration and planning and even best practices.
FREE!
