How to Build Your First Automation Without Knowing a Single Line of Code
An introduction to logic-based workflows for business owners, explaining how automation works using simple if/then statements.
Published on 24 Dec 2025 • 4 min read
Most people think automation is for “techies.” They imagine rooms full of servers and thousands of lines of complex code.
In reality, automation is just a series of simple instructions. It’s the same way you train a new employee: “If the customer asks for a quote, then check the stock levels. If we have it in stock, then send them the price.”
If you can describe a process, you can automate it.
The “If This, Then That” (IFTTT) Framework
Every automation in the world, no matter how complex, follows this simple logic:
- The Trigger (If This): An event happens. (e.g., A new lead fills out a web form).
- The Action (Then That): The software does something. (e.g., An SMS is sent to your phone).
3 Automations You Could Start Today
You don’t need a custom app to start thinking like an automation expert. Look for tasks that are Repetitive, Predictable, and High-Volume.
- The Payment Pulse: IF an invoice is marked as ‘Paid’ in Xero, THEN send an automated “Thank You” email and a link to leave a Google Review.
- The Lead Alert: IF someone downloads a brochure from your site, THEN add them to a “Follow-up” list in your CRM and set a task for yourself to call them in 2 days.
- The Task Creator: IF a client signs a contract via DocuSign, THEN automatically create a new folder in your Dropbox for their project.
Why This Matters for Your “Big Idea”
Starting with these small, “low-code” automations is a gateway. It helps you see where the bottlenecks are in your business.
Once you realize how much time you save by automating one email, you’ll start seeing opportunities everywhere. That’s when you’re ready for a Custom Application—a system that connects all your triggers and actions into one seamless, powerful engine.
Automation isn’t about replacing your brain; it’s about freeing it to do the work that actually matters.
Not sure where to start? Let Trishul audit your workflows. We’ll show you exactly which “If/Thens” are currently stealing your time.