The CA Thingy

Top 5 Automations You Can Set Up in Under 30 Minutes

Top 5 Automations You Can Set Up in Under 30 Minutes

April 13, 2025

Automation doesn’t have to be a massive project. In fact, some of the most impactful automations for a CA firm can be set up in under 30 minutes. These are quick wins—small setups that save big time. In this blog, we walk you through the top 5 automations that every CA can implement today.

1. Auto-Send Document Reminders

  • Set up scheduled reminders for clients to submit GST data, ITR docs, or TDS files.
  • No more chasing clients manually on WhatsApp every week.
  • Tools: WhatsApp APIs, email schedulers, or use built-in CA tools like The CA Thingy.

2. Auto-Generate & Share Invoices

  • Create invoice templates and use client-wise triggers to auto-generate monthly bills.
  • Use Zapier or native billing tools to send PDFs directly via email.
  • This reduces missed invoicing and improves cash flow.

3. Auto-Assign Compliance Tasks

  • Every 1st of the month? Auto-assign tasks like “Check GSTR-1” or “Send ITR reminder.”
  • Set due dates and priorities automatically, based on client type.
  • Use tools like The CA Thingy or ClickUp for recurring templates.

4. Auto-Backup Client Files to Drive

  • Every time a client uploads a file, it’s pushed to a Google Drive folder.
  • Organize by client name → year → compliance type (e.g., GST, ITR).
  • Use tools like Make.com, Zapier, or custom scripts for this.

5. Auto-Follow-Up on Pending Tasks

  • Send a nudge if a client hasn’t uploaded a document or approved an invoice.
  • This helps move things forward—without manual follow-up.
  • Set a 3-day or 5-day delay rule and let it run.

Final Thoughts

  • Automation doesn’t have to be hard or expensive.
  • Start with these 5 quick wins and you'll see instant efficiency gains.
  • The CA Thingy has most of these automations ready—just plug and go.