TSD: S1 | E4 - What to Automate (and What You Should Keep Human)

Highlights: 00:02 – Why automating doesn’t mean losing your personal touch 04:15 – What to automate: scheduling, reminders, forms, and payments 09:40 – Tools that make automation easier (without adding another subscription) 13:20 – How to set up automated post-session check-ins that actually help 18:05 – What should never be automated — red flags, emotional follow-ups, and referrals 25:10 – The concept of “hybrid automations” and how Courtney uses them 28:50 – A mini-challenge: audit your weekly tasks and automate one thing Mentioned Tools & Ideas: Practice Better Google Workspace scheduler TidyCal & Calendly Stripe, Square, QuickBooks Hybrid automation ideas (template-plus-personalization) Next Steps: ➡️ Audit your weekly tasks to find one thing to automate. ➡️ Create one new email or intake template to save future you some sanity. ➡️ Write your “never automate” list for clarity and boundaries. Connect with Courtney: 💻 decletdesigns.com 🧠 cliniciancrew.com ✉️ Follow The Tech-Savvy Dietitian Podcast for more practical systems talk — minus the buzzwords.