Admin Automation Checklist

Admin Automation Checklist for Interior Designers

Independent designers waste 12 hours a week chasing vendor orders, logging trade receipts, and compiling site notes instead of actually designing. Christine handles the admin so you can focus on the Anderson renovation.

Total admin tasks9 tasks (6 automatable)
Time saveable11.8h/week
Value saveable/month$5,088
0 of 9 reviewed
0%

Site Visits & Client Notes

  • Transcribes your voice notes on measurements and preferences straight into Google Docs.

    3h/week
    Automatable

  • Drafts and sends recap emails listing decisions like 'Hale Navy accent wall' right away.

    45 min/week
    Automatable

  • Needs human artistic vision; Christine just organizes the assets.

    5h/week
    Manual

Vendor & Order Management

  • Text Christine to draft status emails to Mitchell Gold or RH for specific order numbers.

    3h/week
    Automatable

  • Sets calendar reminders for order deadlines based on 8-week sofa lead times.

    1h/week
    Automatable

  • Needs personal relationship management and tactical negotiation skills.

    1h 30m/week
    Manual

Budgeting & Trade Accounting

  • OCR scans Kravet invoices, logs trade cost, and calculates 30% markup in Sheets.

    2h 30m/week
    Automatable

  • Updates Google Sheets with new purchases and alerts you when categories go over limit.

    1h 30m/week
    Automatable

  • Needs final human verification of quality before releasing funds.

    45 min/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task