Free guide
50 processes you can automate in your business.
A practical checklist, grouped by department. For each process: what it is and how the automation works. Tick the ones your team still does by hand and you have your shortlist.
- 50 processes in 7 areas, from documents to reporting
- One line on how each automation works
- A simple way to pick the first one
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A preview of the list.
Two processes from each area. The other 36 are in the PDF.
Documents and data entry
- Supplier invoices into accounting. AI reads the invoice, checks the totals and the VAT ID, and prepares the entry for import.
- Receipts and expense claims. A photo taken on a phone becomes a categorised expense line.
+ 6 more in the PDF
Sales and enquiries
- Enquiries from every channel in one place. Web forms, emails and messages are collected, classified and assigned.
- Instant reply to a new enquiry. A confirmation with the next steps goes out within minutes, at any hour.
+ 6 more in the PDF
Customer service
- Answers to frequent questions. An assistant answers from your own information and hands over to a person when needed.
- Email triage. Incoming mail is classified by topic and urgency and routed to the right person.
+ 5 more in the PDF
Finance and administration
- Invoices from orders or timesheets. Invoices are created from data you already have and sent to the client.
- Payment reminders. Polite reminders before and after the due date, stopped when the payment arrives.
+ 6 more in the PDF
Operations and reporting
- Weekly and monthly reports. Numbers are pulled from your tools and sent in the format you already use.
- KPI dashboard. Live figures from the CRM, invoicing and operations on one screen.
+ 5 more in the PDF
People and internal work
- Employee onboarding. Accounts, documents and first-week tasks are triggered by one form.
- Leave requests. Requested, approved and recorded in the calendar without emails.
+ 4 more in the PDF
Marketing and content
- Product or listing descriptions. Drafted from the data you already have and approved by a person.
- Newsletter assembly. New articles, offers or listings are gathered into a draft.
+ 4 more in the PDF
How to pick the first one.
Automate first the process that scores highest on all three.
01
Frequent
It happens many times a week, so the saving adds up quickly.
02
Rule-based
A new colleague could do it from a one-page instruction.
03
Costly when it goes wrong
A missed enquiry, a mistyped amount or a late reminder has a price.
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Tell us which process costs your team the most time.
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