Key takeaways
- Pick a job that is frequent, rule-based and annoying.
- Start with one job, not the whole company.
- A person should still check the unusual cases.
If your team keeps doing the same task, in the same order, with the same rules, that task can usually be automated. You don't need a big project. Many businesses start with one job.
Here are seven that come up again and again.
Entering invoices
Supplier invoices arrive by email. Someone reads them and types the details into accounting software. An automation can read the invoice, check it against your rules, and enter it. A person only looks at the unusual ones.
Following up new leads
A new enquiry arrives and sits in an inbox. Automation can add it to your customer list, tell the right person, and send a first reply. It can also remind you when a lead hasn't heard from you in a few days.
Onboarding new staff
Every new hire needs accounts, contracts and equipment. The list is the same each time. Automation can send each request, chase what's missing, and tell you when everything is done.
Sorting customer questions
Many messages are the same question in different words. AI can sort them, answer the simple ones, and pass the rest to the right person with the background already written up.
Weekly reports
Someone collects numbers from three tools and pastes them into a spreadsheet. This can run by itself and arrive in your inbox on Monday morning.
Reading documents
Forms, contracts and statements hold details your team retypes elsewhere. AI can read them, pull out the details, and flag anything unclear for a person to check.
Approvals
Requests get stuck waiting for someone to notice them. Automation sends the request, reminds people, and moves it on when it's approved.
How to pick your first one
Choose a job that is frequent, rule-based, and annoying. Count the hours it takes each week. If it takes more than a few hours a week, it's a good first candidate.
Not sure which job is right? Book a 30-minute call and we'll look at it with you.
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