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Automation
Which processes SMEs can automate well
Not every process is suitable. These characteristics show where automation really frees up time.
Spotting good candidates
Automation pays off for tasks that happen often, follow clear rules and move data from one place to another.
Typical examples
- Transferring form enquiries into the CRM
- Sending confirmations and reminders
- Capturing invoice data from PDFs
- Syncing appointments between calendars
- Compiling weekly reports
What should not be automated
Decisions with responsibility, personal conversations and rare special cases are better left to people.
The first step
For one week, note which tasks repeat. That list is the best basis for a conversation about automation.