How to know what to automate first
Make a list of the tasks your team repeats every week and, for each one, note how many hours it takes, how many people are involved and what happens if a mistake is made. Start with the one that combines many hours and low risk: it pays for itself sooner and lets you build confidence.
Sales and marketing
1. Lead generation and qualification
Contacts from the website, ads or WhatsApp reach the CRM classified by AI according to their interest and fit, and receive an instant reply. It’s the process we see most often in our use cases.
2. Sales follow-up
Reminders, personalised follow-up emails and alerts when a prospect revisits your website or opens a proposal.
3. Content and posts
Drafts of articles, posts and product pages generated with AI from your data, always reviewed by a person before publishing. Combined with SEO and GEO, it multiplies your visibility.
Customer service
4. Answers to frequently asked questions
An AI agent answers 24/7 on the website, WhatsApp or email with your business information and passes on to a person whatever it can’t resolve.
5. Appointment and booking management
The customer asks for an appointment by message, the system checks the calendar, books, confirms and sends reminders to reduce no-shows.
6. Email sorting
AI reads incoming emails, labels them, prepares a draft reply and assigns them to the right person.
Administration and finance
7. Supplier invoices
Automatic reading of PDF invoices, recording in your accounting software and reconciliation with bank transactions.
8. Payments and reminders
Automatic reminders to customers with outstanding payments and internal alerts when a payment is late.
9. Documents, quotes and contracts
Quotes and contracts generated with CRM data, sent for signature and filed automatically.
Operations and management
10. Reports and dashboards
Sales, marketing and finance data in a dashboard that updates itself, plus a weekly summary written by AI.
11. Customer and employee onboarding
Tool sign-ups, sending documentation, forms and welcome tasks launched with a single click.
12. Internal knowledge management
An assistant that knows your procedures and documents and answers your team in seconds, without digging through folders.
What not to automate (yet)
High-impact decisions with little margin for error, such as approving large payments or replying in sensitive situations, should always go through a person. AI can prepare the information, but the final decision is yours.
Next step
If you want to know which of your company’s processes can be automated and how much time you’d save, ask us for an assessment. And if you’re still weighing up options, read how to choose an AI automation agency.