SERVICE / AUTOMATION
If your team repeats it every day, there may be a better way.
Copying form submissions into a spreadsheet, re-typing customer details, sending the same follow-up email — that work can usually run itself.
What can be automated
Typical starting points:
- 01Lead workflows from form to database to notification
- 02Email and SMS notifications on new activity
- 03CRM record creation and updates
- 04API integrations between tools that don't talk to each other
- 05Customer follow-up sequences
- 06Scheduled data processing and reports
- 07Internal tools for the work spreadsheets can't hold
- 08AI-assisted steps like sorting, summarizing, or drafting
How I approach it
We start with the one process that wastes the most time. I map the current steps, automate the parts that are safe to automate, and leave a human decision where a human decision belongs.
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