The automations
- Invoice capture. Supplier invoices arriving by email are read by AI and posted to your accounts software for approval. Tools: Power Automate, AI document processing, Xero/QuickBooks/Business Central.
- Enquiry triage. Website and email enquiries are categorised, logged in your CRM and routed with a suggested reply.
- Meeting minutes. Teams meetings automatically produce a summary and action list for attendees.
- Quote drafting. Site notes or voice memos become a draft quote in your template.
- Review replies. New Google reviews trigger a draft response in your tone for approval.
- Weekly reporting. Sales, bookings or labour data summarised every Monday with the anomalies called out.
- Starters and leavers. One form creates (or removes) accounts, licences, groups and equipment requests.
- Invoice chasing. Friendly, escalating reminders sent automatically for overdue invoices.
- Document filing. Attachments saved to the right SharePoint folder based on content.
- Social content. New products, menus or events turned into draft posts for the week.
- Knowledge assistant. Staff ask questions about procedures and get answers from your own documents.
- Data clean-up. Duplicate contacts merged, addresses standardised, records enriched.
Where to start
Pick the automation that saves the most time with the least risk. Usually that's something internal (reporting, filing, minutes) rather than customer-facing. Measure the time before and after, then reinvest the savings in the next one.
Common pitfalls
- Automating a bad process. Fix the process first, then automate it.
- No error handling. Automations should alert someone when they fail.
- Personal accounts. Build automations on service accounts, not someone's login that disappears when they leave.
- No documentation. Write down what each automation does and who owns it.
We build, document and support automations — see workflow automation.
