The First 5 Workflows Every Business Should Automate
The fastest wins in automation come from targeting workflows that repeat frequently and touch many customers or internal stakeholders. Starting in the right places builds momentum and proves the value of automation to your team.
1. Lead Intake and Qualification
Automating lead capture, qualification, and routing ensures that new inquiries never fall through the cracks and reach the right person quickly.
2. New Customer or Client Onboarding
Onboarding typically involves multiple steps and touchpoints. Automating the communication, document collection, and internal tasks creates a smoother experience and reduces manual effort.
3. Document Collection and Approvals
From proposals to agreements and forms, document workflows often require chasing people for signatures or missing pieces. Automation centralizes the process and tracks completion.
4. Notifications and Reminders
Reminders before meetings, renewals, due dates, or milestones can all be automated, reducing the need for manual nudges.
5. Invoicing and Payment Follow-Up
Automating invoice creation, sending, and reminder sequences shortens payment cycles and reduces the administrative load on your finance or operations team.
Conclusion
By focusing on these five workflows first, you can quickly demonstrate the power of automation and create a foundation for more advanced improvements later. Learn how our services can help you implement these high-impact workflows, schedule a free assessment to identify which workflows will deliver the fastest ROI, or calculate your potential savings to see the financial impact.