What makes a good candidate
The strongest automation candidates are repetitive, frequent, rules-based, measurable, and currently dependent on manual handoffs.
Ten automation opportunities
- Lead capture and routing
- Sales follow-up and reminders
- Client onboarding
- Appointment scheduling and confirmations
- Proposal and document generation
- Approval routing
- Invoice reminders
- Status notifications
- Recurring reports and dashboards
- Review and referral requests
Controls and exception handling
Automation should define what happens when data is missing, an approval fails, a customer replies unexpectedly, or a system becomes unavailable. Reliable workflows include logging, ownership, alerts, and manual review points.
Where to start
Choose one high-frequency process with a clear owner and measurable baseline. Improve the process before automating it, then review performance before expanding.
AutomationOperationsWorkflowProductivity
Apply the Framework
Turn this insight into a practical business initiative.
Schedule a focused conversation about how this strategy applies to your organization, systems, team, and current priorities.
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