There are many areas in a business that benefit from automation. From sending follow-up emails to monitoring manufacturing equipment, automation simplifies many areas of a business by automatically accomplishing tasks that you or an employee would otherwise have to do manually.
What Admin and Finance Tasks Can be Automated?
- Receiving notifications when payments don’t clear
- Following up with clients when credit cards expire
- Creating invoices
- Sending out reminder messages on overdue unpaid invoices
- Calendar based task reminders for financial periods
- Requests for document signatures
- Document scanning and data capture
- File and document sharing
- Asset management and tracking
- Payments for recurring bills
- Employee inductions
- Aggregated industry news
- Tracking application processes
- Updating employee profiles
- Importing bank statements and transaction data into your accounting system
- Monthly journal entries
What IT Tasks Can be Automated?
- Recovering lost passwords
- Synchronising devices
- Batch processing
- Helpdesk support ticketing
- System and files backups
- User account authentications
- File conversions
- Use integration to pass data between software applications
- Sorting and filtering emails
- Email auto-forwarding
- Archiving content and data
- System performance and sensor monitoring
- Firewall and network security monitoring
What Marketing Tasks Can be Automated?
- Respond immediately to an email contact request from your website
- Staying connected with prospects with regular emails
- Following up with new connections after networking events
- Scheduling and publishing blog and social media posts
- Event registrations
- Online mention monitoring
- Trend and analytics reporting
- Blog post to video creation
- Article and document transcription
- Generating quotes and order estimates
- Adding contact information to your CRM
- Lead scoring
- Deleting ‘dead leads’ out of your CRM
What Sales Tasks Can be Automated?
- Allocating a sales inquiry to a sales representative
- On-boarding a new client to make a great first impression that is always consistent
- Making new sales offers to existing clients
- Reminding clients when to restock
- Sending anniversary based messages for birthdays
- Managing loyalty programs
- Scheduling appointments and meetings
- Proposals and tender response records
- Abandoned shopping cart reminders
- Customer segmenting
What Customer Service Tasks Can be Automated?
- Sending out appointment reminders
- Requests for feedback after providing support
- Asking for testimonials
- Asking clients for referrals
- Following up with delivery updates
- Call routing to connect the relevant employee with a client
- Logging support calls
- Resource planning
- Auto-assigning issues to employees