Start with repetitive tasks that have clear rules.

1. Website enquiry routing

Send form submissions to the right inbox or CRM, label the enquiry source and notify the responsible person.

2. Follow-up task creation

Create a task when a new lead has not received a response within a defined period. Keep the reminder visible so a person can decide what to do next.

3. CRM record updates

Update selected fields when a deal changes stage or a customer submits a new form. Define which system is the source of truth to avoid overwriting good data.

4. Appointment reminders

Send reminders based on confirmed booking details and provide a clear way to reschedule or contact the business.

5. Internal status notifications

Notify a team when a project moves to a new stage, a payment is recorded or an approval is needed.

6. Routine reporting

Collect agreed metrics from supported systems and prepare a scheduled summary. Check definitions and time zones so the report is meaningful.

7. Document and onboarding steps

Create a checklist or draft document after a deal is marked as won, while leaving review and approval with the appropriate team member.

Build safeguards into every workflow

Use clear ownership, limited permissions, error notifications, duplicate prevention and a manual fallback. Test unusual inputs before enabling an automation for live business use.

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