Practical automation for small businesses.
WHAT IS ACHIEVABLE WITHOUT DEVELOPERS
Automation platforms with visual interfaces connect common applications.
Many include AI steps.
GOOD FIRST WORKFLOWS
Incoming enquiries summarised and categorised Documents extracted into a spreadsheet Meeting recordings transcribed and summarised Draft replies prepared for review
WHAT TO START WITH
Something that saves time, where errors are visible, and where a person still reviews.
WHAT NOT TO START WITH
Anything sending to customers automatically Anything financial Anything you could not undo
HOW TO BUILD IT
One step at a time, testing each On sample data first With a review step before anything leaves your business
WHAT TO MEASURE
Whether it actually saves time, net of checking Error rate
WHEN TO STOP
If checking the output takes as long as doing the task.
THE PRACTICAL ADVICE
Automate the preparation. Keep the deciding and the sending human.