What can you automate?
Not sure what to automate? Start here.
Most businesses have 10 to 20 tasks that AI could take over. They’re hard to spot because your team does them every day. Take the one-minute quiz to see yours.
The 1-minute quiz
Find what you can automate
Answer four quick questions. You’ll get your top automation opportunities, with real projects where we’ve built something similar.
Step 1 of 4
What kind of business do you run?
Where does your team lose the most time?
Pick everything that applies.
What happens to enquiries after hours?
How big is your team?
The simple test
If a task is any of these, it can probably be automated
Think about the tasks your team does every week. The more of these boxes a task ticks, the better it is to automate.
- 01Repetitive: done the same way every day or week
- 02Rule-based: it follows clear steps
- 03It moves information from one place to another
- 04It waits on someone to reply, approve or chase
- 05It needs to happen outside work hours
By business area
What can be automated in any business
Every business is different, but the same areas come up again and again.
Sales and leads
- Instant replies to new leads
- Automatic follow-ups
- Calls booked into your calendar
- CRM updated after every call
Customer service
- AI chat and phone answering
- Answers to common questions
- After-hours support
- Complaints sorted and routed
Operations
- Tools that sync on their own
- Orders and bookings handled
- Scheduling across staff
- Hand-offs between teams
Documents and admin
- Forms and documents read by AI
- Invoices and payment reminders
- Data checked and filed
- Contracts and proposals drafted
Marketing
- Posts and emails in your voice
- Ad creatives and mockups
- Review requests
- Lead source tracking
Hiring and teams
- CV screening and shortlists
- Interview scheduling
- Staff onboarding
- Training with an AI coach
Knowledge
- A searchable AI knowledge base
- Answers from your own policies
- Know-how out of people’s heads
- Consistent answers for everyone
Reporting and decisions
- Live dashboards
- Weekly summaries in your inbox
- Early warnings on problems
- Signals from your own data
By industry
What businesses like yours automate
Common starting points for businesses in your industry.
Healthcare & clinics
- An AI receptionist answers patient calls and books appointments
- Appointment reminders and a waitlist that cut no-shows
- Patient intake forms completed online and filed automatically
- Referral letters read and entered into your practice system
Dental
- Recall reminders that bring patients back for check-ups
- Follow-ups that turn treatment plans into booked appointments
- Online booking with reminders that cut no-shows
- After-hours patient calls answered and booked
Recruiting & staffing
- AI screens CVs and runs first-round interviews
- Interviews scheduled without the back-and-forth
- Every candidate kept updated at each stage
- Past applicants matched to new roles automatically
Real estate
- Every property enquiry answered and the viewing booked
- Buyers followed up after each viewing
- Vendors and landlords updated weekly without lifting a finger
- New agents coached by an AI trained on your playbook
Education & training
- Enrolments handled online, straight into your systems
- Classes and tutors scheduled automatically
- Student and parent questions answered 24/7
- Progress updates sent to students and parents automatically
Wellness & beauty
- AI chat answers questions about treatments and products
- Clients reminded to rebook at the right time
- Calls answered and booked while you’re with a client
- Review requests sent after every appointment
E-commerce & retail
- “Where is my order?” questions answered instantly
- Abandoned carts followed up automatically
- Stock kept in sync across every channel
- Product descriptions written in your brand voice
Not sure where to start?Book an AI strategy call
Accounting, legal & consulting
- Clients chased for documents until everything is in
- Engagement letters and proposals drafted in minutes
- Contracts and files reviewed, with key terms flagged
- Client meeting notes and actions written up automatically
Not sure where to start?Book an AI strategy call
Finance & insurance
- KYC and identity documents checked automatically
- Claims read, checked and routed for approval
- Compliance questions answered from your own obligations
- Deal and market signals tracked and ranked
Trades & home services
- Calls answered and jobs booked while you’re on the tools
- Quotes sent the same day and followed up
- Jobs and crews scheduled, with customers told when you’re on the way
- Review requests sent after every job
Not sure where to start?Book an AI strategy call
Hospitality & travel
- Bookings and confirmations handled automatically
- Guest questions answered 24/7 by an AI concierge
- Event and group enquiries answered in minutes
- Replies to online reviews drafted for you to approve
Marketing & creative agencies
- Mockups and ad creatives produced in seconds
- Client reports that build themselves
- Briefs turned into first drafts in each client’s voice
- Pitches and proposals drafted from your past work
Software & tech
- Common support tickets resolved by an AI assistant
- New users guided step by step until they get value
- Early warnings when a customer is likely to cancel
- Demo requests qualified and booked instantly
Manufacturing & logistics
- Orders from emails and PDFs entered automatically
- Supplier invoices matched to orders, with exceptions flagged
- Customers sent delivery updates at every step
- Stock levels kept accurate across every system
Not sure where to start?Book an AI strategy call
AI or automation?
Two tools that work best together
Automation follows the rules you set: when this happens, do that. AI handles the judgement: reading, writing, answering and deciding. The best systems use both, so work flows on its own and still makes sense.
What we don’t automate
Some things should stay human
Relationships, final decisions and moments that need a personal touch stay with your people. AI takes the busywork so they have more time for exactly those things. And everything we do automate comes with guardrails and human oversight.
Where to start
Start where it hurts most and risks least.
The best first automation is high in volume, time or frustration, and low in risk. Our AI Audit maps how your business works and finds those starting points for you, in a clear, prioritised roadmap.
- 1High volume: done many times a week
- 2High time: eats hours of your team’s day
- 3Low risk: easy to check and safe to hand over
Book a call
Want help picking the right first automation?
Book a 30-minute call. Tell us how your business runs and we’ll show you where AI will make the biggest difference.
- A focused 30-minute conversation about your goals
- Honest advice, even if AI isn’t the answer
- Clear next steps you can act on