These are the manual processes we automate most often. If your workflow isn't listed, the Audit will find it fast.
Common automation opportunities across different industries.
| Workflow | E-commerce | Agencies | Real Estate | Service Biz |
|---|---|---|---|---|
| Lead capture & database entry | ✓ | ✓ | ✓ | ✓ |
| Automatic follow-up sequences | ✓ | ✓ | ✓ | ✓ |
| Missed call text-back | ✓ | ✓ | ||
| AI chatbot for FAQs | ✓ | ✓ | ✓ | ✓ |
| Email triage & routing | ✓ | ✓ | ✓ | |
| Invoice/document extraction | ✓ | ✓ | ✓ | |
| Report generation | ✓ | ✓ | ✓ | ✓ |
| Appointment scheduling | ✓ | ✓ | ✓ | |
| Content scheduling | ✓ | ✓ | ✓ | |
| Order status updates | ✓ | ✓ |
Common pain points and what we typically build.
Order status inquiries, return requests, inventory alerts, review requests. Most common: AI chatbot handling order questions + email triage.
→ Faster customer responses, less support load
Client onboarding, project handoffs, report generation, content scheduling. Most common: intake → database/spreadsheet → task creation workflow.
→ More billable time, less admin work
Lead capture from multiple sources, instant follow-up, showing scheduling, drip campaigns. Most common: unified lead intake with auto-response.
→ No missed leads, consistent follow-up
Missed call capture, appointment booking, job status updates, invoice reminders. Most common: missed call text-back + booking system.
→ Capture leads that would be lost