Which operations are worth automating
The best candidates are frequent, rule based and tedious. They happen many times a week, follow steps someone could write down, and nobody enjoys doing them. Typical examples:
Lead routing from website forms, ads and WhatsApp into the CRM, assigned to the right person
Data extraction from invoices, receipts and contracts into accounting sheets or your ERP
Order and inventory sync between a store, a warehouse sheet and a delivery company
Scheduled reports pulled from ads, analytics and sales tools into one place
Onboarding steps for new clients or staff across email, folders and tasks
Work that changes every time, or depends on judgment nobody can describe, is a poor fit. Automating it usually means automating confusion.


