Real automation use cases for small businesses
Manual processes don't scale — and they don't need to exist. Here's what you could automate today.
Discuss Your Use CaseCommon Automations
These are the most requested automations by small businesses like yours.
Data Entry Between Tools
Manually copying data from emails, forms, or one app to another. Time-consuming and error-prone.
Automatically capture data and sync it across your tools in real-time or on a schedule.
Spreadsheet Updates
Updating Google Sheets or Excel files by hand multiple times per day or week.
Auto-populate spreadsheets with data from forms, emails, databases, or other sources.
Website Monitoring & Alerts
Manually checking competitor prices, stock levels, or content changes on websites.
Automated scraping that monitors pages and sends alerts when specific conditions are met.
Report Generation
Spending hours each week pulling data from multiple sources to create reports.
Automated report creation that pulls data, formats it, and delivers it on schedule.
Email & Notification Workflows
Manually sending follow-ups, reminders, or status updates based on triggers.
Automated email sequences triggered by specific actions or conditions in your tools.
Invoice & Payment Processing
Manually creating invoices, tracking payments, and updating records across systems.
Auto-generate invoices, send reminders, and sync payment data to your accounting software.
Lead Qualification
Manually reviewing and scoring new leads from forms, emails, or your CRM.
Automated lead scoring and routing based on your criteria, with instant notifications.
Multi-Step Workflows
Complex processes requiring multiple manual steps across different tools and people.
End-to-end automation that handles entire workflows from trigger to completion.
Don't see your use case?
These are just examples. If you have a repetitive task that takes more than 30 minutes per week, it's probably worth automating. Let's talk about your specific situation.
Book a Free 20-Minute CallPerfect for automation:
- Tasks you do more than once per week
- Copy/paste between different tools
- Data entry or spreadsheet updates
- Following specific, repeatable rules
- Monitoring for changes or triggers
Not a good fit:
- One-time projects or tasks
- Tasks requiring human judgment
- Highly complex enterprise systems
- Tasks that change constantly
- Processes without clear rules
Ready to automate your workflow?
Let's discuss which tasks you could eliminate today.