How to spot a good candidate
- It happens often, every week or every day.
- You could explain it to a new temp on one page.
- The data is already digital, not on paper.
- A mistake is noticeable and can be fixed.
- It currently eats up a noticeable amount of time.
Typical examples
- Contact form → entry in the CRM, message to the person responsible
- Email to the info mailbox → ticket, already sorted by topic
- Appointment booked online → confirmation and reminder the day before
- Incoming invoice → data extracted and prepared for accounting, a person checks it
- New customer → task list for the team is created
- Monday morning → report with last week's figures in your inbox
Where caution is needed
As soon as discretion, legal consequences or a lot of money are involved, a human approves. No machine sends out a goodwill decision or a reminder to a regular customer. The automation lays out the documents, you decide.
Prerequisites
Write down the process first: who does what, with which data, and what happens with exceptions? Only then does it come down to tools. A process that nobody properly understands just gets wrong faster through automation.