Which business processes should you automate first?

The best first candidates

• Data entry between systems — orders into accounting, leads into the CRM, forms into spreadsheets.
• Approvals and notifications — purchase requests, leave, discounts and sign-offs.
• Recurring reports — the numbers someone assembles by hand every week.
• Document handling — pulling fields out of invoices, receipts and forms.
• First-line questions — the answers customers or staff ask for again and again.

How to choose: frequency, effort and risk

List the repetitive tasks in a workflow and score each one: how often it happens, how long it takes, and what a mistake costs. The task that scores high on all three is your first automation.

Tasks that need judgement every time are better candidates for assistance than for full automation.

Connect, don’t replace

Most modern tools expose APIs or webhooks, so automation usually means connecting the systems you already pay for — not migrating to new ones. An integration layer moves data, triggers actions and keeps records in sync while your team keeps the tools they know.

Where AI assistants fit

Large language models are good at language work: answering questions from your documents, summarising long threads, drafting replies and extracting data from messy text. They work best when they retrieve answers from approved sources, respect user permissions and hand anything uncertain to a person.

Doing AI safely

• Ground answers in your own documents and data, and show the sources.
• Keep sensitive data out of prompts unless it is needed.
• Apply the same access rules as the rest of your systems.
• Log what the assistant does so it can be reviewed and improved.

Measure the return

Before building, write down the hours, delays and errors the process causes today. After launch, track runs, time saved and failures. Automations that pay back quickly fund the next ones — and the ones that don’t get fixed or switched off.