10 processes every SMB should automate first
Prioritise processes that are repetitive, frequent and rule-based. These ten usually deliver the best ROI.
- Web form → CRM sync
- Recurring invoicing and reminders
- Basic bank reconciliation
- Automated weekly reporting
- Customer/employee onboarding
- L1 support FAQ with RAG
- Ecommerce stock or order alerts
- Backup and monitoring
- Inbound email classification
- Appointment reminders
Related guides: automate business processes · n8n vs Make vs Zapier.
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