What processes do I need to automate? 6 essential processes



A business is comprised of hundreds of processes. Automation is how the most foundational and routine of these processes can be completed efficiently — without hindering employee productivity.

The processes you automate can vary depending on the size, type, and strategy of each business. But with that said, there are some processes that every business should look to automate.

Here are six of them.


1.      Email parsing

When asking “what processes do I need to automate”, the ones surrounding emails are a great start. Team members across the business, across departments, will get inundated with emails, and this volume of communication only increases as the business grows.

Emails can represent not only an insurmountable task for human team members, but a significant productivity sink, too.

Enter automation. You should automate the process of parsing emails. Here, automation software can

  • Monitor your incoming emails
  • Pick up each new message
  • Parse it
  • Pull the relevant data
  • Push that data to the relevant place
  • Perform any number of subsequent automations against the email and its data, based on your rules and conditions

This way, all your routine and repetitive email admin is handled automatically. Teams only need to pay attention to the important and useful emails. (Or even just the important information within.)


2.      Follow up emails

Another email-related process to automate is your follow-up emails.

You can pre-write your follow-up emails and automate when, how, and to who they are sent. As long as the email address and customer name are in your database, your automation can fill in customer information and email content as needed.

Automation software can then fire out the needed email after a certain condition is met. (Such as a set time frame, or the receipt of an invoice, or keywords identified in an inbound email.)

This is a great way to check in with customers and auto-respond to common email types. All without putting an extra process on the shoulders of your customer-facing employees.


3.      Ticketing process

In fact, there are a few processes surrounding customer-facing employees that every business should remember when asking ‘what processes do I need to automate’.

Your ticketing process is another essential process that you need to automate. In so doing, you ensure every ticket gets handled, followed up on, and concluded as needed.

This is a complex process that you can automate multiple conditions and rules for.


4.      Recruitment document processing

When it comes to hiring new team members, you’ll get a host of CVs/resumés.

You can automate the process of scanning these documents for key skills/keywords to forward for human review. So, your HR reps aren’t spending time sifting through the applications that don’t answer the job description.

There are plenty more document-related processes you might consider automating too. You can automate the process of converting these files to PDF for security purposes, for instance.


5.      Data entry

The world runs on data. Your business will run on data. But inputting that data is a long slog of a process that leaves teams drained and bored.

So, when considering “what processes do I need to automate”, data entry is an absolute must — no matter the business. You can set up automation for the entire process — from extracting the data, to changing it to your required format, to loading it into your database.


6.      Payment monitoring and reminders

The last thing you want to do is forget an important payment for tools you’re subscribed to, for materials you need and so on.

Automation software doesn’t forget.

So, automate those processes to trigger when you need them to. Automate reminders/alerts to remind you to review your payments. By automating these processes, you stay on top of your payments and don’t need to worry about being overdue.  


What processes do I need?

These processes only scrape the surface of what you can do with automation. But they are the essential processes you’ll look to automate no matter what your business type. They provide a jumping-off point to recognising further automation opportunities.

In short, these aren’t the only processes in answer to ‘what processes do I need to automate’ — but they are a universal starting point.

Get started automating your essential processes with a 30-day free trial of ThinkAutomation.


Useful links

A history of email spam

What is intelligent document processing? An overview with examples

ThinkAutomation free trial


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