Free guide

The 20 jobs you should automate first

Most automation advice starts with the tools. That is the wrong end. Deciding what to automate, and in what order, is where projects succeed or quietly fail.

This is the list we actually work from — nine pages, twenty jobs, each with what triggers it, how it is built, and roughly what it gives back. Every one of them is something we have built for a real business.

• Money in. Chasing unpaid invoices, issuing them automatically, recurring payments, reconciliation, the monthly pack for your accountant.
• Bookings. Confirmations, reminders that stop no-shows, bulk rescheduling when the weather turns, channel sync, the morning run sheet.
• Enquiries. The four questions you always get, filtering out-of-area leads, CRM capture, quote follow-ups, review requests.
• Admin. Receipts and expenses, staff hours, client onboarding, the numbers you should see every Monday, backups.

No email course on "unlocking your potential". If a job is not worth automating at your size, the guide says so.