Business automation

Business automation means the repeatable parts of running a business happen without anyone having to remember them: the follow-up after an enquiry, the review request after a job, the reminder before an appointment, the record of what was said. It is worth doing where the work is predictable and the cost of forgetting is a lost customer.

What is worth automating, and what is not

Automate the work whose correct outcome is the same every time and whose failure mode is silence — a lead that nobody rang back, a job that never got a review request. Do not automate the work where judgement is the value, such as pricing an unusual job or answering an unhappy customer. The test is whether you would be comfortable with the same thing happening every time without you reading it first.

Why most attempts stall

The usual failure is not technical. Someone builds a sequence, it works, and then the business changes slightly and nobody updates it, so it keeps sending the wrong thing until it is switched off. Automation survives when something is responsible for noticing that it no longer fits, which is a different job from setting it up in the first place.