Which tasks in a business are worth automating
Updated
A task is worth automating when it repeats often by the same rules and its data already exists in a spreadsheet, a program or on a site.
These are the tasks we automate, with what your people still decide afterwards:
| Task | What runs on its own | What a person decides |
|---|---|---|
| Prices against the competition | Every morning competitor and supplier prices are checked, and yours change by the rule | The rule, the margin floor and changes beyond the agreed limit |
| Supplier price lists | Manufacturers' prices and data go into the catalogue, sorted by your categories and attributes | Items the import can't sort on its own |
| Customer quotes | The quote is built from the catalogue, with current prices | Discounts and terms for larger customers |
| Enquiries from the site | The enquiry goes into the CRM, with a reminder when to get back to the customer | What you will offer the customer |
| Titles and descriptions for Google | Every product and every category gets a title and description for search | Checking samples before publishing |
| Customer questions | An AI assistant on the site answers from your prices, lead times and terms | Questions the assistant can't answer, so it passes them on |
| Invoices and documents | Amounts and codes from a PDF go into a spreadsheet | Checking amounts before they are booked |
| Sales from enquiries | The sale goes back to Google Ads as a conversion, so you see which campaign brought the customer | Budget per campaign, with paid advertising |
Product titles and descriptions are also part of SEO. In a shop with thousands of items, writing them by hand never reaches the end of the catalogue, so automation takes over.
