Look for repeated copying, checking, routing, reminders, updates and hand-offs. These are examples to investigate rather than promises that every workflow can or should be automated.
1. Enquiry routing
Classify incoming enquiries using agreed rules and route them to the appropriate team.
2. Document data extraction
Extract structured information from forms, invoices, PDFs or attachments for validation.
3. CRM updates
Reduce repeated manual entry when information already exists elsewhere.
4. Appointment scheduling
Coordinate availability, confirmations and reminders.
5. Missing-information chasing
Trigger reminders and stop them when the required response arrives.
6. Customer status updates
Send communications when a case reaches a defined stage.
7. Internal task creation
Create and assign tasks when another event occurs.
8. Routine reporting
Collect defined information and prepare recurring operational reports.
9. File organisation
Classify and route incoming files according to business rules.
10. Cross-system workflows
Connect separate tools so information moves without repeated copying.