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Automation · 8 min read

5 Business Processes You Should Be Automating

Find out which tasks are needlessly stealing your time and how to automate them efficiently with Make or Zapier.

5 Business Processes You Should Be Automating

Why automate business processes?

Every company has dozens of repetitive tasks that take hours every week. Manual invoice processing, copying data between systems, sending the same e-mails — all of this can be automated for a fraction of the cost of one employee.

According to studies, up to 45% of routine work activities can be automated. In practice, this means that a small company with 10 employees can save the equivalent of one full-time position.

Automation is not about replacing people — it is about letting people focus on work that truly creates value.

1. Invoice and payment automation

Manual invoice issuing is one of the most common time wasters. Modern tools such as Fakturoid or iDoklad, combined with Make, can automatically issue an invoice, send a payment reminder, and synchronize payments with the accounting system.

[!] TIP

Connect your e-shop → invoicing system → accounting → bank into one workflow. You can save 5–10 hours per month.

2. Onboarding new clients

A client fills out a form → CRM card → welcome e-mail → Google Calendar → Slack notification. The entire process runs with 0 minutes of manual work.

3. E-mail marketing and follow-ups

Personalized sequences through Mailchimp, Brevo, or Ecomail combined with CRM: welcome series, behavioral triggers, and segmentation.

4. Automated reporting

Google Looker Studio, Databox, or Supermetrics automatically pull data from GA4, Ads, and CRM. Your team receives a PDF report every Monday without a single click.

5. Order processing

Confirmation → carrier handoff via API → tracking → review request 7 days after delivery. The entire chain runs 24/7 without manual intervention.

Conclusion

Start with one process. Measure the time before and after. Get in touch with us and we will design an automation strategy tailored to your business.

Need a hand?

Write to us and we'll figure it out together.

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