Requests
A client request is not lost and moves straight into work.
If employees manually move requests between the website, CRM, spreadsheets, messengers and internal chats, the problem is not discipline but process architecture. Repeating actions can be connected between systems.
Start by automating two or three repetitive tasks that take up time and lead to mistakes.
A client request is not lost and moves straight into work.
Important events reach a manager or owner on time.
Data is not copied by hand from one table to another.
Steps, owners and statuses become clear.
What people do now, where mistakes happen and where time is lost.
The first task should be measurable and practical.
A bot, alert, report or connection between systems is created.
The result is documented and becomes a base for the next scenarios.
Not necessarily. Sometimes a simple bot, spreadsheet or alert solves the first problem better.
No. If a simple script or process solves the task better, that is the right choice.
Yes. That is the safest way to prove value before expanding.
Describe the repeated action. I will say whether automation makes sense and what the simplest working path is.