Automating business tasks: examples, methods and integration
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Automating business tasks is a simple way of freeing up your team's time by automating some of the day-to-day tasks.
Why automate business tasks?
In the video, automation is presented as “extremely relevant” for one direct reason: save time and enable employees to work more efficiently.
Many organisations repeat the same actions several times a day or a week, sometimes on “robotic” tasks that add little value. Automating these steps puts human time back where it counts: in analysis, decision-making, relationships and creating value.
For an overview of the’automating tasks in companies On the Iterates side, discover our dedicated solutions.
What tasks should you automate on a daily basis (quotes, emails, documents)?
Examples quoted directly from the transcript:
- Quote submission
- Replying to emails
- Drafting internal documents (internal notes, etc.)
The idea is not to “automate everything”, but to target what is repetitive, time-consuming or can be standardised.
(In general terms: starting with 1 to 3 concrete use cases facilitates adoption, as the time saved can be measured more quickly and the process stabilised before being extended).
Software vs AI: two ways of automating time-consuming tasks
Two approaches are mentioned:
- A software “behind” who carries out the task given to him.
- The possibility of linking artificial intelligence and ask the AI to carry out certain time-consuming tasks.
To understand how AI can fit into this logic, find out more about AI solutions for automating business tasks.
Case study: automating meeting minutes (key points, decisions, to-do list)
A very concrete example: the Meeting minutes.
If a meeting is recorded (audio, video, whatever), a tool can :
- return the the most important points,
- list the decisions taken,
- highlight the to-do list.
The benefit described: avoiding the need for someone to listen to the meeting again and retype everything in a document, so that they can devote this time to more useful tasks for the company.
Method: map your processes to identify the best automation solutions
The key message: you can automate “just about any time” in a company's life cycle... as long as you :
- define processes,
- identify when to automate a part or the whole of the process.
The suggested approach is to ask yourself questions about the way you work, put everything down on paper, and come up with a list of relevant automations adapted to your needs. job and your context.
To find out more business process automation and identify concrete opportunities in your organisation, consult our guide to task automation in companies.
Email: sort and categorise (Gmail) + generate drafts
Example cited: if you manage your emails in Gmail, You can also create an automated system that receives a :
- categorise the message (request for quote, invoice received, etc.),
- and can go even further: create a draft response.
Then, when you've read the email, all you have to do is adapt it slightly and send it.
Integrations: connect your software (e.g. accounting) to trigger actions
The transcript also mentions the possibility of interconnecting with other software, for example accounting tools such as Odoo or Billit.
The principle: “when an event occurs” in a tool, the automation triggers an action. A scenario that has been suggested: an email requesting a project balance could be used to automate the preparation of a "project balance". draft related to billing.
Implementation: bespoke development or existing solutions depending on budget
In terms of implementation, ITS/Iterates indicates that it works in two ways, depending on needs and budget:
- custom development (code creation),
- or use of existing solutions on the market.
To find out more about how we develop applications and software tailored to your business needs, see our development of web applications, mobile applications and customised software.
Getting started: free appointment, automation ideas, quotes and ROI
The proposal is simple:
- a free initial appointment,
- identifying your needs and processes,
- identifying what can be automated,
- then a quote with a tariff for each automation.
The aim is also to help you “step back” the investment and compare it with the return on investment expected.
The next stage
To remember
- The aim of automation is to eliminate repetitive and time-consuming tasks in order to save time.
- Examples cited: quotations, email responses, internal documents.
- Two approaches: automation via software + possibility of linking it to AI.
- Case study: automated meeting minutes (key points, decisions, to-do list).
- The right approach: map your processes and identify where you need to automate some or all of them.
- You can automate the sorting/categorisation of emails and generate drafts.
- Integrations with existing software are possible, depending on your context.
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This is the’automating business tasks entrusting software (and sometimes AI) with repetitive actions carried out on a daily basis. The aim is to save time and improve efficiency.
Start by listing your processes and identifying tasks that are repeated several times a day/week. Find out what is “robotic”, can be standardised, or generates little value. Then decide whether you want to automate part or all of the process.
A meeting will identify your needs and list the possible automations, then a quotation can detail a price per automation. This helps you compare the investment with the expected time savings (ROI). Contact make an appointment to get a quote for automating tasks in your company.
Start from the real process: context, tools, exceptions and necessary validations. A useful automation is one that adapts to the business and the software in place, even if it means adjusting the scope: analyse your processes and identify automations that are truly adapted to your business context, contact our business task automation agency.