Free resource · AI Automation Checklist
What Should Your Business Automate? Start Here.
A simple way to spot the repetitive work that's costing you hours each week — and which of it AI can realistically take over.
Which tasks are good to automate?
Tasks that happen often, follow the same steps each time and don't need judgement. Common examples:
- Answering after-hours calls and common questions
- Following up with enquiries that didn't book
- Copying details between forms, email and spreadsheets
- Sending reminders, confirmations and reviews requests
What should stay with people?
Anything that needs judgement, a relationship or a difficult conversation. Good automation hands those to a person quickly.
How do I know if it's worth automating?
Multiply how long the task takes by how often it happens each week. If it adds up to a few hours, or it causes lost customers when it's missed, it's worth a look.
Do I need new software?
Usually not. Most automations connect the tools you already use, like your calendar, email, phone and CRM.
Download the Full Free Guide
The AI Automation Checklist includes:
- A task-by-task checklist to score your week
- A simple time-and-cost worksheet
- Examples by business type
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