Five workflows every ops team should automate first

The best first automation is boring: it happens often, follows clear rules and is easy to check. Here are five we see teams start with.

1. Lead routing

Send new form submissions to the right rep based on region, deal size or product interest.

2. Meeting follow-ups

Turn call notes into a summary, action items and a follow-up email draft — ready for review.

3. Invoice approvals

Route invoices above a threshold to finance, and auto-approve the rest within policy.

4. Support triage

Tag incoming tickets by topic and urgency, and assign them before anyone opens the inbox.

5. Weekly reporting

Pull numbers from your tools every Monday and post a summary to your team channel.

Start with one, measure the time saved for two weeks, then add the next.