30 automation ideas for small businesses in 6 groups — reception, customer care, sales, surveys, internal and reporting. Simple start, low cost, each idea has a clear use. Zenify recorded a 35% reduction in processing time (approved).
TL;DR
- 30 ideas in 6 groups.
- Start 3-5 high frequency tasks first.
- Low cost, no engineer needed.
- Each idea has a clear use.
- Measure before/after to know effectiveness.
Group 1: Receiving guests
Automatically reply to common messages (see Chatbot)
Greet customers when entering the inbox
Submit your first needs filtering question
Notice of overtime working hours
Ask again for basic guest information
Group 2: Guest care
Automatic happy birthday (see Birthday)
Re-care for customers who have not purchased in 30 days (see Re-care)
Remind customers after purchasing to try it out
Send gratitude messages to VIP guests
Announce promotional programs for old customers
Group 3: Sales
Send price list automatically when customers request
Cart abandoned reminder (see Automatic email)
Create sales opportunities from conversations (see Create deal)
Automatic appointment scheduling (see Schedule scheduling)
Send behavioral discount codes
Group 4: Processing applications
Automatic order confirmation
Notify customers of order status (see Monitor orders)
Late order warning
Send instructions for use after delivery
Remind customers to rate the product
Group 5: Survey and measurement
Send post-transaction CSAT survey (see Survey)
Automatically synthesize satisfaction scores
Warning when score is low
Send periodic needs surveys
Group 6: Internal and reporting
Automatic end-of-day report (see Report)
Warning about ticket delay (see SLA warning)
Automatically classify tickets
Notification when there is a complaint ticket
Synchronize customer data between channels
Remind internal matters on time
How to start a small business
Choose 3-5 high frequency tasks: reply to messages, confirm applications, survey.
Using existing tools: no engineer needed (see No-code).
Do each task, measure before/after.
Expand according to results.
Monthly review (see Workflow rules).