5 workflow automations every operations team should build first

Quick wins compound

Pick a process your team does at least weekly, takes more than 15 minutes manually, and touches more than one system. Those are the candidates that pay off fastest.

1. New-hire onboarding

Provision accounts, send paperwork, schedule training — all from one trigger.

2. Vendor approval

Route requests by amount, notify procurement, archive the trail.

3. Customer escalations

Page the right team, open the ticket, post to the warroom.

4. Weekly business review

Aggregate metrics, generate the deck, distribute by Monday morning.

5. Inbound demo requests

Score, assign, schedule, follow up — without a human in the loop.