Where this lands
Automation goes wrong when it is bought as a category rather than aimed at a process. These are the processes we would open with in each sector, and the service that delivers them. If your worst process is not on this list, it is still worth forty-five minutes.
No-shows, and intake forms eating the front desk's morning.
Appointment reminders and pre-consultation intake on WhatsApp.
An AJMC randomised trial across 54,066 appointments found two reminders beat one — 4.4% no-shows against 5.3–5.8%. It is a small margin, and it is the kind of number worth measuring on your own data rather than taking from a brochure.
Slow replies, and an endless stream of “where is my order”.
Enquiry qualification and order-status answering.
Harvard Business Review's study of B2B response times put the average first response at 42 hours, with 23% of companies never responding at all. Overnight enquiries are where most of that is lost.
Associates spending their week on first-pass document review.
Document intake, classification and clause extraction.
Extraction runs with a per-field confidence score and a review queue underneath it. Anything the model is unsure about goes to a person rather than into the file.
Manual three-way purchase-order matching.
Purchase order and goods-receipt matching in UiPath or Power Automate.
Stable, rule-bound and high-volume — the conditions under which RPA actually holds up. If the process changes monthly we will tell you not to automate it.
Paper proof-of-delivery re-keyed from photographs.
POD capture and exception handling.
The exception path matters more than the happy path here. Every build ships with an exception queue and a runbook naming the failure modes.
Unbilled time, and a pipeline that goes stale.
Timesheet chasing, proposal assembly and CRM hygiene in n8n.
Self-hosted on your own infrastructure and versioned in your repository, so the bill does not climb with volume.
Start with one process
Forty-five minutes, no charge, no deck. You will get a straight answer on whether it is worth automating — and if it isn't, you will get that answer too.